Pomegra
Technology
NOTABLE
1h ago6 min read
Applied Materials Falls 7% as AI Stocks Hit Chip Tools
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
Pomegra Newswire
Technology News
Technology and AI market news: chipmakers, software, crypto, and the companies building the AI buildout - covered from an investor perspective.
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Technology
MAJOR
3h ago5 min read
ASML Q3 2026: EUV Demand Outruns 2027 Capacity
ASML posted record Q3 2026 sales of €11.7 billion and said EUV supply for 2027 and 2028 will trail customer demand, yet its shares fell in New York trading.
Technology
NOTABLE
4h ago4 min read
OpenAI Employee Arrested Over Hidden Recording Device
The FBI arrested a Saudi national and OpenAI engineer on Oct. 9 for allegedly planting a covert recording device in a San Francisco executive conference room.
Technology
NOTABLE
12h ago4 min read
Fermi (FRMI) Jumps 14% on AMD Credit Support for Matador
Fermi (FRMI) shares rose about 14% after AMD agreed to provide credit support for the 222 MW Phase 1 of Project Matador, its AI power campus in Texas.
Technology
MAJOR
13h ago4 min read
Apple (AAPL) Hits Record Near $347 After HomeView Launch
Apple stock reached a record high near $347 and a $5 trillion market cap after the $299 HomeView launch, a HomePod mini refresh and a JPMorgan target hike.
Technology
NOTABLE
15h ago4 min read
Western Digital Falls 7.7% as UBS Trims Target to $470
Western Digital (WDC) fell 7.7% and Seagate (STX) 7.3% as memory stocks sold off and UBS cut its WDC price target to $470 from $525 on supply concerns.
Technology
MAJOR
1d ago6 min read
Taiwan Exports Hit Record $87.2B in September 2026
Taiwan's September exports jumped 60.9% to a record $87.22 billion on AI server demand, with US shipments up 106% and growth set to continue in October.
Technology
MAJOR
1d ago6 min read
SoftBank Sinks 8.8% as AI Stocks Rout Hits Asia
SoftBank fell about 8.8% and Japan's Nikkei 2.6% on Oct. 13 as an AI stocks selloff spread across Asia on worries over AI financing and chip competition.
Technology
MAJOR
1d ago6 min read
Micron Technology Stock Slides as CXMT Unveils DRAM Leap
Micron Technology stock fell about 4% and the Philadelphia Semiconductor Index lost 2.7% after CXMT flagged a denser 4F² DRAM chip design aimed at servers.
Technology
MAJOR
1d ago5 min read
Microsoft Maia 300 chip targets Nvidia, hits AI stocks
Microsoft's Maia 300 chip promises about 40% more output per unit of power than leading GPU systems, pressuring Nvidia and AI stocks as 2027 deployment nears.
Technology
NOTABLE
1d ago5 min read
IonQ Stock Falls 9% on $1.3B Elisity Deal
IonQ (IONQ) fell more than 8% after agreeing to buy cybersecurity firm Elisity for up to $1.3 billion in stock, putting dilution in focus for shareholders.
Technology
NOTABLE
1d ago4 min read
AI Stocks: Lumentum, Ciena Slide 10% in Optical Selloff
Lumentum and Ciena fell about 10% and Coherent 7% on Oct. 12 as profit-taking hit AI stocks tied to optical networking after a sharp multi-week rally.
Technology
MAJOR
1d ago5 min read
Nasdaq Meta stock rises 4% on Muse Wonder AI launch
Meta shares rose about 4% on Monday after it launched Muse Wonder and Muse Wonder Full, its first frontier AI models, to rival OpenAI and Anthropic.
Technology
MAJOR
1d ago4 min read
Apple Cuts iPhone 18 Pro Orders 15% as Demand Cools
Apple (AAPL) told suppliers to trim iPhone 18 Pro component orders by at least 15% for October as a $100 price rise and costly memory chips weigh on demand.
Technology
MAJOR
1d ago4 min read
Anthropic's $60B Chip Debt Deal: Broadcom's Role Explained
Bank of America, Citigroup and Morgan Stanley are syndicating a record $60B debt package for Anthropic's Google TPU lease, with Broadcom as guarantor.
Technology
MAJOR
1d ago5 min read
Constellation (CEG) Lands Google Nuclear Deal for AI Power
Google and Constellation Energy signed a 20-year deal for 890 MW of new nuclear capacity, a $4.3 billion upgrade plan that sent CEG up 12% on October 6.
Technology
MAJOR
2d ago5 min read
SoftBank Seeks $100B From Gulf for New AI Fund
SoftBank is seeking up to $100B from Gulf investors for an AI acquisition fund while its roughly $65B OpenAI stake faces scrutiny over returns and leverage.
