Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
INTC Q2 2026: filings, holdings, and macro context
ORCL Q3 2026 update — filings and holdings
AVGO Q2 2026: filings, holdings, and macro context
TSLA Q2 2026 update — filings and holdings
AMZN Q1 2026: filings, holdings, and macro context
OpenAI proposes 5% US government stake in AI developers
OpenAI has begun preliminary discussions to give the US government a 5% equity stake, a holding worth roughly $42.6bn based on its $852bn valuation, with the arrangement potentially extending to Anthropic, Google and Meta.
Tesla Q2 deliveries jump 25% to 480,126, beating estimates
Tesla delivered 480,126 vehicles in Q2 2026, a 25% year-over-year rise that surpassed analyst consensus of roughly 406,000, though TSLA shares fell about 7% on Thursday.
Micron Technology fell 11% on 1 July, erasing ~$200bn market cap
Micron Technology (MU) fell 11% on Wednesday 1 July 2026, erasing approximately $200 billion in market capitalisation. The SMH and SOXX ETFs, which hold MU as a constituent, carried direct exposure to the move.
US lifts export restrictions on Anthropic Fable 5 and Mythos 5 AI models
The US government removed foreign access restrictions on Anthropic's Fable 5 and Mythos 5 AI models on 30 June–1 July 2026, following Commerce Secretary Lutnick's formal approval; Anthropic stated it would reactivate restrictions on both models the following Wednesday.
KOSPI doubles in H1 2026; TAIEX rises 59%, Nikkei gains 39%
The KOSPI recorded an approximately 100% gain over January–June 2026, with Samsung Electronics (005930) and SK Hynix (000660) named as principal drivers; the TAIEX rose 59% and the Nikkei 225 gained 39% over the same period.
DELL Q3 2026 update — filings and holdings
South Korea announces $650bn AI and semiconductor investment plan
South Korea unveiled a structural investment plan exceeding $650 billion targeting AI infrastructure and semiconductor manufacturing, with Samsung Electronics and SK Hynix named as primary corporate participants; the KOSPI index and both companies' stocks moved following the announcement.
NVDA Q1 2026: filings, holdings, and macro context
QCOM Q2 2026: filings, holdings, and macro context
OpenAI delays GPT-5.6 launch after White House request
The Trump administration asked OpenAI to stagger the release of GPT-5.6 on national security grounds; CEO Sam Altman told staff access will be approved customer by customer during a limited preview.
Google, Microsoft, Amazon compete for grid capacity amid AI data centre expansion
Oilprice reporting from 25–26 June 2026 described major tech companies competing for electrical grid capacity for AI data centres, with per-facility infrastructure costs of $100m–$500m. Rystad Energy forecast fuel cell revenues rising from $2.8bn in 2025 to $30bn by 2030.
Waymo launches public rides in Zeekr-built Ojai robotaxi across SF, LA, and Phoenix
Waymo opened free public rides in its Ojai robotaxi — built by Zeekr — on 28 May 2026, deploying its 6th-generation Driver system across three US cities.
SK Hynix plans $29.4bn Nasdaq ADR listing; Seoul shares rise 11-12%
SK Hynix announced plans on 25 June 2026 to raise up to $29.4 billion via a Nasdaq ADR listing; its Seoul-listed shares rose between 11% and 12% on the day of the announcement.
Micron, Intel, AMD gained $2 trillion market cap in Q2 2026
Micron (MU), Intel (INTC), and AMD collectively added $2 trillion in market capitalisation in Q2 2026, while the Magnificent Seven technology stocks lost a combined $2.3 trillion over the same period, according to CNBC TOP.
Alibaba shares hit 16-month low after Anthropic distillation attack accusation
BABA and ALBAF fell to 16-month lows on 25 June 2026 after Anthropic alleged Alibaba conducted the largest known distillation attack on its Claude AI model, using thousands of fraudulent accounts to extract model capabilities without authorisation.
Apple raises Mac and iPad prices, citing memory shortage
Apple increased prices across all Mac and iPad models on June 25, 2026, with the MacBook Air rising to $1,299 from $1,099, as AI data-centre demand drives DRAM and NAND costs sharply higher.
Micron beats earnings, raises guidance; shares surge 18%
Micron Technology shares rose approximately 18% after the company reported earnings above analyst expectations and raised forward guidance. Intel gained 4.82%, AMD rose 3.83%, and Broadcom added 1.18% on the same session; the Nasdaq advanced 676 points and the S&P 500 gained 64 points.