Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
AMD Q1 2026 update — filings and holdings
MSFT Q3 2026: filings, holdings, and macro context
AAPL Q2 2026: filings, holdings, and macro context
GOOGL Q2 2026: filings, holdings, and macro context
CRM Q1 2026 update — filings and holdings
ADBE Q2 2026: filings, holdings, and macro context
INTC Q2 2026 update — filings and holdings
NFLX Q2 2026 update — filings and holdings
ORCL 2026: filings, holdings, and macro context
AVGO Q3 2026 update — filings and holdings
TSLA Q1 2026: filings, holdings, and macro context
AMZN Q2 2026 update — filings and holdings
Apple sues OpenAI alleging hardware trade secret theft
Apple filed a federal lawsuit on July 10, 2026 accusing OpenAI, its chief hardware officer, and a former Apple engineer of misappropriating confidential product information.
SK Hynix raises $26.5bn in record US foreign-company IPO
SK Hynix completed a $26.5bn ADR offering on Nasdaq on 10 July 2026, the largest-ever US IPO by a foreign company. ADRs were indicated to open 17% above the offering price; the company reached a trillion-dollar market capitalisation.
PLTR Q2 2026: filings, holdings, and macro context
DELL Q3 2026 update — filings and holdings
Meta launches Muse Image AI model across Instagram and WhatsApp
Meta Platforms debuted Muse Image on July 7, 2026, its first AI image-generation model from Superintelligence Labs, rolling out across the Meta AI app, Instagram, and WhatsApp. META shares closed 2.6% higher on the day.
Microsoft signs 20-year nuclear deal; Amazon acquires $650m data centre
Microsoft entered a 20-year agreement to restart the Three Mile Island nuclear plant and Amazon completed a $650 million data centre acquisition, both reported by Oilprice on 8 July 2026 as responses to U.S. grid capacity constraints driven by AI power demand.
Samsung earnings miss triggers chip sell-off; Hormuz tanker attacks lift crude
A volatile European session dominated by Samsung's earnings disappointment, renewed Strait of Hormuz shipping incidents, and Ukrainian drone strikes on Russian oil infrastructure.
Samsung Q2 profit surges 19-fold to record 89.4trn won
Samsung Electronics posted a preliminary Q2 2026 operating profit of 89.4 trillion won ($58.4bn), a 19-fold year-on-year surge and a new all-time corporate record, driven by AI memory chip demand.
Microsoft cuts 4,800 jobs and divests four Xbox studios
Microsoft is eliminating approximately 4,800 roles, about 2.1% of its workforce, with Xbox bearing the heaviest burden as the gaming division plans to cut 3,200 jobs and divest four studios.