Sara Montes de Oca

Intel's stock fell 45% in October — its steepest monthly decline on record — after a revenue warning tied to a weakening PC market, raising fresh doubts about the viability of the company's foundry ambitions.

17 HR AGO

Marvell Technology will acquire optical-components maker Lumentum in a $115 billion all-stock deal, betting that demand for high-speed data-center interconnects will continue to grow alongside AI infrastructure spending.

YESTERDAY

Elon Musk and Mark Zuckerberg adopted President Trump's preferred "super intelligence" terminology on their latest earnings calls, while the CEOs of Microsoft, Amazon, and Alphabet continued using "AI" despite the White House push to retire the term.

3 DAYS AGO

A federal judge in Mississippi rejected SpaceXAI's motion to dismiss an NAACP lawsuit alleging the company operated 27 gas-fired turbines near Memphis without required air permits, allowing the Clean Air Act case to proceed.

3 DAYS AGO

Personal AI agent startups including Dazzle AI, Duckbill, and Wajo AI are routing tasks to human contractors when their software falls short, revealing a persistent gap between the promise of autonomous digital assistants and their real-world capabilities.

3 DAYS AGO

AI tools are being deployed on construction and infrastructure sites to flag hazards and cut paperwork, but researchers say rigorous evidence that the technology reduces workplace injuries remains limited.

3 DAYS AGO

A bruising October for technology stocks — the Nasdaq-100 finished the month down nearly 7% — sent investors rotating into consumer staples, which surged 11.4%, as a packed week of earnings, the midterm elections, and the jobs report looms.

4 DAYS AGO

Binance confirmed a $6.3 billion hack — the largest in crypto history — with investigators linking the breach to North Korea's TraderTraitor group. Around $3 billion in assets have been frozen as the exchange pledges to cover all customer losses.

4 DAYS AGO

Google's Suncatcher prototype satellite — carrying a single Tensor Processing Unit and running DeepMind's Gemma 4 — has completed its commissioning phase and begun active operations in orbit, marking the first time an AI model has run inference workloads on a space-based data center.

4 DAYS AGO

Microsoft cut its full-year capex forecast to $170 billion from $175 billion, while Alphabet held guidance at $195 billion to $205 billion — both below analyst estimates — as GPU delivery delays from third-party providers push some AI infrastructure capacity into 2027.

5 DAYS AGO

Tencent and Visa have signed a memorandum of understanding to expand cross-border payments and AI-powered commerce in China, days after Visa received approval from the People's Bank of China to prepare for a domestic bank card clearing business.

5 DAYS AGO

Israel held its first national election since 2022 on Tuesday, with polls showing a razor-thin race between Prime Minister Benjamin Netanyahu and challenger Gadi Eisenkot. As many as 80,000 Israelis living abroad are expected to fly home to cast their ballots.

7 DAYS AGO

Mary Peltola's Senate campaign and the DSCC asked a federal judge to dismiss a DOJ lawsuit before Election Day on November 3, warning the suit could be used to block certification of Alaska's Senate race results if Peltola wins.

8 DAYS AGO

A Ukrainian defense technology adviser says geographic and speed limitations on Starlink's civilian system made Elon Musk's terms-of-service allegation physically impossible, as Ukraine and its allies accelerate efforts to build sovereign satellite alternatives.

9 DAYS AGO

SpaceX is in talks to access as many as 80,000 cell sites, Wall Street analysts say the move — combined with a recent 800 MHz spectrum buy — signals the company is pursuing full owner economics in its challenge to AT&T, T-Mobile, and Verizon.

9 DAYS AGO

Defense Secretary Pete Hegseth issued a memo banning all Defense Department personnel from using nonpublic information to bet on prediction markets, warning that such activity could give enemy nations intelligence about U.S. military operations.

10 DAYS AGO

Neocloud stocks including CoreWeave, Nebius, and IREN have lost more than 30% in October, while credit default swap spreads on Meta, Nvidia, and Oracle hit all-time highs and SK Hynix pulled Solidigm's planned IPO amid market volatility.

11 DAYS AGO

Ukraine's Ministry of Defense signed a letter of intent with Nokia and satellite maker ICEYE to develop alternative satellite communications, as SpaceX's Starlink speed restrictions continue to disrupt drone operations on the front lines.

11 DAYS AGO