Technology 2 February 2026 - 3 February 2026

Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus
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Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel shares closed Friday up 0.33% at $45.61 but slipped 0.48% in after-hours trading. Nvidia CEO Jensen Huang said Nvidia could become a major CPU maker, intensifying competition. ASML’s new High-NA EUV tools are ready for high-volume use, but full production integration will take two to three years. Intel will present at the Morgan Stanley TMT Conference on March 4.
February 28, 2026
Technology News 03.02.2026
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Technology News 03.02.2026

Investors shift from US stocks as the dollar hits a four-year low and AI bets drive market sentiment. The IMF warns AI hype could threaten global growth. Intel shares jump 25% in 30 days despite a $267 million net loss, fueled by AI launches and insider buying. Samsung’s Galaxy S26 is set for a Feb. 25 unveiling, with tech desks urging buyers to skip the S25.
February 3, 2026
Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones
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Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones

Ukraine will require Starlink terminals to be verified and will disable unregistered devices after reports that Russian forces used the system on attack drones. SpaceX says recent steps to block unauthorized Russian use are working. Kyiv and SpaceX are implementing a whitelist to restrict access. Ukrainian officials say Russian drones with Starlink are harder to jam and shoot down.
February 2, 2026
India Budget 2026 gives Apple a 5-year tax shield for iPhone factory gear in India
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India Budget 2026 gives Apple a 5-year tax shield for iPhone factory gear in India

India will grant a five-year income tax exemption to foreign firms supplying manufacturing equipment to contract manufacturers in bonded zones, starting April 2026. The move addresses a key concern raised by Apple as it expands iPhone production in India. The exemption applies only to export manufacturing; phones sold domestically from these zones will still face import duties. Apple has not commented.
February 2, 2026
Bank of England eyes card-free checkout option as it launches payments consultation
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Bank of England eyes card-free checkout option as it launches payments consultation

The Bank of England will launch a public consultation on new payment methods, aiming to let shoppers pay retailers directly from their bank accounts instead of using cards. Officials say “account-to-account” payments could reduce costs for merchants. The move comes as cash use drops below 10% of payments in the UK, with cards accounting for 64%. Plans also connect to possible digital currencies, including a digital pound.
February 2, 2026
Snowflake’s $200 million OpenAI deal plugs GPT-5.2 into Cortex AI as enterprise agents move closer to data
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Snowflake’s $200 million OpenAI deal plugs GPT-5.2 into Cortex AI as enterprise agents move closer to data

Snowflake signed a $200 million multi-year deal with OpenAI to integrate OpenAI models into its data cloud products, including Cortex AI. Early users include Canva and WHOOP. The partnership gives Snowflake direct access to OpenAI’s models without relying on Microsoft Azure. Snowflake said the agreement will support multimodal data work and enhanced AI agents for enterprise customers.
February 2, 2026
Viral Moltbook Leak: Wiz Finds Exposed Messages and Credentials
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Viral Moltbook Leak: Wiz Finds Exposed Messages and Credentials

Cybersecurity firm Wiz disclosed a major Moltbook vulnerability that exposed private bot messages, 1.5 million API keys, and 35,000 email addresses. The flaw, blamed on rapid “vibe coding” practices, allowed outsiders to hijack agents and post as them. Moltbook patched the issue after notification. The platform, launched last week, had attracted over 1.5 million AI agents by Monday.
February 2, 2026
Oracle stock slides as investors digest plan to raise up to $50 billion for AI cloud buildout
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Oracle stock slides as investors digest plan to raise up to $50 billion for AI cloud buildout

Oracle shares fell about 4% in U.S. premarket trading Monday after the company announced plans to raise $45 billion to $50 billion by 2026 for cloud infrastructure expansion. The funding mix includes a $20 billion share-sale program, equity-linked securities, and a bond offering. Investors remain cautious over Oracle’s rising debt and dependence on unprofitable clients like OpenAI.
February 2, 2026
India’s budget lure: tax holiday till 2047 for foreign cloud firms using local data centres
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India’s budget lure: tax holiday till 2047 for foreign cloud firms using local data centres

