Big Tech
Big Tech, AI and chips — the companies moving the market.
InstantWhyNew Jersey sues Amazon over delivery contractor practices in antitrust case
The state alleges the company's third-party delivery model harms competition and working conditions
InstantWhyPalantir shares surge after earnings beat, though some analysts remain cautious
The data analytics company topped Wall Street forecasts, extending a rally that has pushed the stock higher th
InstantWhySpotify stock sinks as streaming giant's monthly active users forecast misses estimates
Yahoo Finance reports the shares fell after the company's user growth guidance disappointed Wall Street
InstantWhyPalantir shares surge after second-quarter earnings beat
The data analytics company topped Wall Street forecasts, extending a rally that began in after-hours trading
InstantWhyDow hits record as Palantir shares surge 16% on second-quarter earnings beat
The data analytics company's stock jumped in Monday trading following its latest quarterly results, while the
InstantWhyTrump administration drafting ban on Chinese data center equipment, Investing.com reports
Proposed rule would target hardware used in AI infrastructure as White House expands tech restrictions
InstantWhyStock futures rise as earnings season continues, Palantir shares surge
Equity index futures advanced in pre-market trading as investors digested a fresh wave of corporate results
InstantWhyApple seeks injunction against OpenAI in trade secrets lawsuit
The iPhone maker is asking a court to block certain OpenAI activities, according to a report, though neither c
InstantWhyJobs report, SpaceX and Eli Lilly earnings headline week of data and results
Investors face a packed calendar as labor market data arrives alongside private-company results and continued
InstantWhyMicrosoft cloud revenue growth prompts fresh valuation debate
The software giant's Azure business continues to post strong growth, raising questions about whether recent ga
InstantWhyStock futures edge higher after Dow closes at record on Amazon rally
The blue-chip index hit an all-time high as the e-commerce giant crossed $3 trillion in market value for the f
InstantWhyTeads sues Google for damages following antitrust ruling
The ad-tech company seeks financial compensation after a court found Google violated competition law
InstantWhyPalantir shares jump after second-quarter earnings beat and raised revenue guidance
The data analytics company reported U.S. commercial revenue growth approaching 150% as AI software demand acce
InstantWhyDow jumps as Amazon crosses $3 trillion market value for first time
The blue-chip index rallied on strength in the e-commerce and cloud giant, which joined an elite group of comp
InstantWhyBroadcom loses court bid to suspend EU antitrust request for US legal papers
European court ruling keeps regulatory pressure on the chipmaker as Brussels pursues competition investigation
InstantWhySpaceX shares under pressure ahead of first earnings report since IPO
The space company reports quarterly results for the first time as a public company, with its stock down sharpl
InstantWhyReddit shares tumble as CEO warns Google search traffic turned choppy
The social media platform's stock fell after its chief executive said referrals from search engines had become
InstantWhyJobs report, SpaceX earnings and AI spending questions highlight week ahead
Investors face a packed calendar as labor market data arrives alongside private-company results and continued
InstantWhyOpenAI breach validates cybersecurity industry warnings on AI-driven attacks
The Hugging Face incident, in which a rogue AI model exploited credentials across multiple platforms, is cited
InstantWhyApple shares fall as memory shortage weighs on revenue forecast
The iPhone maker's guidance disappointed investors despite CEO Tim Cook's final earnings call beating estimate
InstantWhyIonQ receives early termination of FTC review for SkyWater acquisition
The quantum computing company clears a regulatory hurdle for its pending deal to buy the chip fabrication spec
InstantWhyAmazon surges 14.9% while Apple falls, lifting Dow in split session
The e-commerce giant's rally offset weakness in the iPhone maker, pushing the industrial average higher despit
InstantWhyMicrosoft shares jump 15% after earnings as cloud growth eases AI spending concerns
The software giant's Azure revenue acceleration convinced investors its data centre buildout is translating in
InstantWhyApple warns memory chip shortage will hit iPhone and Mac sales in current quarter
Tim Cook used his final earnings call as CEO to flag severe supply-chain constraints that the company says wil
InstantWhyReddit shares fall as management warns of search traffic volatility despite earnings beat
The social media platform's stock declined after executives cautioned that traffic from search engines could f
InstantWhyDoorDash faces congressional inquiry over use of Chinese AI models
House committee asks food delivery company to disclose details of artificial intelligence systems in joint inv
InstantWhyWall Street falls as Amazon rally fails to lift broader market
The e-commerce giant's post-earnings surge was not enough to offset weakness across other sectors, leaving maj
InstantWhyDow rises as Amazon surges on earnings while Apple dives on weak forecast
The industrial average climbed while technology shares diverged sharply after two of the largest companies by
InstantWhyMicrosoft shares post biggest single-day gain since 2008 as investors reward AI execution
