Technology news summaries
Essential facts and source links for recent technology stories.
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Motley Fool contributor favors Marvell over Arm on growth and valuation
A Motley Fool contributor favors Marvell over Arm in 2026, citing fiscal 2026 revenue growth of 42.1% versus 22.8% and a forward P/E of 58 times versus Arm’s 123.7. Marvell’s 10 largest customers, however, generated 82% of its fiscal 2026 revenue. -
Teradyne unveils three AI-focused test instruments; Q2 revenue rises 104%
Teradyne introduced three UltraFLEXplus instruments on Sept. 1 for AI and data-center chip testing. Q2 2026 revenue rose 104% year over year to $1.329 billion, while management projected Q3 revenue of $1.2 billion to $1.3 billion. -
Amazon monetizes AI through AWS as Alibaba builds its own AI stack
Amazon's AWS revenue grew 37% year over year to $42.2 billion in Q2; the company says its AI business topped a $25 billion annual run rate. Alibaba's AI cloud grew 45% year over year to about $7.1 billion in the June quarter, while net income fell 75%. -
Ireland fines Google €403m and orders location-data compliance in six months
Ireland’s privacy regulator fined Google €403 million ($463 million) over GDPR breaches in its 2018–2020 processing of location data. It ordered Google to bring that processing into compliance within six months; three other inquiries are at an advanced stage. -
Bilal Chughtai warns AI could kill humanity as Alphabet keeps investing
Former Google DeepMind engineer Bilal Chughtai says AI could kill humanity and time may be running out, urging coordination to address risks. There is no sign his warning has slowed Alphabet’s AI push; it is his assessment of a future risk. -
Microsoft to eliminate 277 Puget Sound jobs on Nov. 21, filing says
A WARN filing says Microsoft plans to eliminate 277 jobs in Washington’s Puget Sound region on Nov. 21; employees were notified Sept. 22. The cuts include 252 positions at Redmond facilities and 25 remote roles. Microsoft says the facilities will remain open. -
Palantir adds rival AI models to AIP, aiming to reduce reliance on one model
Palantir added xAI’s Grok 4.7 and OpenAI’s GPT-6 models to AIP on Sept. 24, alongside other options, pursuing a model-neutral approach meant to let eligible businesses change AI models while retaining control of data, permissions and workflows. -
The Witcher 3’s Sept. 29 upgrade revamps skills, visuals and menus
CD Projekt Red has published patch notes for The Witcher 3: Wild Hunt’s free upgrade for existing owners, due Sept. 29 on PC, PS5, Xbox Series X/S and Switch 2. It brings visual and interface improvements and a redesigned skill tree; players’ skill points will be reset. -
Motley Fool writer favors Salesforce over Oracle as an AI stock
Motley Fool writer Chris Neiger favors Salesforce over Oracle as an enterprise AI stock, citing Salesforce’s partnerships and lower AI spending. Oracle’s cloud-infrastructure sales rose 121% to $7.4 billion in fiscal Q1 2027, but its costly AI expansion faces project hurdles. -
Nvidia rolls out agent-safety suite; executive says it could have stopped Hugging Face breach
Nvidia released safety tools for AI agents Monday. Executive Justin Boitano said they could have stopped the Hugging Face breach if used early in frontier labs’ model evaluations. OpenShell contains agents on CPUs; Sentry can cut one off if it tries to escape. -
Musk backs 2027 AGI forecast as markets remain cautious on OpenAI
Elon Musk endorsed an X post predicting major US AI labs will reach artificial general intelligence (AGI) in 2027; it drew 1.8 million views in about three hours. Traders put the odds of an OpenAI AGI announcement before 2027 at 18% on Polymarket and 14.8% on Kalshi. -
Raspberry AI connects fashion teams across the product pipeline
Raspberry AI expanded its platform to link fashion design, merchandising, wholesale, marketing and e-commerce. CEO Cheryl Liu says teams can preview products and produce campaign images in minutes, while design judgment and physical fitting remain essential. -
Microsoft reshapes Copilot with workspaces, app-building and AI agents
Microsoft's Sept. 25 Copilot revamp created Home, Code and Autopilot workspaces, with Office integration, natural-language app building and autonomous background agents. The company also introduced FinOps controls for enterprise AI spending. -