India will exempt foreign cloud service providers from income tax on overseas sales from India-based data centers until 2047, the government announced Monday. Sales to Indian customers must go through local resellers, and related-party data center services face a fixed 15% profit margin. Officials say $70 billion in data center investments are underway, with another $90 billion announced.
February 2, 2026
Singapore forms National Space Agency of Singapore (NSAS) to chase the $1.8 trillion space economy forecast for 2035
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Singapore forms National Space Agency of Singapore (NSAS) to chase the $1.8 trillion space economy forecast for 2035

Singapore will launch its National Space Agency (NSAS) on April 1, 2026, under the Ministry of Trade and Industry. The agency will oversee national space capabilities, draft space laws, and manage operations, taking over from the Office for Space Technology & Industry. Singapore currently hosts about 70 space companies and co-owns three Earth observation satellites with ST Engineering.
February 2, 2026
Capgemini puts Capgemini Government Solutions up for sale after ICE row as shares rise
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Capgemini puts Capgemini Government Solutions up for sale after ICE row as shares rise

Capgemini shares rose up to 2% Monday after the company announced plans to sell its U.S. subsidiary, Capgemini Government Solutions, following criticism over a contract with U.S. Immigration and Customs Enforcement. The unit’s December 2025 deal with ICE involved data-driven “skip tracing.” French lawmakers and unions demanded more transparency and broader action. Capgemini said legal limits on oversight prompted the sale.
February 2, 2026
Memory chip prices could nearly double this quarter as TrendForce lifts DRAM forecast to 95%
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Memory chip prices could nearly double this quarter as TrendForce lifts DRAM forecast to 95%

TrendForce now expects conventional DRAM contract prices to surge 90%-95% in Q1, up from its previous 55%-60% estimate, citing ongoing AI and data center demand. NAND flash contract prices are forecast to rise 55%-60%, while enterprise SSD prices may increase 53%-58%. PC DRAM prices are projected to jump over 100% quarter-on-quarter as shortages worsen.
February 2, 2026
NASA’s Artemis II Countdown Hits Critical Stage With Key Fueling Rehearsal Set for Monday
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NASA’s Artemis II Countdown Hits Critical Stage With Key Fueling Rehearsal Set for Monday

NASA began a full countdown and fueling rehearsal for Artemis II at Kennedy Space Center on Monday, loading super-cold propellants into the moon rocket despite freezing temperatures. The test, required before setting a crewed launch date, simulates a launch day without ignition. Any issues could push the first crewed Artemis mission past its February 8–11 window. Four astronauts are slated to fly around the Moon.
February 2, 2026
Japan pulls rare earth mud from 6,000-metre deep seabed as China export curbs bite
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Japan pulls rare earth mud from 6,000-metre deep seabed as China export curbs bite

A Japanese mission has retrieved rare-earth-rich seabed mud from nearly 6,000 meters deep near Minamitori Island, marking a global first, officials said. The drill ship Chikyu will return to Shimizu port on Feb. 15 for analysis. The operation comes as China tightens export controls, prompting Japanese firms like TDK to seek alternative supply sources. Japan plans full-scale mining trials in 2027 if tests are successful.
February 2, 2026
iPhone battery dying by afternoon? A 2026 audit points to one Wi‑Fi tweak — plus 4 privacy switches
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iPhone battery dying by afternoon? A 2026 audit points to one Wi‑Fi tweak — plus 4 privacy switches

Restricting Background App Refresh to Wi‑Fi only increased mid-afternoon battery life on an iPhone 15 Pro from about 40% to nearly 60%, according to a week-long user test. Apple says iPhone 15 batteries retain 80% capacity after 1,000 cycles, while iPhone 14 and earlier manage 500. Blocking tracking and disabling analytics also affected battery use, reports show.
February 2, 2026
Are annual iPhone, Galaxy and Pixel upgrades about to end? 2026 puts the phone sequel cycle on notice
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Are annual iPhone, Galaxy and Pixel upgrades about to end? 2026 puts the phone sequel cycle on notice

Memory-chip prices are rising as supply tightens, pushing up smartphone costs and dampening demand, according to industry sources. Major brands now offer up to seven years of software support, letting users keep devices longer. Research firms expect global smartphone sales to fall at least 2% in 2026. Analysts say yearly phone launches now bring only minor changes.
February 2, 2026
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