Today (July 29, 2026), Arm (NASDAQ: ARM) published a letter to its shareholders containing the company's results for its first quarter of fiscal year 2027, which ended June 30, 2026. The infographic below provides the key highlights for the quarter:

There are what the results mean and how they were achieved:

• Total revenue for Arm in Q1 FYE27 increased 22% year-over-year to $1.29 billion, representing another record quarter for revenue. This was driven by record first-quarter licensing and royalty revenue, with data center royalties more than doubling year over year and the continued adoption of Arm technology with higher royalty rates per chip, such as Armv9 architecture and Arm Compute Subsystems (CSS).

Microsoft Corp. today announced the following results for the quarter ended June 30, 2026, as compared to the corresponding period of last fiscal year:

• Revenue was $90.0 billion and increased 18% (up 17% in constant currency)
• Operating income was $40.6 billion and increased 18%
• Net income was $35.8 billion and increased 31% on a GAAP basis, and was $35.3 billion and increased 22% on a non-GAAP basis
• Diluted earnings per share was $4.81 and increased 32% on a GAAP basis, and was $4.74 and increased 23% on a non-GAAP basis
• Non-GAAP results exclude the impact from investments in OpenAI, explained in the Non-GAAP Definition section below

Several discrete items impacted our financial results in the quarter when compared to our forward-looking guidance provided on April 29, 2026, resulting in a benefit of $0.27 on diluted earnings per share. These include a $3.2 billion gain from our investment in Anthropic and lower-than-expected expenses related to the Voluntary Retirement Program which were partially offset by severance expense and impairment charges in XBOX. When adjusting for these items, we exceeded expectations across revenue, operating income, and diluted earnings per share.

HRL Laboratories published a quantum computing milestone in Nature today: a quantum processor that runs itself. Quantum computers normally depend on racks of external electronics to generate every control signal. HRL replaced those racks with a custom control chip that sits near the qubits, in the extreme cold. The combined system autonomously ran error correction, an essential routine for any future quantum computer.

HRL's approach addresses a central obstacle for all quantum computing platforms: how to control the enormous number of qubits that a useful machine will require without an unmanageable tangle of wiring and electronics.

Synology today announced the FlashStation FS6420, the newest addition to its all-flash server lineup. Delivering exceptional throughput, it is designed for performance-intensive workloads, including virtual machine storage and protection, file synchronization, and business application hosting.

"The FS6420 meets the increasing need for fast, responsive storage in data-intensive environments," said Susan Yen, Product Manager at Synology. "With unified NAS and SAN capabilities, it provides a flexible storage platform for organizations running a wide range of workloads without the complexity of managing separate infrastructures."

The SEMI Silicon Manufacturers Group (SMG) reported today, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025. Shipments increased 9.1% quarter-over-quarter from the 3,275 MSI recorded during the first quarter of 2026.

"Silicon wafer shipments maintained steady growth in the second quarter, driven by strong and increasing AI-related demand beyond advanced logic and memory to include power devices, photonics, and other markets," said Ginji Yada, Chairman of SEMI SMG and Managing Executive Officer, General Manager, Sales and Marketing Division at SUMCO Corporation. "In addition, industrial and automotive demand is recovering, while memory price pressures are contributing to constrained PC and smartphone demand. Device manufacturers are investing heavily in capacity expansion, and silicon wafer demand growth is expected to continue."

SK hynix Inc. (or "the company," www.skhynix.com) announced today that it has recorded 79.3187 trillion won in revenues, 60.5426 trillion won in operating profit (with an operating margin of 76%), and 93.9226 trillion won in net profit (with a net margin of 118%), marking an all-time high quarterly performance.

Driven by sustained demand growth from expanding AI infrastructure investments, high-performance products for AI servers led price increases, enabling the company to surpass its previous record set in the prior quarter. Consequently, cumulative revenue for the first half of the year crossed the 100 trillion won mark for the first time in company history. Revenue and operating profit increased by 257% and 557% year-over-year, respectively.

SIX Swiss Exchange Ad hoc announcement pursuant to Art. 53 LR—Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced financial results for the first quarter of Fiscal Year 2027.

• Sales were $1.23 billion, up 7 percent in US dollars and 5 percent in constant currency, compared to Q1 of the prior year.
• GAAP gross margin was 49.5 percent, up 780 basis points, compared to Q1 of the prior year. Non-GAAP gross margin was 49.8 percent, up 770 basis points, compared to Q1 of the prior year. These numbers include $61 million in tariff refunds.
• GAAP operating income was $259 million, up 60 percent, compared to Q1 of the prior year. Non-GAAP operating income was $290 million, up 44 percent, compared to Q1 of the prior year. These numbers include $61 million in tariff refunds.
• GAAP earnings per share (EPS) was $1.63, up 66 percent compared to Q1 of the prior year. Non-GAAP EPS was $1.85, up 47 percent compared to Q1 of the prior year.
• Cash flow from operations was $167 million. The quarter-ending cash balance was $1.75 billion.
• The Company returned $114 million of cash to shareholders through share repurchases.

