Technology

McDonald's is piloting an AI ordering system at five U.S. locations as fast-food chains race to cut drive-thru labor costs and boost throughput.

Amazon, Alphabet and Tesla also posted negative free cash flow last quarter as AI data center buildouts drain capital across the sector

Apple plans to route AI revenue through iCloud subscriptions, targeting its two billion-device installed base with premium Siri features.

The startup plans to deploy 5,000 drones by 2027, targeting a 15 percent cost reduction in last-mile delivery and industrial surveillance.

Cloud providers capitalize on surging digital infrastructure demand while Meta's $30B-plus annual capex commitment raises capital allocation questions.

Tech companies are committing serious capital to AI safety and compliance, turning ethical obligations into balance-sheet decisions with real competitive consequences.

Horizon Ventures led the round as media companies, educators and social platforms seek scalable tools to verify whether content is human- or machine-generated.

Hardware makers are betting AI-powered biometric rings can anchor recurring software revenue — if they can hold off Apple and Samsung.

The 60-day correlation between the Kospi and Nasdaq 100 reached 0.50, its highest since 2021, signaling tighter synchronization that erodes the case for cross-border portfolio hedging.

The 60-day correlation between the Kospi and Nasdaq 100 reached 0.50, its highest since 2021, cutting diversification benefits for global tech investors.

Nvidia, Meta and Microsoft joined 22 other firms in a letter to Washington on July 24, backing open-weight AI models after a critical vulnerability exposed closed-model limits.

Electric vehicles with bi-directional charging are becoming distributed energy resources, offering home backup and grid revenue as U.S. electricity demand climbs.

The Alphabet unit will open its driverless service to competing platforms in two U.S. markets, pressuring Uber's premium autonomous ride business.

Enterprises are shrinking large AI models to slash cloud bills, but the same efficiency that lowers costs is now drawing scrutiny from lawmakers debating oversight.

The work management software company is reducing 20 percent of its workforce as it shifts capital from headcount to AI infrastructure and specialized talent.

A sharp sell-off in top AI-exposed names would hit the fund's 147 holdings far harder than investors may expect.

Tesla reported negative cash flow after an earnings miss, while SpaceX faces rising costs and schedule pressure on Starship ahead of its next test flight

Elon Musk's tunneling firm is seeking new capital at a valuation 3.5 times its 2022 level, betting on lower per-mile costs to win large infrastructure contracts.

Cricut monetizes hobbyists through subscriptions and consumables; Siser sells high-priced commercial hardware to small businesses that need volume and reliability.

Specialized carrying gear for mobile professionals commands $200-$600 price points, with brand loyalty and design patents sustaining margins above mass-market alternatives.

The new action camera's larger sensor targets professional users and higher average selling prices as GoPro fights margin pressure from smartphones and DJI.

A senior earnings analyst is urging investors to stay overweight technology, arguing AI-driven earnings growth separates today's valuations from past speculative cycles.

Samsung and Google are cutting component costs and pushing volume, moving foldables from premium novelty toward a viable revenue category.

Only 36 theaters worldwide run Imax's highest-fidelity projection system, a capital cost barrier that limits how far the company's most exclusive format can scale.

Chip stocks led a Nasdaq selloff Friday as investors questioned the return on AI infrastructure spending, rotating into pharmaceuticals and other defensive sectors.

Corporate results continue to beat expectations, but major indices show muted or negative performance as investors pick winners stock by stock.

Alphabet and Meta are deepening AI infrastructure spending, forcing investors to weigh hundreds of billions in capital outlays against cloud revenue that has yet to materialize at scale.

Heavy AI and cloud spending compresses free cash flow at major technology companies, forcing investors to reprice the sector.

The semiconductor design firm benefits from increased adoption of its architecture in AI processors, leading to analyst target revisions

The decision signals a U.S. strategy prioritizing AI development speed, easing regulatory burdens for major technology companies competing with China

Forward price-to-earnings ratios for AI companies now rival dot-com era levels, with Bank of America warning of speculative mania

Networking giant secures substantial artificial intelligence data center contracts as demand for high-speed equipment grows

Official U.S. government assessments of China's AI capabilities are contradicted by global investment flows and research output, suggesting a more competitive landscape.

The impending public offering of Cerebras Systems, an OpenAI partner, will test investor appetite for specialized AI infrastructure and its wafer-scale computing economics against Nvidia's dominance.

The rise of individual-driven app development, or "vibe-coding," signals a profound shift in software consumption and creation, accelerating growth for cloud and AI platform providers.

A Harvard study reveals AI's superior diagnostic accuracy over human physicians in emergency settings, signaling massive disruption and investment opportunities for technology companies targeting the healthcare sector.

The proliferation of AI-generated tracks on major platforms forces a reevaluation of music rights, artist compensation, and streaming service business models.

Salesforce's new Agentforce Operations aims to streamline complex enterprise AI deployments, addressing a critical bottleneck in realizing tangible ROI from large-scale artificial intelligence investments.

The proliferation of open-source models and improved native capabilities from foundational AI providers is eroding the market for intermediary AI tools, forcing a reevaluation of value propositions and investment theses in the sector.

Apple's decision to increase the starting price of its Mac Mini signals a strategic recalibration of its desktop line, aiming to enhance average selling prices and reinforce its premium market positioning amid robust demand for its proprietary silicon.

Salesforce's new Agentforce Operations platform addresses the critical workflow challenges hindering enterprise AI adoption, aiming to unlock significant value and establish a new competitive moat in the burgeoning market.

The iShares Semiconductor ETF offers a compelling investment thesis for May, driven by relentless demand for artificial intelligence infrastructure and robust sector fundamentals.

The World Fencing League’s groundbreaking fan engagement technology has exploded across social platforms, demonstrating a clear path to significant valuation gains and setting a new standard for sports startups before its inaugural event.

The German automaker is pushing color-changing technology, signaling a potential shift towards subscription-based physical customization and a new battleground for high-margin revenue in the software-defined vehicle era.

The intensifying battle between Elon Musk's xAI and Sam Altman's OpenAI is a high-stakes capital allocation contest defining the future of foundational AI models and their commercialization.

A recent wave of sophisticated cyberattacks, countered by experts like Benjamin Brundage, underscores the critical and growing demand for advanced cybersecurity solutions, positioning sector leaders for substantial gains.

Elon Musk's admission regarding unsupervised Full Self-Driving limitations for millions of Tesla vehicles recalibrates the company's long-term revenue projections and competitive narrative.

Tesla's aggressive capital expenditure increase to $25 billion signals a profound commitment to expanding its manufacturing footprint, accelerating AI development, and cementing a leading position across multiple high-growth technology sectors.

From Luddite revolts to modern regulatory pressures, investor sentiment towards technological advancement consistently cycles, demanding a nuanced approach to today's market leaders.

Google's unprecedented capital expenditure commitment to artificial intelligence infrastructure underscores a profound, permanent shift in global technology and energy markets.