Technology

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.

Micron beats earnings, lifts tech futures; Iraq threatens OPEC exit

A busy European session dominated by Micron's earnings beat lifting tech futures, oil declining on Middle East de-escalation and OPEC fractures, and fresh drone strikes on Russian refineries.

AMD Q2 2026 update — filings and holdings

META Q2 2026 update — filings and holdings

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.

Global tech selloff deepens as Hormuz reopens and Iran deal details remain contested

A volatile European session dominated by a sharp global technology selloff, conflicting US-Iran nuclear signals, and a UK political leadership change.

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.