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.

Last week
Friday's Final Takeaways & NVDA's GTC Event Next Week
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Tech Corner: IBM's Anthropic Question
The Big 3: PLTR, NVDA, GOOGL
Homebuilder Affordability Constraints, Cybersecurity Mover & META's AI Delay
Key ETF Levels, Memory Stocks in Focus & Mish's Long Bitcoin Position
Chart of the Day: NVDA 'Banded' Range
Options Corner: META Possible AI Delay
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AI's Next Steps & GOOGL, META, AMZN 'Early Monetizers' Leading Momentum
The Big 3: AAPL, PLTR, WMT
Options Corner: ADBE Earnings Amid Software Sell-Off
Adobe (ADBE) Earnings Today: Can Software Sector’s Rebound Gain Traction?
Closing Bell: Oil Rebounds as Geopolitical Risk Keeps Volatility Elevated
NBIS Rallies on NVDA Investment, Lifts CRWV, IREN & Other Neocloud Stocks
U.S./Iran Conflict Pushing Inflation Higher, Creating Big Tech Opportunities
Oracle (ORCL) Up After Earnings, But Does Report Hide Pitfalls?
The Big 3: BIDU, JETS, MSFT
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‘Narrative is Way More Important’ Than Numbers in Adobe (ADBE) Earnings
ORCL Not Slowing AI Endeavors: Earnings Highlight Massive RPO & Guidance
Options Corner: IGV Trends in Software Bounce
Closing Bell Market Update: Tech Divergence and Defensive Rotations
Tuesday's Final Takeaways: Energy Volatility Rises as AI and Earnings Move Markets
EARNINGS ALERT: ORCL
ORCL Earnings Highlight AI Momentum—and the Risks Ahead
Energy Volatility Limiting Mag 7 AI Growth & Navigating Current Tech Trade
Technical Tuesday: SPX, KEYS, INTC
What Paramount Skydance (PSKY) Gains From Buying Warner Bros. Discovery (WBD)
The Big 3: FIGR, NXT, UAL
ORCL Path to Mag 7 AI Strength, Cloud & Data Centers Critical Earnings Focus
Morgan Stanley Names CRWD Top Cybersecurity Pick in New Upgrade
Tuesday's Morning Movers: CRWD Upgrade, QCOM Downgrade, KSS Earnings
This month
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Tech Corner: NVDA Core of AI Trade
Breaking Down the Shock Job Loss in February
Why Investors Shouldn’t ‘Knee-Jerk’ Panic Sell
AAPL Not Running AI Race Paying Off? iPhone & Google Gemini Add Tech Muscle
MRVL Guidance 'Confidence' Mirrors NVDA AI Growth Story
The Big 3: AMZN, AAOI, CVX
Friday's Morning Movers: NFLX Upgrade, TTD Downgrade, GAP Misses Earnings
Options Corner: TTD Downgraded by Wedbush
Thursday's Final Takeaways: Software Sees Strength, Memory Stocks Under Pressure
TTD Rallies on OpenAI Partnership Talks, Stock Still 80% Below Record High
The ‘Hurricane’ Lurking Beneath the Markets & Tech Opportunities
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Dan Ives: Bullish on Data Centers, PLTR & MSFT 'Garage Sale Prices,' NVDA AI King
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D-Wave (QBTS) CEO on Earnings, Quantum Computing Profits & Acquisitions
AVGO Catching Up to NVDA? GOOGL Partnership & Earnings Growth Back Bulls
The Big 3: GLW, INTC, MPC
High Bar Ahead of Marvell (MRVL) Earnings, Traders Eye Acquisitions
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AVGO Earnings Support AI Bull Narrative & Copper, Broadcom Options Trade
Thursday's Earnings Movers: RGTI Narrows Losses, AEO & STUB Sell Off
Chart of the Day: META Downgrade/Upgrade
Overlooked Stock: NBIS Surges on 1.2GW Data Center Approval
AVGO Levels & Options to Watch, Stock $100 Below Record High into Earnings
SPX Risk Alert: Options Flash Red, ADBE Weakens, DE and CAT Defend
AVGO in Focus as NVDA Raises the Earnings Bar
CRWD AI Tailwinds Can't Shake High Valuation After Mixed Earnings
Choppy Markets Favor Energy Over Tech
AVGO Earnings in Focus After NVDA Report & Broadcom Options Trade
McMahon: ‘This is the Year’ for Microsoft (MSFT), Likes DE, SMERY
Wednesday's Earnings Movers: ROST & ANF Mixed Retail Picture, GTLB Disappoints
Apple (AAPL) March Event: What to Expect
Energy, $70K Bitcoin & CRWD Earnings: Movers Amid Evolving Iran Headlines
Last month
Closing Bell: Tech Slides Again as NVDA Extends Drop; Defensives Rise on Lower Yields
Friday's Final Takeaways: Two Sides of AI Disruption in CRWV & XYZ
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Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds
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AEVA CEO: ‘Scale and Deployment’ of Autonomous Cars Only a Couple Years Away
