#technology

Meta Platforms $META launched a combined $35 billion stock offering (ordinary and preferred shares) with the potential to add up to $60 billion via an at-the-market facility to fund aggressive AI i...

CoreWeave $CRWV shares have collapsed, sending a stark warning signal across equity markets as investors reassess valuations in the AI infrastructure sector. The decline reflects mounting concerns ...

Barron's reports a significant shift in investor positioning within artificial intelligence markets, with capital rotating away from semiconductor manufacturers toward dedicated cybersecurity provi...

SpaceX posted record quarterly results, with Elon Musk $TSLA signaling potential revenue targets of $500 billion annually by 2027. The company's profitability shock has rippled through the neocloud...

SpaceX delivered a blowout quarter with record results, prompting Elon Musk to project annual revenues of approximately $500 billion by 2027. The aerospace company's performance has sparked a rally...

Elon Musk stated that SpaceX could rent its compute capacity "several times over" following the company's strong Q3 earnings, signaling plans to leverage its infrastructure for AI and data services...

Credit default swap spreads for Oracle $ORCL and CoreWeave have hit record levels as financial stress in the artificial intelligence infrastructure trade intensifies. Blue Owl's Stack is reportedly...

Microsoft's $MSFT Azure division leadership is pushing for at least a 20% reduction in operational costs, according to sources. The move reflects intensifying pressure to improve margins amid massi...

Apple Inc. $AAPL has reduced orders for iPhone 18 Pro components due to softer-than-expected demand, according to Nikkei Asia. The move signals potential weakness in premium smartphone sales ahead ...

OpenAI expects to reach $70 billion in annualized revenue by the end of 2026, according to Bloomberg. The AI company's aggressive revenue target underscores rapid monetization of its AI services an...

IBM and IonQ have been chosen by the U.S. Defense Advanced Research Projects Agency to advance development of fault-tolerant quantum computers. The selection places both firms at the forefront of a...

Morgan Stanley identified upside potential for SpaceX $SPACEX driven by artificial intelligence infrastructure opportunities and accelerating Starship development progress. The investment bank sees...

Apple $AAPL is set to unveil a new smart-home hub device on October 13, marking a major push into the connected home category. Bloomberg reported Wednesday that the iPhone maker is preparing what c...

OpenAI $MSFT has abandoned plans to release an upcoming AI model due to escalating safety concerns, marking a rare pause in product rollout cycles amid intensifying regulatory scrutiny. The decisio...

Nvidia $NVDA unveiled a historic $150 billion share buyback authorization, the largest single program in the company's history, fueled by sustained artificial intelligence chip demand and record pr...

Oracle $ORCL has invoked a force majeure clause on a data center project due to ongoing delays in power supply infrastructure, Reuters reports. The company cites inability to access critical energy...

Oracle $ORCL stock declined sharply after the company triggered a force majeure clause on a major data center project due to power delays. The tech giant faces potential project delays and cost exp...

Alibaba $BABA unveiled a new artificial intelligence chip it describes as China's most powerful, prompting a share price increase amid growing competition in semiconductor innovation. The company's...

Anthropic $ANTHROPIC, the AI safety-focused startup, has selected Nasdaq for its much-anticipated initial public offering now planned for November, according to multiple sources. The company is val...

Japan-based memory-chip maker Kioxia is exploring a $10 billion initial public offering in the United States, betting on sustained demand for AI infrastructure and data center memory capacity. The ...