Itron teams with Crytica to embed threat detection in smart meters
Itron announced Sept. 22 a collaboration with Crytica Security to embed real-time threat detection in smart meters and edge endpoints. Smart meters cannot host traditional endpoint-security software. No deal terms or revenue timeline were disclosed. -
Itron launches utility AI upgrade as quarterly revenue falls 7%
Itron launched IEE Cloud AI, an AI-enabled upgrade to its meter-data management software, on Sept. 16. Q2 2026 annual recurring revenue rose 21% to $417 million and adjusted gross margin rose 460 basis points to 41.4%, while total revenue fell 7% to $563 million. -
Certain US iPhone 15 and 16 buyers may seek up to $95 in Siri settlement
US buyers of certain iPhone 15 or 16 models bought from Apple between June 10, 2024, and March 29, 2025, may claim up to $95 per phone under Apple's $250 million Siri settlement. Claims are due Dec. 21, but payouts may be lower. -
Oracle’s AI buildout drives cloud growth but raises financing concerns
Oracle’s cloud infrastructure revenue rose 121% amid its AI buildout, while Alpha Spread put trailing 12-month free cash flow through August 2026 at negative $28.72 billion. Credit default swaps hit a record, and S&P cut Oracle’s rating to BBB, one notch above junk. -
Okta’s AI-agent prospects draw higher targets as valuation stays in focus
At Oktane 2026, Okta detailed its AI-agent security strategy as analysts raised targets. Roth Capital said early deals generated a 50%–60% uplift in deal values; management expects AI to remain immaterial in FY2027, with meaningful revenue possibly from FY2028 onward. -
GE starts shipping GE9X engines with redesigned seal as 777X targets 2027 entry
GE Aerospace began shipping GE9X engines with a redesigned mid-seal to Boeing in Q3; FAA approval is still pending. CFO Rahul Ghai expects certification within months and said he does not expect the issue to delay the 777X’s planned 2027 entry into service. -
Apple’s foldable iPhone Duo starts at $1,999, putting wider appeal to the test
Apple launched its foldable iPhone Duo with a $1,999 starting price; analysts questioned its appeal beyond early adopters. Counterpoint Research estimates nearly 6 million sales by year-end, potentially giving Apple roughly a quarter of the global foldable market. -
More than $30 billion in AI cloud contracts lift Oracle's backlog to $664 billion
Oracle's fiscal first-quarter revenue rose 30% year over year to $19.3 billion, while over $30 billion in AI cloud contracts lifted backlog to $664 billion. Free cash flow was negative $5.4 billion, versus analysts' forecast of a $9.56 billion outflow. -
SoundHound led BigBear.ai by $25.2 million in Q2 2026 revenue
SoundHound AI reported $61.9 million in revenue for the quarter ended June 30, 2026, $25.2 million above BigBear.ai’s $36.7 million, reversing their 2024 ranking. Both companies’ Q2 revenue grew year over year, with acquisitions contributing. -
Microsoft’s reported plan would more than triple data-center capacity by 2032
Bloomberg, citing people familiar with the plans, reported that Microsoft aims to grow global data-center capacity from about 12 GW to over 38 GW by 2032; Microsoft has not confirmed the target. AI-specific capacity is expected to account for about one-third of the total. -
Nebius will raise hourly GPU prices by up to 21% on Oct. 1
Nebius will raise on-demand rates for four Nvidia GPU models by 17% to 21% on Oct. 1, including B300 from $7.85 to $9.50 an hour. CFO Dado Alonso said in August that capacity sold out as fast as it came online; existing contracts won't be repriced. -
Apple’s child-safety tools intersect with Australia’s social-media push
Apple’s expanded parental controls and App Store rules for social-media apps overlap with Australia’s under-16 social-media ban but do not enforce it. The article says there is no evidence these changes are generating measurable financial returns for Apple. -
India Investigates Apple’s iOS 18 Warranty Terms After Repair Complaints
India’s consumer regulator is investigating allegations that Apple’s iOS 18 update caused screen and microphone faults and that its software-warranty terms left users paying for repairs. Apple says it found no systemic issues; no violation has been found.
