Technology

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.

Netflix co-CEO Ted Sarandos affirmed the company’s commitment to exploring artificial intelligence in creative processes, a strategic move poised to enhance content quality and strengthen its market leadership.

The streaming giant's aggressive integration of artificial intelligence into its creative pipeline sets the stage for substantial margin expansion and subscriber growth, defying traditional content costs.

Taiwan Semiconductor Manufacturing Co. delivered a robust first-quarter earnings beat, driven by insatiable demand for artificial intelligence hardware, signaling powerful tailwinds for key U.S. technology giants.

As public figures increasingly leverage advanced AI for content creation, the tech industry faces new revenue streams and complex challenges in authenticity and brand economics.

Growing enterprise adoption of open-source alternatives forces major AI companies to rethink monetization strategies and competitive advantages

Alibaba leads a $290 million investment into a novel AI model, directly challenging current LLM limitations and positioning the tech giant for a significant re-rating in the global AI arms race.

The story of Rafael Concepcion, a lone coder targeted for building tools against federal immigration enforcement, spotlights capital allocation challenges and competitive moats in a politically charged tech landscape.

The seemingly innocuous metadata embedded in every digital snap represents a significant, often overlooked, data asset for tech giants, driving new revenue streams while simultaneously escalating privacy compliance costs and regulatory exposure.

As Wired reports on progressive aspirations for a new political order, the tech industry faces potential shifts in regulatory oversight, investment mandates, and competitive landscapes that could redefine enterprise value and market leadership.