Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
Lenovo's AI revenue surges 43% but derivatives loss drives $609M quarterly deficit
Lenovo's AI-driven revenue surged 43% last quarter, but a $1.69 billion non-cash loss on warrant-linked derivatives dragged the PC and serve
Starlink opens Vietnam orders with $43 monthly plan, 600K cap
SpaceX's Starlink has started taking orders in Vietnam, with residential plans at $43 a month. The government is limiting the trial to 600,0
Cisco's 2027 revenue forecast falls short of AI-driven hopes
Cisco's fiscal 2027 revenue outlook topped Wall Street's number, but the stock dropped after hours. Investors are worried about AI infrastru
Cerebras raises 2026 forecasts as AI inference demand accelerates
Cerebras Systems raised its 2026 revenue and margin forecasts, citing growing demand for AI inference as data centers add capacity. The chip
Cerebras lifts 2026 forecasts as demand for giant AI chips grows
Cerebras Systems raised its 2026 revenue and margin forecasts, citing growing demand for its dinner-plate-sized AI chips and its OpenAI-link
Foxconn says AI server rivals still can't match its scale as Nvidia's next platform looms
Foxconn, a key Nvidia manufacturing partner, says new AI server rivals still face a scale problem. It's raising spending and expects third-q
CoreWeave and Super Micro signal AI server demand still booming
CoreWeave lifted its annual outlook and said near-term capacity is effectively sold out. Super Micro forecast 2027 revenue above Wall Street
CodeRabbit raises $143M at $1.5B valuation as AI code review demand grows
CodeRabbit raised $143 million at a $1.5 billion valuation, signaling strong demand for tools that check AI-generated code. The funding roun
AI debt boom revives credit risk hedging on Big Tech hyperscalers
Credit default swaps tied to Big Tech hyperscalers are getting busier as AI spending pushes these companies to issue more bonds. Even though
Nebius beats Q2 forecasts, lands four billion-dollar AI cloud deals
Nebius topped second-quarter revenue forecasts as demand for AI computing power stays strong. The company also signed four landmark cloud co
CoreWeave and Super Micro show AI compute demand is still tight
CoreWeave lifted its revenue and spending outlook and said near-term capacity is effectively sold out, while Super Micro pointed to stronger
Nvidia's $500B AI financing plan: what it means for investors
Nvidia is enlisting Wall Street banks to help finance its customers' AI data center build-outs, a $500 billion push that could ease the stra