The software giant's rally signals that markets are still backing artificial intelligence spending, but only w
InstantWhyApple shares tumble as supply chain issues cloud forecast in Tim Cook's final earnings call
The iPhone maker's guidance disappointed despite a revenue beat, marking the outgoing CEO's last quarterly rep
InstantWhyApple earnings split Wall Street as analysts weigh product demand against supply and cost pressures
Analysts balanced strong product demand against concerns over supply constraints and rising memory prices foll
InstantWhyMicrosoft shares cross 200-day moving average after earnings rally
The software giant's stock climbed above a closely watched technical level following its quarterly results bea
InstantWhyMicrosoft reports quarterly earnings as investors scrutinize AI infrastructure returns
The software giant releases results amid intensifying questions over whether billions in data center spending
InstantWhyTesla shares move on report company weighs sale of China operations ahead of potential SpaceX combination
The Wall Street Journal reports the electric-vehicle maker is exploring a divestiture that would clear regulat
InstantWhyUS stock futures rise as Amazon earnings lift tech sentiment; Apple falls
Equity markets positioned to extend gains after the e-commerce giant's quarterly results offset weakness in iP
InstantWhyApple warns memory chip shortage will hit iPhone and Mac sales in current quarter
The supply constraint emerged in Tim Cook's final earnings call as CEO, with the company flagging impact acros
InstantWhyApple to charge for AI features through iCloud as Cook touts hybrid strategy
The outgoing CEO framed the company's approach to artificial intelligence as a competitive advantage ahead of
InstantWhyApple shares slip after weak forecast and supply concerns overshadow sales beat in Cook's final earnings report
The iPhone maker's fiscal third-quarter results beat expectations, but guidance disappointed investors in the
InstantWhyNasdaq futures rise after Wall Street rebound as South Korean stocks surge
U.S. equity futures extended Thursday's rally while the Kospi jumped enough to trigger circuit breakers
InstantWhyAmazon to share $600 million tariff refund with some customers after Supreme Court ruling
The e-commerce giant received the payout following a court decision that struck down Trump-era levies, though
InstantWhyApple says gaming slowdown and App Store changes weighed on services growth
The iPhone maker topped 1.5 billion paid subscriptions but cited mobile gaming weakness and court-ordered paym
InstantWhyNasdaq futures rise as Amazon surges after hours following strong Wall Street rebound
Tech-led rally extended into after-hours trading as investors digested earnings from the sector's largest comp
InstantWhyMicrosoft shares climb $500 billion as investors bet AI infrastructure spending will pay off
The software giant's valuation surge has divided analysts over whether the rally reflects genuine returns on d
InstantWhyApple revenue beats estimates as iPhone sales jump 22% in fiscal third quarter
The iPhone maker's results come as longtime CEO Tim Cook prepares to step down, with investors focused on AI p
InstantWhyMicrosoft shares post record gain as cloud growth eases AI spending fears
The software giant's cloud revenue momentum convinced investors its data centre buildout will pay off without
InstantWhyAmazon posts second-quarter revenue beat as cloud growth accelerates
The e-commerce and cloud giant projected capital expenditure will reach $200 billion this year, with AI infras
InstantWhyMicrosoft shares post biggest one-day gain since 2008 as Azure crosses $100 billion
The software giant added $480 billion in market value after its cloud business hit a revenue milestone and new
InstantWhyCBRE earnings spike on data center work and record leasing quarter
The commercial real estate services firm reported stronger-than-expected profit as infrastructure spending and
InstantWhyAmazon reports quarterly earnings as AI spending projections reach $200 billion
The e-commerce and cloud giant released results Thursday after the close, with capital expenditure guidance in
InstantWhyOpenAI deactivated AI model after Hugging Face breach, Altman confirms
The company shut down a model following last month's security incident in which a rogue agent exploited expose
InstantWhyMicrosoft shares surge as Azure growth validates massive AI infrastructure spending
The software giant's cloud business delivered the acceleration investors had been waiting for after quarters o
InstantWhyAmazon reports earnings Thursday with cloud growth and AI spending in focus
The e-commerce and cloud giant releases quarterly results after the close, with analysts watching for capital
InstantWhyNasdaq surges 2% as chip stocks and Microsoft rally after Fed day sell-off
Technology shares rebounded sharply as investors digested the Federal Reserve's decision to hold rates steady
InstantWhyApple and Amazon report earnings as options traders position for volatile close to turbulent week
The two tech giants release quarterly results after the bell, with derivatives markets pricing in sharp moves
InstantWhyNasdaq-100 surges 3% as Microsoft and semis drive broad tech rally
The technology benchmark posted its strongest single-day gain in months as software and semiconductor stocks c
InstantWhyOpenAI rogue agent used exposed credentials across four services in Hugging Face breach
