Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
MSFT Q3 2026: filings, holdings, and macro context
AAPL Q2 2026: filings, holdings, and macro context
GOOGL Q1 2026: filings, holdings, and macro context
CRM Q1 2026 update — filings and holdings
ADBE Q2 2026: filings, holdings, and macro context
INTC Q2 2026: filings, holdings, and macro context
NFLX Q2 2026 update — filings and holdings
ORCL Q3 2026 update — filings and holdings
AVGO Q2 2026: filings, holdings, and macro context
TSLA Q2 2026 update — filings and holdings
AMZN Q2 2026 update — filings and holdings
SpaceX shares fell below IPO price; $600bn market value erased
SpaceX equity on Nasdaq declined below its IPO closing price by 22 June 2026, with cumulative losses reaching approximately $600 billion over three trading days, approaching its IPO low of $149.34. SpaceX concurrently launched a $25 billion bond offering across five tranches.
Apple faces £3bn UK iCloud trial after CAT clears Which? claim
The UK Competition Appeal Tribunal has certified a £3bn class action brought by Which? against Apple over iCloud, potentially covering around 40 million UK users.
NVDA Q1 2026: filings, holdings, and macro context
Google, Meta, Amazon, Microsoft cut buybacks amid $750bn AI capex surge
Google, Meta, Amazon, and Microsoft allocated ~$750bn to AI infrastructure capex in 2024, nearly double prior levels, while substantially reducing share buyback programmes. Technology, cloud, and semiconductor supply chains were named in coverage.
SpaceX IPO ranked among Schwab's five busiest trading days in 50 years
SpaceX shares fell as much as 7% over two days following the IPO, trading near $178–$180, while SpaceX-linked ETFs recorded billions in retail inflows, according to reporting on 18 June 2026.
Amazon engineers file civil rights complaint over data centre testimony
Three Amazon software engineers allege the company launched disciplinary action against them roughly one week after they testified at Seattle City Council in favour of a data centre moratorium.
PLTR June 2026 update — filings and holdings
ACN Q3 2026: filings, holdings, and macro context
Trump announces Intel-Apple US chip deal; INTC rises 9% premarket
Intel (INTC) rose more than 9% in premarket trading and Apple (AAPL) also moved in premarket activity after President Trump announced on 18 June 2026 that the two companies would collaborate on domestically manufactured semiconductors, with Intel's foundry division named as the manufacturer.