M&A, product, and strategy moves from Apple, Google, Meta, Microsoft, Amazon, and Nvidia.
Tesla began carrying paying riders in its wheel-free Cybercab days after a federal safety audit opened, Elon Musk skipped the launch, and rivals Waymo and Zoox used the same week to expand their own robotaxi footprints.
Phil Schiller is stepping back from leading Apple's App Store as new CEO John Ternus and services chief Eddy Cue push for higher margins and more recurring revenue from the business he ran for a decade.
Tesla registered 45 Cybercabs with Texas's automated-vehicle tracker and began service in Austin without steering wheels or pedals; federal regulators opened an investigation within hours.
The Munich-based launch startup put payloads into orbit from Andoya, Norway, becoming the first commercial company to deliver satellites to orbit from continental Europe.
Tesla began offering paid Cybercab robotaxi rides to the general public in parts of Austin, a steering-wheel-free two-seater that immediately drew scrutiny from federal safety regulators.
Tim Cook stepped down after 15 years and hardware chief John Ternus became Apple's CEO on Sept. 4, inheriting a $4.75 trillion company facing a memory chip shortage, slowing growth and a widening AI gap with OpenAI and Google.
Nvidia formally confirmed its $12.9 billion acquisition of Hugging Face, the open-source AI model repository, converting a deal reported as unsigned in August into a signed agreement (closing expected in the first half of 2027) with public commitments on platform neutrality.
Adobe named longtime executive Anil Chakravarthy as its next CEO, ending Shantanu Narayen's 19-year run atop the company as he moves to executive chair.
Nvidia agreed to pay $12.93 billion for Hugging Face, the open-source AI model and dataset hub used by more than 18 million developers, with Jensen Huang pledging the platform stays open and compute-agnostic.
Charter Communications CFO Jessica Fischer is leaving to become CFO of a Blackstone-Google joint venture building US AI data-center capacity, seeded with $5 billion in equity toward 500 megawatts by 2027.
Adobe acquired the six-person, Bengaluru-based AI workflow startup Rilo for an undisclosed sum, adding natural-language marketing automation as it fends off Canva and agentic pushes from Anthropic and OpenAI.
Snowflake beat Wall Street's second-quarter estimates and raised its full-year guidance, sending shares up as much as 22-25% on accelerating adoption of its CoCo and CoWork AI products.
Microsoft will begin reporting Azure's dollar revenue for the first time starting fiscal 2027, collapsing three segments into two and stripping GitHub and Security Copilot out of the Azure number.
Snowflake, Broadcom, and Microsoft all reported this week, and the market rewarded AI-product mix and disclosure clarity over raw growth -- Broadcom's 86% growth was punished, Snowflake's slower 35% was not.
Broadcom beat revenue and earnings estimates but guided fiscal fourth-quarter revenue slightly below consensus, sending shares down as much as 5% despite 86% year-over-year growth.
Microsoft will disclose standalone Azure revenue for the first time starting this fall, restating the cloud business at $29.4 billion and 42% growth as part of a broader two-segment reporting overhaul.
Palo Alto Networks acquired Console, a two-year-old AI agent platform that automates IT help-desk tasks, for about $500 million in cash and stock -- a roughly 3x markup on the $157 million valuation Thrive Capital backed months earlier.
Dell posted a record $60.9 billion in AI server orders and raised full-year guidance well above Wall Street's prior estimate, extending a rally that has lifted the stock about 20% in a month.
Delivery Hero's board endorsed a $15 billion takeover offer from Uber, already the delivery company's largest shareholder, in a deal that would double Uber's delivery footprint outside China.
Uber is eliminating about 3,300 jobs, roughly 10% of its corporate workforce and its largest cut since 2020, as CEO Dara Khosrowshahi flattens management to redirect spending toward the company's robotaxi partnerships.
An Andreessen Horowitz-published essay argued social media satisfaction is rising and 'enshittification' is a myth, but the survey data it cites is contradicted by separate research showing declining trust and rising usage stress.
Ram Velaga, who runs Broadcom's enterprise software division, said at VMware Explore that Arm servers will not hold significant enterprise market share for at least three to five years, even as VMware previews Arm hypervisor support.
ONEOK agreed to buy Brazos Midstream's Permian assets for $4.42 billion days after Williams struck a $5.5 billion deal for Momentum Midstream, as gas gathering capacity gets repriced around AI electricity demand and LNG exports.
John Ternus took over as Apple's chief executive on Tuesday, and a new 8-K sets his salary at $3 million now and a $55 million equity award for fiscal 2027, three-quarters of it tied to Apple's return against the S&P 500.
Apple's total shareholder return over Tim Cook's 15 years as chief executive came to roughly 2,680%, turning a $10,000 investment on his first day into about $278,000 and growing market capitalization from $347 billion to $4.7 trillion.
Google began rolling out Pics on Sept. 1, an AI image creation and editing tool built on its Nano Banana model and bundled into Workspace, Docs and Slides for business and AI Pro subscribers.
X said attackers began mass-triggering password reset forms using public usernames immediately after X Money became widely available, with the company reporting no evidence of successful account takeovers.
Azure Multicloud Interconnect and AWS Interconnect deliver private 100 Gbps links between the two clouds with 99.99% availability, from companies that spent years telling regulators customers barely wanted this.
