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 Slides on Semiconductor Reassessment; Oil Inflation Risk Returns
Stock Market Today: Tech Sector Struggles, SPCX Flops & AMZN to Raise $25B
Francis: High Bar for Earnings Season Faces Higher Valuations
Clear Street Explains SPCX Bull Note, Points to Strong AI Positioning
Bullish Bitcoin Thesis After MSTR Sale, Fed Bearish Threat Looms
Addressing AI Gaps: Steven Dickens on IBM's Data Center & Cloud Potential
Ted Thatcher's Bull Case for 8,000 SPX & MU Room to Run
Ca$htag$: MSFT Consumer Trends Steady, Stock Falls 20% Y/Y
The Big 3: HD, EBAY, MU
Analysts Set Astronomical SPCX Expectations as Stock Debuts on NDX
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What Samsung's 'Sell the News' Reaction Means for SK Hynix & Mag 7
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Market Leadership Shift: Financials Poised to Overtake Tech in 2H26
Tuesday’s Morning Movers: META Upgrade, SHOP Buy Rating & FISV Seeks Sale
Samsung Shows AI Memory Trade Here to Stay, Rally Runway Questioned
Why Customer Experience is Critical for AI Longevity
Samsung Earnings & Strait of Hormuz Pressures Tech Trade, SPCX Joins NDX
Stocks Mixed: Oil Up and Chips Down
Another Dow Record: Surpassing 53,000 as AI Chip Trade Returns
Stock Market Today: Memory Trade, AVGO Deal & AMD PT Hike
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OneChronos CEO on Compute as a Trading Asset & Regulation Process
D.A. Davidson Analyst on PLTR’s Recent Performance & Stock Volatility
MSFT, GE, PANW: Finding Value in a Stock Picker's Market
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June 2026 STAX: SPCX, MU & NVDA Top Buys as Investors Seek New Value
The Big 3: S&P 600, MAGS, MU
Monday’s Morning Movers: AMD & ASML PT Hikes, DDOG Downgrade
AI Chips 'Most Important Part' of Wall Street, Jobs Report Key Overhang
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Broadening Tech & Post-SPCX IPO Market Shows Strength, Fed Uncertainty Lingers
Explaining Wall Street's Tech Rotation, Memory Movers & META's AI Stance
Chip Stocks Kick Off July on a Sour Note
Last week
Week in Review: Mid-Year Market Outlook Recap, Technology vs Cyclicals
Dow Leads as Rotation Broadens Beyond Semiconductors
Stock Market This Week: Memory Stocks, META Shines & PLTR Partners NVDA
Closing Bell: Dow Hits Record as Softer Jobs Data Prompts Value Rotation from Tech
SPCX Entering NDX: What to Watch in Index & Volatility Trends
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Tech Corner: AMAT Riding the A.I. Semiconductor Boom
Diversifying Tech-Centric Portfolios: Navigating AI Chip Rallies & Finding New Opportunities
Quantum Computing Finding Footing as Trade Gains Momentum
The Big 3: AAPL, META, PEP
PLTR 'Full Circle' Move as Volatility Hits, Analyst Upgrades Stock
Analyzing Weakness in June Jobs Report & Outflows in Tech
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June Jobs Report Rattles Market & MSFT, ORLY, SYK Opportunities
Thursday’s Morning Movers: ADBE Upgrade, GOOGL PT Cut & Airline PT Hikes
GOOGL, AMZN & META Price Target Adjustments, PLTR Upgrade Move Tech
Closing Bell: Chip Stocks Cool as Meta, Micron Expand Business Reach
Wednesday's Final Takeaways: Warsh at ECB Forum & Cyclical Stock Strength
How Businesses Will Navigate Next Phase of AI Development
Behind Nasdaq Performance: How AI & Market Dynamics Shake Up Tech
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Analyzing MU & Global Memory Chipmakers' Role in AI Buildout
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Bending Spoons' CEO on IPO and Acquisition Playbook
Ca$htag$: PLTR Path Ahead Through AI Software & Commercial Growth
The Big 3: CVS, SLV, PLTR
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Ted Weisberg Sees Opportunity for Value Investors & Risks in Fed's Hawkish Tilt
Why Isn’t Oracle (ORCL) Stock Participating in Tech Rally?
