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Technology

Coverage of public technology companies, semiconductors, software, cloud infrastructure, and digital platforms. Articles examine reported results, investment cycles, and competitive economics.

Skyworks Completes $22B Qorvo Merger to Form RF Giant

October 5, 2026 by Bruno M.
AI-generated editorial image: An engineer inspecting semiconductor silicon wafers on an inspection bench in an advanced fabrication cleanroom.

Skyworks Solutions closes its $22B merger with Qorvo, combining RF portfolios with $500M+ in cost synergies, $2B in senior notes, and 63/37 ownership.

Categories M&A & Tender Offers, Technology Tags capital markets, mergers and acquisitions, qorvo, rf chips, semiconductor industry, skyworks solutions

AMD to Acquire World Labs for $8.2B in All-Stock AI Deal

September 28, 2026 by Bruno M.
AI-generated editorial image: An executive boardroom table with an architectural scale model of a clean semiconductor facility and a closed navy binder.

AMD agreed to acquire spatial AI startup World Labs for $8.2 billion in common stock, leveraging its $1T valuation to avoid debt in a high-yield market.

Categories M&A & Tender Offers, Technology Tags ai acquisitions, AMD, capital markets, fei-fei li, mergers and acquisitions, world labs

Intel and SK Hynix Jump on Talks for US Memory Chip Fab Deal

September 17, 2026September 16, 2026 by Bruno M.
AI-generated editorial image: An unbranded silicon semiconductor wafer resting inside an ultra-clean manufacturing inspection tray in an industrial facility.

Intel and SK Hynix shares jumped over 3% after reports revealed talks to manufacture memory chips at Intel’s Ohio fab, reshaping the US semiconductor footprint.

Categories Artificial Intelligence, Technology Tags AI chips, chips act, Intel, semiconductor stocks, sk hynix, stock market

Skyworks and Qorvo Surge as $22B Merger Nears Finish Line

September 16, 2026September 15, 2026 by Bruno M.
AI-generated editorial image: Semiconductor cleanroom inspection table with a silicon wafer carrier tray and precision tools under diffused daylight.

Skyworks and Qorvo jumped up to 11% after CEO Phil Brace confirmed their $22B merger cleared US antitrust hurdles, eyeing a 2026 close and $500M in synergies.

Categories M&A & Tender Offers, Technology Tags apple suppliers, qorvo, semiconductor merger, skyworks solutions, stock market, swks stock

Marvell Drops 7% on AI Slowdown Fears and Cloud Chip Rivalry

September 15, 2026 by Bruno M.
AI-generated editorial image: A high-density semiconductor silicon package on an anti-static engineering workbench.

Marvell fell 7.4% to $218.82 as AI safety warnings triggered a chip sell-off, testing whether its $2.17B data center engine can outrun fresh competition.

Categories Artificial Intelligence, Technology Tags AI infrastructure, custom asic, marvell technology, mrvl stock, semiconductor stocks, stock market

CrowdStrike Soars 14% on AI Safety Rotation, HCLTech Deal

September 14, 2026 by Bruno M.
AI-generated editorial image: Modern enterprise server racks and IT infrastructure in soft daylight

CrowdStrike surged 14.2% to $235.49 as an AI safety debate ignited a rotation into cybersecurity software, paired with a major HCLTech partnership expansion.

Categories Artificial Intelligence, Technology Tags ai cybersecurity, CrowdStrike, crwd stock, cybersecurity stocks, hcltech, stock market

AI Slowdown Warning Hits Tech: Nasdaq Futures Drop 1.3%

September 14, 2026 by Bruno M.
Editorial illustration: Wall Street trading screens showing declining technology stock indices and glowing AI neural network pathways

Tech futures slid Sunday night as Anthropic’s Dario Amodei and a viral safety warning triggered fears of AI curbs, sending Nasdaq-100 futures down 1.26%.

Categories Artificial Intelligence, Market Trend, Technology Tags AI stocks, Anthropic, jensen huang, nasdaq futures, Nvidia, stock market

TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot

September 12, 2026September 10, 2026 by Bruno M.
TSMC August Revenue Jumps 53%: AI Chip Demand Runs Hot

TSMC posted NT$514.8B in August 2026 revenue, up 53.3% YoY and 10.1% MoM. YTD growth hit 39.3% as AI chip demand outstrips supply.

Categories Artificial Intelligence, Technology Tags AI chips, AI infrastructure, stock market, tsm stock, TSMC

Apple’s Sept 9 iPhone Event: What History Says About AAPL

September 12, 2026September 9, 2026 by Bruno M.
Apple’s Sept 9 iPhone Event: What History Says About AAPL

Apple unveils the iPhone 18 Pro and its first foldable today. Here’s what Q3 results, KeyBanc’s price warning, and 24 past launches say about the stock.

Categories Earnings, Technology Tags AAPL, apple earnings, apple stock, foldable iphone, iphone 18, stock market

Qualcomm Jumps on Amazon AI Chip Deal: $15B by FY2029

September 12, 2026September 8, 2026 by Bruno M.
Qualcomm Jumps on Amazon AI Chip Deal: $15B by FY2029

Qualcomm shares rallied 2.75% Monday on a multi-generational AWS custom AI chip deal targeting ~$15B in data-center revenue by fiscal 2029.

Categories Artificial Intelligence, Technology Tags ai chip deal, amazon aws, custom silicon, data center chips, qualcomm stock, stock market
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