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

Meta Weighs $10 Billion AI Compute Lease Deal with Anthropic
Tech

Meta Weighs $10 Billion AI Compute Lease Deal with Anthropic

Meta is evaluating a proposal from AI startup Anthropic to lease computing power in a deal that could be worth up to $10 billion over two ye

Eleanor Whitfield ·
UBS: Netflix's Ad Tier Gaining Traction, $3 Billion Revenue Expected by 2026
Tech

UBS: Netflix's Ad Tier Gaining Traction, $3 Billion Revenue Expected by 2026

Netflix's ad-supported tier is starting to generate more revenue per subscriber, according to UBS. The bank expects $3 billion in ad sales b

Marcus Devlin ·
Chinese AI Models Now Rival US Leaders, Says Top VC Andreessen
Tech

Chinese AI Models Now Rival US Leaders, Says Top VC Andreessen

Chinese AI companies are no longer just cheaper alternatives—they're building models that compete head-to-head with US leaders. Zhipu recent

Eleanor Whitfield ·
ASML Rewards Workers with €20,000 Bonus as AI Chip Boom Drives Profits
Tech

ASML Rewards Workers with €20,000 Bonus as AI Chip Boom Drives Profits

ASML, the Dutch chip equipment giant, is sharing its AI-fueled success with staff through a €20,000 one-time bonus and a long-term share awa

Marcus Devlin ·
Quantum Secure Encryption Pitches QPrime in Netherlands as Canada Leads Trade Mission
Tech

Quantum Secure Encryption Pitches QPrime in Netherlands as Canada Leads Trade Mission

Quantum Secure Encryption will join a Government of Canada-led R&D delegation to the Netherlands in September to pitch its QPrime quantum-re

Eleanor Whitfield ·
Snowflake Ties CEO's $1M Share Grant to AI-Driven Stock Targets
Tech

Snowflake Ties CEO's $1M Share Grant to AI-Driven Stock Targets

Snowflake has linked CEO Sridhar Ramaswamy's compensation to ambitious AI-driven stock performance targets. RBC Capital Markets sees the mov

Eleanor Whitfield ·
Commvault's Agentic AI and Identity Resilience Drive Subscriber Growth Above 20%
Tech

Commvault's Agentic AI and Identity Resilience Drive Subscriber Growth Above 20%

Oppenheimer forecasts Commvault's subscriber annual recurring revenue will rise more than 20% as demand for identity resilience products gro

Marcus Devlin ·
EU Expected to Approve Saudi-Led $55 Billion Bid for Electronic Arts by Late July
Tech

EU Expected to Approve Saudi-Led $55 Billion Bid for Electronic Arts by Late July

The European Commission is expected to approve a Saudi-led group's $55 billion bid for Electronic Arts by late July. The deal faces two EU r

Eleanor Whitfield ·
Apple and Nvidia in $4.9 Trillion Race as AI Trade Shifts to Services
Tech

Apple and Nvidia in $4.9 Trillion Race as AI Trade Shifts to Services

Apple and Nvidia are neck-and-neck at around $4.90 trillion in market value. The AI trade is shifting from chip spending to services and upg

Marcus Devlin ·
Wedbush: Waymo and Baidu Lead Robotaxi Race, Scaling Is Key Bottleneck
Tech

Wedbush: Waymo and Baidu Lead Robotaxi Race, Scaling Is Key Bottleneck

Wedbush analysts say Alphabet's Waymo and China's Baidu are setting the pace in robotaxis. Waymo's paid rides lead, but scaling fleets—not p

Eleanor Whitfield ·
IC Group Secures Exclusive Canadian Rights to Bullet Messaging Tech in Hybrid SaaS-Equity Deal
Tech

IC Group Secures Exclusive Canadian Rights to Bullet Messaging Tech in Hybrid SaaS-Equity Deal

IC Group Holdings has locked in exclusive Canadian rights to Bullet Messaging's platform through a five-year software subscription. The deal

Marcus Devlin ·
Google's Gemini 3.5 Pro Delay Raises Concerns Over AI Lead and Cloud Revenue
Tech

Google's Gemini 3.5 Pro Delay Raises Concerns Over AI Lead and Cloud Revenue

Google's flagship AI model, Gemini 3.5 Pro, is reportedly months behind schedule, according to Bloomberg. The delay has engineers concerned

Eleanor Whitfield ·