BIG TECH
Your 401k Is Already Betting On The AI Boom
About 30% of every S&P 500 dollar now sits in five AI-heavy stocks, meaning most retirement savers are making a concentrated AI bet without ever choosing one.
DEEP DIVE
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stories 121–180 of 469Your 401k Is Already Betting On The AI Boom
Truecaller Takes Its Scam Data Beyond The App
BIG TECH
Truecaller Takes Its Scam Data Beyond The App
Truecaller launched a free web-based Scam Checker that needs no app or sign-in, taking scam intelligence built over a decade of caller-ID data onto the open web as its core business faces new competitive pressure.
DEEP DIVE
Can Muse Overcome Meta's Trust Problem?
BIG TECH
Can Muse Overcome Meta's Trust Problem?
Meta says its Muse AI agent runs in a secure sandboxed VM that keeps user data away from its ad system, but a hands-on review this week argues the trust problem is bigger than the vulnerability Meta already patched.
FOLLOW-UP
Apple Hit With $5.7B Verdict Over Haptic Patents
BIG TECH$5.7B verdict
Apple Hit With $5.7B Verdict Over Haptic Patents
A federal jury awarded Taction Technology more than $5.7 billion after finding Apple's Taptic Engine in the iPhone and Apple Watch infringes two of its haptic feedback patents, one of the largest patent verdicts on record.
DEEP DIVE
Tesla's Optimus Hits Snags in Hands, Suppliers
BIG TECH
Tesla's Optimus Hits Snags in Hands, Suppliers
Tesla's Optimus humanoid robot is hitting hardware snags in its hands and supplier chain as the company tries to scale up production, new reporting shows.
FOLLOW-UP
Meta Made Three Different Bets On AI Hardware This Week
BIG TECH
Meta Made Three Different Bets On AI Hardware This Week
Meta unveiled three distinct AI hardware products at Connect this week -- the Charm AI pendant, $1,299 VR Glasses and $349 camera-free Ray-Ban Meta Audio glasses -- a multi-form-factor bet rather than a single flagship device.
DEEP DIVE
BlackRock-Led Group Nears $25B Asia Data Center Deal
BIG TECH~$25B Acquisition
BlackRock-Led Group Nears $25B Asia Data Center Deal
A BlackRock- and IFM-backed consortium is in exclusive talks to buy Stack Infrastructure's Tokyo, Osaka, Sydney and Melbourne data centers from Blue Owl Capital, in a deal that could value the portfolio at $20 billion to $25 billion.
DEEP DIVE
Databricks Acquires Excel Rival Row Zero
BIG TECH
Databricks Acquires Excel Rival Row Zero
Databricks has acquired Row Zero, a spreadsheet startup positioning itself as a faster alternative to Microsoft Excel, deepening its push from data infrastructure into analyst-facing tools.
DEEP DIVE
Meta Bets $1,299 On A Post-Smartphone AI Headset
BIG TECH$1,299
Meta Bets $1,299 On A Post-Smartphone AI Headset
Meta unveiled a $1,299 pair of VR Glasses with a 5K display and a separate compute puck, alongside camera-free $349 Ray-Ban Meta Audio glasses, betting on multiple post-smartphone hardware form factors at the same keynote.
DEEP DIVE
Meta Unveils Charm, A Palm-Sized Dedicated AI Gadget
BIG TECH
Meta Unveils Charm, A Palm-Sized Dedicated AI Gadget
Meta unveiled Charm, a palm-sized standalone device built around its Muse AI assistant, with a built-in touchscreen and 5G connection, shipping for the holidays without a disclosed price.
DEEP DIVE
Amazon Opens Seller Tools To Claude And Outside AI Agents
BIG TECH
Amazon Opens Seller Tools To Claude And Outside AI Agents
Amazon opened its Seller Central APIs to outside AI agents at Amazon Accelerate, launching a beta plugin that lets sellers manage inventory, pricing and analytics through Anthropic's Claude or Amazon's own Quick assistant.
DEEP DIVE
Wall Street's GPU Futures Push Stalls At CFTC
BIG TECH
Wall Street's GPU Futures Push Stalls At CFTC
CME Group's plan to launch futures on Nvidia GPU rental prices by early October has stalled after the CFTC extended its review by 45 days to November 9, citing concerns about manipulation in the fragmented GPU rental market.
