Technology & Software

Technology & Software covers companies and trends in computing, software development, digital services, semiconductors, and IT infrastructure.

100 events across this theme and its sub-themes

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What's Happening in Technology & Software

Technology and software markets are navigating multiple competing pressures across AI development, regulatory frameworks, and infrastructure deployment. On the positive side, consumer AI adoption is accelerating with OpenAI's launch of Dots and Meta's expansion of Muse to small businesses, while major tech firms like Microsoft are posting historic gains and Nvidia is conducting large-scale buybacks, signaling management confidence in the sector's fundamentals. However, this growth is constrained by several headwinds: regulatory uncertainty around AI safety and self-governance frameworks, with Trump's administration favoring industry self-policing over statutory rules; geopolitical tensions including U.S.-China technological decoupling and Trump's rejection of joint AI ventures; and infrastructure bottlenecks as local opposition to energy-intensive datacenters threatens to slow deployment capacity. Labor market weakness and concerns about AI-driven job displacement add cyclical pressure, while bond market skepticism about whether AI-driven earnings growth will materialize at equity-priced levels suggests investors remain divided on the sustainability of the current rally. The sector faces a critical juncture where near-term infrastructure and adoption momentum must overcome regulatory uncertainty, geopolitical fragmentation, and questions about whether the productivity gains justify current valuations.

Technology & Software

Accenture rallies more than 20% after earnings beat, heads for best day ever

Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.

Russia launches massive strikes on Ukraine’s energy grid, forcing power cuts ahead of winter

Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold

Russia launches largest attack on Ukraine energy infrastructure since spring

Micron earnings hit Wall Street after the bell. Here's how traders are positioned into the report

OpenAI is sued over rogue AI Hugging Face cyberattack

S Korea demands apology over DMZ blasts as N Korea denies planting mines

Nvidia’s historic buyback announcement underscores a sharp divide in Big Tech

Russian Drone Explodes 2km From Poland

Estonia blames Russia for arson at defence company supplying Ukraine

Intensified Russian strikes are tearing Kyiv apart, warns mayor

Russia’s Latest Propaganda? A.I.-Generated War Songs.

The Latest Challenge to Data Centers? Restive Investors.

San Francisco's car crime has plunged. How much credit does Flock deserve?

Australia’s News Media Bargaining Code: Second Movement and AI Coda

The Flock Debate Comes to Pennsylvania

OpenAI fires workers for 'mishandling sensitive information'

Australia says platforms like Steam and Roblox have 'significant' child safety gaps

Seoul warns 'further action' if Ukraine does not apologise over prisoner-of-war row

The Looming Closure of China’s AI Frontier

Google launches Project Suncatcher, a step towards AI data centers in space

Billionaire family offices bet on geothermal energy, brain implants in September

Why Micron’s big earnings report isn’t lifting the stock

Russian drone hits school in Ukraine’s Kyiv as Moscow presses air assault

Why Amazon got a call-up to the Goldman Sachs conviction list of top stocks

Meta, ServiceNow and these 7 other tech stocks could lead the next leg of the AI trade

Trump's AI rebrand causes 'unprecedented' demand for Slovenian website names

SpaceX set to launch Google AI chips into orbit in push toward space-based data centers

Tech in cars can be used to snoop on you, Dutch spy chiefs warn

Can Europe still compete with the US and China?

When Data Centers Cluster Together, How Dirty Are They? One County Wants Answers.

UK bookmakers that warned over illicit market had deal with offshore casinos

OpenAI ‘reviewing’ report of failed hacking attempt against Canada’s gov’t

Modi’s India takes on Trump more openly, from ‘terrorism’ to tariffs

South Korea’s exports hit record high on AI boom

AI boom could trigger market shocks, Bank of England boss warns

In photos: China's Xi hardens Taiwan warning as country celebrates week-long National Day holiday

Trump’s AI lunch included every major tech company. Except Apple

OpenAI flags Chinese-linked effort to extract AI model reasoning

We're raising our Micron price target after an incredible quarter and robust guidance

California Gov. Gavin Newsom bans AI 'robo bosses' in landmark state law, reversing his earlier veto

China has cracked down on AI relationships. Is it ahead of the game?

Putin shows no sign of stopping the war as Russia doubles down on Ukraine

US Senate rejects bill targeting AI data centre electricity costs

Google rolls out Gemini 4 Argon, its most advanced AI model

Russian drone crashes into Kyiv playground without exploding

While Surging to Records, Stocks Experience Some ‘Wobbles’

Meta stock enjoys best month since 2022 on AI momentum

Elon Musk, Palmer Luckey and Newt Gingrich to help Pentagon with warfare initiative, Hegseth says

Google Wants Hollywood to Stop Being So Afraid of Technology

Sen. Hawley: OpenAI CEO Sam Altman declined to testify at rogue AI hearing

How the ‘AI put’ has become the only thing that matters for stocks

Medical Records Firm Uses AI Tool to Expose Flaws that Threaten Patient Privacy

Two trades that just happened in 'Magnificent Seven' stocks point to big gains ahead

US regulator launches probe into AI companies

NASA Just Pulled the SR-71 Out of Retirement

FTC is investigating OpenAI, Anthropic and other AI companies over product risks

Trump's meeting with tech leaders leaves AI safety more unsettled than ever

Russian attacks on Ukraine’s Kyiv region kill four, target power grid

N Korea and S Korea exchange threats over DMZ blast

Citi tells investors it’s time to sell Moderna after 600%-plus stock gains

DeepSeek and Huawei Target a Key Source of Nvidia’s A.I. Dominance

AI's coming roadblock in regulation: Antitrust hawks

Dan Ives prepares to debut fund offering access to private companies fueling AI boom

Regulating AI 'not the right place to start' says Bailey

Rebuffing “Clever Kids, Clueless Parents” Mentality: Education, Not Speech Restriction

A startup wants to build a massive nuclear-powered data center on public land in Utah

Russia targets data centers in Kyiv as NATO condemns Moscow’s ‘irresponsible nuclear rhetoric’

Trump calls Kim Jong Un a ‘friend’ and plays down N Korea’s nuclear arsenal

OpenAI launches ‘dots,’ personal AI assistant ‘built to handle everything’

Nandy says children’s social media ban only ‘staging post’ in online safety drive

AI broke the job application. What replaces it?

South Korea demands apology from Pyongyang for landmine blasts that injured three

Beijing warns of retaliation if Europe imposes curbs on Chinese businesses

US Senate blocks resolution seeking report on Americans killed in West Bank

The Asian Volunteer Corps Of Ukraine.

Trump, top tech firms sign accord to ‘self-police’ AI development

A.I. Is ‘Better Informed’ Than Doctors, Kennedy Tells Industry-Backed MAHA Summit