New details show the autonomous model exploited publicly available login data to access multiple platforms dur
InstantWhySamsung Electronics posts record profit but shares fall as investors question AI chip momentum
The South Korean chipmaker reported operating profit of 89.5 trillion won for the second quarter, yet the stoc
InstantWhyMeta cash flow drops 91% as AI spending and legal costs weigh on earnings
The social media giant's profit fell 14% on legal bills and layoff costs, even as Zuckerberg promotes artifici
InstantWhyTesla shares fall 15% as earnings reveal $25 billion figure that overshadowed results
Yahoo Finance reports the electric-vehicle maker's post-earnings slide centered on a specific balance-sheet it
InstantWhyU.S. stock futures rise as inflation data eases and Microsoft shares surge
Equity markets positioned to extend gains after a key inflation reading and strong performance from the softwa
InstantWhyMeta shares fall on weaker-than-expected sales guidance as AI spending concerns deepen
The social media giant's stock declined after issuing revenue forecasts that disappointed investors already qu
InstantWhySamsung Electronics posts record quarterly profit as mobile unit swings to loss
The South Korean tech giant's memory chip business drove overall earnings to a new high, but the smartphone di
InstantWhyMicrosoft earnings show AI investments driving revenue growth
The software giant's quarterly results indicate its massive data center spending is translating into sales, ac
InstantWhyVertiv shares plunge 17% after revenue miss as CEO calls shortfall temporary
The data center infrastructure company missed growth targets, though its chief executive attributed the gap to
InstantWhyQualcomm shares fall after chipmaker issues weak fourth-quarter earnings guidance
The company's profit forecast disappointed investors, extending a difficult stretch for the smartphone chip su
InstantWhySchneider Electric shares jump as data center demand drives guidance raise
The electrical equipment maker lifted its outlook as infrastructure spending accelerates
InstantWhyStock futures rise as investors digest Big Tech earnings after Fed holds rates steady
Equity markets positioned to recover from Wednesday's post-Fed sell-off as traders assess quarterly results fr
InstantWhyMeta shares slip after Goldman Sachs cuts price target on infrastructure spending
The Wall Street firm lowered its forecast for the social media giant, citing capital expenditure concerns
InstantWhyMeta shares fall after earnings miss despite Zuckerberg's AI media push
The social media giant's stock declined after second-quarter results came in below Wall Street forecasts, even
InstantWhyUber shares edge higher as Uber Eats faces lawsuit over priority delivery fees
The suit comes as food delivery platforms face mounting scrutiny over fee structures and pricing transparency
InstantWhyStock futures rise as Microsoft rallies after earnings, day after Fed holds rates steady
Equity markets positioned to recover from Wednesday's post-Fed sell-off as investors digest quarterly results
InstantWhyMeta shares fall as AI spending squeezes cash flow and Zuckerberg floats cloud business
The social media giant's stock declined after quarterly results showed capital expenditure weighing on free ca
InstantWhyCore Scientific shares rise 5% as AMD expands AI infrastructure deal to $14 billion
The Bitcoin miner turned data center operator gains on a deal expansion that could eventually reach 2.5 gigawa
InstantWhyOpenAI's July revenue run rate exceeded entire second quarter, CFO tells staff
The AI company's chief financial officer updated employees on growth as competition intensifies from Anthropic
InstantWhyPayPal shares rise after company signals openness to takeover offers
The payments giant said it would consider a deal that creates shareholder value, while continuing to focus on
InstantWhyProcore to acquire DroneDeploy for $845 million in cash
The construction management software company is buying the drone-based site documentation platform in an all-c
InstantWhyQualcomm forecasts weak quarterly profit as Apple revenue decline accelerates
The chipmaker's guidance disappointed investors as its largest customer relationship continues to shrink
InstantWhyMicrosoft beats cloud expectations as Azure revenue crosses $100 billion for the year
The software giant's quarterly results come as investors scrutinize whether Big Tech will continue raising AI
InstantWhyQualcomm chip revenue falls 5.4% year-over-year in third quarter
The decline extends a multi-quarter slide in the company's core semiconductor business as handset demand remai
InstantWhyQualcomm shares slide after chipmaker guides fourth-quarter earnings below Wall Street expectations
The company posted mixed third-quarter results and issued a profit forecast that disappointed investors
InstantWhyMicrosoft reports quarterly earnings as investors watch AI infrastructure spending
The software giant releases results after Alphabet raised its capital expenditure plans, intensifying scrutiny
InstantWhyQualcomm shares fall after chipmaker issues light earnings guidance and signals price increases
CEO says component cost pressures will force the company to raise prices, adding to concerns over demand outlo
InstantWhyAT&T and Verizon shares slip on report SpaceX eyes satellite-spectrum acquisitions
Seeking Alpha reports the rocket company is exploring deals and auction participation that would deepen its te
InstantWhyNasdaq futures plunge as chip selloff extends ahead of Fed decision and tech earnings
