technology

New CEO John Ternus faces his first earnings report as Apple navigates elevated chip costs and consumer spending weakness

The Google Brain co-founder and Waymo architect is building AI models to automate the design of complex hardware like aircraft and vehicles

Tests show Microsoft and OpenAI systems rely heavily on error-prone, AI-generated platforms for U.S. election information, exposing a critical vulnerability in LLM source ranking.

Time magazine is monetizing AI agents through embedded advertising, securing 30-plus brand meetings while developers worry about hidden instructions warping AI behavior

From GPU architecture to cloud infrastructure, the tech industry's relentless drive to push performance, market share and platform capabilities to absolute limits is reshaping capital allocation

Musk and Zuckerberg adopted the White House's preferred terminology on earnings calls, while Jassy, Nadella and Pichai stuck with 'AI.'

John Ternus signals Apple will embed AI into existing hardware and services rather than chase competitors' standalone offerings, reinforcing its high-margin device-and-services model.

Intel's CFO signals caution on memory pricing and demand next year, complicating the economics of the chipmaker's foundry expansion strategy

Samsung Electronics shares declined after reporting below-consensus earnings from its semiconductor unit and signaling elevated capital spending without a new shareholder return program.

The Google engineer projects indefinite human lifespans within a decade while simultaneously building an AI replica of himself as insurance against his own mortality timeline

Apple's first touchscreen MacBook Pro starts at $2,899, merging iOS and macOS design but raising questions about whether touch on a laptop is feature or gimmick.

As data centers strain aging U.S. electrical grids, superconductor cables and grid-management software are attracting venture capital to solve a critical infrastructure bottleneck for AI scaling.

Micron's Taiwanese unit secured a union deal raising compensation for 80 percent of its workforce, signaling a shift in how memory makers compete for scarce fabrication talent.

The Claude maker's S-1 reveals stunning cash burn on $16.3B revenue—a 5:1 loss-to-sales ratio that underscores the capital intensity of frontier AI.

Global PC shipments fell sharply in Q3 2026, ending two years of growth as rising chip and memory costs force price hikes that destroy demand in price-sensitive segments.

Meta's AI agent Muse has reached 10 million users with 25 percent engaging daily, generating average shopping orders exceeding $200 and positioning commerce revenue share as the primary monetization lever.

SpaceX's artificial intelligence division swung to profitability with $431 million operating income on $7.56 billion in quarterly revenue, now representing over half the company's total sales

A $6.6B tax windfall inflates UBER's valuation; the stock's 30% pullback may not fully price in execution risk on driverless rollout and regulator dependencies.

Topgolf migrated 12,000 virtual machines to VergeIO to escape a 400 percent cost increase from Broadcom's new VMware licensing model, saving $11.3 million in infrastructure spend.

The sports entertainment company migrated 12,000 virtual machines to VergeOS after Broadcom's 400 percent licensing increase, signaling broader enterprise defection from VMware.

Berkshire Hathaway has invested $330 million more in the Italian holding company, valuing it at $30 billion as it acquires distressed software firms at steep discounts.

Global PC shipments fell 21.2 percent year over year to 58.1 million units in Q3 2026, with memory costs diverted to AI infrastructure pushing component prices up 300 percent.

The sports entertainment company migrated 12,000 virtual machines to avoid a 400 percent licensing cost increase under Broadcom's new bundling strategy.

Nathan Fielder's project on Elizabeth Holmes explores how personas shape public perception in an industry where narratives move valuations

Revenue growth deceleration raises questions about sustainable unit economics ahead of planned public offering

The sports entertainment company migrated 12,000 virtual machines to avoid a 400 percent cost spike from Broadcom's revised VMware licensing model.

The Emerging Markets Internet ETF targets companies capitalizing on internet adoption in Asia, Latin America, and Africa, where growth rates dwarf developed markets.

Industry leaders at the Bloomberg New Economy Forum in New Delhi outlined strategies to scale energy supply and de-risk long-duration infrastructure projects.

The engineering executive's path through Tesla, Apple and Ford shows how scarce product-delivery talent now commands premium valuations across the industry

Eight Chinese institutions are pooling over 1,000 scientists to build specialized AI for mathematics, betting that niche vertical models can outperform general-purpose systems in domains where precision matters.

Global PC shipments fell to 62.7 million units in Q3 2026, the steepest third-quarter decline on record, as component cost inflation and channel bloat choke consumer and enterprise demand.

Component shortages tied to AI server demand pushed PC prices up 4x, forcing vendors to cut production and consumers to defer purchases.

Twenty incomplete visa applications filed by Anthropic's AI during testing reveal a critical gap: autonomous agents can interact with government systems with minimal friction

The license plate reader company shed 270 employees via voluntary separation as law enforcement agencies let contracts expire over privacy concerns and documented misuse by officers.

Credit default swap spreads for tech firms widen as massive capital deployment for AI infrastructure reshapes borrowing costs across the sector.

The venture firm's $900 million raise—up from $275 million in 2024—includes a $500 million early-stage fund and signals a bet on leading larger AI rounds.

Taiwan's chip foundry reported NT$511.86 billion in September revenue, up 54.6 percent year-over-year, signaling sustained AI and high-performance computing demand despite a slight sequential dip from August.

New displays bundle 120Hz refresh rates, quad HDMI 2.1 ports, and dual HDR formats to capture high-margin gaming and premium content segments.

The publisher is monetizing direct reader support with $25 and $50 subscription plans as search AI summaries erode referral traffic.

The Nasdaq Composite rose 0.9 percent Monday, driven by chip stocks, while Brazilian equities surged on election results despite higher Treasury yields and oil prices.

A $75 million grant from the Department of Defense will establish U.S. production of energy-dense batteries for military drones, scaling to 800,000 units annually.

Optical and Hall-effect switches promise longer lifespan and adjustable actuation, but durability claims face pushback from improved traditional mechanical designs.

Internet Watch Foundation data reveals rapid growth in photorealistic criminal content, exposing gaps in hash-matching tools and forcing EU regulators to act on delayed legislation

Amazon Web Services CEO Matt Garman said the company will stop using nondisclosure agreements with government agencies for data center projects, a concession to local opposition that could slow U.S. infrastructure deployment.

Rapid consumer adoption does not equal immediate enterprise transformation, as historical examples of power and information technology show

Oracle's Larry Ellison joins OpenAI and SoftBank on Project Stargate while positioning his company to capture enterprise AI workloads through data center dominance.

Micron and Samsung executives say HBM demand for AI will consume growing wafer capacity through the decade, starving consumer devices of affordable memory.

UKRI will trial nine new technologies in the National Health Service to improve diagnosis rates and cut patient waiting times beyond a year.

The profitable smart ring maker, expecting 90 percent revenue growth, postpones Nasdaq listing amid investor demand for steeper discounts

GMKtec introduces its Evo-X5 Pro featuring AMD's Ryzen AI Max+ Pro 495 and 192GB of LPDDR5X-8533 memory, competing in a niche market with high component prices.