Tech
The tech companies, chips and platforms moving indexes and reshaping the economy.
UBS warns US midterms could delay data center builds, risking 30% of 2028 capacity
UBS warns that political uncertainty after the US midterms could delay data center construction, putting about 30% of expected 2028 capacity
Democrats' midterm wins fuel Big Tech relief rally on AI spending hopes
Big Tech stocks rallied after Democrats' midterm wins, with investors betting that stricter data-center approvals could slow the AI building
Datadog stock slides as Q4 outlook signals slower growth ahead
Datadog shares fell after the cloud-monitoring firm beat Q3 estimates but guided Q4 revenue to roughly flat levels. The outlook points to gr
Google backstops TeraWulf's $19B Anthropic data center project
Google is backing a TeraWulf data center build in Kentucky tied to a 20-year Anthropic lease worth about $19 billion. The credit support low
Qualcomm wins biggest 5G deal yet with SpaceX for Starlink Mobile
Qualcomm has landed its largest 5G deal yet, supplying radio equipment and software for SpaceX's Starlink Mobile terrestrial network. Deploy
Arista lifts 2026 sales target again as AI demand builds
Arista Networks raised its 2026 revenue outlook again, citing stronger AI demand and better supply chain execution. The company's deferred r
HP names ex-GSK chief Emma Walmsley CEO as AI PC push hits headwinds
HP has chosen Emma Walmsley, a former GSK chief and Microsoft board member, to become its next CEO on January 4th. She takes over as the com
AI shopping agents force Amazon and Walmart to rethink ads
AI shopping agents are starting to shop for people, and Amazon and Walmart are deciding how much access to give them. The choice could resha
Nooks lands $500M revenue-share deal from General Catalyst without selling equity
Nooks has secured a $500 million commitment from General Catalyst's Customer Value Fund to fuel its sales and marketing push—without giving
China's tech giants face long wait for Nvidia AI chips
China's biggest tech firms placed huge orders for Nvidia's RTX Pro 5500 chips, but supply is so tight they expect only about 1% delivery ove
Oracle drops $7B Tencent AI chip deal after US concerns
Oracle has reportedly abandoned a $7 billion, five-year deal to lease 100,000 advanced AI chips to Tencent, after US officials raised concer
Google expands buyout offers globally while shielding AI and cloud teams
Google is expanding its voluntary buyout program to more countries, including Switzerland, as Alphabet works to control costs. The company i