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Figma reports Q2 revenue up 41% YoY to $249.6M, vs. $248.8M est., and forecasts Q3 and FY 2025 revenue above estimates; FIG drops 10%+ after hours
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2025-9-4
Source: OpenAI is increasing the size of its secondary share sale to $10.3B, up from $6B; the transaction is at a $500B valuation, in line with expectations
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2025-9-4
In US v. Google, a judge rejects prosecutors' bid to make Google sell off Chrome but says Google is barred from exclusive contracts and must share search data
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2025-9-3
Google
Chrome
Underdog and Crypto.com launch a sports prediction market to let US users in 16 states bet on the NFL, the NBA, and other leagues via Underdog's app
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2025-9-2
Microsoft says it agreed to give the US GSA $6B+ in potential savings on Office, Azure, 365, and other tools over three years, including $3.1B in the first year
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2025-9-2
Microsoft
Alibaba's shares jumped 19% in Hong Kong on Monday, following strong quarterly results from its cloud computing unit and reports of its new AI chip on Friday
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2025-9-2
Hong Kong
Alibaba
AI
Filing: Nvidia reveals its top two customers accounted for 39% of its Q2 revenue, up from 25% in Q2, 2024
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2025-8-30
Nvidia
Alibaba reports Q1 revenue up 2% YoY to ~$34.6B, below ~$35.4B est., and net income up 76% to ~$5.9B, above ~$4B est., as AI demand drives cloud sales up 26%
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www.cnbc.com
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2025-8-29
Alibaba
AI
Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and says it plans to ship $20B of AI servers in its fiscal 2026, double what it sold last year
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2025-8-29
AI
Intel CFO David Zinser says the company received $5.7B from the US government on Wednesday evening; the White House says the deal is still “being ironed out”
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2025-8-29
Intel
Payroll and HR software provider Gusto agrees to acquire Guideline, which offers 401(k) plans to small businesses; Guideline was valued at $1.15B in 2021
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2025-8-28
Nvidia reports Q2 revenue up 56% YoY to $46.74B, above $46.06B est., Data Center revenue up 56% to $41.1B, and approves an additional $60B in share buybacks
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2025-8-28
Nvidia
Okta reports Q2 revenue up 13% YoY to $728M, vs. $711.8M est., net income up 131% to $67M, and increases its fiscal 2026 forecast; OKTA jumps 6%+ after hours
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2025-8-27
Filing: Intel warns the US taking a 10% stake could trigger “adverse reactions”, including in international sales, which made up 76% of revenue last fiscal year
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2025-8-26
Intel
Nvidia says the Jetson AGX Thor, its latest “robot brain” chip module, is now on sale for $3,499 as a developer kit; the module will ship next month
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2025-8-26
Robot
Nvidia
Docs: xAI terminated its status as a public benefit corporation as of May 9, 2024; XAI Holdings, which houses xAI and X, also doesn't have a PBC designation
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2025-8-25
A look at Texas Instruments' new 300mm wafer fab in Sherman, Texas, a part of its $60B US investment megaproject where some chips for iPhones will be made
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2025-8-24
Texas
Ether surged 15% late Friday, rising as high as $4,885 and surpassing its November 2021 record of $4,866.01 after Fed Chair Jerome Powell hinted at rate cuts
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2025-8-23
Sources: Meta plans to launch its first glasses with a display and a wristband that lets users control the glasses with hand gestures, at Connect in September
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2025-8-23
NYC grants Waymo its first permit, which extends through late September, to test up to eight of its autonomous vehicles in Manhattan and Downtown Brooklyn
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2025-8-23
Autonomous Car
Microsoft and the NFL extend their partnership to bring real-time game data and analysis to coaches and players using Microsoft Copilot and Azure AI
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2025-8-21
Microsoft
AI
OpenAI CFO Sarah Friar says the company hit its first $1B revenue month in July and that “the biggest thing we face is being constantly under compute”
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2025-8-21
Shares of SoftBank plunged as much as 9.17% on Wednesday, as tech stocks in Japan, South Korea, Taiwan and Hong Kong fall after US tech stocks dropped overnight
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2025-8-20
Japan
Korea
Hong Kong
Taiwan
US Commerce Secretary Howard Lutnick says Intel must give the government an equity stake in the company in return for CHIPS Act funds; INTC closes up 7%
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2025-8-20
Intel
Equity
SoftBank agrees to invest $2B in Intel, paying $23 per share for Intel's common stock to acquire roughly 2% of the company's outstanding shares
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2025-8-19
Intel
Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours
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2025-8-19
4Q
Google increases its stake in bitcoin miner and datacenter operator TeraWulf from 8% to 14%, bringing its total investment to ~$3.2B; WULF jumps 10%+
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2025-8-19
Bitcoin
Google
A profile of Epic Systems CEO Judy Faulkner, who has led the EHR software company for 46 years, building it into one of the largest US private tech companies
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2025-8-18
Sen. Josh Hawley launches a probe of Meta following a report on its AI policy allowing sensual chats with kids, tells Zuckerberg to produce docs by September 19
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2025-8-16
AI
Zuckerberg
Foxconn reports Q2 net operating profit up 27% YoY to ~$1.9B, beating estimates, on $59.73B revenue, on the strength of its growing AI server business
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www.cnbc.com
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2025-8-14
AI
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