The Bull Case for CoreWeave (CRWV)
Looking Into the Walled Gardens of Private Credit
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ZScaler (ZS) CFO on Earnings, Acquisitions, AI Threats & Guidance
CRWV Falls 20% After Earnings: Investors Question AI CapEx 'Race'
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AvePoint (AVPT) CFO on Strong ARR, Making AI an ‘Accelerator’ Rather Than Risk
The Big 3: XYZ, CSX, ASTS
PPI, Construction Spending Volatility & Crude Oil's Price Spike
AI & Private Credit Concerns Send 10-Year Yields Below 4%
CRWV & ZS Sell Off After Earnings, DELL Rallies
Why Megacaps are Still Attractive & March Will be a ‘Tougher Stretch’
Closing Bell: Nvidia Slips After Earnings as Tech Weighs on Markets, Defensives Lead
Thursday's Final Takeaways: MP Eyes Texas Site & Mortgage Rates Below 6%
DELL Dials Back Before Earnings, Key Levels Signal Breakout Potential
From Nvidia to the Nasdaq: How Investors Are Repricing Risk
AI Forces a Reckoning for Traditional SaaS
Why Volatility Is Creating Value Across Tech
CRM Software 'Temperature Check,' SNOW Melts AI Concerns
Snowflake and Salesforce Signal a Shift in AI Economics
Block 'Oversold and Underestimated:' ABCs Backing XYZ Bull Case
Analyzing NVDA 'Odd' Trading Action Amid AI CapEx Surge, Energy Headwinds
The Big 3: XLF, RKLB, MSFT
Tech Titans Struggle: NVDA, CRM, SNOW Face Heavy Expectations
PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
Software's SaaS-acre & NVDA Earnings: Big Picture on Big Tech's Outlook
Analysts Raise NVDA Price Targets, Stock Falls After Earnings
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NVDA Plunges After Opening Bell, Software Shows Bullish Traction
This year
Tech Stumbles After Apple; Fed Holds Line as Dollar Firms
Friday's Final Takeaways: Trump's Fed Chair Pick & Memory Chip Surge
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Tech Corner: META's Big AI Spend
Overlooked Stock: COHR Record High & Comparisons to LITE
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Mag 7 Earnings Recap: MSFT Tech Juggernaut, META 'AI Play' & TSLA Evolution
Mixed Picture in AAPL Earnings: iPhone Sales Shine, Apple Intelligence Raises Questions
The Big 3: SNDK, GOOGL, USAR
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MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
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SNDK Stuns Markets in Earnings & Guidance Over 'Unprecedented Demand'
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D-Wave Quantum CEO on Latest Growth & Adoption Trends
DECK 'Off to the Races,' SOFI Quarter Tops $1B, KLAC Slips
Nitin Sacheti’s Market Picks: Inference, Fiber, Defense, Energy
Trump Picks Warsh for Fed, AAPL Margins in Question
Closing Bell: Microsoft Sell-Off Turns Stocks Lower on Thursday
AAPL Earnings 'Well Enough,' Google Gemini Partnership Real 'Tectonic Shift'
AAPL Earnings Hinge on Service Growth & China Market Share Gains
Analyzing SNDK Stunning Rally & Technicals Supporting Bulls
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AI Demand 'Here and Now:' Steven Dickens' Infrastructure Buildout Bull Case
What Expanded Options Expiration Cycles Mean For You
Thorne: Software to Outperform, 'Just Not Now' & Gold, Silver Trade to Cool
META v. MSFT: Two Different Tales of AI CapEx Spending Through Earnings
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Tesla's 'Hard Reset:' Explaining Gear Shift from EV to AI & xAI Investment
The Big 3: PLTR, XOM, GOOGL
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iPhone Sales, Siri & Google Gemini: AAPL Earnings Preview & Options Trade
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Consumer Spending & Blockchain Back Visa (V) Bull Case, Sentiment Waves Yellow Flag
KG: MSFT 'Light Revenue' Role in Market Downturn, Crude Oil Catches Rally
Earnings Beyond Mag 7: IBM, LCRX & RCL Soar
MSFT Down in First Round of Mag 7 Earnings, Job Market Shifts FOMC
CFOs Not Seeing AI Capex Return, Opportunities in Asian Emerging Markets
Apple Earnings This Afternoon To Shed Light on iPhone Demand, A.I. Efforts
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The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$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

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