Super Micro Computer’s second-quarter profit forecast fell short of analyst expectations, sending shares tumbling. The server maker projected earnings of 46 to 54 cents per share versus estimates of 62 cents, despite stronger-than-expected revenue guidance of $10-11 billion.
MACOM Technology Solutions has secured an exclusive license to manufacture products using HRL Laboratories’ proprietary 40nm T3L gallium nitride-on-silicon carbide process. The technology was developed under key Defense Department programs and will be transferred to MACOM’s US Trusted Foundries. Thi
Apple is reportedly planning to debut an M5 Ultra chip specifically for the Mac Studio in 2026. This follows the company’s decision to skip an M4 Ultra entirely. The chip will likely power both Mac Studio and Mac Pro updates.
A new marketplace called Microservice Store has launched, promising to let developers publish and vendors integrate embedded software components in weeks instead of years. The platform features built-in security management and compliance automation for major cybersecurity standards.
Xcel Energy is seeking approval to double battery storage capacity at its Sherco coal plant in Minnesota. The utility plans to build 600 MW of storage using existing grid connections, with construction starting in 2026. This represents part of Xcel’s massive $15 billion capital expansion plan.
Sequoia Capital replaces global leader Roelof Botha with Alfred Lin and Pat Grady after two turbulent years. The move follows internal conflicts over Islamophobic tweets and the firm’s global split, signaling deeper cultural issues at the storied VC firm.
AMD has disclosed a high-severity security vulnerability affecting its Zen 5 processors that compromises hardware-based random number generation. The flaw could lead to predictable encryption keys and affects consumer and server chips alike. Patches are rolling out through January 2026.
Apple’s long-awaited Siri upgrade will reportedly run on Google’s Gemini AI models hosted on Apple’s private cloud servers. The revamped assistant is built around three core components and could debut as soon as spring 2025 with iOS 26.4.
Apple may finally be building an affordable Mac laptop aimed at students. Priced between $699 and $799, it could use iPhone processors and smaller screens to hit that price point. This would be Apple’s first truly budget-friendly Mac in years.
Both automakers are expected to show revenue growth but face mounting profitability concerns. They’ve already cut production guidance and face industry-wide headwinds including tariffs and reduced federal incentives.
