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
From Gold to Defense Tech: Navigating Risk in a Changing Market Regime
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SVP & GM of ServiceNow (NOW) on Moveworks, CVS & AI Future
SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
The Big 3: NVDA, GOOGL, FAST
CRWD Overcoming 'SaaS-Quatch:' AI Strategy & Growth Critical for Earnings
Trading Opportunities Silver & Gold Sell-Off, AI Bull Cases in AAPL & MSFT
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Huckstep: AI Bubble Bursts as NVDA, MSFT & Other Big Tech Struggle
CrowdStrike (CRWD) Earnings: Software Sell-Off Unwarranted?!
Why Apple Is Playing Defense on Price and A.I.
2026 Memory Chip Bull Case: Why MU, SNDK & LCRX Will Rally
Berkshire After Buffett: Earnings, Outlook & Monumental Cash Flow
The Big 3: RKLB, MNST, WMT
CrowdStrike 'Underappreciated?' Analyst Sees CRWD Sell-Off 'Overdone' into Earnings
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Rebecca Walser on Energy Volatility, PLTR & Defense Tailwinds After Strike on Iran
Monday's Market Movers: CRWD Rallies, NVO Downgrade, BRK/B Earnings
Opportunities in Energy, Financials, Technology to Open the Week
Options Corner: CRWD Upgrade Amid SaaS-acre
Chart of the Day: APP Technical Levels
Last week
Mixing Software & AI: DigitalOcean (DOCN) CEO on Avoiding the SaaS-pocalypse
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
Last month
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Tech Corner: QCOM's AI Role & Post-Apple Outlook
The Big 3: AMAT, SNDK, RTX
Finding HALO Companies in a Jittery Market, Bull Case for AMZN on Tariffs
Concerns Around Nvidia (NVDA) Earnings Next Week
Thursday's Final Takeaways: Trade Deficit Narrows & Tech Rotation Continues
Wiley: NVDA 'Center of the Universe,' Banking Concerns Questionable
'Damage Already Done' to MSFT? Sell-Off Presents New Mag 7 Opportunity
U.S. Picking Up Tariff 'Tab,' NVDA & CRM Earnings Center of AI Disruption
Noah Hamman Favors Hardware Over Software, Sees Yellow Flag on Consumer Spending
Options Corner: AKAM Ahead of Earnings
Chart of the Day: SHOP Upgrade
Closing Bell: FOMC Minutes Expose Divided Fed
Bradley: ‘Few Can Rival’ Palo Alto Networks (PANW), Dip is a Buy
Hunting for Bargains in Recent Tech Weakness
Walmart (WMT) Earnings Preview: New CEO, New Strategy?
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Infleqtion (INFQ) CEO on Quantum Development & Risks to Crypto
Long-Term Strategies in Silver & Gold Volatility, Software Sell-Off
Software Picks Amid Sector Beatdown: DDOG, ADSK, ZS, GWRE & More
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The Big 3: AMAT, C, AAPL
Dan Niles Previews PANW Earnings, Highlights NVDA & AVGO Mag 7 Importance
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‘Further Shakeout to Go,’ Watch the Dollar if Diversifying Internationally
Bitcoin's Big Picture: Miner Catalyst for Bulls, Quantum Computing for Bears
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Software's 'Unfair' Sell-Off: Chris Versace's AI Bull Case
LUV & DLTR Upgrades, DG Downgrade, PANW Cut Into Earnings
Short Week, Lots of Ecodata & Tech's Continuing Pressure
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Schreiber: 'Good Times Ahead' for PANW
Palo Alto (PANW) Earnings – AI Impacts
Options Corner: ADI 'High Bar' Into Earnings
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Tech Corner: ORCL's A.I. Ecosystem
Nicholson: AMZN Sell-Off Overdone, NVDA Expectations & AI's Saas Impact
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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