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Tuesday, November 3, 2026

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In one of the largest deals in tech history, Marvell buys Lumentum for $115B Technology

In one of the largest deals in tech history, Marvell buys Lumentum for $115B

Marvell's planned purchase of Lumentum is one of the biggest acquisitions in tech history. And they both have the same strategic investor: Nvidia.

9 hours ago 6
Salesforce’s M&A spree continues with a reported $375M deal for defense tech startup Rune Technology

Salesforce’s M&A spree continues with a reported $375M deal for defense tech startup Rune

The AI logistics startup will bolster the CRM giant's Missionforce defense platform.

3 days ago 61
Intel’s stock crashes, knocking $12B from government’s stake Technology

Intel’s stock crashes, knocking $12B from government’s stake

Intel is being hurt by PC sales as the AI industry gobbles memory and other components causing PC prices to rise.

3 days ago 62
Cracks are emerging in the AI spending boom Technology

Cracks are emerging in the AI spending boom

Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions abou...

3 days ago 3
AWS will be a $1T business, Jassy says. But first, it will spend big. Technology

AWS will be a $1T business, Jassy says. But first, it will spend big.

Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its ca...

4 days ago 26
Amazon reported booming cloud revenue but otherwise missed expectations Technology

Amazon reported booming cloud revenue but otherwise missed expectations

The biggest ouch of the report was its negative free cash flow of $2.4 billion.

4 days ago 78
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion Technology

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the big...

5 days ago 87
Microsoft recorded $10 billion in revenue from OpenAI Technology

Microsoft recorded $10 billion in revenue from OpenAI

Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending Sept...

5 days ago 90
Microsoft hits 10 quarters of record- breaking revenue in a row Technology

Microsoft hits 10 quarters of record- breaking revenue in a row

Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another record for quarterly r...

5 days ago 18