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Tech, sized and sourced

19 dispatches on the Tech beat — filed by the NewsMV markets desk.

19 stories · Sorted newest first · Latest filed 15 October 2026

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Haworth sees chip pullback as AI repositioning opportunity

Rob Haworth, a senior investment strategist at U.S. Bank, stated that the recent decline in semiconductor stocks may represent a buying opportunity for investors who are underweight in artificial intelligence. Speaking…

NewsMV Markets Desk

AI Debt Concerns Drive Chip Sell-Off Despite Nvidia CEO Reassurance

Nvidia CEO Jensen Huang told Bloomberg that he remains optimistic and that CoreWeave's cost of capital is decreasing, a statement aimed at calming markets as concerns over artificial intelligence debt intensify. The…

NewsMV Markets Desk

Producer Inflation Beats Forecasts as AI Debt Concerns Weigh on US Futures

US stock futures indicated a further decline on Thursday, driven by stronger-than-expected producer price inflation and renewed skepticism regarding the debt-financed expansion of artificial intelligence infrastructure.…

NewsMV Markets Desk

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Asian tech stocks crash on AI valuation fears

South Korea's Kospi index fell sharply on Thursday, triggering circuit breakers that halted trading, as investors reassessed the cost of capital for artificial intelligence growth. The sell-off spread across Asian…

15 October 2026 · 3 min read

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Sirmium Capital Adds to dLocal Stake on Valuation

Sirmium Capital increased its position in dLocal Limited (NASDAQ: DLO) during the third quarter of 2026, citing an attractive gap between the company's growth prospects and its current valuation. The firm released this…

14 October 2026 · 3 min read

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Apple HomePod Mini 2 adds pink and green color options

Apple has revealed the second-generation HomePod Mini, introducing a pink model and a green model to the product lineup. The new speaker also features a modified blue colorway, while the original black and white options…

14 October 2026 · 3 min read

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Google restricts Gemini 4 Argon rollout to paying users

Google has initiated a wide rollout of Gemini 4 Argon, limiting immediate access to paying subscribers while withholding full capabilities from users on lower-tier plans. The company previously delayed a full release…

14 October 2026 · 3 min read

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Apple's HomeView is its first smart home display

Apple has released the HomeView, its first smart home display. The device features a 7-inch square touchscreen and built-in Siri AI. It is designed to serve as a smart home controller, personal assistant, and home hub…

14 October 2026 · 3 min read

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Swifties attack Travis Kelce over alleged Shane Gillis SNL like

Fans of Taylor Swift have turned their attention to Travis Kelce after claims circulated that the Kansas City Chiefs tight end liked a post by comedian Shane Gillis on Instagram. The content in question is the monologue…

14 October 2026 · 3 min read

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BofA Poll Finds Tech Exposure at Highest Level Since 2020

Global fund managers are currently the most exposed to technology stocks since the post-pandemic rebound, according to a survey conducted by Bank of America Corp. The proportion of respondents who are overweight the…

13 October 2026 · 3 min read

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SoftBank data centre unit delays $50bn IPO on AI fears

SoftBank Group’s $50 billion data centre venture is slowing its initial public offering, a move that underscores the fragility of the current market setup for artificial intelligence infrastructure. The delay stems from…

22 September 2026 · 3 min read

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Anthropic and OpenAI bankers push for investment-grade ratings in post-IPO capital play

Bankers advising Anthropic and OpenAI are targeting top-tier credit ratings after each lab enters public markets, with investment-grade designation the goal and cheaper financing for both the labs and their…

8 September 2026 · 3 min read

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Alibaba prices $10.2 billion share placement to fund AI build-out, shares slide 10%

A $10.2 billion share placement put Alibaba (BABA) in focus, with shares sliding 10% on the session after the tech giant priced the offering to fund its growing artificial intelligence investments

24 August 2026 · 3 min read

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Marvell pops 8% as Google AI chip deal opens $12.2 billion purchase window

An AI chip deal with Google is in focus for Marvell Technology ($MRVL), with the agreement giving Google the ability to buy up to $12.2 billion in Marvell shares. The stock moved 8% in the session. The next confirmable…

19 August 2026 · 3 min read

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AI data center build-out complicates the Fed's inflation calculus

The infrastructure bill for artificial intelligence is landing in the economy before AI's promised cost savings have materialized, creating a timing problem for Federal Reserve officials. Tech leaders argue the…

12 August 2026 · 3 min read

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Intel shares have quadrupled, but the manufacturing proof point remains elusive

Intel (INTC) shares have quadrupled in what reporting on the company describes as a recovery from the brink. The move in the stock has been the easy part. Establishing Intel as a credible manufacturing rival to Taiwan…

6 August 2026 · 3 min read

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Fed holds rates steady as Microsoft and Meta AI capex moves into focus

The Federal Reserve held rates steady, and the afternoon's attention landed immediately on Microsoft (MSFT) and Meta Platforms (META). The question now in focus: what each company will disclose about artificial…

29 July 2026 · 3 min read

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SoftBank drops 10% as Asia's AI sell-off deepens; Hong Kong internet names hold higher

A 10% session drop in SoftBank is leading Asia's technology sell-off as AI-linked plays take a broad hit across the region. The losses have not spread evenly. Chinese internet stocks listed in Hong Kong moved in the…

29 July 2026 · 3 min read

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SK Hynix falls 10% in Seoul as chipmaker sell-off extends to South Korea

South Korean chipmaker SK Hynix fell 10% in Seoul on Tuesday, pulling broader semiconductor shares in the region lower with it. The session extended a rout already underway in the chip sector

28 July 2026 · 3 min read

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