Tech & Software
Broadcom’s Custom Chip Empire Expands as Meta and Anthropic Lock In Long-Term Deals
Broadcom is cementing its position as the go-to architect for bespoke artificial intelligence hardware, securing multi-year commitments from two of...
PayPal’s Contrarian Magnet Pulls in Michael Burry as Wall Street Wavers
The stock has shed roughly a fifth of its value over the past year, yet one of the most famous...
Take-Two Interactive: A Handcrafted Blockbuster and a Market’s Unanimous Bullish Bet
Strauss Zelnick, the CEO of Take-Two Interactive, has a blunt message for Elon Musk: artificial intelligence won’t be churning out...
The Robot Revolution Is Micron’s Next Act After AI Memory Dominance
Micron’s stock has been on a tear, but the narrative driving it is shifting. While the company’s high-bandwidth memory (HBM)...
Oracle’s $553 Billion Backlog: The High-Stakes Race to Monetize AI’s Insatiable Appetite
Oracle has a problem most companies would envy: a backlog of orders worth more than half a trillion dollars. The...
Microsoft’s $18 Billion Australian Bet Sets the Stage for a Pivotal Earnings Report
Satya Nadella’s first trip to Australia since 2019 came with a record-breaking cheque. Microsoft has committed A$25 billion — roughly...
Palantir’s $4.38 Billion Commercial Pipeline Overshadows CEO’s Political Firestorm
The data analytics giant Palantir is living a double life these days. On one side, CEO Alex Karp is stirring...
Alphabet’s Two-Front War: New AI Silicon Meets Internal Coding Anxiety
Alphabet has unveiled its eighth-generation Tensor Processing Units at Google Cloud Next in Las Vegas, splitting the lineup into two...
ServiceNow’s $2.2 Billion Buyback Can’t Mask the Middle East Drag
ServiceNow delivered a textbook earnings beat in the first quarter, but the market punished the stock anyway, sending shares down...
Xiaomi’s Two-Front Offensive: A Hypercar Debut and a Stock-Buyback Blitz
The contrast between Xiaomi’s ambitions and its stock-market performance has rarely been starker. While the Chinese tech giant prepares to...
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