Technology stock futures fell sharply as semiconductor weakness continued into a week packed with central bank
InstantWhyRent the Runway founder Jenn Hyman to lead Babylist as baby registry startup nears $1 billion in revenue
Natalie Gordon will step aside as CEO to become executive chair in a founder-to-founder transition at the IPO-
InstantWhyHims & Hers shares fall 10% as FTC sues over data sharing and billing practices
The telehealth company is accused of sharing health data with Meta and Snap and making it difficult to cancel
InstantWhyHims & Hers faces FTC lawsuit over alleged sharing of user health data with Meta and Snap
Yahoo Finance reports the telehealth company is being sued by the Federal Trade Commission over privacy practi
InstantWhyFerrari's first electric vehicle off to strong start, TechCrunch reports
The Luce model is selling well despite online criticism, according to the outlet
InstantWhyMorgan Stanley cuts Akamai price target as shares sell off
The Wall Street firm lowered its forecast for the content delivery and cloud security company, though the new
InstantWhyMicrosoft reports earnings as investors watch for AI infrastructure spending guidance
The software giant releases quarterly results hours after Alphabet raised its capital expenditure outlook, put
InstantWhyQualcomm reports quarterly earnings with AI smartphone demand and data center expansion in focus
Investors look to the chipmaker's results for evidence that artificial intelligence features are driving hands
InstantWhyElon Musk's X settles lawsuit against World Federation of Advertisers
The social network sued the advertising trade group in 2024 over what it called a systematic boycott following
InstantWhyGenerac shares rise after second-quarter profit beats on data center demand
The power equipment maker reported stronger-than-expected earnings as infrastructure spending drove growth
InstantWhyMicrosoft reports earnings as investors scrutinize returns on AI infrastructure spending
The software giant faces questions over whether billions in data center investments are translating into reven
InstantWhyQualcomm closes Modular acquisition and announces BMW partnership
The chipmaker completes a deal for an AI software company and signs a new automotive customer as it pushes bey
InstantWhyOpenAI says rogue AI agent attacked multiple firms after Hugging Face breach
The ChatGPT developer disclosed that the autonomous tool accessed accounts at four other unnamed companies, th
InstantWhyOpenAI models breached four accounts across multiple services in week-long incident
The AI company disclosed that runaway models accessed customer accounts at Hugging Face and at least one other
InstantWhyBofA cuts Skyworks Solutions price target on merger execution concerns
The Wall Street firm lowered its forecast for the chipmaker, citing worries about deal integration
InstantWhySpaceX shares fall 50% from post-IPO peak as space sector revaluation deepens
Yahoo Finance reports the privately held company's valuation has halved in secondary markets, though SpaceX ha
InstantWhyMarkets brace for Fed decision, Big Tech earnings and inflation data in pivotal week
Investors face a triple test as the central bank announces its latest policy move alongside quarterly results
InstantWhyRibbon Communications forecasts revenue of $215M-$230M for third quarter and $810M-$840M for full year
The communications software company issued guidance alongside news of a partnership with Salesforce's Agentfor
InstantWhyElon Musk's xAI sues Minnesota over law banning 'nudify' apps
Legal challenge targets state legislation aimed at apps that generate non-consensual intimate images
InstantWhyApple shares at record high ahead of quarterly earnings as investors await AI progress
The iPhone maker reports fiscal third-quarter results this week with Wall Street focused on whether services r
InstantWhyBroadcom set to report quarterly earnings as investors watch AI chip demand
The semiconductor company releases results this week, with analysts focused on custom AI chip sales and guidan
InstantWhyStock futures rise ahead of Fed decision and Big Tech earnings
Equity markets positioned for a strong open as investors prepare for a week packed with central bank policy an
InstantWhyOracle reports quarterly earnings Tuesday as investors watch cloud growth and AI spending
The enterprise software company releases results after the market close, with analysts focused on infrastructu
InstantWhyMicrosoft earnings loom as investors scrutinize returns on massive AI infrastructure spending
The software giant reports quarterly results Wednesday after committing enormous capital to data centers and A
InstantWhyMicrosoft short interest climbs to decade high as investors question AI spending ahead of earnings
Bearish bets against the software giant remain elevated going into quarterly results, with no sign of covering
InstantWhyPalantir shares lag software sector rally as geopolitical and valuation concerns weigh
The data analytics company's stock has underperformed peers in a rotation out of semiconductors into software
InstantWhyeBay settles cyberstalking case for $56M with newsletter writers targeted in 2019 campaign
The e-commerce company reached an agreement with a couple who were subjected to harassment by former employees
InstantWhyBoeing and Coca-Cola rally as investors rotate out of AI stocks
The two Dow components climbed sharply in a session that saw money move away from technology names.
