Information Technology

Advanced Micro Devices

LRCX

Lam Research

Palantir Technologies

ADSK

Autodesk

AKAM

Akamai Technologies

APH

Amphenol

APP

AppLovin

Cadence Design Systems

CDW

CDW Corporation

CIEN

Ciena

DELL

Dell Technologies

FFIV

F5, Inc.

FTNT

Fortinet

GDDY

GoDaddy

GEN

Gen Digital

GLW

Corning Inc.

Hewlett Packard Enterprise

HPE

HPQ

HP Inc.

Gartner

JBL

Jabil

KEYS

Keysight Technologies

MPWR

Monolithic Power Systems

MSI

Motorola Solutions

NTAP

NetApp

NXPI

NXP Semiconductors

ON Semiconductor

PANW

Palo Alto Networks

PTC

PTC Inc.

Qnity Electronics

ROP

Roper Technologies

SHOP

Shopify

STX

Seagate Technology

SWKS

Skyworks Solutions

TDY

Teledyne Technologies

TEL

TE Connectivity

TRMB

Trimble Inc.

ZBRA

Zebra Technologies

Latest Tidings

The most recent stories affecting Information Technology, across all of our coverage.

Broadcom Signs $200 Billion AI Chip Agreement in Major Custom Silicon Win

Broadcom announced a roughly $200 billion AI agreement, a large commitment landing in its custom chip and networking business.

3 months agoHigh impactLong-term

Teradyne Q2 Earnings Beat Estimates as Chip Test Demand Grows

Teradyne beat second-quarter earnings estimates with revenue up year over year, helped by demand for its semiconductor test equipment.

TER

3 months agoMedium impactLong-term

Cognizant Raises Full-Year Profit Forecast on Financial Services Growth

Cognizant lifted its full-year profit forecast, pointing to strong growth in its financial services business as a driver.

CTSH

3 months agoMedium impactLong-term

Flex Stock in Focus as Strong Q2 Results Fail to Lift Shares

Flex reported strong second-quarter results, but its shares fell, putting the focus on guidance and expectations for the contract manufacturer.

FLEX

3 months agoMedium impactShort-term

Micron Stock in Focus as China's CXMT Ramps DRAM Memory Supply

Chinese memory maker CXMT is scaling up DRAM output, and cheaper local chips are starting to pressure pricing for established suppliers including Micron.

3 months agoMedium impactLong-term

AMD Signs AI Data Center Deal With Core Scientific to Expand Its GPU Footprint

AMD signed an AI data center deal with Core Scientific, extending its data-center GPU reach in the market where it competes most directly with Nvidia.

AMD

3 months agoMedium impactLong-term

Oracle Stock Falls as Ellison-Backed Warner Bros Discovery Deal Faces State Lawsuits

Oracle shares have fallen sharply this month as a deal involving a large personal guarantee from chairman Larry Ellison, backing his son's bid for Warner Bros Discovery, faces lawsuits from 12 states.

ORCL

3 months agoMedium impactShort-term

Microsoft Stock: Azure Bug Behind Multi-Hour Teams Outage

A maintenance bug in Microsoft's Azure cloud wiped IP routing information and knocked Microsoft Teams offline for hours, a reliability stumble for the company's cloud and productivity business.

MSFT

3 months agoLow impactShort-term

IBM Stock: Company to Acquire HRL Laboratories to Boost Quantum Computing

IBM agreed to acquire HRL Laboratories, adding research talent and intellectual property to its long-running quantum computing program.

IBM

3 months agoLow impactLong-term

Broadcom Stock: Samsung Signs $200 Billion Chip Deal Through 2030

Samsung will manufacture chips for Broadcom under a roughly $200 billion agreement running through 2030, securing foundry capacity for its custom AI chip business.

3 months agoHigh impactLong-term

Apple Faces Micron Opposition Over Plan to Use Chinese Memory Chips

A new report says Micron is pushing back against Apple's reported plan to use Chinese-made memory chips, a dispute that touches both Apple's supply chain strategy and Micron's position as a key Apple supplier.

3 months agoMedium impactShort-term

Micron Stock: Chipmaker Pushes Back on Apple's Memory Sourcing Plan

Micron is urging the White House to reject a memory chip sourcing proposal reportedly tied to Apple, putting the two companies at odds over supply chain policy.

3 months agoMedium impactShort-term

Microsoft Stock: Azure Partners With Knox to Speed Government AI Adoption

Microsoft is partnering with Knox to reduce the friction that typically slows government adoption of AI tools on its Azure cloud platform.

MSFT

3 months agoLow impactLong-term

Broadcom Stock: $200 Billion Samsung AI Chip Partnership Boosts Foundry Push

Samsung Electronics won a roughly $200 billion partnership to manufacture Broadcom designed AI chips, a major win for Broadcom's custom silicon business.

3 months agoHigh impactLong-term

Broadcom Stock: Samsung Wins $200 Billion Order to Supply AI Chips

Samsung has won a roughly $200 billion order to manufacture AI chips for Broadcom, reinforcing demand for Broadcom's custom silicon business and giving it a larger manufacturing base.