Technology
NOTABLE
2d ago4 min read
AI Stocks Sink as OpenAI Revenue Nears $50B, Not $70B
Nvidia, Oracle, CoreWeave, AMD and Micron fell after OpenAI's annualized revenue was put near $50 billion, not $70 billion, reviving AI spending doubts.
Technology
NOTABLE
4d ago5 min read
Lumentum Stock Jumps 6% as Optics Sold Out Through 2029
Lumentum shares rose about 6% after its CEO said optical components are sold out through early 2029, with up to 70% of some demand unmet through 2027.
Technology
NOTABLE
4d ago4 min read
Apple (AAPL) Falls 2% on iPhone 18 Pro Order Cuts
Apple shares fell about 2% on Oct. 9 after Nikkei Asia reported 15-20% cuts to iPhone 18 Pro component orders as memory-driven price hikes hit demand.
Technology
NOTABLE
5d ago6 min read
Wolfspeed (WOLF) Wins Conditional $1.5B Pentagon Loan
Wolfspeed shares jumped more than 15% before the open after the Pentagon offered a conditional 30-year, $1.5 billion loan with warrants for up to 7.5% of the company.
Technology
MAJOR
5d ago5 min read
OpenAI Revenue Reset Hits AI Stocks; Oracle Falls 5%
OpenAI's annualized revenue is about $50 billion, not $70 billion, sending Oracle down over 5% and the Nasdaq down 1.3% as AI stocks reprice growth bets.
Technology
NOTABLE
5d ago4 min read
Palantir (PLTR) Rises 3% as Goldman Upgrades to Buy
Palantir shares rose about 3% after Goldman Sachs upgraded the AI software stock to Buy with a $230 target, citing sovereign AI demand and vertical sales.
Technology
MAJOR
5d ago4 min read
Broadcom Lines Up $50B+ Private Debt for OpenAI Chips
Broadcom (AVGO) is arranging over $50 billion in private financing with Apollo and Blackstone to fund OpenAI's custom AI chips, and shares slipped premarket.
Technology
NOTABLE
5d ago5 min read
Marvell Technology Stock Jumps 6% on $90B 2031 Target
Marvell Technology stock rose about 6% after investor day lifted its fiscal 2028 revenue goal to $20 billion and set a $70-90 billion fiscal 2031 target.
Technology
NOTABLE
6d ago4 min read
Micron Technology Stock: $3,000 Target on AI Memory
D.A. Davidson lifted its Micron price target to $3,000 from $2,100, saying AI memory demand will exceed supply through 2028; MU shares rose about 3% Wednesday.
Technology
NOTABLE
6d ago4 min read
OpenAI GPT-6 Intelligent UI Reaches Free ChatGPT Users
OpenAI's GPT-6 brings Intelligent UI to ChatGPT's Free and Go tiers, turning text answers into interactive charts, calculators and diagrams for free-tier users.
Technology
MAJOR
6d ago5 min read
Samsung Electronics Q3 2026 Profit Tops 100 Trillion Won
Samsung Electronics pre-announced a record Q3 2026 operating profit of 107.4 trillion won (about $80 billion), as AI memory-chip demand lifted margins above 55%.
Technology
MAJOR
6d ago4 min read
Terafab: Musk Says Tesla, SpaceX Will Run Texas AI Fab
Terafab will be built and run by Tesla and SpaceX, Elon Musk said, leaving TSMC at most a sublease as Intel shares rose on its continued role in the project.
Technology
MAJOR
6d ago5 min read
Nvidia $6 trillion: even odds by month-end
Nvidia (NVDA) trades at a record $238.90, about 4% short of a $6 trillion market cap, after a record $150 billion buyback; options price even odds by Oct. 30.
What drives technology stocks?
Technology is the market's largest sector and its most expectation-driven: valuations lean on growth projected years out, which makes tech stocks unusually sensitive to interest rates, product cycles, and any datapoint about the AI buildout. The desk covers the chipmakers supplying the compute, the cloud and software companies deploying it, and the capital-spending announcements that ripple through both.
Crypto coverage lives here too, treated the same way - market reporting on price moves, ETF flows, and regulation, with the mechanics explained in the wiki and a full beginner course in the learn library rather than jargon assumed in the article.
Frequently Asked
Does Pomegra cover AI stocks?
Yes - AI infrastructure, chipmakers, and software companies are a core part of the technology desk, covered daily with sentiment and impact ratings.
Is crypto covered under technology news?
Crypto market news is grouped under technology, and the learn library carries a full beginner course on cryptocurrency.