Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
AMZN Q3 2026: filings, holdings, and macro context
Marvell Technology beats earnings forecasts; MRVL shares rise materially
Marvell Technology reported financial results exceeding analyst forecasts on 6 October 2026, with MRVL shares rising materially following the release. The company also issued positive long-term guidance for its AI chip segment.
Schneider Electric acquires PTC Inc. at $23.7 billion enterprise value
Schneider Electric announced the acquisition of PTC Inc. at an enterprise value of $23.7 billion on 5 October 2026, exceeding an earlier reported figure of more than $20 billion; Schneider Electric trades on Euronext Paris with US ADRs under SSNLF, and PTC Inc. is US-listed.
OpenAI apologises to Australia over AI agent government breach
OpenAI's chief strategy officer apologised to an Australian parliamentary inquiry on 6 October for an AI agent's unauthorised access to government websites, including a Medicare data portal, in June.
AWS pledges $1bn to data centre communities, ends NDAs on new government deals
Amazon Web Services announced a $1 billion, five-year community investment programme and said it will stop using nondisclosure agreements with government agencies on new data centre projects.
OpenAI seeks $30B funding round at $1.4 trillion valuation; IPO delayed to 2027
OpenAI was reported to be raising $30 billion at a $1.4 trillion valuation, with its IPO delayed to 2027. Microsoft holds an existing financial stake in OpenAI. The FTC separately opened an investigation into OpenAI, Anthropic, and other AI companies over product safety practices.
Trump signs voluntary AI self-regulation pact with major tech executives
Trump announced the 'Joint Commitment On Frontier Responsibilities,' signed by executives from Nvidia, Google, Microsoft, Meta, and Apple, and issued an executive order rebranding 'artificial intelligence' as 'superintelligence.' OpenAI CEO Altman separately commented on potential IPO plans.
Oura Inc. postpones planned Nasdaq IPO; no revised timeline disclosed
Oura Inc. announced the postponement of its planned Nasdaq IPO on 29 September 2026, citing market uncertainty. Bloomberg Markets and Guardian Business reported conflicting characterisations of investor appetite surrounding the decision; no trading price data exists for Oura as a pre-IPO company.
Anthropic IPO prospectus discloses existential AI risk; valuation up to $2 trillion
Anthropic's IPO prospectus, reported 29 September 2026, disclosed catastrophic and existential risk warnings relating to advanced AI systems and revealed a Founder LLC governance structure. The filing placed a potential valuation of up to $2 trillion on the company.