DEEP DIVE
Microsoft Commits $10B-Plus To Middle East AI Buildout
BIG TECH$10B+ through 2030
Microsoft Commits $10B-Plus To Middle East AI Buildout
Microsoft unveiled a new technology framework with the UAE, Saudi Arabia, Qatar and Kuwait, committing more than $10 billion in capital and operating expenses through 2030 to expand cloud and AI infrastructure across the region.
DEEP DIVE
Anthropic In Talks To Lease 1GW From Apollo's Stream
BIG TECH~$40B implied capex
Anthropic In Talks To Lease 1GW From Apollo's Stream
Anthropic is in early talks to lease up to one gigawatt of compute directly from Stream Data Centers, majority owned by Apollo Global Management, a deal that would put roughly $40 billion of infrastructure on Anthropic's books.
DEEP DIVE
Microsoft Cuts Copilot Prices Up To 50%
BIG TECHUp to 50% off Copilot
Microsoft Cuts Copilot Prices Up To 50%
Microsoft will offer enterprise customers discounts of 30% to 50% on Copilot subscriptions starting in October, tied to seat commitments of 1,000 or more, while launching a revamped Copilot app bundling coding tools and agent capabilities.
DEEP DIVE
SanDisk, Micron Surge As Memory Crunch Hits Nasdaq High
BIG TECHSanDisk +8% to $1,900+
SanDisk, Micron Surge As Memory Crunch Hits Nasdaq High
SanDisk jumped more than 8% past $1,900 a share and Micron and SK Hynix also rallied as tight AI-driven memory chip supply pushed the Nasdaq Composite to a record close.
DEEP DIVE
Google's Intrinsic Open-Sources Its Robotics Stack
BIG TECH
Google's Intrinsic Open-Sources Its Robotics Stack
Alphabet's robotics unit Intrinsic open-sourced the core of its industrial robotics platform under an Apache 2.0 license at ROSCon 2026, giving developers free access to the real-time control and motion-planning tools it uses in its own factory deployments.
DEEP DIVE
AMD Crosses $1 Trillion Market Cap For The First Time
BIG TECH$1T market cap
AMD Crosses $1 Trillion Market Cap For The First Time
AMD shares soared above $610 to a record high on Monday, pushing the chipmaker's market capitalization above $1 trillion for the first time as chip stocks rallied ahead of this week's Trump-Xi summit.
DEEP DIVE
Paramount Settles State Suits, Clears $110B WBD Deal
BIG TECH$110.9B merger
Paramount Settles State Suits, Clears $110B WBD Deal
Paramount Skydance settled antitrust suits with California and eleven other states over its $110.9 billion Warner Bros Discovery deal, agreeing to independent editorial boards for CNN and CBS.
DEEP DIVE
Strategy Buys Bitcoin Again As Rally Tops $85,000
BIG TECH$75.7M purchase
Strategy Buys Bitcoin Again As Rally Tops $85,000
Michael Saylor's Strategy purchased 950 Bitcoin for $75.7 million as the price rallied above $85,000, its highest level since January, marking the company's first new purchase since a weeks-long pause in buying.
DEEP DIVE
Apple's $250M Siri Settlement Opens To iPhone Owners
BIG TECH$250M settlement
Apple's $250M Siri Settlement Opens To iPhone Owners
Eligible iPhone 15 Pro, 15 Pro Max and iPhone 16 owners can now file claims in Apple's $250 million Siri Apple Intelligence class-action settlement, worth $25 to $95 per device depending on total claims filed.
DEEP DIVE
CrowdStrike, Okta Trade Rich On An Unproven AI Payoff
BIG TECH
CrowdStrike, Okta Trade Rich On An Unproven AI Payoff
CrowdStrike and Okta shares trade at premium multiples on the bet that AI-agent security spending will justify them, with the S&P Kensho cybersecurity index up 41% this year versus 11% for the S&P 500.
DEEP DIVE
Samsung Puts Up To $100M Into Kairos's Google Reactor
BIG TECH$100M (combined)
Samsung Puts Up To $100M Into Kairos's Google Reactor
Samsung C&T agreed to provide up to $100 million in combined equity and engineering support to Kairos Power's 50-megawatt demonstration reactor being built to supply Google with nuclear power by 2030.
DEEP DIVE
Google's $899 Googlebook Bets You'll Upgrade For Gemini
BIG TECH$899+
Google's $899 Googlebook Bets You'll Upgrade For Gemini
Google unveiled Googlebook, a $899-and-up line of Android-powered laptops built with Acer, Asus, Dell, HP and Lenovo, betting that Gemini-native features will drive a hardware upgrade cycle when devices launch October 4.
