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: AI Rally Extends Beyond Megacaps, Lifting Cloud Stocks
Stock Market Today: MU Rally Continues, SPX Target Raised, ZS Sells Off
CRM, SNOW, MRVL Earnings Preview & Impact on Agentic AI's Outlook
Ca$htag$: CRM Demand Cracks? Salesforce Weighs AI Hype v. Rising Costs
AI Demand Pressures MRVL Earnings as Stock Taps All-Time Highs
MU Leads AI Memory's Bull Run on Demand Boom Expectations
Katrina Dudley on AI Spending & Tech Trade's Next Phase
KG Explains ZS 30% Sell-Off, AI Memory Strength & Latest Economic Data
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Bull Case Builds: Sean Clark on Valuations, Credit Strength, NVDA Leadership
Wednesday's Morning Movers: ZS, DKS & ANF Earnings Shake Up the Market
Crude Oil Slides Below $90 & MU Leads as U.S.-Iran Fears Wane
3 Answers from Zscaler on Earnings as Stock Sinks
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Tuttle: 'Don't Chase' Parabolic Tech Moves, Warsh Will Struggle with Inflation
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Cameron Dawson on Earnings Strength, AI CapEx & Fears in 'Lack of Fear Itself'
Chart of the Day: CRM
AI Memory in Market Driver's Seat as MU Taps $1T
Stock Market Today: MU, QCOM & PONY Stock Moves; AI Chip Rally Heats Up
Closing Bell: AI-Led Rally Pushes Indexes Higher
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Michael Saylor on STRC 'Passenger Jet' & Crypto's Growth in Big Banks
Measuring Volatility in MU, AI Trade & NVDA After Earnings
Luke Lloyd Highlights ZS, INTC, and Beaten-Down Software Plays
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Beyond Semis: Nancy Prial on Finding Undiscovered Value
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The Big 3: GOOGL, RKLB, BKSY
Chris Ward: Tech Rally Broadens Beyond the Magnificent Seven
How ZS Earnings & AI Growth Story Affect Greater Cybersecurity Rally
Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout
ON Hits All-Time High on Price Target Hike & Offering Options Trade
Monday's Morning Movers: OKTA Upgrade, AZO & PONY Earnings
Eric Becker on Future Innovation in Companies & Fundamental Importance
Chart of the Day: HPQ
Last week
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Tech Corner: INTC A.I. Turnaround, Valuation in Question
Bull v. Bear: IBM's Quantum Leadership in Early Innovation
The Evolution of SpaceX, Importance of Rocket Data & Starlink's Future
NVDA Earnings & Ripple Effects Across the AI, Quantum Industries
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Friday's Final Takeaway's: Consumer Sentiment & New Fed Chair
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Ca$htag$: RGTI Surges as Bulls Pile into Quantum Stocks
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Chris Vermeulen on SpaceX Excitement, Silver & Gold's Slowdown
WDAY Margins Standout in Earnings, Company Fends Off AI Concerns
David Woo's AI Bear Case For AI, Mythos & Markets' Middle East Disconnect
James Demmert Sees 8,100 SPX in 2026, Favors NVDA & AAPL in Mag 7
How Will Fed Address Inflation as AI Boom Persists?
