Actualités technologiques et économiques

Democratic victories in Texas and other states raise long-term questions about the AI buildout, though they do not “unwind projects already funded.”

Shares of both companies fell Monday after Marvell said it reached an all-stock agreement to buy Lumentum.

Various factors indicate that Microsoft is in a better financial position than its cloud rivals, analysts say.

Intel’s manufacturing and chip design have improved, according to a J.P. Morgan analyst.

The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.