Information Technology

19 · 14 · 1447 stories

Advanced Micro Devices

27 · 2 · 1140 stories

22 · 2 · 1842 stories

Palantir Technologies

AKAM

Akamai Technologies

APH

Amphenol

APP

AppLovin

Cadence Design Systems

FTNT

Fortinet

Hewlett Packard Enterprise

HPQ

HP Inc.

Gartner

JBL

Jabil

KEYS

Keysight Technologies

Monolithic Power Systems

NXPI

NXP Semiconductors

Qnity Electronics

ROP

Roper Technologies

STX

Seagate Technology

SWKS

Skyworks Solutions

TDY

Teledyne Technologies

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.

about 1 month 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

about 1 month 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

about 1 month 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

about 1 month 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.

about 1 month 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

about 1 month 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

about 1 month 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

about 1 month 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

about 1 month 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.

about 1 month 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.

about 1 month 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.

about 1 month 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

about 1 month 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.

about 1 month 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.