Stay Aware of U.S.-Iran Headlines, Breaking Down WDAY, ZM & DECK Earnings
Chart of the Day: ANF
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David Dietze on AI's Path Ahead After NVDA Earnings, Top Picks in ACN, ACI & FISV
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Bull v. Bear: Weighing AVGO Value Against Earnings Growth
Closing Bell: Markets Rise: Oil Falls, SpaceX Files, Walmart and Deere Fumble
Stock Market Today: IBM Soars, RL & INTU Shake Up The Market
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NVDA "Prisoner's Dilemma:" Why Shay Boloor Sees $10T Market Cap
TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings
NVDA "Priced for Perfection" & "Continues to Deliver Perfection"
Buzz Solutions CEO on AI Growth, Energy Demand & Pressure on Utilities
Jay Mehta On NVDA Earnings, Rising Yields & Market Risks
KG: NVDA Muted Reaction Healthy for Stock Market, Analyzing Crude Oil Moves
Nvidia Earnings Beat Delivers $80B Tech Fatigue Buffer
NVDA Earnings Solidify Central AI Standing, China Nowhere in Numbers
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SpaceX Files for IPO & Path Ahead for CBRS, Anthropic & OpenAI
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Fulton: Expect Volatility to Last, AI Trade to Take Biggest Hit
Brace for Market Moves After NVDA Earnings, WMT & INTU Sell
Closing Bell: Markets Advance on Iran Conflict Resolution Optimism
Stock Market Today: NVDA Earnings Crushed, OpenAI Preparing & SpaceX Files
This month
Week Ahead: Nvidia, Retailers, and Fed Minutes Take Center Stage
Stock Market This Week: NVDA Record High, CSCO Earnings, CBRS IPO
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Tech Corner: INTC Rallies on AI Turnaround, Valuation in Question
NVDA Key Levels & Options to Watch Ahead into Earnings
Bottom in for Software? Keith Kirkpatrick Sees AI Headwinds Ahead
CRWD & PANW Lead Cybersecurity as JPM & AMZN Boost Spending
Cory Johnson on NVDA Earnings Expectations, China Question & CBRS Wild Card
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Michael Monaghan Breaks Down Founders 100 ETF and Key Names
Ca$htag$: Google Cloud Outperforming MSFT & AMZN, Gives GOOGL More AI Edge
Mag 7 Still Dominates: Ways MSFT, GOOGL, AMZN & AAPL Will Add Momentum
The Big 3: RKLB, LUNR, AVGO
How NVDA, TSM & AVGO Continue Adding AI Muscle as IGV Recovers
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Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case
What to Expect From Baidu Earnings Monday
Friday's Morning Movers: FIG Surges & AMAT Slides in Earnings, NOW Jumps on AI Deal
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Russell Hackmann on Fragile Rally, NVDA Strength & China Summit Disappointment
Options Corner: BIDU Pops Ahead of Earnings
Chart of the Day: NVDA 'Bullish Pressure' at All-Time Highs
Markets Point to Lower Open as Oil Spikes
Closing Bell: AI Momentum Lifts Equities as Chip Demand Strengthens Across Markets
Stock Market Today: NVDA Hits New All-Time High, CSCO Surges, CBRS IPO Explodes & AMAT Beats
Thursday's Final Takeaways: Retail Data, PSKY/WBD Deal, and AMAT Strength
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Serve Robotics (SERV) CEO on Y/Y Revenue Surge & Future of AI Robots
Clock Ticking on Buy Now, Pay Later Stocks as KLAR Rallies?
AMAT High Bar, KLAC Opportunity with AI-Driven Semiconductor Momentum
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Braze (BRZE) CTO on AI Personalization
Ca$htag$: NVDA Pushes Back AMD as Investors Await Vera Rubin AI Chip
The Big 3: F, GLW, AVGO
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Lagging Fed Raises Risk for Tech and AI Trade
Patrick Kennedy on SPX Near Highs, Cybersecurity and Biotech Plays
Last month
Stock Market Today: AAPL Earnings, SNDK/WDC Slide, META/MSFT Weakness
Closing Bell: Stocks Finish April Strong; Apple Beats, Meta’s User Slump Tempers Optimism
Thursday's Final Takeaways: Don't Overlook Ecodata & Energy Costs Amid Earnings Deluge
Stephen Sopko Explains AAPL 'Edge AI' Thesis
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Olivier Blanchard: Apple’s Steady Strategy Pays Off at a Pivotal Moment
Split ROI on Mag 7 AI Investments?
Graham: SNDK Will Get Over 'Very High' Earnings Bar
Amazon Delivers Blowout Earnings as AWS and Margins Accelerate
Midday Update: Mag 7, Software Names Mixed Ahead of Earnings
META Falls Down as CapEx Spend Goes Up
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Markets Chop as Earnings Reset Momentum Ahead of NVDA
The Morning Trade: SNDK & WDC
AI Patience Running Out Ahead of AAPL Earnings?