DEEP DIVE
SoftBank Sells $11B In Junk Bonds To Fund OpenAI Bet
BIG TECH$11B+ bond offering
SoftBank Sells $11B In Junk Bonds To Fund OpenAI Bet
SoftBank launched an offering of more than $11 billion in dollar- and euro-denominated notes to fund its OpenAI investment, a deal that would be the largest non-financial corporate bond ever sold out of Asia Pacific and Japan.
DEEP DIVE
Amazon Locks Out Meta's Muse Shopping Agent
BIG TECH
Amazon Locks Out Meta's Muse Shopping Agent
Amazon began blocking Meta's Muse AI agent from completing purchases on Amazon.com, accusing it of concealing its identity and retaining customer credentials without authorization, days after Muse's launch.
DEEP DIVE
Cloudflare's Prince: Bots Now Outnumber Humans Online
BIG TECH
Cloudflare's Prince: Bots Now Outnumber Humans Online
Cloudflare CEO Matthew Prince says bots now account for 57.4% of web traffic versus 42.6% from humans, and argues the internet's future is 'pay to crawl' for AI companies that scrape content to train models.
DEEP DIVE
Waymo Picks Singapore For Southeast Asia Robotaxi Push
BIG TECH
Waymo Picks Singapore For Southeast Asia Robotaxi Push
Alphabet's Waymo will launch a robotaxi service in Singapore by 2028, its first market in Southeast Asia after a Tokyo push, bringing electric Jaguar I-Pace vehicles into direct competition with China's WeRide and Pony AI.
DEEP DIVE
Zoox's 100-Robotaxi Cap In Nevada Is About To Expire
BIG TECH
Zoox's 100-Robotaxi Cap In Nevada Is About To Expire
The Nevada permit capping Amazon-owned Zoox at 100 robotaxis expires September 25, clearing the way for gradual fleet expansion in Las Vegas just as Waymo, Tesla and Uber all deepen their own driverless presence there.
DEEP DIVE
SoftBank Pays Off $25.9B Of Its OpenAI Bridge Loan Early
BIG TECH$25.9B repayment
SoftBank Pays Off $25.9B Of Its OpenAI Bridge Loan Early
SoftBank is repaying the remaining $25.9 billion balance on the $40 billion bridge loan that financed its OpenAI stake, six months ahead of the March 2027 maturity, shifting the debt behind its biggest-ever bet to longer-term financing.
DEEP DIVE
Rocket Lab Fully Funds Its $8B Iridium Buyout
BIG TECH$1.944B equity raise
Rocket Lab Fully Funds Its $8B Iridium Buyout
Rocket Lab completed a $1.944 billion public share sale, fully funding its pending $8 billion acquisition of satellite operator Iridium and canceling the $3.6 billion bridge facility it had lined up as a backstop.
DEEP DIVE
Waymo Opens Robotaxi Service In Las Vegas, Its 15th City
BIG TECH
Waymo Opens Robotaxi Service In Las Vegas, Its 15th City
Waymo began inviting public riders in Las Vegas on September 14, its 15th commercial robotaxi market, deploying dozens of new Ojai minivans on the Strip after Nevada approved up to 1,000 vehicles.
DEEP DIVE
Amazon Adds TikTok-Style News Clips Inside Prime Video
BIG TECH
Amazon Adds TikTok-Style News Clips Inside Prime Video
Amazon added on-demand, algorithmically curated short-form local and national news clips to Prime Video's News destination, initially on TVs, joining Peacock, HBO Max and Netflix in racing to capture short-form video attention inside streaming apps.
DEEP DIVE
Huawei Pitches A Cheaper Path Around Co-Packaged Optics
BIG TECH
Huawei Pitches A Cheaper Path Around Co-Packaged Optics
Huawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.
DEEP DIVE
VW's Mission Efficiency Concept Sets Three EV World Records
BIG TECH
VW's Mission Efficiency Concept Sets Three EV World Records
Volkswagen's Mission Efficiency concept posted a 0.158 drag coefficient, the lowest ever certified on a road-legal car, plus a 1,278-kilometer run on a single charging stop from Wolfsburg to Vienna.
DEEP DIVE
Sam Altman Says Y Combinator Taught Him To Govern, Not Rule
BIG TECH
Sam Altman Says Y Combinator Taught Him To Govern, Not Rule
Sam Altman credited his Y Combinator years with teaching him to govern rather than rule at OpenAI, conceding the company will not get every decision right as it faces safety legislation and an IPO question.
