Technology

Get market insights, news, and performance analysis on technology software, computer hardware, semiconductor stocks, and communication equipment, along with updates on the broader technology sector.

This week
Closing Bell: Tech Rout Accelerates on AI Spending Fear, Intel Plunges
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Friday's Final Takeaways: SPCX Quiet October Selloff, Bank of Japan Holds Rates
Options Corner: PLTR Holds Bullish Technicals Ahead of Earnings
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AMZN Poised for "Very Strong" 4Q? Joy Tang Sees AI & Ecommerce Ramp
INTC 30% Earnings Selloff a Buy Opportunity? Thesis HInges on Foundry, AI Compute
Josh Stevens Says MSFT 'Getting the Formula Right' in AI Buildout
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Ca$htag$: RDDT Ads, User Base Slows; META & GOOGL Become Stronger Headwinds
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Why AMZN Earnings Don't Show Full Ecommerce Picture for Brands
Kerravala: Give AMZN "Couple More Quarters" to Demonstrate Robust AI Growth
Luke Lloyd Considers Tech Selloff a Buy Opportunity as CapEx Increases
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KG on AMZN & INTC Earnings Leading Tech Decline, Binance Hack Hits Crypto
Mag 7 Earnings Reaction Shows Growing Importance on ROI
Chart of the Day: RDDT
AMZN & INTC Earnings Send NDX Futures to 3-Month Lows; SNDK & RIVN Beat
U.S. Stock Futures Lower, Tech Under Pressure
Stock Market Today: AMZN & INTC Plunge After Earnings, GOOGL & NOW Sell
Closing Bell: Tech Stocks Experiencing Negative Reactions Post Earnings
Thursday's Final Takeaways: Samsung Falls & BYD Misses on Earnings; Mixed U.S. Ecodata
Schwab IMPACT 2026: How Anthropic, OpenAI & SPCX Shape IPO Pipeline
GOOGL vs. MSFT: Free Cash Flow Separates the AI Giants
Ca$htag$: AMZN 'Cautionary Tale' in AWS as Earnings Loom
Azure Growth & Lower CapEx: MSFT Earnings Show AI Enterprise Opportunities
The Big 3: AAPL, JNJ, MMM
Schwab IMPACT 2026: Matt Tuttle Sees GOOGL as a Buy, ORCL Guidance 'Huge'
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Will AMZN Earnings Back AI CapEx Thesis? Why James Demmert Stays Bullish
GOOGL Loses $300B in Market Cap After Earnings, Raised 2027 CapEx
Breadth Signals Healthy Stock Market, Gauging Value in AI CapEx Story
KG on GOOGL 'Historic' Selloff, September PCE & GDP
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GOOGL, MSFT & FTNT Test Wall Street’s Sky-High Expectations
Thursday's First Moves: FTNT Falls After Earnings, CAT Tumbles, LLY Rises
Last week
Week Ahead: Earnings and FOMC Interest Rate Decision in Focus
Week in Review: Tech Down, Oil Up. Will Market Rotation Stick?
