Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
TSMC Signals Bigger Capital Spending to Ease AI Chip Bottlenecks
TSMC says its capital spending over the next three years will be 'more significantly higher' than the last three, as it works to relieve a c
TSMC Invests Another $100 Billion in Arizona, Boosts 2026 Capex Forecast
TSMC is pouring another $100 billion into Arizona to build its most advanced chips and expand packaging capacity. The chipmaker also raised
TSMC Posts Record 77% Profit Surge as AI Chip Dominance Drives Growth
Taiwan Semiconductor Manufacturing Co reported a record 77% profit jump for April-June, driven by surging AI chip demand. All eyes are now o
China Chip Stocks Slide, Hong Kong Tech Jumps on Alibaba-Apple AI Deal
Mainland Chinese indexes slipped at midday as chip stocks sold off across Asia, but Hong Kong tech surged after Alibaba said its Qwen AI mod
ASML Tests Pricing Power with Planned Equipment Hike Despite TSMC Pushback
ASML is planning to raise prices on its advanced chipmaking tools, even as top customer TSMC pushes back. The move tests the Dutch company's
Life360 User Growth Rebounds After Google Play Store Visibility Issue Resolved
Life360's app growth is recovering after a Google Play Store issue limited its visibility. Jefferies cited June data showing monthly active
Macquarie Tech's $3.5B Sydney Data Center Faces Local Hurdles, Jefferies Says
Macquarie Technology Group has secured a AU$240 million site in Sydney for a massive data center campus. But Jefferies analysts flag potenti
TSMC Expected to Post Record Q2 Profit as AI Chip Demand Surges 59%
Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report a record Q2 net profit, up 59% year-over-year, as AI chip demand fue
Cadence Launches AI Agent to Automate Circuit Board Design with Nvidia Chips
Cadence Design Systems has launched AuraStack, an AI agent that converts plain-English instructions into printed circuit board designs and t
Microsoft Restructures Security Unit, Cuts Hundreds of Jobs to Focus on AI Tools
Microsoft is reshaping its cybersecurity division around AI, cutting several hundred roles and scaling back older products. The move undersc
AWS Loses Compute and AI Chief Dave Brown After 19 Years; Treadwell Steps In
AWS is losing a key leader: Dave Brown, who ran compute and machine learning services, is leaving after 19 years. Fellow S-team member Dave
Palantir CTO Warns China May Be Copying US AI via 'Distillation Attacks'
Palantir's CTO says China may be copying US AI models using a technique called 'distillation.' This could make advanced AI more like a commo