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

Dell Ends Arrow Distribution Deal, Up to $2 Billion in Sales at Risk
Tech

Dell Ends Arrow Distribution Deal, Up to $2 Billion in Sales at Risk

Dell Technologies is ending its enterprise computing distribution deal with Arrow after a channel review. The split could shift $1.4-2 billi

Eleanor Whitfield ·
RBC Cuts Figma Price Target to $22 as AI Monetization Remains Early Stage
Tech

RBC Cuts Figma Price Target to $22 as AI Monetization Remains Early Stage

RBC Capital Markets cut its Figma price target to $22 from $28 after the Config event, noting the company's AI push is becoming more concret

Marcus Devlin ·
Apple May Raise Mac and iPad Prices as Memory Chip Costs Surge, Wedbush Warns
Tech

Apple May Raise Mac and iPad Prices as Memory Chip Costs Surge, Wedbush Warns

Apple may need to raise Mac and iPad prices as memory chip costs climb, according to Wedbush. The stock fell 4.8% on Thursday as investors w

Eleanor Whitfield ·
Google Expands AI Coding Team as Key Researchers Defect to Rivals
Tech

Google Expands AI Coding Team as Key Researchers Defect to Rivals

Google is widening the remit of its AI coding strike team to train models for coding and business tasks, even as several prominent researche

Eleanor Whitfield ·
BlackBerry's QNX Software Pivot Drives Revenue Forecast Hike
Tech

BlackBerry's QNX Software Pivot Drives Revenue Forecast Hike

BlackBerry lifted its full-year 2027 revenue forecast after QNX sales surged nearly 26% and its royalty backlog approached $1 billion. The c

Marcus Devlin ·
Apple Hikes iPad and Mac Prices as AI Demand Drives Up Memory Chip Costs
Tech

Apple Hikes iPad and Mac Prices as AI Demand Drives Up Memory Chip Costs

Apple has increased prices on several iPad and Mac models, citing a sharp rise in memory chip costs driven by AI data-center demand. The Mac

Eleanor Whitfield ·
IBM Unveils 0.7-Nanometer Chip Design, Promises Production in Five Years
Tech

IBM Unveils 0.7-Nanometer Chip Design, Promises Production in Five Years

IBM has revealed a 0.7-nanometer chip design that could double transistor density. The technology uses 3D stacking but needs a manufacturing

Marcus Devlin ·
Apple Raises iPad and Mac Prices as AI-Driven Memory Costs Surge
Tech

Apple Raises iPad and Mac Prices as AI-Driven Memory Costs Surge

Apple is raising prices on some iPads and Macs, citing surging memory chip costs driven by AI data center demand. The iPhone remains untouch

Eleanor Whitfield ·
BlackBerry's QNX Software Surge Drives Revenue Forecast Hike
Tech

BlackBerry's QNX Software Surge Drives Revenue Forecast Hike

BlackBerry lifted its full-year 2027 revenue forecast after QNX, its embedded software for cars and connected devices, saw sales climb nearl

Eleanor Whitfield ·
China's Z.ai Plans Shanghai Listing After Open-Source AI Model Rivals US Giants
Tech

China's Z.ai Plans Shanghai Listing After Open-Source AI Model Rivals US Giants

Z.ai, the Chinese AI company behind the open-source GLM-5.2 model, is planning a Shanghai dual listing to fund its artificial general intell

Marcus Devlin ·
IBM's 0.7-Nanometer Chip Design Could Reshape AI Computing Roadmap
Tech

IBM's 0.7-Nanometer Chip Design Could Reshape AI Computing Roadmap

IBM has announced a 0.7-nanometer chip architecture that could fit nearly 100 billion transistors on a fingernail-sized area. The design use

Marcus Devlin ·
Micron's $22 Billion AI Signal Lifts Samsung, SK Hynix and ASML
Tech

Micron's $22 Billion AI Signal Lifts Samsung, SK Hynix and ASML

Micron revealed $22 billion in customer supply commitments, easing fears of cooling AI demand. South Korea's Samsung and SK Hynix surged, al

Eleanor Whitfield ·