Wednesday’s Morning Movers: GIS & STZ Earnings, CRM Upgrade
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Darius Dale on Peak Inflation, Fed Uncertainty & Risks for the Mag Seven
Signs of Strength for Second Half of 2026, META Forming Cloud Business
Options Corner: ORCL Added to Analyst Conviction List
U.S.-Iran Lasting Pressures, Measuring AI Memory Demand & META's Kalshi Talks
Stock Market Today: AMD Wins, SNDK Surges & Oppenheimer Downgrades Major Banks
Last month
Week in Review: C-Suite Interviews, Big Tech Equity Moves
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Tech Corner: TSLA AI Ambitions Drive Growth Story
Stock Market This Week: MU Earnings, Oil Drops, ON Under Pressure
AI Drives Earnings Boom, Valuations & Fed Risks Loom
AVGO, NVDA, QCOM: AI Trade Drives Market Swings
Manufacturing Driven by AI Spending Leads Global Growth
Closing Bell: VIX Spikes on AI Software Rotation, Defensive Stocks Rally, OpenAI IPO Delayed
Friday’s Final Takeaways: Consumer Sentiment Improves, Memory Prices Rise, AAPL Supply in Focus
AAPL Drops on Price Hikes as AI Winners Shift to MU and WDC
AI Winners vs Losers: The Next Phase of AI
Ca$htag$: Is META Winning Over Consumers?
The Big 3: DAL, MU, ON
Don't Forget AVGO: Gil Luria's Bull Case Amid Post-Earnings Stock Slump
ON Slides on SYNA Deal, TD Cowen Downgrade & Options Trade
Beyond the Usual Suspects: New Emerging Markets Tech Winners
Market Minute: Dow Holds Up as Tech Leadership Narrows
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
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AI Powers Profits as Market Leadership Expands Beyond Tech
Friday’s Morning Movers: NKE Stumbles to 52-Week Low, AMAT & Airline PT Hikes
Options Corner: AAPL Sours After Product Price Hikes
Memory Becoming 'Commodity' Akin to Crude Oil, OpenAI Weighs Delaying IPO
Tech Selloff Pressures Markets, With Heavy Activity Before Russell Rebalance
Closing Bell: Micron Rides to the Rescue, Oil Climbs as Strait of Hormuz Tensions Continue
Stock Market Today: MU Hits Highs, QCOM Deal & AAPL Falls
Thursday’s Final Takeaways: PCE, Markets & Tech in Focus
Micron (MU) Gains on AI Memory Demand — Is There More Upside?
AI Demand in Full Force: MU Earnings Show Memory's Critical Role
Micron Taps Record High After Earnings & MU Options Trade
Explaining 'Rotating Concentration' Out of Mag 7 & Dip in AI Chips
James Demmert on MU Earnings Reinforcing AI Demand, Long-Term Stock Outlook
This year
Top Economic Data to Watch Week of June 1, 2026
Week in Review: Top Interviews as Technology Defies Inflation, Again
Closing Bell: Markets Set Records as Software Heavyweights Rescue the Dow
Stock Market This Week: Tech Giants Surge on Earnings, AI Demand & Major Deals
Friday's Final Takeaways: Oil Prices Down & Memory Stocks Rally
Tech Market leadership in First Inning of a Long Cycle?
META & MSFT Lag in Mag 7: Angelo Zino Offers Bullish Rebound Case
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Tech Corner: Measuring MU Room to Run After Parabolic Rally
Ca$htag$: AAPL Crushing It on Wall Street & Main Street
The Big 3: DELL, MU, RGTI
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Surviving the Melt-Up: Finding Real Value Beyond Big Tech
DELL Impresses with Earnings Beat & Guidance Raise, Credits AI Demand
KG on Crude Oil Cautions & Rotation into PLTR After DELL Earnings
Friday's Morning Movers: OKTA Beats Earnings, NTAP Gaps to Record & S Plummets
HPE All-Time High Run into Earnings
From Legacy Tech to AI: Ways DELL Shows Significant Earning Strength
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MU, DELL & Other Massive AI Earnings Slow Inflation Concerns
AI Adds Muscle: DELL Earnings Show Strong Beat & Raise, OKTA & MDB Flex Strength
Closing Bell: Tech Stocks Soar on Blockbuster Earnings
Stock Market Today: SNOW Wins, DELL Surpasses Estimates & NBIS Climbs
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Braze (BRZE) CEO on 30% Revenue Surge from AI & Future Growth Prospects
Elor Kahalany on MU Highlighting AI Bottlenecks, NOW Strength & HIMS Unsung AI Stock
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Dan Ives on SNOW, PLTR, CRM Software Leadership & Mag 7 ROI from AI
DELL Hits All-Time Highs & Looking Ahead to Earnings Report
CRM Beats on Earnings as AI Opportunity Remains in Focus
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ASMC CEO on Earnings & Expanding Role in AI, Energy Bottlenecks
Mike Dickson: From NVDA to Utilities—Where the AI Trade Is Heading
DELL Earnings Ahead: How AI Memory Prices & Pentagon Deal Buoy Stock
SNOW Thaws: Stock Surges 30% After Earnings & $6B AWS Deal
Options Corner: DELL Shares Go Parabolic into Earnings
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The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$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