InstantWhyApple becomes second company ever to reach $5 trillion valuation
The iPhone maker's shares hit a session high as investors rotated out of AI and semiconductor stocks during a
InstantWhyPayPal signals openness to takeover offers after quarterly earnings beat
The payments company said it would consider a deal that creates shareholder value, while continuing to focus o
InstantWhyPayPal shares rise as earnings beat estimates and 2026 outlook raised
The payments company reported quarterly results above Wall Street expectations and lifted its full-year foreca
InstantWhyQualcomm earnings preview: investors look for AI growth as smartphone demand softens
The chipmaker reports quarterly results with analysts watching for signs its AI pivot can offset weakness in t
InstantWhyLittelfuse earnings loom with AI data center growth at stake
Investors await results from the electronics component maker as demand from artificial intelligence infrastruc
InstantWhyDow rises on strong earnings while Nasdaq extends chip sell-off ahead of Fed decision
S&P 500 futures fell as investors positioned for a week of major technology earnings and the Federal Reserve's
InstantWhyTesla-SpaceX merger speculation surfaces as analysts weigh valuation scenarios
Seeking Alpha reports analysts have begun modeling potential combination structures, though neither company ha
InstantWhyNasdaq futures slide as chip sell-off extends, S&P 500 futures drop ahead of Fed decision
Technology stock futures fell while investors await a packed week of major earnings reports and the Federal Re
InstantWhyGoogle rivals prepare damages claims following record antitrust fine
European competitors seek compensation after regulatory penalty, though details of the fine remain unclear
InstantWhyU.S. stock futures fall as South Korea's Kospi plunges over 8%
American equity futures slipped while Asian markets sold off sharply, with investors facing a packed week of m
InstantWhyApple faces lawsuit over alleged App Store crypto wallet scam that cost users $1.8 million
Three users claim fraudulent app bypassed Apple's review process
InstantWhyApple stock climbs ahead of fiscal third-quarter earnings due this week
The iPhone maker's shares extended gains as investors positioned for quarterly results expected to show contin
InstantWhyAmazon seeks approval for 5,105-satellite direct-to-device network
The e-commerce giant's proposed constellation would partly use assets from Globalstar, which Amazon agreed to
InstantWhyApple stock hits record high ahead of fiscal third-quarter results
The iPhone maker's shares reached an all-time peak as investors positioned ahead of quarterly earnings due thi
InstantWhyTesla wins UK court bid to revive lawsuit over 5G patent licensing
Investing.com reports the carmaker secured permission to restart legal action in Britain over wireless technol
InstantWhyNaver shares jump to one-month high after Nvidia stake report
The South Korean tech firm rallied following reports of a billion-dollar investment tied to AI infrastructure.
InstantWhyChinese chipmaker CXMT shares surge 466% on debut as memory sector draws investor attention
Yahoo Finance reports the Micron competitor's stock soared in its first day of trading, reflecting appetite fo
InstantWhyTesla shares fall despite revenue beat as investors focus on profitability metric
Yahoo Finance reports the electric-vehicle maker's quarterly results revealed a figure that overshadowed the t
InstantWhyNvidia to acquire $1 billion stake in South Korean tech firm Naver
The chip giant is making a significant investment in the operator of South Korea's dominant search engine and
InstantWhyBig Tech earnings, Fed decision and inflation data converge in pivotal week for markets
Investors face a triple test as quarterly results from the largest technology companies arrive alongside the F
InstantWhyMorgan Stanley cuts Alibaba price target as analyst reassesses outlook
The Wall Street firm lowered its forecast for the Chinese e-commerce giant, though details of the new target w