Technology News
Original coverage of publicly traded technology companies — AI, software, semiconductors, cybersecurity, cloud and consumer technology.
Semiconductors October 15, 2026
The Stock Market Is Echoing a Warning From the Dot-Com Bubble, and History Says Investors Should Make This 1 Move
The S&P 500 has been climbing in recent years, reaching multiple record highs, and the momentum has generally continued in 2026. If…
Semiconductors October 15, 2026
Not Memory. Not Energy. This Is the Biggest Bottleneck in Artificial Intelligence, and These Are the Companies That Can Benefit.
There's a lot that goes into building new AI data centers. Companies need to secure a site, ensure it can supply it…
Software October 15, 2026
Microsoft Had Its Best Quarter in 28 Years. Is it Too Late to Buy the Stock?
Microsoft (NASDAQ:MSFT) has had a challenging past 12 months, as many investors think that artificial intelligence (AI) will displace the services that…
Semiconductors October 15, 2026
SK hynix ties U.S. NAND factory to approval for more equipment at China fab – report
SK hynix ties U.S. NAND factory to approval for more equipment at China fab - reportSource: seekingalpha.com — article syndicated from the…
Semiconductors October 15, 2026
Taiwan Semiconductor Manufacturing in charts: Advanced chips drive 79% of Q3 wafer revenue
Taiwan Semiconductor Manufacturing in charts: Advanced chips drive 79% of Q3 wafer revenueSource: seekingalpha.com — article syndicated from the publisher's feed; all…
Energy October 15, 2026
Bloom Energy Stock Is 31% Below Its Record. Here’s Where I Think It Will Be in 2030.
Bloom Energy (NYSE:BE) stock has surged as artificial intelligence (AI) data centers have turned to the company's fuel cells for on-site power.…
Semiconductors October 15, 2026
Taiwan Semiconductor Manufacturing Company GAAP EPADR of $4.60 beats by $0.09, revenue of $46.72B beats by $1.02B
Taiwan Semiconductor Manufacturing Company GAAP EPADR of $4.60 beats by $0.09, revenue of $46.72B beats by $1.02BSource: seekingalpha.com — article syndicated from…
Semiconductors October 15, 2026
Taiwan Semiconductor Manufacturing Company declares NT$7.00 quarterly dividend
Taiwan Semiconductor Manufacturing Company declares NT$7.00 quarterly dividendSource: seekingalpha.com — article syndicated from the publisher's feed; all rights remain with the original…
Semiconductors October 15, 2026
Broadcom vs. SK Hynix: Here’s What Revenue Trends Tell Investors About These Artificial Intelligence Companies
Broadcom (NASDAQ:AVGO) primarily generates its revenue by innovating, developing, manufacturing, and globally distributing advanced semiconductor solutions and critical infrastructure software that are…
Internet October 15, 2026
Google Just Started Paying SpaceX $920 Million a Month. Here’s What That’s Worth per Share.
This month marks the first payment of a major compute-rental contract for Space Exploration Technologies (NASDAQ: SPCX). Alphabet's Google agreed to pay…
Software October 15, 2026
Salesforce vs. ServiceNow: Here’s What Revenue Trends Tell Investors About These Software Giants and Their Move to AI
Salesforce (NYSE:CRM) primarily earns revenue by providing cloud-based customer relationship management (CRM) software to enterprise clients worldwide.During the third calendar quarter of…
Software October 15, 2026
Figma announces new features to define how agents work on its platform
Design platform Figma announced a new Markdown-based editor to help define a company’s design, bring in design and code libraries, and integrate…