In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
CNBC
Dan Ives loves these 4 European tech companies. Analysts expect those stocks to rise
The Wedbush Securities head of tech research is watching SAP, ASML, Klarna and Spotify closely
CNBC
ServiceNow in talks to acquire cybersecurity startup Armis in potential $7 billion deal, Bloomberg reports
Software company ServiceNow is in advanced discussions to acquire Armis, a cybersecurity startup last valued at $6.1 billion.
SCMP
China’s Unitree teases platform allowing users to control robots through smartphones
Humanoid robot maker Unitree Robotics has teased what it calls the world’s first humanoid robot “app store”, a developer platform designed to bring embodied intelligence into everyday life by allowing users to access and control robots directly through their smartphones.
The Hangzhou-based robotics unicorn unveiled a centralised programme, dubbed the Unitree Robotics Developer Platform, offering functions such as datasets and remote control programmes for humanoids. Unitree called it the...
Bloomberg
ServiceNow Nears Up to $7 Billion Deal for Armis
ServiceNow Inc. is in advanced talks to buy the cybersecurity startup Armis in a deal that may be valued at as much as $7 billion and would represent the tech company’s largest acquisition to date.
Reuters
Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists | Reuters
The turbulence this week for AI-linked stocks seemed similar to shorter-term selling in the wake of the DeepSeek news earlier this year and other AI "...
Bloomberg
Apollo Took Bets Against Software Makers Vulnerable to AI: FT
Apollo Global Management placed bets against the loans of several software makers as it grew increasingly bearish on technology firms vulnerable to artificial intelligence, the Financial Times reported.
NPR
Questions of accuracy arise as Washington Post uses AI to create personalized podcasts
The Post calls the podcast an "AI-powered tool" that turns its articles into an audio news digest.
Bloomberg
Oracle's $300 Billion AI Bet Has Fast Become a Bubble Barometer - Bloomberg
It had been busy signing huge deals to rent data center space, buying the specialized AI ... Provide news feedback or report an error · Confidential tip...
CNBC
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide
Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
Bloomberg
BitGo Wins Approval To Become National Trust Bank
Five cryptocurrency firms received preliminary approval to perform certain banking functions from the Office of the Comptroller of the Currency. BitGo is one of those companies and is poised to convert its South Dakota trust company into a federally chartered national trust bank. Mike Belshe, Co-Founder and CEO of BitGo discusses what this means for the company's future on "Bloomberg Markets" with Matt Miller.
(Source: Bloomberg)
Bloomberg
Oracle’s $300 Billion AI Bet Has Fast Become a Bubble Barometer
Silicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.
Bloomberg
Tech Rout Sends S&P 500 Down 1%; Oracle, Broadcom Stoke AI Angst
A rotation out of technology stocks gained momentum Friday after disappointing earnings from Broadcom Inc. and anxiety about the completion dates for some of Oracle Corp.’s data centers renewed worries about the artificial-intelligence trade.
SCMP
Alipay and Rokid open up ‘look-and-pay’ smart glasses function to developers
Alipay and artificial intelligence glasses maker Rokid have jointly unveiled a smart glasses payment solution on the Rokid Lingzhu AI development platform, giving developers an easy path to build payment functions into their applications.
Based on the Model Context Protocol (MCP), an open-source standard that connects AI applications to external systems, the service allowed developers to easily integrate pre-built capabilities, such as receiving payments, by adding plug-ins, according to a...
CNBC
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
AI-related names have made losses since Oracle's mixed results on Wednesday.
CNBC
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
CNBC
Trump signs executive order for single national AI regulation standard, limiting power of states
President Trump's executive order, which limits the power of states in regulating AI, is a win for big tech companies that have lobbied for a federal standard.
CNBC
S&P 500, Dow close at record highs as Oracle sparks rush out of AI trade into broader market - CNBC
Shares of Broadcom have jumped in recent weeks on news of potential partnerships and enthusiasm around its custom chip, or application-specific...
Reuters
Nasdaq slips as Oracle AI shock overshadows Fed relief - Reuters
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The Verge
Spotify's Prompted Playlists use AI to control your algorithm - The Verge
Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. A new beta feature on Spotify takes the idea behind the...
CNBC
Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter
Broadcom's stock is near an all-time high and has climbed 75% so far in 2025 as the company benefits from booming demand for AI infrastructure.
CNBC
Palantir sues former employees, says Percepta AI CEO set out to 'pillage' top developers
Palantir accused three former employees of violating non-solicitation agreements, and said they're competing with the company by hiring top developers.
CNBC
Oracle shares tank 11%, dragging down Nvidia, CoreWeave, Micron
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
CNBC
Rivian announces new AI tech, chip and robotaxi ambitions
The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 up front or $49.99 a month.
Bloomberg.com
Oracle Slides by Most Since January on Mounting AI Spending - Bloomberg.com
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NPR
Trump is trying to preempt state AI laws via an executive order. It may not be legal
The executive order is the latest in a series of attempts by the Trump administration to hold back state-level AI rules. But many Republicans are also uncomfortable with the effort.
CNBC
Sam Altman expects OpenAI to exit 'code red' by January after launch of GPT-5.2 model
The new model will be available starting Thursday within OpenAI's ChatGPT chatbot and its API.
Reuters
Google names Amin Vahdat as new chief of AI infrastructure buildout, Semafor reports
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. "This change establishes AI...