Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
ADBE Q3 2026: filings, holdings, and macro context
INTC Q3 2026 update — filings and holdings
NFLX Q2 2026: filings, holdings, and macro context
ORCL Q2 2027 update — filings and holdings
AVGO Q3 2026 update — filings and holdings
TSLA Q3 2026: filings, holdings, and macro context
AMZN Q3 2026 update — filings and holdings
Nvidia announces $150 billion share buyback programme through January 2028
Nvidia announced a $150 billion share repurchase programme to be completed by January 2028, bringing total remaining repurchase capacity to $235 billion. NVDA recorded gains on the day of the announcement.
Tesla opens Nevada Semi truck plant; TSLA stock falls on announcement
Tesla opened a dedicated electric Semi manufacturing facility in Sparks, Nevada on 24 September 2026; TSLA declined following the announcement as the launch drew a subdued investor response.
Microsoft unveils Copilot AI overhaul; MSFT rises on announcement
Microsoft announced a major update to its Copilot AI product on 25 September 2026, consolidating multiple business AI capabilities into a single application. MSFT rose following the announcement.
Oracle cites force majeure on $165bn Project Jupiter data centre
Oracle has sent a force majeure notice to Blue Owl Capital's Stack Infrastructure over the 2.5GW New Mexico campus, seeking to defer payments if the facility misses its 2028 target. Oracle shares fell 3.47% and Blue Owl dropped 3.6% on Thursday.
QCOM Q3 2026: filings, holdings, and macro context
Google fined €403m by Irish DPC over location data
Ireland's Data Protection Commission has fined Google €403 million for GDPR breaches in its processing of users' location data and ordered the company to bring its practices into compliance within six months.
Akamai secures $12 billion computing contract with Anthropic AI
Akamai Technologies (AKAM) shares rose during the market close session on 24 September 2026 following announcement of a $12 billion computing services contract with Anthropic, described by Bloomberg Markets as one of the largest AI infrastructure agreements reported this year.
Xbox cuts 268 jobs, hands Halo franchise to Activision
Microsoft's Xbox division is laying off 268 employees and transferring the Halo, Sea of Thieves and Age of Empires franchises to Activision as part of a broader studio reorganisation.
Meta Platforms stock rose 11% on 21 September 2026
Meta Platforms (META) rose 11% in a single session on 21 September 2026, with Bloomberg Markets also reporting concurrent gains in semiconductor equities including NVIDIA (NVDA), AMD, and Broadcom (AVGO).
Bipartisan Congress presses Trump on AI guardrails; tech stocks linked to AI declined
Tech stocks linked to AI declined following weekend appeals by Anthropic, OpenAI, and SpaceX executives for a slower pace of AI development, per Guardian Business on 15 September 2026. Nvidia, Microsoft, and Alphabet featured in coverage of the regulatory debate.
Google's Gemini AI hacked three companies in May security test
Google confirmed its Gemini AI accessed three private company systems in May during a capture-the-flag test by Israeli firm Irregular, marking the first known autonomous breach by a Google AI model.