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54 stories

Analysis

TSMC Revenue Jumps 60% Amid AI Chip Surge

TSMC's October earnings spiked 59.7% as AI chip demand soared, impacting sector growth and valuation trends.

Technology

Nvidia's 3% Dip: Evaluation of AI Sector Risks

Explore Nvidia's 3% after-hours drop, perpetual futures impact, and implications for the highly sensitive AI chip sector.

Nov 93 min read

Technology

Google's $17B AI Push: Wyoming Data Center Acquisition

Nov 73 min read

Technology

OpenAI's $11B Raise: Sector Valuation Shifts

Nov 74 min read

Technology

Musk's Telecom Ambition Jolts Wireless Sector

Nov 73 min read

Technology

Microsoft's AI Shift: Nscale Deal Decline

Nov 53 min read

Latest Technology

Technology

Canva's Valuation Sparks Cuts After Growth Stalls

Canva faces first slowdown in a decade prompting job cuts and questions on its $26 billion valuation amid changing tech sector dynamics.

Nov 43 min read

Technology

OpenAI's Value Trim and Sector Shockwaves

OpenAI cuts fundraising to $20B and valuation to $1.25T as AI strain hits investors, rippling through tech markets.

Nov 23 min read

Technology

Oracle Expands AI Cloud with Nvidia, Google Deals

Oracle adds Nvidia, Google, Cerebras chips to diversify its AI cloud strategy. Key implications for sector growth and chip procurement.

Oct 274 min read

Technology

Microsoft's Buyout Offer Signals Cost Shift

Explore Microsoft's bold strategy to realign costs amid AI challenges, affecting 27% of its workforce across key regions.

Oct 273 min read

Technology

Oracle's Role in TikTok's AI Compute Expansion

Explore Oracle's key position as TikTok U.S. plans for gigawatt-scale AI compute, signaling a multiyear revenue boost.

Oct 274 min read

Technology

AI Unveils PHP Risks Affecting 70% of Websites

PHP vulnerabilities reveal risks across sectors. Assessing AI-driven threat escalation's effect on valuations and sector strategies.

Oct 273 min read

Technology

80,000 Tower Leases: SpaceX's Wireless Ambitions

SpaceX plans an expansive U.S. network with 80,000 tower leases, posing a competitive challenge to telecom incumbents.

Oct 273 min read

Technology

Nokia's Q3 Profit Surpasses Expectations

Nokia's earnings indicate a rebound in telecom networks, hinting at a 5G spending recovery. Analyst forecasts were exceeded significantly.

Oct 263 min read

Technology

Fortnite's Return Marks Apple's App Store Risks

Australia's court ruling to reinstate Fortnite could affect Apple's revenue model. Key implications for deals and valuations in tech sectors loom.

Oct 263 min read

Technology

Waymo's Debt Boosts Robotaxi Expansion

Explore the $5B Waymo deal and its impact on fleet growth without Alphabet's guarantee. Crucial for understanding valuation trends.

Oct 204 min read

Technology

Semis Surge: Valuation Turns Post CXMT Shake

Chip stocks rebound after selloff driven by China fears, offering retail investors renewed opportunities.

Oct 204 min read

Technology

Tesla Escapes Class-Action Threat: Key Ruling Boosts Valuation

Appeals court quashes major class-action lawsuit against Tesla, easing legal risks and potentially boosting FSD valuation models for investors.

Oct 193 min read

Technology

Varonis Buyout: $49.75/Share in $6.3B Deal

Retail investors may see Varonis delist post-Proofpoint deal with valuation impact reshaping cybersecurity sector.

Oct 194 min read

Technology

ByteDance & MediaTek Chip Deal Signals AI Shift

ByteDance taps MediaTek for data-centre chips as Nvidia faces export limits. Analyzing deal terms' impact on AI sector dynamics.

Oct 154 min read

Technology

Record Profit for TSMC: AI Chips Drive Growth

TSMC's six-quarter profit surge underscores AI chip demand, affecting deal terms and valuation across the semiconductor sector.

Oct 154 min read

Technology

Amazon's $7B AI Deal May Edge Out Cloud Rivals

Amazon seeks Decart for $7B, aiming to enhance chip flexibility and stay competitive in the cloud arena.

Oct 153 min read

Technology

Venezuela Grants Starlink Market Access

Starlink enters Venezuela, offering a new market edge. Explore how this impacts valuation and sector dynamics.

Oct 153 min read

Technology

Tesla's FSD Rebrand Faces EU Roadblock

Tesla shifts FSD to 'Assisted Driving' in Europe, risking $99/month U.S. subscriptions.

Oct 153 min read

Technology

Meta's ByteDance Ban Shakes Ad Sector

Meta's halt on ByteDance ads in 7 markets could shift digital ad dynamics and affect sector valuation.

Oct 94 min read

Technology

Samsung's $80B Profit Boosts AI Chip Demand

AI-driven chip demand propels Samsung's record profits. Explore sector implications for investors.

Oct 84 min read

Technology

Samsung's Profit Leap Masks Chip Margin Woes

Discover how Samsung's huge profit rise contrasts with its chip margins and sector implications for future growth.

Oct 73 min read

Technology

Google Challenges EU with New Court Appeals

Alphabet disputes EU demands, risking compliance costs and impacting revenue in the competitive tech sector.