Waymo argued publicly that Tesla's camera-only approach to self-driving isn't safe enough, kicking off a weekend social-media fight just a week before Tesla is set to formally launch its two-seat Cybercab.
Waymo and Amazon's Zoox both expanded into new US cities this week, intensifying a robotaxi race defined by Waymo's scale advantage and Zoox's still-supervised test rollout.
Cook's 15-year run as Apple CEO ended Monday, handing the job to hardware chief John Ternus while Cook moves into a newly created executive chairman role.
Tesla shares rose roughly 3.7% Monday as the broader market slid, after the company pointed to Optimus humanoid robot production getting underway at its converted Fremont, California factory.
Elon Musk confirmed SpaceX is casting its own turbine blades at a secret Bastrop, Texas foundry to get gas power online 18 months faster for AI data centers -- and it's already triggering a pollution fight.
OpenAI is severing Cursor's model access after SpaceX bought it -- the clearest sign yet that frontier AI labs now treat model access itself as a strategic weapon, not a neutral utility.
Salesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.
OpenAI will stop supplying its models to Cursor on Nov. 12, saying it can't trust SpaceX -- Cursor's new owner after a $60 billion acquisition -- to honor its contract terms.
The Stripe-Advent consortium has dropped its pursuit of PayPal after a 40% stock rally priced the group's $60.50-a-share, roughly $53 billion offer out of reach for what would have been one of the largest leveraged buyouts ever.
Apple raised Apple TV to $14.99 a month from $12.99 and lifted the Apple One Individual bundle to $21.95, effective immediately for new subscribers in the United States.
Marvell's premarket slide after underwhelming guidance dragged Nvidia, Broadcom and the broader chip sector lower Friday, a day after Nvidia's own earnings beat had powered a $400 billion market-cap rally.
OpenAI has begun showing sponsored placements under ChatGPT answers for free and $4-a-month Go users in India, its second-largest market, opening an advertising business ahead of a planned listing.
Amazon Web Services and Nvidia are expanding their infrastructure partnership to add 2 million more GPUs by 2028, as Amazon raises its 2026 capital-expenditure forecast to roughly $220 billion.
Waymo's co-CEO argued cameras alone hit a safety ceiling well short of full autonomy, an implicit rebuke of Tesla's camera-only approach as both companies race to scale robotaxis.
Nvidia has agreed to acquire Hugging Face, the default public repository for open-source AI models, in a deal reported at about $12.9 billion -- its largest outright acquisition.
Nvidia reported record fiscal second-quarter revenue of $96.2 billion, up 106% year over year, with Data Center revenue at $89 billion and third-quarter guidance of $108 billion, sending shares up 8.7%.
Salesforce beat second-quarter estimates and raised full-year guidance, while unveiling Claudeforce, a joint product with Anthropic that layers Claude's reasoning onto Salesforce's data and workflows.
Salesforce shares had their second-best trading day ever after beating Q2 revenue and EPS estimates and unveiling a deeper Anthropic partnership that embeds Claude directly into its sales tools.
Nvidia reported $96.2 billion in fiscal second-quarter revenue, up 106% year over year, and guided to $108 billion for the current quarter with zero China compute assumed.
Amazon will fully close Mechanical Turk, the crowdsourced task platform Jeff Bezos once called 'artificial artificial intelligence,' on September 30, 2026, after AI-labeling startups hollowed out its demand.
SpaceX unveiled a $100 billion, 125,000-acre Starship launch complex in Vermilion Parish, Louisiana -- its fourth and largest site -- targeting first liftoff as soon as 2029.
SpaceX and Nvidia have built a space-optimized version of Nvidia's Vera Rubin NVL72 rack for SpaceX's Starmind AI1 satellite, targeting a first orbital launch in Q4 2027 as part of a broader push toward off-Earth AI compute.
Netflix is reportedly considering letting other streaming services sell inside its app, a shift from walled garden toward distribution platform.
Apple's farewell event for its departing CEO drew unusually personal tributes, marking a leadership transition that lands as the company races to catch up on AI and prepares a major new hardware launch.
Alibaba raised $10.2 billion in the largest-ever Hong Kong primary share placement to fund its AI buildout, and the stock dropped roughly 10% on the dilution, days after a 75% quarterly profit decline tied to AI spending.
Independent merchants increasingly rely on Amazon as their primary sales channel, a dependency that has grown even as sellers complain about rising fees and shrinking margins.
DRAM and high-bandwidth memory pricing has climbed to levels that are transforming memory makers' margins while raising the bill for everyone building AI systems.
Alibaba is seeking to raise about $10 billion through a share sale to fund AI infrastructure investment, adding equity issuance to the list of ways hyperscalers are financing compute.
Apple cut more than 200 jobs across its old Siri assistant team and Vision Pro's gaming and immersive video groups, redirecting headcount toward new Siri AI and smart-glasses efforts.
Amazon quietly raised prices on Echo, Fire TV, Kindle and eero devices overnight, citing a sharp rise in memory-chip costs that AI infrastructure demand has driven across the entire consumer electronics industry.
New York's office market now hosts more tech jobs than the San Francisco Bay Area for the first time in 13 years of CBRE tracking, with AI-driven finance hiring offsetting a Bay Area contraction.
The Dow fell 1.32% and the Nasdaq 1.0% on rising 30-year Treasury yields and a Walmart earnings miss, the same session Bitcoin jumped 11.5% past $71,000 on a White House push for crypto's Clarity Act.