Seagate Technology Holdings plc (NASDAQ: STX) (the "Company" or "Seagate"), a leading innovator of mass-capacity data storage, today reported financial results for its fiscal fourth quarter and fiscal year ended July 3, 2026.

"Seagate's strong fourth quarter exceeded our expectations for revenue and non-GAAP EPS, capping a fiscal 2026 in which we grew annual revenue 34%, delivered record profitability, and generated a record $3.1 billion in free cash flow. Our performance is being driven by robust cloud data center demand and disciplined execution, and we see the momentum continuing in 2027," said Dave Mosley, Seagate's chair and chief executive officer.

Alienware has launched the AW2726DL, a 27-inch gaming monitor built around a fast 2560 x 1440 IPS anti-glare coated panel with a 280 Hz refresh rate and response times of 1 ms GTG in Extreme mode (2 ms Super Fast, 4 ms Fast). The display offers 400 nits of brightness, a 1,000:1 native contrast ratio, 93% DCI-P3 color gamut coverage, and a pixel density of 109 PPI. For smooth gameplay, the monitor supports AMD FreeSync Premium and VESA AdaptiveSync variable refresh technologies. For connectivity, it offers an HDMI 2.1 input that supports QHD resolution up to 280 Hz with HDR and VRR. A DisplayPort 1.4 connection is also available.

The AW2726DL monitor retains the familiar Alienware gaming-focused design with a fully adjustable stand that offers 130 mm of height adjustment, tilt (from -5° to 21°), ±173° swivel and pivot support for portrait mode. In April this year, Alienware has launched the AW2726DM, a 27-inch QD-OLED gaming monitor priced at $350. The AW2726DL model with its IPS panel @280 Hz introduced by Alienware, is now available on the official Dell website for $299.99 and is aimed at users with lower budgets who are seeking an affordable 27-inch monitor with a higher refresh rate.

NVIDIA has released the GeForce 610.88 WHQL Game Ready driver, following last week's 610.82 Beta, which was a targeted fix specifically addressing crashes in Halo: Campaign Evolved and Path of Exile 2 ahead of this full WHQL release. In addition to the resolved crashes in Halo: Campaign Evolved on RTX 50 series GPUs with 610.xx drivers and the Path of Exile 2 solution for its intermittent long pauses after extended DX12 sessions, several other gaming bugs have been fixed. The Silent Hill F receives stability improvements, and Strange Brigade and Zombie Army 4: Dead War no longer crash on exit when the NVIDIA App In-Game Overlay is active. Frame pacing in certain DX11 games when using Smooth Motion with G-SYNC enabled is also improved.

Also, NVIDIA resolved other bugs with the RTX Dynamic Vibrance that were incorrectly applying to Wallpaper Engine and Paint.NET crashes on launch when NVIDIA Surround was enabled.

DOWNLOAD: NVIDIA GeForce 610.88 WHQL

FinalWire Ltd. today announced the immediate availability of AIDA64 Extreme v8.35, a streamlined diagnostic and benchmarking tool for home users; AIDA64 Engineer v8.35, a professional diagnostic and benchmarking solution for corporate IT technicians and engineers; AIDA64 Business v8.35, an essential network management solution for small and medium-sized enterprises; and AIDA64 Network Audit v8.35, a dedicated network audit toolset for collecting and managing corporate network inventories.

The latest AIDA64 update enhances support for next-generation AMD Zen 6, AMD Mustang Peak, and Intel Panther Lake-R processors. It also adds support for new LCD display solutions, USB-NVMe passthrough for the ASUS ROG Strix Aiolos, and hardware detection for the AMD Radeon RX 6300 GPU.

DOWNLOAD: FinalWire AIDA64 v8.35

Each week, new games and apps integrating NVIDIA DLSS, NVIDIA Reflex, and advanced ray-traced effects are released or announced, delivering the definitive PC experience for GeForce RTX players. Today, Halo: Campaign Evolved officially launches with DLSS, followed by Mistfall Hunter on Wednesday, and Corsair Cove on Friday.

Additionally, The Mound: Omen of Cthulhu, Palworld 1.0, and Killing Floor 3 - Operation: Shadow Hunter are all available now, with each able to be upgraded to DLSS 4.5 via the NVIDIA app.

Apple today announced Apple Upgrade, a new product leasing program provided by Klarna for iPhone, Apple Watch, Mac, and iPad available on the Apple Store online, in the Apple Store app, and at Apple Store locations in the United States. Apple Upgrade makes it even easier for customers to get the Apple products they love with a leasing plan that is right for them.

"At Apple, we put the customer at the center of everything we do," said Karen Rasmussen, Apple's vice president of the Apple Store online, "and we're thrilled that Apple Upgrade offers our customers, both online and in-store, a more flexible way to pay for the products they love."

ScaleFlux will introduce two next-generation PCIe Gen 6 silicon solutions at Future of Memory and Storage (FMS) 2026: the FC6116 PCIe Gen 6 NVMe SSD Controller and the MC600 PCIe Gen 6 CXL 3.2 Type 3 Memory Controller. Together, these products expand ScaleFlux's portfolio of high-performance storage and memory controller technologies, enabling AI, hyperscale cloud, and enterprise infrastructure with higher bandwidth, lower power consumption, and greater scalability. Beyond silicon, ScaleFlux differentiates itself by delivering a complete turnkey solution, including production-ready firmware, validated reference designs, and contract manufacturing partner support, enabling customers to accelerate development, simplify qualification, and bring products to market faster.

