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Technology

Technology companies, innovation, infrastructure, and digital markets.

30 stories

Analysis

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.

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

Oct 73 min read

Technology

Google Challenges EU with New Court Appeals

Sep 293 min read

Technology

Apple Faces $5.7B Verdict Over Patent Dispute

Sep 284 min read

Technology

AI Agents' Data Use & Market Impact

Sep 284 min read

Latest Technology

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