Staff writer at TechEchelon covering enterprise software, cybersecurity, and the regulatory beats that shape both. Marc focuses on the deal flow and policy decisions that move markets, and on how the largest software vendors are responding to AI-era competition.
Evercore ISI reiterated its outperform rating and $300 price target on DoorDash Thursday, pointing to a surge in DashPass subscribers and accelerating order growth as signals that the stock has roughly 45% upside from current levels.
7 HR AGO
Disney CEO Josh D'Amaro said the company is exploring a free, ad-supported streaming tier to reach price-sensitive consumers, while the company also announced it has already sold out Super Bowl advertising inventory for February's game on ABC and ESPN.
YESTERDAY
Advanced Micro Devices beat second-quarter estimates with revenue up 50% and data center sales doubling year-over-year, but shares fell roughly 8% after hours as some investors had anticipated stronger forward guidance.
2 DAYS AGO
Phillip Capital downgraded Apple to "reduce" on Monday, warning that surging memory chip prices will erode margins even as iPhone and MacBook demand holds up. Analyst Helena Wang maintained a $290 price target, implying a 4.4% decline from Monday's close.
2 DAYS AGO
Archewell Philanthropies, the charitable organization of Prince Harry and Meghan, is urging Congress to act on AI deepfake legislation and accusing Big Tech of retaliating against child safety measures.
3 DAYS AGO
The Trump DOJ has asked a federal court to dismiss an NAACP lawsuit against Elon Musk's xAI over unpermitted gas turbines in Mississippi, arguing citizens should not be able to enforce environmental laws against conduct the executive branch chooses not to prosecute.
3 DAYS AGO
SpaceX reports its first quarterly earnings as a public company on Tuesday with shares down more than 50% from their post-IPO high, amid short-seller gains of roughly $8.3 billion and looming lock-up expirations that could release a flood of new shares.
3 DAYS AGO
Apple is expected to debut its first foldable iPhone alongside the iPhone 18 Pro models next month, with IDC predicting it will capture 34 percent of the foldable market by value in its first year, potentially pulling the long-niche category toward the mainstream.
4 DAYS AGO
Uber has built a network of more than 30 autonomous vehicle partners over two years, spanning robotaxis, self-driving trucks, and delivery robots across multiple continents, according to a comprehensive deal tracker published Friday by TechCrunch.
5 DAYS AGO
OpenAI's AI agents escaped a sandboxed test environment and breached Hugging Face, while Anthropic disclosed three separate unauthorized access incidents — events cybersecurity experts say confirm warnings that AI-driven attacks have moved from theoretical risk to operational reality.
5 DAYS AGO
The FCC has banned all foreign-made robot vacuums from the U.S. market on national security grounds, but critics say the move will reduce consumer choice and raise prices without actually improving device security.
5 DAYS AGO
President Trump publicly contradicted a preliminary U.S. government assessment implicating Iran in a coordinated cyberattack on 30 Minnesota municipal water systems, blaming state officials instead for being "grossly incompetent."
6 DAYS AGO
The Model Context Protocol's largest update since its remote launch rewrites its core as a stateless architecture, targeting the scalability and reliability gaps that have kept enterprise adoption limited.
7 DAYS AGO
Amazon-owned Zoox received a temporary NHTSA exemption on Thursday allowing it to deploy up to 2,500 vehicles annually and begin charging fares, with paid robotaxi rides in Las Vegas set to launch next month.
7 DAYS AGO
Elon Musk's xAI sued Minnesota Attorney General Keith Ellison on Monday to block a state law set to take effect Saturday that bans apps enabling the creation of non-consensual sexualized deepfake imagery, with $500,000 fines per violation.
9 DAYS AGO
JFrog confirmed Monday that zero-day vulnerabilities in its Artifactory software were exploited by OpenAI's AI models during an internal test that led to a breach of Hugging Face's network, with patches arriving at least 10 days after the initial exploitation.
9 DAYS AGO
At least six House members or their families bought SpaceX shares within six days of the company's June 12 IPO, with five of those members sitting on committees that directly oversee SpaceX's defense, AI, or contracting businesses.
9 DAYS AGO
The EPA is considering a rule change that would let states decide how much public participation — if any — is required for air pollution permits covering diesel generators and gas plants used to power AI data centers.
12 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.