A Democratic sweep of Congress and the Texas governor's mansion reshapes the political backdrop for tax, tech and energy policy, though Trump retains veto power

AMD's blowout forecast signals AI chip demand remains strong, reinforcing its position as Nvidia's main challenger in data center processors.

Production constraints mean Chinese AI developers will get a small fraction of ordered Nvidia chips, deepening supply tightness in the AI buildout.

The Australian design software maker is eliminating 1,271 roles as it restructures around AI, one of the largest tech workforce cuts announced this week.

The all-stock acquisition would consolidate AI connectivity hardware, a key bottleneck in scaling data center networks.

The largest crypto heist on record combined social engineering with an internal AI tool, and North Korea has denied US claims it was behind the theft.

Apple's first earnings report under CEO John Ternus showed strong iPhone sales and record services revenue, yet analysts flagged narrowing margins and slowing g

Fund managers and analysts are increasingly divided on whether the AI trade has run too far, with some warning the boom could seed a broader financial crisis.

The server maker's outlook beat estimates, signaling continued strength in demand for AI-packed hardware even as investors question the durability of spending.

The scrapped agreement comes amid tightening scrutiny of cross-border chip and cloud arrangements between US and Chinese firms.

Hong Kong deal flow has also slowed with the most abandoned IPOs since 2008, underscoring a two-tier market favoring a handful of marquee AI names.

Robotics fundraising decelerated sharply in October, cooling a sector that had drawn heavy investment amid humanoid robot hype.

Tech executives who aligned with Trump face heightened congressional oversight if Democrats take control of committees.

The funding round underscores sustained investor appetite for infrastructure powering AI model deployment.

The hack has compromised more than 200,000 bookings across the airline industry, exposing shared software supply chain risk.

The agreements deepen OpenAI's ties to Gulf capital and energy capacity as AI compute demand strains power grids.

The equity strategist warns that concentration in AI-linked megacaps leaves portfolios exposed if sentiment shifts.

Beijing is reviving market support measures last deployed in 2024, but analysts question whether they can sustain equities.