Today: 25 June 2026
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Technology 1 May 2026 - 3 May 2026

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne reported first-quarter revenue of $1.282 billion, nearly double last year’s figure, driven by surging demand for AI-linked semiconductor test equipment. Taiwan and Korea accounted for a combined 60% of sales, while China’s share fell. Gross margin rose to 60.9%. Management warned of weaker visibility and order timing risk for the second half.
3 May 2026
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MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear shares jumped 9.1% to $77.18 Friday after first-quarter infrastructure revenue rose 136% year over year, overtaking broadband as its largest segment. The company reported $137.2 million in revenue and a GAAP net loss of $45.1 million. Analysts raised price targets, but the stock now trades above some of those levels. MaxLinear guided second-quarter revenue to $160 million to $170 million.
3 May 2026
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Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Malaysia’s anti-graft agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million government chip-design deal with Arm Holdings. Rafizi said he was called to appear May 4 in Putrajaya and could face criminal charges. The probe comes days before Arm’s May 6 earnings webcast. The deal, announced in March 2025, aimed to boost Malaysia’s chip-design sector.
3 May 2026
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Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors shareholders face a May 5 deadline to give notice ahead of a May 11 vote on a 125 million crown share issue. The company delayed its 2025 annual report to May 15 for a U.S. audit uplift, as it considers a Nasdaq New York dual listing. Sivers shares last traded at 38.00 crowns on April 30, up 815% year-to-date. The new shares would dilute ownership by about 2.5% if approved.
3 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Technologies shares jumped $3.19 to $21.49 after announcing a $40 million U.S. defense MRAM subcontract with Amentum Services, set to run through November 2028. First-quarter revenue rose to $14.9 million, with MRAM product sales at $14.1 million. The company posted a GAAP net loss of $0.3 million. Second-quarter revenue is forecast at $15.5 million to $16.5 million.
3 May 2026
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Lattice Semiconductor Stock Faces a Big Earnings Test After Sharp Run-Up

Lattice Semiconductor Stock Faces a Big Earnings Test After Sharp Run-Up

Lattice Semiconductor reports first-quarter earnings Monday with shares near record highs and analysts expecting 37% revenue growth from a year earlier. The company’s February guidance set revenue at $158–$172 million and adjusted earnings at 34–38 cents per share. CEO Ford Tamer and CFO Lorenzo Flores will discuss results and outlook in a call at 5 p.m. ET May 4. Investors are watching for signs of sustained demand and margin strength.
3 May 2026
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ASML Stock Slips After AI Surge as China Risk Tests 2026 Forecast

ASML Stock Slips After AI Surge as China Risk Tests 2026 Forecast

ASML’s U.S.-listed shares fell 0.83% to $1,427.02 on Friday as its Amsterdam listing remained closed for Labour Day. Investors are weighing a higher 2026 sales forecast against export controls on China. The company reported first-quarter net sales of €8.8 billion and net income of €2.8 billion. CEO Christophe Fouquet said chip demand is outpacing supply, with customers accelerating expansion plans.
3 May 2026
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BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

BlackBerry’s QNX software now runs in over 275 million vehicles and generated $268 million in revenue for fiscal 2026, nearly half the company’s total. The division’s quarterly revenue rose to $78.7 million from $65.8 million a year earlier. BlackBerry posted a $53.2 million profit for the year, reversing a prior loss. QNX faces pressure from larger competitors and open-source alternatives.
2 May 2026
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Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

U.S. antitrust regulators cleared Intel’s investment in SambaNova Systems, granting early termination for the deal and removing a key regulatory barrier. Intel raised its stake in the AI chip startup to 8.2% with a $35 million investment in February and plans another $15 million. The FTC decision does not endorse Intel’s strategy but ends the pre-closing review. Intel shares last closed at $99.62, up 5.44% on AI demand.
2 May 2026
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Salesforce Stock Jumps as Agentforce AI Revenue Scorecard Gets a Reset

Salesforce Stock Jumps as Agentforce AI Revenue Scorecard Gets a Reset

Salesforce will split AI-era revenue into two main categories, Agentforce Apps and Data 360, starting fiscal 2027. Shares rose 4.13% to $183.82 after the announcement. Recast fiscal 2026 data shows Agentforce Apps brought in $26.7 billion, while Data 360, Platform & Other generated $12.7 billion. The company will provide recast data for fiscal 2025 and 2026 to allow year-over-year comparisons.
2 May 2026
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S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

