Technology
Goldman Sachs sees AI-driven earnings boost by 2025
Analysts project AI adoption will lift S&P 500 earnings by 3% annually starting in 2025, with tech and industrials leading gains.

Boost Run Q2 2026 revenue up 270%, ARR target set at $400M
AI-driven logistics platform Boost Run reported a 270% year-over-year revenue surge in Q2 2026, with annual recurring revenue projected to reach $400 million.

Deep-sea mining emerges as key source for critical minerals
Industry and policymakers eye underwater reserves to meet surging demand for rare earths and battery metals amid supply chain constraints.
Alchip Q2 2026 revenue jumps 83% on AI chip demand
Semiconductor firm Alchip reports sharp revenue growth as AI chip orders drive a surge in sales for the second quarter of 2026.

Trend Micro shares fall on weak outlook, analyst downgrade
Cybersecurity firm's stock drops after profit miss and reduced guidance amid slowing enterprise IT spending.
U.S. data center growth slows amid labor shortages
Construction delays and rising costs risk extending timelines for new facilities as demand from AI and cloud providers surges.

OpenAI’s revenue run rate exceeds $40 billion, Bloomberg reports
Revenue surge driven by AI services and enterprise demand, Bloomberg cites people familiar with the matter. Valuation discussions intensify amid growth.

AIG introduces parametric cloud outage insurance product
Insurer AIG unveils a first-of-its-kind parametric insurance solution designed to cover financial losses from cloud service disruptions. The product targets enterprises reliant on cloud infrastructure.

The Trade Desk shares climb on strong ad-tech demand
Stock rises after earnings beat and upbeat outlook for connected TV advertising, lifting programmatic ad platform amid broader tech rebound.
Cerebras enables OpenAI’s GPT-5.6 Sol ultrafast mode at 750 tokens/sec
AI chipmaker Cerebras Systems integrates its hardware with OpenAI’s latest model to deliver real-time inference at unprecedented speed.

Anterix says spectrum scarcity boosts spectrum asset value
Wireless spectrum assets gain value as scarcity drives demand at Oppenheimer conference.
A10 Networks unveils AI gateway for enterprise model management
New platform aims to streamline AI deployment across large-scale enterprise environments while addressing scalability and security challenges.

E Ink posts record H1 2026 profits but cuts full-year outlook
Display technology firm E Ink reported a sharp rise in first-half earnings but revised down its full-year guidance, citing weaker demand in key markets.

Google’s AI reshuffle driven by executive moves, sources say
Internal leadership changes at Alphabet’s Google reflect broader push to integrate AI across products and operations, according to people familiar with the matter.
AI-driven earnings boost lifts trending stocks up to 28.3%
Select equities surged on strong quarterly results and AI optimism, with gains ranging from 10% to 28.3%.
AVC Q2 2026 revenue jumps 66% on AI server demand
AI infrastructure demand lifts AVC’s quarterly sales to $4.2 billion, with server shipments surging as hyperscale operators expand capacity.

SpaceX stock jumps on Starlink expansion reports
Shares of Space Exploration Technologies surged after reports of rapid subscriber growth for its Starlink satellite internet service.

ASUS Q2 2026 revenue hits record as AI servers surge
Taiwanese tech giant reports record quarterly revenue and a near doubling of server sales, driven by artificial intelligence infrastructure demand.
Databricks raises $10bn at $190bn valuation
Big data firm secures $10 billion in fresh capital, pushing its valuation to $190 billion as investors bet on AI-driven growth.

Figure Technologies revenue doubles on blockchain loan surge
Tokenization lender Figure Technologies reported $226 million in quarterly revenue as blockchain loan marketplace volumes hit $4.3 billion, driven by rising demand for tokenized assets.
Tencent Q2 2026 revenue rises as AI investment accelerates
Chinese tech giant reports solid growth in core segments while increasing spending on artificial intelligence infrastructure.

ThyssenKrupp Nucera Q3 2025/26 results highlight green hydrogen focus
Company reports strong contract awards and shifts strategy toward green hydrogen production as part of Q3 2025/26 earnings presentation.

Unicorn births hit record in H1 2026, surpassing full-year 2025 totals
AI, robotics and semiconductor startups drove the surge, with 195 new unicorns minted in the first half of 2026, exceeding the 193 recorded for all of 2025.
AI unlikely to trigger mass job losses, study finds
Research suggests AI will disrupt but not devastate labor markets, with productivity gains offsetting displacement risks.

