Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
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
Amazon joins $3 trillion club as AWS growth accelerates on AI demand
Amazon's market value briefly crossed $3 trillion after strong results and the fastest cloud growth in more than four years. AI demand is li
Nasdaq Verafin and D-Wave test quantum computing to catch fraud
Nasdaq's financial-crime unit and D-Wave are teaming up to test whether quantum-hybrid computing can spot fraud and money laundering. The pr
DeepSeek's V4-Flash undercuts rivals on cost, trails on performance
DeepSeek's new V4-Flash model is far cheaper to run than rivals, per Artificial Analysis, though it trails on raw performance. The cost adva
Alibaba's Qwen3.8-Max enters China's AI race with open-weight model
Alibaba has unveiled Qwen3.8-Max, a massive open-weight AI model that's already climbing the rankings. The launch intensifies China's AI rac