"AI infrastructure is driving unprecedented demand for higher bandwidth, greater memory capacity, and lower power consumption," said Hao Zhong, CEO and Co-founder of ScaleFlux. "With the introduction of FC6116 and MC600, ScaleFlux is extending its silicon platform into the PCIe Gen 6 era, giving customers the building blocks to design faster, more efficient, and more flexible storage and memory systems."

KIOXIA America, Inc. today announced the KIOXIA NX1 Series of solid-state drives (SSDs), a new generation of E1.S PCIe 5.0 NVMe data center SSDs, and Kioxia's first SSD with direct liquid cooling support. The KIOXIA NX1 Series features Kioxia's next-generation, in-house developed controller architecture enabling unique capabilities today while providing a foundation for future features. The new drives are engineered to deliver high-performance, power-efficient storage for GPU-enabled servers and hyperscale data center environments.

The KIOXIA NX1 Series is the successor model of the XD series, and leverages PCIe 5.0 performance to help cloud providers and hyperscale operators optimize infrastructure while maintaining operational efficiency. Compared to the previous generation, KIOXIA NX1 SSDs deliver up to 38% higher sequential write performance and up to 20% higher random write performance.

Love compact layouts? Obsessed with adorable desk setups? Then you won't want to miss the Yunzii C75 MAO Cake Kitten Wireless Mechanical Keyboard. Following the overwhelming love for the original Yunzii C75 Cake Kitten, we've taken everything users adored and made it even cuter. The new C75 MAO Edition features our exclusive Cat MAO Profile keycaps, adding even more charming feline details to every key. Each keycap is uniquely shaped with adorable cat ears, while the side printed shine through legends and transparent PC cat ear design create an even more stunning RGB lighting experience.

If you've been waiting for the perfect keyboard that combines personality, comfort, and performance, now is the time.

German audio specialist beyerdynamic is expanding its popular PRO series with the new DT 275 PRO headphones. Designed for professional users, they enable quick and reliable sound assessments even in noisy environments. The new on-ear headphones combine high passive sound isolation with a design that makes them a portable and versatile companion. The DT 275 PRO is available now at a price of €119.00.

Raising the bar for passive sound isolation
Audio professionals often need to evaluate audio tracks quickly and in challenging acoustic environments. For example, while monitoring sound on set, working in mobile editing workflows, or carrying out a quick signal check at the mixing desk. Background noise can obscure important audio details, which can affect the quality of production and mixing decisions.

NVIDIA is in talks to provide roughly $250 billion in financing guarantees for OpenAI's planned data center campus in southern Ohio, according to the Wall Street Journal, cited by Reuters. The project is being developed by SB Energy, a SoftBank subsidiary and is a 10-gigawatt facility sited on a decommissioned uranium-enrichment site about 50 miles south of Columbus, Ohio. The total cost, including chips, could exceed $500 billion making it the largest data center project announced to date. The financing structure would have NVIDIA backstop a set of lending instruments to reassure investors, which is necessary partly because OpenAI hasn't turned a profit and can't qualify for investment-grade credit on its own. The $250 billion commitment covers the lease and construction financing but not the chips. For those it seems that NVIDIA is also in talks to help fund OpenAI's chip purchases, a figure the WSJ puts at up to $350 billion. Remember that last year, OpenAI and NVIDIA teamed up on a huge project to set up 10 gigawatts of NVIDIA systems, the latter planning (at that time) to invest up to $100 billion into OpenAI.

For OpenAI the deal would be its first directly leased data center, reducing dependence on Microsoft, Amazon, and Oracle for cloud infrastructure. The company has since raised its projected computing spend to around $750 billion through 2030. For NVIDIA, backing the project effectively locks in chip demand for years. Power for the site is controlled by the U.S. government and funded separately through a recent trade deal with Japan, which agreed to invest $33 billion in a natural gas plant on the federal land in exchange for lower tariffs. Power allocation is controlled by US Commerce Secretary Howard Lutnick, OpenAI, Anthropic, Microsoft, and Google have all been in contact with him about the site. The first phase is expected to be completed in 2028 at around 800 megawatts. However, the terms of the deal are not final, and it could be scrapped.

SAPPHIRE Technology today unveiled the EDGE+ Apex SOM/Carrier Robotics Platform, a production-ready hardware platform powered by AMD Ryzen AI Embedded X100 Series processors and designed to accelerate the development and deployment of physical AI in autonomous robotics. The platform has been showcased at AMD Advancing AI 2026 in San Francisco.

Built for rugged, always-on robotics deployments, the EDGE+ Apex platform pairs a COM-HPC module based on AMD Ryzen AI Embedded X100 Series processors with up to 128 GB of LPDDR5x memory and SAPPHIRE's purpose-built robotics carrier board to deliver the perception, planning and control performance autonomous machines require at the edge.