META Pressure, GOOGL Gains and a 'Mixed Picture' on Data
Structural Shift in AI Spending Race
QCOM Rally, RCL Regains Bookings Pace, LLY Soars
CapEx Surge Rolls On for the Magnificent Seven
Mag 7 Earnings Week Continues with Apple (AAPL) in Today’s Postmarket
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AI Trade Positioning: What's the Next Move
Stock Market Today: Big Tech Winners & Losers
Big Tech Earnings Take Center Stage as AI Monetization Is Tested
Ca$htag$: GOOGL Surges on Exploding Cloud Growth
AI Growth Crux of AMZN Earnings as 2026 CapEx Tops $200B
TSM, SK Hynix, Samsung & Importance of Global Big Tech Beyond Mag 7
Wednesday's Morning Movers: SOFI Slides, NXPI & V Rally After Earnings
KG: MSFT Earnings Important After Pullback, Don't Expect Interest Rate Movement
Stock Market Today: Tech Sector Falls, SPOT & STX Report Earnings
Tuesday's Final Takeaways: Jamie Dimon's Bond Crisis Warning & META Unwinding Manus
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Seth Schachner & Corey Martin on Spotify’s Missed Milestone and Growth Questions
Small: Big Tech Full of Buys, Favors NVDA, AMZN & GOOGL in Mag 7
This year
Closing Bell: Tech Ignites on Peace Overtures as SPX Battles Key Resistance
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Audrey Symes on AI, Jobs, and Career Adaptability
Tuesday's Final Takeaways: Weak Jobs Data, AI Restructuring, and Chip Volatility
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Progress Software CEO on Earnings & Monetizing the AI Shift
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The Big 3: VST, C, AAPL
Chart of the Day: DELL
Tuesday's Morning Movers: WDC Doubled Price Target, MU PT Cut, XYZ New Bull
Closing Bell: Markets Struggle to Break 5-Week Slump as Volatility Backwardation Signals Ongoing Stress
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Pete Najarian on Navigating VIX, Energy Stock Surge & Crypto Volatility
TSLA to $10T? Tyler Herriage's Mega Bull Cases in TSLA, NVDA & Gold
The Big 3: RTX, BP, TSM
CrowdStrike (CRWD) ‘Sell the Rip’ Strategy on Upgrade, Rally
KG: Watch NVDA & Chipmaker Technicals, Aluminum Supply Pressures & SPX
Mark Gibbens: Bullish on NVDA, GOOGL, PLTR on Short War Expectations
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Tech Corner: DELL's Legacy Tech Evolution in AI Age
Apple (AAPL) Opens Siri to Chatbots as it Struggles to Find AI Footing
Friday's Final Takeaways: SPX Nears Correction Territory & Anthropic Hits Cybersecurity
PLTR 'One of One': Why LikeFolio Labels AI Software Giant 'Winner' on All Fronts
The Big 3: SWBI, AAPL, DELL
Friday's Morning Movers: GOOGL 'True' AI Winner, TSA Aid, CCL Earnings
Chart of the Day: META 'Bright Spots'
Markets Face Largest Weekly Decline Since 2022, Unity (U) Guidance Rally
SpaceX's Moon-Sized IPO: What it Means for RKLB, ASTS, PL & Other Space Stocks
Katz: Markets Historically Bounce Back from Conflict, Time to Buy Dips
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SpaceX's 'Full Stack:' From Satellites & Starlink to xAI
Healthcare, GOOGL & PLTR Establish AI Software Strength in Tech Slowdown
Thursday's Morning Movers: Travel Stocks Plunge, ARM Upgrade, QCOM Downgrade
Opportunities in Cybersecurity & Pharma After Software's SaaS-pocalypse
Closing Bell: Stocks Rally as Ceasefire Expectations Lift Sentiment
Wednesday's Final Takeaways: META, GOOGL Face New Risk as Gas Prices Rise
Older
The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$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