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

Serko's Bookings Edge Up Despite Drop in Revenue Per Night
Tech

Serko's Bookings Edge Up Despite Drop in Revenue Per Night

Serko's fiscal first-quarter online bookings inched up 1% to NZ$2.3 million, but revenue per completed room night slipped 11% to 8.70 euros.

Marcus Devlin ·
NXP Semiconductors beats Q3 sales forecast as AI demand expands beyond data centers
Tech

NXP Semiconductors beats Q3 sales forecast as AI demand expands beyond data centers

NXP Semiconductors forecast third-quarter sales above analyst estimates, driven by AI demand moving from cloud data centers into cars, facto

Eleanor Whitfield ·
Teradyne's AI chip testing demand drives revenue forecast above estimates
Tech

Teradyne's AI chip testing demand drives revenue forecast above estimates

Teradyne expects third-quarter revenue of $1.20-1.30 billion, well above the $1.04 billion analysts predicted. The surge comes as AI data-ce

Eleanor Whitfield ·
KLA's AI chip tool demand stays strong despite after-hours stock dip
Tech

KLA's AI chip tool demand stays strong despite after-hours stock dip

KLA, a chipmaking-equipment company, guided first-quarter revenue to about $4 billion, above Wall Street forecasts, as AI data-center spendi

Marcus Devlin ·
Why the smartest AI model may not be the best investment
Tech

Why the smartest AI model may not be the best investment

China's Moonshot AI briefly topped a coding leaderboard, rattling US tech stocks. The real question for investors is whether owning the best

Marcus Devlin ·
ASM International raises 2027 sales target as AI chip demand fuels growth
Tech

ASM International raises 2027 sales target as AI chip demand fuels growth

Dutch chip-equipment maker ASM International raised its 2027 sales target and forecast third-quarter revenue of about €1.1 billion, beating

Eleanor Whitfield ·
Ionic Digital's Nasdaq Debut Stumbles as AI Pivot Faces Investor Skepticism
Tech

Ionic Digital's Nasdaq Debut Stumbles as AI Pivot Faces Investor Skepticism

Ionic Digital's first day on Nasdaq was shaky, with shares opening at $50, below the $53 reference price. The direct listing values the comp

Marcus Devlin ·
RBC lifts F5 price target to $508 after strong quarter and AI-driven demand
Tech

RBC lifts F5 price target to $508 after strong quarter and AI-driven demand

RBC Capital Markets raised its price target on F5 to $508 after the company beat fiscal Q3 expectations and lifted full-year guidance. The b

Marcus Devlin ·
Apple's $5 Trillion Milestone Highlights Mixed Earnings Day
Tech

Apple's $5 Trillion Milestone Highlights Mixed Earnings Day

Apple briefly crossed $5 trillion in market value on Tuesday, a historic milestone. The Dow and S&P 500 rose on heavy earnings, but the Nasd

Eleanor Whitfield ·
Bond market grows wary as Big Tech's AI spending hits record levels
Tech

Bond market grows wary as Big Tech's AI spending hits record levels

Big Tech's massive AI spending is starting to worry bond investors. Credit default swap costs have surged, and Oracle's credit rating was cu

Marcus Devlin ·
GMEX Robotics acquires 30% stake in Alpha Meta AI with revenue-linked earnout
Tech

GMEX Robotics acquires 30% stake in Alpha Meta AI with revenue-linked earnout

GMEX Robotics has agreed to acquire a 30% stake in Alpha Meta AI, a Singapore-based firm behind MediaMeta and MetaGen AI. The deal combines

Eleanor Whitfield ·
Apple launches device leasing in US with Klarna, starting at $17.99 a month
Tech

Apple launches device leasing in US with Klarna, starting at $17.99 a month

Apple has introduced a device leasing program in the US with Klarna, allowing customers to pay monthly for iPhones, Macs, iPads, and Apple W

Eleanor Whitfield ·