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The tech companies, chips and platforms moving indexes and reshaping the economy.

Anthropic IPO chatter, Cisco slide, Sandisk jump split tech stocks
Tech

Anthropic IPO chatter, Cisco slide, Sandisk jump split tech stocks

Tech stocks moved in opposite directions as Anthropic's IPO chatter emerged, Cisco dropped on a services shortfall, and Sandisk climbed on l

Marcus Devlin ·
OpenAI's chief revenue officer exits after months as AI firm revamps sales
Tech

OpenAI's chief revenue officer exits after months as AI firm revamps sales

OpenAI's chief revenue officer Denise Dresser is stepping down after just months in the role. Dali Rajic will take over as the company works

Marcus Devlin ·
Silver Lake in talks to take Workday private in $43B deal
Breaking

Silver Lake in talks to take Workday private in $43B deal

Silver Lake is reportedly in talks to take Workday private in a deal valued around $43 billion. The move comes as the HR and finance softwar

Eleanor Whitfield ·
SalesCloser expands AI agents to video demos for OCAL Financial
Tech

SalesCloser expands AI agents to video demos for OCAL Financial

SalesCloser Technologies has signed OCAL Financial to use its AI agents beyond voice calls, adding video and screen-shared demos. The agents

Marcus Devlin ·
Google launches cheaper Gemini 3.7 Flash, but Pro still missing
Tech

Google launches cheaper Gemini 3.7 Flash, but Pro still missing

Google has released Gemini 3.7 Flash, a coding-focused AI model priced at $0.75 per million input tokens through the end of the year. The mo

Eleanor Whitfield ·
AMD plans $4-5 billion bond sale across four maturities
Tech

AMD plans $4-5 billion bond sale across four maturities

AMD is tapping the bond market with a four-part debt deal to raise $4-5 billion. The chipmaker may use the funds for general corporate needs

Marcus Devlin ·
Morgan Stanley sees Cerebras AI revenue tripling by 2027
Tech

Morgan Stanley sees Cerebras AI revenue tripling by 2027

Morgan Stanley expects Cerebras Systems' core revenue to more than triple by 2027 as AI inference demand surges. The big risk: getting 600 m

Eleanor Whitfield ·
MongoDB's AI-native push faces its first big earnings test
Tech

MongoDB's AI-native push faces its first big earnings test

MongoDB reports fiscal Q2 results after the close Tuesday. RBC expects Atlas growth to hold, but the real focus is on AI-native customer tra

Eleanor Whitfield ·
Databricks raises $5B at $190B valuation to expand AI tools
Tech

Databricks raises $5B at $190B valuation to expand AI tools

Databricks has raised $5 billion at a $190 billion valuation, up from about $134 billion six months earlier. The funds will support its push

Marcus Devlin ·
Cisco's AI networking boom prompts Morgan Stanley to raise forecasts
Tech

Cisco's AI networking boom prompts Morgan Stanley to raise forecasts

Morgan Stanley raised its Cisco forecasts to $72.8 billion revenue and $5.09 EPS, citing broad AI-driven demand. The bank sees share gains i

Eleanor Whitfield ·
Shanghai AI chip startup Kiwimoore files for Hong Kong IPO
Tech

Shanghai AI chip startup Kiwimoore files for Hong Kong IPO

Kiwimoore, a Shanghai startup that makes high-speed links for AI chips, has filed for a Hong Kong IPO. The company is reportedly targeting a

Eleanor Whitfield ·
Apple in talks to pay news publishers for AI training content
Tech

Apple in talks to pay news publishers for AI training content

Apple is in talks to pay news publishers for access to their content to train an upgraded, AI-powered Siri. The multiyear deals would trigge

Marcus Devlin ·