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 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
Last week
Week Ahead: Banks Kick Off Earnings, PPI and CPI Economic Data in Focus
Week in Review: Fed Minutes Flag Energy Inflation and AI Risk
Stock Market This Week: CEG Surges on GOOGL Deal, SPCX Spectrum, Chips Sell
Closing Bell: Stocks Rebound as Tech Stabilizes, Telecom Tumbles
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From Oil to AI: Markets Navigate a New Wave of Uncertainty
Kevin Davitt on Younger Generations' NDX Influence, Volatility & Options Trends
How Investors Can Get Ahead of the Next AI IPOs
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NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives' Top 5 Stock Picks into 2027
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NFLX Near 52-Week Low Following SKYD Merger, Earnings & Live Offer Opportunity
Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case
Ca$htag$: Starlink Google Searches Back SPCX Demand as Company Disrupts Legacy Giants
The Big 3: WOLF, TEAM, HPE
Andrew Arons Sees MU Growth Opportunity, IBM Value Play in 'Early' AI Days
SPCX Low-Band Spectrum License Expands Mobile Opportunities; VZ, T & TMUS Plunge
Friday's First Moves: CRWD & ZS Pirce Target Hikes, HUM Upgrade
Banks' Big Earnings Test, OpenAI Revenue Uncertainty & Crude Cools
Options Corner: TSM Rally Lasts on Strong AI Chip Demand
Oil, Bond Yields, OpenAI Revenue Questions Hit Tech Trade
AI Stocks Rebound After OpenAI Revenue Selloff, SPCX Gets Spectrum License
Closing Bell: OpenAI Revenue Concerns Hit Tech Stocks as Oil Rises
Stock Market Today: AI Stocks Slide, CMG Rallies, PLTR Upgrade Surge
Thursday's Final Takeaways: Samsung & TSM Earnings Insights, Equity & Bond Gap Narrows
Why Falling Rates Could Power the Next Market Rally
Dan Niles Tilts Bearish: How OpenAI Revenue Revision & Treasury Yields Tell Same Story
MSFT Challenges AAPL with NVDA Powered Laptop: Will it Win Over Customers?
Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit
The Big 3: CEG, NTAP, CIEN
Tony Zhang 'Constructively Bullish' in SPX & NDX, Offers NVDA Options Trade
Market Breadth's Role in Upcoming Earnings, TSM Revenue Shows Investors are 'Spoiled'
Thursday's First Movers: PLTR Hits 11-Month Highs, NXPI Downgrade, PEP Earnings
This month
Week in Review: 10 Interviews on Markets, Rates, AI, and Volatility
Closing Bell: Stocks Rally as Weak Jobs Report Cuts Fed Hike Odds
Stock Market Today: Weak Nonfarm Payrolls, NVDA All-Time High, TSLA Rallies
Friday's Final Takeaways: AVGO $60B Chip Financing, 'Skydance' Incoming
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MU Earnings Add AI Memory Muscle, Valuation Shows Investor Caution
From Starlink to Starship: Colin Symons on How SPCX is NVDA of Space
Ca$htag$: MSFT Azure Cloud Drives Soaring Demand, Stock Flat Y/Y
The Big 3: TGT, XLU, AAPL
Wang: GOOGL Shines Among Hyperscalers, ORCL 'One of Most Efficient Clouds'
NVDA Hits Record High: Jason Ware on Mega Cap Outlook, Risks to Tech Trade
Friday's First Moves: NVDA Top Pick, HPE Upgrade, ON/SYNA Merger Update
Options Corner: HPE Upgrade Following Stock's 160% Y/Y Rally
Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool
Closing Bell: Stocks Rise as Treasury Yields Retreat, Accenture Rallies, Nike Revenue Disappoints
Stock Market Today: ACN Leads SPX, PSKY/WBD Merger Nears, NKE Earnings
Thursday's Final Takeaways: GOOGL & SPCX Launch AI Chips into Space, ORCL & Tencent Deal
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How Ireland Became a Magnet for US Tech and Pharma Giants
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Progress Software (PRGS) CEO on Earnings, Domo Acquisition & AI Profit Path
David Trainer 'Calling End to AI Trade:' Risks Loom Over Liquidity, IPOs & Earnings
NVDA, MU, INTC & Other Names Ivan Feinseth Sees Leading Generational Tech Cycle
'No Denying' MU Earnings & Demand, 'Chinks in Armor' Will Hit Stock
The Big 3: NET, NOW, NVDA
Cooler PCE Print Won't Offer Long-Term Relief, MU 'Priced for Perfection'
MU Earnings Continue Bullish AI Memory Demand, Analysts Back Bull Case
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Tech Leads as Data Centers Hit Full Capacity
Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges
10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks
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AI Spending Power and the Case for Alcoa
Schultze: Brace for 'Mixed' 4Q, AI Memory Trade Hit 'Peak' with MU Earnings
MU Earnings Add AI Muscle, GOOGL Gemini 4 & Leaders Address Global Energy Woes
Last month
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$: SPCX Builds Base Case in Starlink, X & Grok Offer Bullish Catalysts
NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility
The Big 3: IONQ, AKAM, STM
This year
Stock Market Today: PCG & EIX Sell Off, TSLA Rallies, GME Prelim Earnings
Monday's Final Takeaways: Mortgage Rates Surge, Tim Cook Steps Down as AAPL CEO
Beyond Nvidia: New Frontiers in Space and Healthcare AI
What DELL Learned from NVDA to Benefit in AI Buildout
CRWD, DE, LLY: McMahon's Picks for a Broadening Rally
PANW Platformization: Key Value Proposition, or Margin Pressure Risk?
Ca$htag$: AAPL Demand Surges Ahead of Foldable iPhone Launch
The Big 3: CDNS, NET, WMT
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New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness
Options Corner: PLTR Pushes Back Toward Record Highs
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Jay Woods on September Weakness & MSFT, PLTR "Gapping and Going"
Stock Market This Week: NVDA & CRM Rally on Earnings, PYPL Plunges
xETFs on Boosting Exposure to South Korean Tech & Finding Next Samsung, SK Hynix
Software Stocks Show Resilience After Volatility in 2026
Week Ahead: Big Week for Economic Data and Tech Earnings
Closing Bell: U.S. Stocks Tumble on Warsh Speech Inflation Worries
Charts to Watch: SPY, AFRM, PANW
Pasqal CEO on Scaling Quantum Computing & Saudi Aramco Partnership
NVDA Earnings, GOOGL Partnership Offer MRVL Tailwinds, P/E Growing Headwind
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Angelo Zino on META $16.7B Trial Settlement & Uncertain AI ROI Path
"Tech Trade Guilty Until Proven Innocent?" Examining NVDA Earnings' Ripple Effects
MU "Fantastic" Standing in AI Memory, SNDK Edge Over Competitors
Buying the Dip on MRVL Post-Earnings Drop
AI Shows Growth "For Now:" Tony Zipparro on Tech's Hidden Mixed Picture
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Options Corner: PANW Surges Near Record Highs into Earnings
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Andersen: Cybersecurity "Like Medieval Castle," What Makes Each Stock Different
U.S. Futures Flat, Markets Watching Tech Earnings, Fed Speech
Zeno Mercer Says Robotic Bear Case "Harder to Find" as AI Accelerates
Closing Bell: Stocks Rise, Lifted by Nvidia Earnings and Technology Strength
SNPS in Right Place, Right Time? Cory Johnson on Role in NVDA & Software
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The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$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