Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
SoftBank and ABB weigh China carve-out to salvage $5.4B robotics deal
After Beijing blocked a $5.4 billion robotics deal, SoftBank and ABB are exploring a carve-out of ABB's China operations. The move could spl
Atlassian's cloud growth slowdown spooks investors despite earnings beat
Atlassian beat fiscal Q1 estimates, but softer cloud guidance raised questions about its growth durability. Truist cut its price target to $
AI deals face valuation reality check as chip stocks rally
Private-market talk values Anthropic at $1.2-1.3 trillion, below earlier hype, while chip stocks rallied. The split highlights how AI invest
Microsoft pulls back from Oracle AI cloud rental as chip needs shift
Microsoft is reportedly winding down AI computing capacity it rented from Oracle, as older Nvidia chips and shifting AI workloads make the d
OpenAI pushes ahead with US data centers despite midterm backlash
OpenAI CFO Sarah Friar says the company will keep expanding US data center capacity despite political backlash. To ease local friction, Open
IonQ raises 2026 outlook as Superion 256 demand sells out 2027 capacity
IonQ beat third-quarter expectations and lifted its 2026 revenue outlook after demand for its Superion 256 quantum computers sold out 2027 c
Morgan Stanley Sees Five9 Turning AI Demand Into Revenue
Morgan Stanley says Five9 can keep turning contact-center AI demand into revenue despite slowing growth. The bank kept its equal-weight rati
TSMC explores 3D DRAM at Nvidia's request, eyeing AI memory market
TSMC is reportedly sketching plans for 3D DRAM at Nvidia's request, a move that could shake up the memory market long dominated by Samsung,
TSMC explores 3D DRAM production as memory shortage lifts prices
TSMC, the world's largest contract chipmaker, is reportedly sketching out plans to make 3D DRAM memory chips after a shortage drove prices u
Extreme Networks explores sale after takeover interest
Extreme Networks is exploring a sale after receiving takeover interest, according to Reuters. The $3 billion networking firm has hired an in
Voter backlash threatens 40% of planned US data center capacity
A political backlash against data centers is spreading across the US, with new leaders promising restrictions and dozens of ballot measures
Microsoft-linked data center protests spread to 16 countries
Protesters broke into a Microsoft-linked data center site near Amsterdam as coordinated actions in 16 countries called for a pause on large