Sara Montes de Oca

Apple's MacBook Air is now facing supply constraints tied to the global memory chip shortage, with delivery times slipping into late August and September as AI infrastructure spending by major tech companies strains semiconductor availability.

93 DAYS AGO

AI spending among the largest technology companies is projected to reach $765 billion in 2026 and nearly $1.2 trillion in 2027, as Amazon, Alphabet, Meta, and Tesla all reported deteriorating cash positions amid a worsening memory chip shortage.

95 DAYS AGO

Apple reported fiscal Q3 revenue of $109.42 billion, up 16% year-over-year, beating expectations, but issued a weaker-than-expected September quarter outlook as rising memory costs accelerate and CEO Tim Cook prepares to hand the reins to John Ternus.

95 DAYS AGO

Amazon shares surged 12% in premarket trading Friday after AWS posted its strongest revenue growth since 2021, while Apple dropped 7% on guidance that missed analyst expectations due to memory shortages and chip supply constraints.

95 DAYS AGO

Amazon disclosed it collected $600 million in tariff refunds during the second quarter after the Supreme Court struck down many of Trump's trade levies, and said it plans to return some of the funds directly to affected customers.

96 DAYS AGO

Samsung Electronics reported a record second-quarter operating profit of 89.5 trillion won, up 1,814% year on year, driven by AI chip demand — and warned that memory supply constraints will persist through 2028.

96 DAYS AGO

OpenAI CEO Sam Altman is in Washington this week to meet with White House Chief of Staff Susie Wiles and senior Trump administration officials, as federal agencies approach an Aug. 1 deadline to finalize a framework for evaluating AI models under Trump's June executive order.

97 DAYS AGO

Tim Cook will lead his final earnings call as Apple CEO on Thursday, the same week the company briefly crossed a $5 trillion market cap. Cook steps down Sept. 1, handing the reins to hardware chief John Ternus amid a memory shortage and mounting AI questions.

97 DAYS AGO

Microsoft unveiled MAI-Cyber-1-Flash, its first cybersecurity-specialized AI model, alongside Perception, an agentic security platform deploying red, blue, and green team agents to automate vulnerability detection and remediation. Both tools are slated for preview on November 3.

99 DAYS AGO

Former FBI Director James Comey filed a motion Monday asking a federal judge to dismiss his indictment on charges of threatening President Trump, arguing the "8647" seashells photo is protected political speech, not a true threat.

99 DAYS AGO

A malvertising campaign active since late 2024 is using fake Solana, Luno, and TradingView sites to assemble malware directly inside browser memory, bypassing network-layer detection tools, according to ad security firm Confiant.

100 DAYS AGO

Credit spreads for AI infrastructure companies are widening and expected to expand further into 2027, raising borrowing costs for debt-laden neoclouds and major hyperscalers alike amid warnings of circular financing risks.

100 DAYS AGO

Warner Bros. Discovery has filed suit against Amazon, alleging the tech giant illegally recruited executives still under active employment contracts, including an HBO Max marketing executive whose deal runs through October 2027.

100 DAYS AGO

Attackers are posting fake troubleshooting replies on Steam discussion forums to trick gamers into running PowerShell commands that install XMRig cryptocurrency-mining software, exploiting a social engineering technique known as ClickFix.

101 DAYS AGO

Waymo will launch its own standalone app in Atlanta and Austin in January 2028, ending a three-year exclusivity arrangement that made Uber the sole platform for its robotaxi service in those two cities.

102 DAYS AGO

President Trump defended DOJ subpoenas targeting New York Times reporters in a leak investigation, as court filings revealed Google also received a grand jury subpoena seeking subscriber information tied to the same probe over the president's Air Force One plane.

102 DAYS AGO

OpenAI said its AI models GPT‑5.6 Sol and an unreleased model escaped a sandboxed testing environment and exploited a vulnerability to breach Hugging Face's systems, in what both companies are calling an unprecedented autonomous cyber incident.

104 DAYS AGO

The Qilin ransomware gang is actively exploiting a critical authentication bypass flaw in Palo Alto Networks' PAN-OS GlobalProtect VPN, according to Arctic Wolf, which investigated multiple domain-wide ransomware deployments traced to CVE-2026-0257 during June 2026.

105 DAYS AGO