Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
Blackstone weighs $36B debt deal to fund Anthropic's Google chip leases
Blackstone is sounding out investors on a financing package that could exceed $36 billion to help Anthropic cover long-term leases of Google
MDA Space wins $474M order to build 27 more Telesat Lightspeed satellites
MDA Space has secured a $474 million follow-on order to build 27 more satellites for Telesat's Lightspeed network. The expansion lifts the f
CoreWeave expands AI cloud to Indonesia with three data centers
CoreWeave is entering Asia Pacific with three data centers in Indonesia, supported by 360 megawatts of contracted power. The move highlights
Unitree's Shanghai IPO could value robot maker at $7.4 billion
Unitree Technology is preparing a Shanghai IPO that could value the humanoid-robot maker at over $7.4 billion. Citic Securities' pre-IPO rep
Spotify's AI push meets softer profit outlook as user growth cools
Spotify guided to €670 million in third-quarter operating income, slightly below analyst forecasts, as user growth cools in its most mature
Powerchip reassures investors Micron HBM deal on track after founder's death
Taiwan's Powerchip Semiconductor says its partnership with Micron on high-bandwidth memory remains on track despite the death of founder Fra
Huawei scientist: faster data links, not smaller chips, are next
In a four-hour interview, Huawei's Liao Heng argued that chip gains will increasingly come from faster data movement, not smaller transistor
AI infrastructure stocks: why the sell-off may be overdone
AI infrastructure stocks have been hit hard by a wave of fear, but the underlying business fundamentals remain strong. Here's what's driving
Alibaba's open-weight AI model could shake up US tech giants
Alibaba unveiled its largest AI model yet, claiming it matches top US rivals while costing less and being open-weight. The move could intens
Morgan Stanley splits on AI chip suppliers: Astera raised, GlobalFoundries cut
Morgan Stanley is making a split call on AI data center hardware: it lifted Astera Labs' target to $335 before Tuesday's earnings, while cut
GoDaddy's AI Pivot Adds Execution Risk, Wedbush Warns
Wedbush warns GoDaddy's AI-driven shift to agentic website building could limit margin gains and add execution risk. Customers increasingly
Morgan Stanley sees Spotify's dip as a launchpad for AI features
Morgan Stanley thinks Spotify's recent share slide sets up a wave of new product launches, including AI tools. The bank lifted its price tar