Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
Micron's memory sells out as UBS sees tight supply into 2028
Micron can't make memory chips fast enough to meet demand, and UBS expects that tightness to last into mid-2028. With AI-driven demand surgi
Apple iPhone 18 Pro wait times rise, hinting at stronger demand
Apple's iPhone 18 Pro and Pro Max are taking longer to ship, and UBS sees that as a possible early sign of firmer demand. China availability
CVC takes first outside stake in Prague's CDN77 at $1.9B valuation
CVC is investing in CDN77, a Prague-based internet infrastructure firm, marking its first outside investment. The deal values the company at
Disney raises ad-free streaming prices again, pushes cheaper ad tiers
Disney is raising prices on its ad-free streaming plans, with Disney+ jumping 13% to $21.49 a month. The ad-supported Disney+ and Hulu bundl
UiPath's BOAT pivot still a 'show-me' story, RBC cuts target to $15
RBC Capital Markets is keeping its sector perform rating on UiPath but cutting its price target to $15 from $17. The firm says the company's
Fastly's edge platform pitch wins praise, but AI revenue questions linger
Fastly is pitching itself as an edge platform, not just a CDN. BofA likes the adoption story but says the company still needs to show concre
AI agents like Meta's Muse threaten profits built on customer inertia
Meta's new AI agent, Muse, is topping app-store charts and can handle tasks like booking trips and comparing prices. That has investors wond
YouTube's new AI editing tools and shopping push target creator productivity
YouTube is adding Gemini-powered editing tools to help creators produce videos faster, and expanding its Shopping affiliate program to 35 co
Space startup funding doubles to $23B as investors demand proof
Private investment in space startups more than doubled to $23 billion through June, but a new report says investors are getting pickier. Mon
Bell Canada deploys Cohere AI to speed up cyber threat response
Bell Canada has put Cohere's AI model to work in its cybersecurity unit, aiming to speed up threat detection while keeping data on Canadian
Basecamp Research raises $140M to push AI-designed drugs toward clinic
Basecamp Research raised $140 million in an oversubscribed Series C, valuing the London-based AI drug developer at $800 million. The funds w
Ultraviolette adds Intel CEO as adviser ahead of US push
Ultraviolette, an Indian electric two-wheeler startup, has raised $85 million and brought Intel CEO Lip-Bu Tan on board as an adviser. The f