DEEP DIVE
Amazon Set Records While Worker Food Aid Tripled
BIG TECH
Amazon Set Records While Worker Food Aid Tripled
The number of Amazon employees relying on food assistance has tripled even as the company posted record revenue, a gap that has become the clearest illustration of shrinking labor share in the automation economy.
DEEP DIVE
Lyft Finally Has A Driverless Fleet, In Nashville
BIG TECH
Lyft Finally Has A Driverless Fleet, In Nashville
Lyft began dispatching Waymo robotaxis in Nashville, its first commercial fully driverless service, with its Flexdrive subsidiary running depots, maintenance and fleet operations for the vehicles.
DEEP DIVE
Tesla Sets Oct 1 Roadster Reveal, Fifth Date This Year
BIG TECH
Tesla Sets Oct 1 Roadster Reveal, Fifth Date This Year
Tesla confirmed the next-generation Roadster will finally be revealed October 1 in Waco, Texas, with a SpaceX-built cold-gas thruster package Elon Musk says can push it to 60 mph in 1.1 seconds.
DEEP DIVE
AI Data Centers Are Now Built Like Military Bunkers
BIG TECH
AI Data Centers Are Now Built Like Military Bunkers
A UAE AI campus now weighs underground bunkers and air defense, Google just locked in nuclear power for Finland, and a nuclear-plant operator is going public -- power and physical security, not GPUs, are AI's newest constraint.
DEEP DIVE
Mullenweg Retakes Automattic CEO Job In 48 Hours
BIG TECH
Mullenweg Retakes Automattic CEO Job In 48 Hours
Matt Mullenweg told Automattic staff he's back in control as CEO, two days after the company's board voted to place him on paid leave and name CFO Mark Davies interim chief.
FOLLOW-UP
UAE Rebuilds AI Data Center Plan After Iran Attacks
BIG TECH
UAE Rebuilds AI Data Center Plan After Iran Attacks
The UAE is redesigning a 5-gigawatt AI data-center campus into smaller, partly underground sites with air defenses, after Iranian strikes damaged AWS facilities in the UAE and Bahrain and a video named Stargate UAE as a target.
DEEP DIVE
Microsoft Plans To Triple Data Centers To 38GW
BIG TECH38GW by 2032 (from ~12GW)
Microsoft Plans To Triple Data Centers To 38GW
Microsoft is planning to more than triple its data-center capacity to about 38 gigawatts by 2032, a buildout large enough to outdraw New York State at peak as it races to end an AI compute shortage that has forced it to turn away customers.
DEEP DIVE
Oracle's Cloud Backlog Swells To $664 Billion
BIG TECH+121% YoY, $7.4B
Oracle's Cloud Backlog Swells To $664 Billion
Oracle's cloud infrastructure revenue more than doubled year over year and its contracted backlog hit $664 billion, but the growth is arriving on top of a debt-funded capex bet the company is still working through.
DEEP DIVE
Apple Unveils iPhone Duo, Its First Foldable
BIG TECH$1,999 starting price
Apple Unveils iPhone Duo, Its First Foldable
Apple entered the foldable-phone market for the first time with the $1,999 iPhone Duo, a passport-style fold with a 7.6-inch inner display, arriving roughly five years after Samsung's first Galaxy Fold.
DEEP DIVE
Meta Buys Swedish AI Startup Stilla To Power Agents
BIG TECH
Meta Buys Swedish AI Startup Stilla To Power Agents
Meta acquired Swedish AI agent startup Stilla, eight months after it emerged from stealth with $5 million in pre-seed funding, to accelerate Meta Business Agent's transaction handling across WhatsApp, Messenger and Instagram.
DEEP DIVE
Automattic's Board Finally Benches Matt Mullenweg
BIG TECH
Automattic's Board Finally Benches Matt Mullenweg
Automattic's board placed founder-CEO Matt Mullenweg on leave against his will, installing CFO Mark Davies as interim chief after two years of WordPress-WP Engine warfare.
THE VC READ
Apple's foldable iPhone Duo starts at $1,999
BIG TECH$1,999 starting price
Apple's foldable iPhone Duo starts at $1,999
Apple's first foldable iPhone, the iPhone Duo, starts at $1,999 for a 256GB model, undercutting some analyst price forecasts for the device.