SPOT Hits 9-Month Highs: Earnings Show How Consumers Value Service
EL CIERRE — 23 DE OCTUBRE
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ARK Invest President on $4,400 TSLA Price Target for 2031, SPCX Merger & AI's Economic Role
Friday's Final Takeaways: SKHY Scraps Solidigm IPO, Crude Creeps Back Over $100
Stock Market This Week: META Earnings Plunge, TSLA Rallies, LRCX Sinks #shorts
Closing Bell: Dow Slides as Oil Nears $104, Tech Stabilizes After AI Rout
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Marta Norton on AI 'Squimishness,' Economic Outlook & Bubble v. Boom Talks
Demand Up, Compute Costs Down: Headwinds Hitting AI Trade, Energy's Overhang
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AAPL iPhone Duo's Hardware & Services Opportunities, Sets Tone for Tech Roadmap
Navigating Tech Volatility & How NVDA Beats AI Debt Concerns
WDC Rebound Case in Enterprise Growth, Sets Stage for STX Earnings Ahead
WDC Earnings Add AI Memory Demand Muscle, HDDs Becoming More Important
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The Big 3: AAPL, NDAQ, CVX
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TSLA Physical AI Transition as Company Sets Sights on Future Beyond EVs
iPhone Duo Hits Shelves: AI, Supply Chain Woes Serve as Double-Edged Sword to Launch
KG on SPCX Acquiring 80,000 Cell Towers, Crude's Rally & Key SPX Levels
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SPCX Gets Double Upgrade as Tech Lags; Fed & Mag 7 Earnings Dominate Next Week
Lasting AI Memory & Neocloud Headwinds Despite Strong WDC Earnings
WDC & BE Slide After Earnings as Crude Crosses $100; MRNA Cancer Vaccine Data Leak
Chart of the Day: ORCL
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Matt Tuttle on Finding AI Pockets of Strength Amid Selloff on Debt Concerns
U.S. Stock Futures Lower After Nasdaq-100 Slide
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Thursday's Final Takeaways: Crude Oil Retests $100, AI Capital Concerns Mount
Stock Market Today: WDC Earnings, LRCX 6-Month Low, MRNA Biggest SPX Laggard
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What 'Highly Unusual' NDX Drop, NFLX Earnings Selloff Means for Tech
Closing Bell: Stocks Down on AI Concerns, Geopolitical Tension
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'Not Another Company' Like BE: Mark Gibbens on Earnings, AI Buildout & Partnerships
Gauging Key AI & EV Questions on Potential TSLA, SPCX Merger
Last month
Closing Bell: AI Selloff Deepens as Chip Stocks Slide and Volatility Surges
Stock Market This Week: AI Stocks Sell, Financial Earnings Mixed, Crude Rallies
Friday's Final Takeaways: Tech's Tough Week & Market Pricing Fed Rate Hold
Mag 7's AI Show Me Story: Why Earnings Need to Meet Exceedingly High Bar
ROI Poses Ultimate Test to AI Spending Boom as Volatility Climbs
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AI’s Core Players Could Outlast the Semiconductor Selloff
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PLTR Unique Value in Volatile AI Trade, New NVDA & NBIS Partnerships
Blanchard: 'No Reluctance' in iPhone Duo Preorders, Siri AI Will Lead Future Growth
Danielle Shay on Trading NVDA, AMD, AVGO & TSLA into Earnings
Ca$htag$: INTC Consumer Sentiment Surge Follows Stock Trends
The Big 3: CRWV, APPL, TEAM
Kenny Polcari's MU & Mag 7 Bull Cases, Why Fed Will Hold Rates in October
Eric Beiley on Investors Retreating from AI Stocks, Why MSFT & GOOGL Stand Strong
CRWV, MU & Ongoing AI Volatility Lingers as Crude Cools; TSLA Shows Off Roadster
Chart of the Day: WDAY
Stock Market Today: CRWV Bounces Back, TSM Record Profits, INTU Surges
Thursday's Top Takeaways: PPI Confirms Inflation Uptrend, Energy Drives Retail Sales
Anthropic and Iran: The Two Forces Driving the Market
Closing Bell: Stocks Rebound After Early Morning Selloff
Max Wasserman Stays Long-Term Bullish on AI, Likes GOOGL, MSFT, AVGO
What to Expect in Roadster Demo; Impacts of Tentative SPCX & TSLA Merger
GOOGL Unique AI Positioning in Gemini, Cloud & Search Amid Competition Ramp
AI Chip Cyclicality Concerns Linger Over TSM Despite Strong Earnings, Guidance
Neoclouds 'Will Not Collapse by Any Means:' Rolf Bulk on CRWV, NVDA & MU Acceleration
TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook
CRWV High-Yield Bonds Face Distress Levels Amid Stock's Sharp Selloff
AI Chips Decline 15% While Software Limits Losses: Joe Mazzola on Volatile Tech Moves
KG on AI Concerns in TSM Earnings, CRWV Financing; PPI & Retail Sales Adding Fed Pressure
