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

Cadence Launches AI Agent to Automate Circuit Board Design with Nvidia Chips
Tech

Cadence Launches AI Agent to Automate Circuit Board Design with Nvidia Chips

Cadence Design Systems has launched AuraStack, an AI agent that converts plain-English instructions into printed circuit board designs and t

Marcus Devlin ·
Microsoft Restructures Security Unit, Cuts Hundreds of Jobs to Focus on AI Tools
Tech

Microsoft Restructures Security Unit, Cuts Hundreds of Jobs to Focus on AI Tools

Microsoft is reshaping its cybersecurity division around AI, cutting several hundred roles and scaling back older products. The move undersc

Eleanor Whitfield ·
AWS Loses Compute and AI Chief Dave Brown After 19 Years; Treadwell Steps In
Tech

AWS Loses Compute and AI Chief Dave Brown After 19 Years; Treadwell Steps In

AWS is losing a key leader: Dave Brown, who ran compute and machine learning services, is leaving after 19 years. Fellow S-team member Dave

Marcus Devlin ·
Palantir CTO Warns China May Be Copying US AI via 'Distillation Attacks'
Tech

Palantir CTO Warns China May Be Copying US AI via 'Distillation Attacks'

Palantir's CTO says China may be copying US AI models using a technique called 'distillation.' This could make advanced AI more like a commo

Eleanor Whitfield ·
Mira Murati's Thinking Machines Launches Inkling, a 975-Billion-Parameter Open-Weight AI Model
Tech

Mira Murati's Thinking Machines Launches Inkling, a 975-Billion-Parameter Open-Weight AI Model

Thinking Machines, the AI startup led by former OpenAI CTO Mira Murati, has released Inkling, a 975-billion-parameter open-weight model. It'

Marcus Devlin ·
Apple Surges 4% on Chip Deal Talks; DeepSeek Eyes $74B Valuation Ahead of STAR Market IPO
Tech

Apple Surges 4% on Chip Deal Talks; DeepSeek Eyes $74B Valuation Ahead of STAR Market IPO

Apple shares rose 4.1% on reports of chip deal talks, while Chinese AI startup DeepSeek is seeking a 500 billion yuan valuation ahead of a p

Eleanor Whitfield ·
ASML's 10% DUV Tool Price Hike Faces Pushback from TSMC and China Chipmakers
Tech

ASML's 10% DUV Tool Price Hike Faces Pushback from TSMC and China Chipmakers

ASML is telling some China-based chipmakers to expect roughly 10% higher prices for its DUV lithography machines. But key customer TSMC is p

Marcus Devlin ·
Block's Cash App Borrow Could Boost 2026 Earnings by Mid-20%, Says UBS
Tech

Block's Cash App Borrow Could Boost 2026 Earnings by Mid-20%, Says UBS

UBS analysts see Block's Cash App Borrow becoming a significant profit driver, potentially adding mid-20% to adjusted earnings per share in

Eleanor Whitfield ·
SalesCloser AI Sales Agents Clear Key US Patent Hurdle for Live Meeting Booking
Tech

SalesCloser AI Sales Agents Clear Key US Patent Hurdle for Live Meeting Booking

SalesCloser Technologies has cleared a key US patent step for the memory management system behind its AI sales agents. The technology allows

Marcus Devlin ·
SpaceX Shares Dip Below IPO Price as Market Jitters and AI Rally Doubts Weigh
Tech

SpaceX Shares Dip Below IPO Price as Market Jitters and AI Rally Doubts Weigh

SpaceX shares dropped 1.9% to $133.5, falling below their $135 IPO price. The decline comes as markets remain nervous about the Federal Rese

Eleanor Whitfield ·
Amazon Leo Partners with South Africa's Herotel for Rural Satellite Broadband Launch in 2027
Tech

Amazon Leo Partners with South Africa's Herotel for Rural Satellite Broadband Launch in 2027

Amazon Leo is partnering with South Africa's Herotel to launch a new satellite-based broadband service called evry, targeting a commercial l

Marcus Devlin ·
Stripe and Advent Offer $53 Billion to Take PayPal Private
Breaking

Stripe and Advent Offer $53 Billion to Take PayPal Private

Stripe and Advent International have offered $53 billion to acquire PayPal at $60.50 per share, a 28% premium. The bid comes as PayPal strug

Eleanor Whitfield ·