DEEP DIVE
Why Apple's Foldable Won't Create Many New VC Winners
BIG TECH
Why Apple's Foldable Won't Create Many New VC Winners
Apple's first foldable iPhone ships today under its first new-era CEO, and the more interesting investable story isn't the hinge supplier -- it's what happens downstream if the device actually sells.
DEEP DIVE
Qualcomm and Amazon strike $60B AI chip pact
BIG TECH$60B chip pact
Qualcomm and Amazon strike $60B AI chip pact
Qualcomm and Amazon announced a multi-generational deal to co-develop custom AI inference chips and optical interconnects for AWS data centers, tied to up to $60 billion in potential future purchases and a warrant for Amazon to buy a stake in Qualcomm worth.
DEEP DIVE
Google's revived nuclear plant nets $1.9B US loan
BIG TECH$1.9B DOE loan
Google's revived nuclear plant nets $1.9B US loan
The US Department of Energy closed a $1.9 billion loan to NextEra Energy to help restart the shuttered Duane Arnold nuclear plant in Iowa, which Google has committed to buying power from for its AI data centers.
DEEP DIVE
Robinhood Takes Stakes In Crypto.com And OG.com
BIG TECH$20B stake basis
Robinhood Takes Stakes In Crypto.com And OG.com
Robinhood signed a multi-year prediction-markets deal with Crypto.com and took minority equity stakes in Crypto.com and its OG.com spinoff, priced off Crypto.com's $20 billion valuation from a July Citadel Securities investment.
DEEP DIVE
Cerebras Jumps 15% As Wedbush Flags OpenAI Deal Progress
BIG TECH$20B compute deal
Cerebras Jumps 15% As Wedbush Flags OpenAI Deal Progress
Cerebras Systems shares jumped 15.1% after Wedbush said new evidence of its chips powering an ultrafast OpenAI model tier shows real progression in the two companies' existing $20 billion compute agreement.
DEEP DIVE
Dell's Real Story Isn't the Backlog, It's On-Prem
BIG TECH$95B AI backlog
Dell's Real Story Isn't the Backlog, It's On-Prem
A week after Dell's record AI-server quarter, Fortune's read is that the number everyone quoted -- the $95 billion backlog -- obscures the bigger shift: enterprises moving AI workloads off the cloud and onto hardware they own.
FOLLOW-UP
Huawei's New Chip Is Built to Need Nobody American
BIG TECH
Huawei's New Chip Is Built to Need Nobody American
Huawei's new Kirin 9050 Pro processor uses a proprietary 'Tau Scaling' architecture designed to claw back performance without the advanced chipmaking equipment TSMC and Intel rely on -- and that US export controls keep out of China.
DEEP DIVE
Nvidia Now Sits on Every Side of the AI Trade
BIG TECH
Nvidia Now Sits on Every Side of the AI Trade
Nvidia is the chip vendor to Crusoe and Fluidstack, an equity investor in Ineffable and SB Energy, and as of this month the owner of Hugging Face -- the open-model registry the industry treats as neutral ground.
DEEP DIVE
Kalanick's Atoms Quietly Preps a Robotaxi Push
BIG TECH
Kalanick's Atoms Quietly Preps a Robotaxi Push
Travis Kalanick's holding company Atoms is preparing a hiring spree and acquisitions to enter the robotaxi business, months after raising $1.7 billion, and has held talks with Uber about using its self-driving technology.
FOLLOW-UP
Nvidia's $99B Bet on Its Own AI Customers
BIG TECH$99B equity portfolio
Nvidia's $99B Bet on Its Own AI Customers
Nvidia's equity stakes in AI companies hit $99 billion in July, up 14-fold in a year, and a growing share of those companies spend their new capital buying Nvidia chips.
DEEP DIVE
Nvidia's $12.9B Hugging Face Deal Faces Its Critics
BIG TECH$12.9B acquisition
Nvidia's $12.9B Hugging Face Deal Faces Its Critics
Four days after Nvidia confirmed its $12.9 billion acquisition, the argument has shifted from price to control: who arbitrates neutrality when the chip vendor owns the repository where 80 million users publish models.
FOLLOW-UP
Phil Schiller Left the App Store Over Its Next Act
BIG TECH
Phil Schiller Left the App Store Over Its Next Act
Bloomberg reports Apple's longtime App Store chief stepped aside partly because he did not want to run the margin-expansion and recurring-revenue push that new CEO John Ternus and services chief Eddy Cue are planning.
DEEP DIVE