Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
Microsoft and Mistral AI Strike Multibillion-Dollar Deal for Sovereign AI in Europe
Microsoft and France's Mistral AI have signed a multibillion-dollar partnership to deliver sovereign AI to regulated European customers. The
ASML's $400M High NA EUV Tool Arrives at Albany NanoTech for Chip Research
ASML's $400 million High NA EUV lithography system has arrived at New York's Albany NanoTech Complex. The site expects it to be fully operat
Chip Stocks Are Swinging Five Times Faster Than the Market: A 30-Year High in Volatility
Chip stocks are swinging more wildly than the broader market, with volatility hitting a 30-year high. The Philadelphia Semiconductor Index i
Ant International Raises $1.2 Billion to Expand Global Payment Services
Ant International, a Singapore-based spinout of Ant Group, has raised $1.2 billion in a private funding round backed by Ant Group and Alibab
Samsung Launches Robotics Division Reporting Directly to CEO, Targets Humanoid Robots
Samsung Electronics is forming a new RX (Robotics eXperience) division that reports directly to CEO Jong-Hee Han. The unit will set up resea
Alphabet Earnings: Can AI Spending Justify 21% Revenue Growth?
Alphabet reports earnings Wednesday after the close. Wall Street wants proof that its AI push is turning into real business momentum, not ju
AMD Expands Microsoft Azure Deal with Helios Rackscale Solution Set for 2026
AMD is broadening its partnership with Microsoft to power Azure AI services with a full suite of chips and a new Helios Rackscale Solution.
CoreWeave's Q2 Results Hinge on Data Center Power Activation, BofA Says
Bank of America says CoreWeave's Q2 results in early August will hinge on how quickly new data center power becomes active. The firm's capex
BofA: Meta Set to Beat Q2 Estimates on Ad Strength and AI, Job Cuts Boost Margins
Bank of America Securities predicts Meta will top Q2 expectations, driven by resilient ad sales and AI-powered user engagement. A 10% workfo
CuspAI Raises $450M to Speed Up Materials Discovery for Chips and Clean Energy
CuspAI has raised $450 million to expand its AI-powered materials discovery platform and launch a foundry for testing new materials. The rou
Chip Stocks Drive Nearly Half of S&P 500 Q2 Earnings Growth Amid Volatility
Chipmakers are expected to account for roughly 44% of the S&P 500's second-quarter earnings growth. Yet the PHLX Semiconductor Index has bec
Hanmi Semiconductor Plans US Expansion and New AI Chip Bonding Tools
Hanmi Semiconductor is advancing its chip-bonding technology for AI and high-bandwidth memory, with a new prototype due by year-end. The com