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MSFT, GOOGL Over NVDA: Doug Butler's Contrarian AI Strategy
Thursday's First Moves: MSFT PT Hikes, WMT Upgrade, PNC Beats Earnings
This year
Stock Market Today: MU Earnings Beat, HPE Gets AMD Order, BA Navy Contract
Closing Bell: September Ends Mixed as Late Selloff Erases Rally
Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment
EARNINGS ALERT: MU
What Rising Rates Mean for the Mag 7 Safety Trade
SPCX, Anthropic, OpenAI: Three Companies to Lead Next Tech Frontier
Amazon (AMZN) CSO on AI Shaping Cyber Threats, Safety Tools & Frontier Models
What to Watch as Micron Reports Earnings Hitting on All Cylinders
Chanin: SPCX Starship Shows 'Tremendous Opportunity' For AI, Space Infrastructure
'Phenomenal' Earnings v. Cyclical Concerns: MU Faces Key AI Questions
The Big 3: NVDA, BE, SPCX
Dale Smothers Sees 8,000 SPX by End of 2026, MU Earnings Volatility Ahead
Paul Meeks Remains Bullish on Micron, Sees Opportunities to Buy on Weakness
'Healing Needs to be Done' in SPX, Factors Keeping RUT in Downtrend
KG on Core PCE's Market Impact, White House 'Accord on Super Intelligence'
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Why the Consumer's Breaking Point Could Punish High-Flying Tech
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AI Buildout Powers a Rotation From Cash Into Credit
Micron Earnings Preview: Triple-Digit EPS, Revenue Growth, and Strong Margins?
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Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops
Options Corner: MU Aims to Recapture All-Time Highs in Earnings
Stock Market Today: FICO Worst Day in Decades, CCL & BE Top SPX #shorts
Tuesday's Final Takeaways: Consumer Confidence Sinks, Oura Delays IPO
Daniel Newman on Anthropic's Value, AI Safety & MU Earnings Expectations
Closing Bell: Stocks Lower Despite Tech Stock Strength and Drop in Oil
Eli Tan Let META Muse 'Take Over My Life:' Where AI Agent Outperformed & Failed
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Why Micron Could Keep Surging After Its Massive Revenue Run
Anthropic Corporate Use Up 17-Fold: What it Means for Claude & AI Growth
Ca$htag$: SPCX Builds Base Case in Starlink, X & Grok Offer Bullish Catalysts
NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility
The Big 3: IONQ, AKAM, STM
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The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$htag$: Apple (AAPL) Strong Holiday Season
The Big 3: UBER, INTC, OXY
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Inside Out: Software Sector Opportunities
Growth Drivers Changing into 2026, but Double Digit Returns Possible
‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026
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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact
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David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH
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Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7
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NVDA Groq Acquisition Turns Pages in Big Tech's 'New Playbook'
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Jon Najarian on 2025's Resilience, Silver's Stunning Rally & Tech Weakness
The Big 3: JNJ, SNDK, TWLO
APLD Spinning Off Cloud Business, BA New Contract, LULU Proxy Fight
Chart of the Day: AAPL Upward Channel
James Demmert's 8,100 SPX Target & Trends to Watch in 2026
Lloyd: Gold Still a Buy, GOOGL & MSFT to Outperform AMZN in 2026
Closing Bell: Markets Pull Back to Kick Off Another Shortened Trading Week
Fortifying Your Portfolio with Dovish Fed, Mag 7 & 'Boring' Stock Picks
Amazon's Lackluster 2025 & Key Levels for AMZN Into 2026
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Tech Corner: AMZN Underperformance & Unique Outlook
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AMZN Evercore Top Pick, SoftBank Acquiring DBRG, KBH Price Target Cut
Palantir (PLTR) Gearing Up for 2026
Closing Bell: S&P 500 Hits an All-Time High Ahead of the Holidays
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META's $75B AI Bet: Patience and Metrics for 2026 Investors
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Pete Najarian’s 2026 Picks: C, GOOGL, CAT
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INTC Slides on NVDA Testing Halt
Options Corner: Intel (INTC) Falling
Chart of the Day: MSFT Technical Levels