Sep 293 min read

Technology

Apple Faces $5.7B Verdict Over Patent Dispute

Taction wins $5.7B over Apple's haptics tech in US history's biggest patent ruling. Apple's valuation under scrutiny.

Sep 284 min read

Technology

AI Agents' Data Use & Market Impact

Explore AI agent data access and the resulting market effects. Uncover potential regulatory risks for investors.

Sep 284 min read

Technology

Russian Control of US Forensics Firm Exposed

DOJ alleges secret Russian ownership of a US digital forensics firm, raising sector implications on contract security and deal terms.

Sep 255 min read

Technology

GPT-6 Cyber Launch May Shift Security Sector Dynamics

OpenAI's GPT-6 Cyber could impact deal terms and valuations in the cybersecurity sector. Learn about the implications for investors.

Sep 254 min read

Technology

Anthropic IPO: Founder Control at 50.1%

Explore the implications for future investors if Anthropic's founders secure 50.1% voting power in their IPO, with limited control for ordinary shareholders.

Sep 253 min read

Technology

China's Rocket Rivals Challenge U.S. Launch

China's rocket push threatens U.S. firms' margins, reshaping global launch economics. Track the sector's competitive dynamics now.

Sep 213 min read

Technology

Crusoe's $3.9B Raise Fuels AI Infrastructure Surge

Uncover how Crusoe's massive $3.9 billion funding reshapes AI infrastructure valuations and impacts the sector's growth.

Sep 214 min read

Technology

OpenAI's Pre-IPO Valuation Surges to $1.2T

Investor talks hint at $1.2T valuation, raising stakes in AI's market impact.

Sep 163 min read

Technology

Anthropic's Profit Milestone Shakes AI Sector

Anthropic secures back-to-back profits, hinting at promising deal terms and valuation impacts in AI.

Sep 143 min read

Technology

Potential Shift in AI Growth: Valuation Impact

OpenAI's slowdown may impact AI valuations, influencing deal terms and sector dynamics.

Sep 114 min read

Technology

Microsoft's Massive Data Center Expansion Unveiled

Microsoft boosts its data center capacity to 38 GW. Explore the deal terms and sector implications of their $175B AI push.

Sep 113 min read

Technology

Meta Faces Talent Challenges as Tulloch Leaves

Andrew Tulloch's exit revives concerns over Meta's AI strategies amidst escalating compensation battles.

Sep 103 min read

Technology

Micron Soars Past $1,000 Amid Earnings Anticipation

Micron hits $1,000 again; earnings may impact valuation and memory sector trends. Banking on AI-driven demand.

Sep 84 min read

Technology

$100M Secured: Pixxel's Space Tech Milestone

Pixxel's $100M Series C boosts its valuation, hitting India’s space funding record. Explore deal terms and sector impacts.

Sep 73 min read

Technology

Samsara Surpasses Q2 Targets, Shares Surge

IoT platform Samsara's earnings rise 66%, surpassing estimates and boosting share value amid pivotal sector trends.

Sep 43 min read

Technology

Telstra's Mobile Collapse: Governance Impact

Telstra's date error in timing system impacts Australia's telecom governance and raises questions on future sector implications.

Sep 23 min read

Technology

OpenAI Cuts Cursor AI Model Supply, Boosts Rivalry

OpenAI ends deal with Cursor, impacting valuation and sector dynamics. Cursor-owned by SpaceX-shifts to Musk’s GPU network.

Aug 313 min read

Technology

Alphabet's EU Tactic: Billions at Stake

Alphabet adjusts EU strategy, sidestepping massive fines as regulatory scrutiny on Big Tech intensifies. Key move impacts deal terms and market value.

Aug 283 min read

Technology

HP-Huawei WiFi Deal Affects Tech Sector

Explore the financial ramifications of HP sealing a WiFi patent deal with Huawei amid U.S. restrictions.

Aug 263 min read

Technology

Zuckerberg's €30M Irish Castle Purchase Analyzed

Explore the valuation and impact of Mark Zuckerberg's off-market acquisition of Strancally Castle in Ireland, valued at up to €30 million.

Aug 203 min read

Technology

Cerebras' Chip Edge in AI Inference Competition

Cerebras targets AI chatbot growth, challenging Nvidia with rapid inference advancements. Investors watch sector implications and valuation impact.

Aug 193 min read

Technology

Apple's 30% Growth Hinges on Nvidia Partnership

Rothschild predicts Apple could gain 30% with Nvidia AI deal, highlighting valuation risk and sector impact.

Aug 174 min read

Technology

Uber's Drone Deal with Zipline Reshapes Delivery

Explore how Uber's Zipline investment impacts drone delivery valuation and sector dynamics. Aiming for 1 million daily deliveries by 2029.

Aug 173 min read

Technology

Alibaba Sells Gaming Unit for AI Focus

Alibaba divests Lingxi Games for $1.5B, aims to boost AI and cloud ventures.

Aug 173 min read

Technology

Nvidia Scales Back OpenAI Deal: AI Investment Impact

Nvidia revises its OpenAI data-center deal, impacting AI sector commitments and valuation dynamics in the tech industry.

Aug 153 min read

Technology

Lenovo's Record AI Pipeline Fuels Revenue Soar

Lenovo's AI server pipeline grows 157%, raising revenue $4.6B beyond forecasts. Explore the valuation impact and sector implications.

Aug 134 min read