The S&P 500 and Nasdaq closed at record highs Friday, with the S&P 500 up 0.29% and the Nasdaq rising 0.89%, boosted by strong Apple earnings. The Dow fell 0.31%. Oil prices eased but remained above $100 a barrel, while Treasury yields stayed elevated. High-yield credit spreads neared multi-year lows as investors continued to buy risk assets despite ongoing tensions with Iran.
2 May 2026
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nVent Stock Jumps After Data-Center Demand Triggers a 2026 Forecast Reset

nVent Stock Jumps After Data-Center Demand Triggers a 2026 Forecast Reset

nVent Electric raised its 2026 sales and profit forecasts after first-quarter net sales jumped 53% to $1.24 billion and adjusted EPS climbed 63% to $1.09. Organic orders rose about 40% and backlog hit $2.6 billion, driven by data-center demand for liquid cooling and power equipment. Shares surged 13.3% to $161.94, pushing market value to $26.5 billion. The company now expects full-year sales growth of up to 28%.
1 May 2026
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Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. will launch Blackstone N1, a San Francisco-based unit consolidating its AI and high-growth tech investments, including stakes in OpenAI and Anthropic. Jas Khaira will lead the group and relocate from New York. The move comes as Blackstone’s $80 billion private credit fund saw first-quarter inflows slow and redemption requests rise. Blackstone shares rose 1.6% to $127.65 midday Friday.
1 May 2026
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Roku Stock Rises After Bigger 2026 Revenue Bet, With One Cost Risk in View

Roku Stock Rises After Bigger 2026 Revenue Bet, With One Cost Risk in View

Roku raised its 2026 platform revenue forecast to nearly 21% growth, or about $5.0 billion, after first-quarter advertising and subscription sales beat expectations. Shares climbed 4.2% Friday, with the stock up 10% in after-hours trading. Platform revenue rose 28% to $1.13 billion, while devices revenue fell 16%. Rising memory costs remain the main risk for the second half.
1 May 2026
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Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio raised its 2026 revenue-growth forecast to 14%-15% after first-quarter sales and adjusted earnings topped estimates. Shares surged about 20% Friday, trading near $178.39. First-quarter revenue rose 20% to $1.407 billion, with adjusted earnings at $1.50 a share versus $1.27 expected. Voice revenue climbed 20%, driven by demand for AI-enabled products.
1 May 2026
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Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Rothschild & Co Redburn initiated Ciena with a Neutral rating and a $416 target, about 22% below Friday’s $534.43 share price, citing that much of the optical-networking upside is already priced in. Ciena reported Q1 revenue of $1.43 billion, up 33%, and raised its 2026 forecast. The company will showcase new optical products at ABRINT 2026 in São Paulo next week.
1 May 2026
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Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk reported third-quarter revenue of $5.95 billion, up 97% from the prior quarter, and GAAP net income of $3.62 billion. The company announced a $6 billion share buyback and forecast fourth-quarter revenue above Wall Street estimates. Five new customer agreements now guarantee over $11 billion and cover a third of 2027 supply. Shares fell more than 6% despite the results.
1 May 2026
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Stock Market Today

  • Apple Raises Prices on Select MacBooks and iPads Amid Memory Supply Crunch
    June 25, 2026, 11:04 AM EDT. Apple Inc. on Thursday raised prices for certain MacBook and iPad models, reflecting ongoing pressures from a global memory chip shortage. The move follows a strong earnings report from Micron Technology, a major memory chip supplier. The price hikes highlight continued supply chain challenges impacting consumer electronics. Apple's adjustments signal higher costs that may be passed to customers as demand for memory components remains tight.

Latest News

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

25 June 2026
Bio-Techne surged 19% to $70.17 after Merck KGaA’s $73 per share cash offer, leaving a $2.83 spread as the deal awaits shareholder and regulatory approval, with closing expected in late 2026 or early 2027; trading volume soared past short interest, and the deal values Bio-Techne at $11.3 billion, less than 9.4 times fiscal 2025 sales.
BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

25 June 2026
BlackBerry shares soared nearly 20% after Q1 revenue jumped 26% and the company raised full-year guidance, with QNX development-license revenue hitting an eight-quarter high—signaling potential future royalty growth—even as analysts remain divided and Q2 guidance trails Q1 results.
Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

25 June 2026
Apple (AAPL) shares plunged 4.8% to $278.93 after the company hiked Mac and iPad prices by $100–$300 due to soaring memory costs, while iPhone prices—over half of March-quarter sales—remained unchanged; Apple warned of further gross margin pressure from rising memory prices, as DRAM costs surged up to 98% last quarter and are set to climb again.
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