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: Market Pauses Into Weekend as CPI Complicates Outlook; Tech Leadership Remains Uneven
Friday's Final Takeaways: AI Doubts, Global Inflation, and Geopolitical Risk Set the Stage for Earnings Season
Edward Best on SpaceX, Retail‑Driven IPOs, and the Limits of Valuation
Is the AI Infrastructure Boom Real? CRWV, Chipmakers, and Concentration Risk
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Tech Corner: MRVL Becoming Critical to A.I. Buildout
Tim Pagliara on Long-Term Strait of Hormuz Disruptions & Unsung Tech Stocks
Earnings Strength Persists as Automation, AI, and a Split Consumer Reshape Markets
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New Age Space Race Offers Catalysts in ASTS, RKLB, LUNR & SpaceX
BAC and WFC in Focus as Earnings Test Consumer Resilience
The Big 3: AEHR, SNDK, INTC
META Muse Spark & AI Strategies: Social Media Giant Primed for Further Growth?
Is SpaceX Worth $2 Trillion? Weighing Hype vs. Reality
Closing Bell: Stocks Extend Bullish Momentum on Hopes of a Sustained Ceasefire
Dan Dolev on Consumer Strength, FinTech Signals, and the Next Payment Cycle
Nasdaq Rebounds as Geopolitics, Volatility, and Options Positioning Shape the Market
Travis Prentice on the Split Inside Tech: Hardware and A.I. Lead
Hare: Watch Oil Volatility into 'Strong' Earnings Season, Likes INTC, GLW & COST
The Big 3: AMZN, CSCO, CRWD
Daniel Rubino on Apple's Foldable iPhone, Memory Shortages & AAPL Options Trade
Thursday's Morning Movers: MRVL & DDOG Upgrades, STZ Earnings Rally
Wednesday's Final Takeaways: Global Tech Movers & Earnings Season Looms
David Busch on Why the Economy Is Holding Up Despite Rising Global Risks
Overlooked Stock: LITE Record High
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Diehl: Strait of Hormuz 'Cautionary Tale,' 'Out' of Mag 7 Except NVDA & AMZN
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Gilland: AAPL Playing AI Race in Smart Manner, GOOGL Next Biggest Winner
The Big 3: HOG, WMT, MRVL
Michele Schneider on Volatility, IWM Strength, and Signs of Exhaustion
Wednesday's Morning Movers: Tech & Travel Stocks Rally, Energy Plummets
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SPX to 8,100? Dow Jones to 100,000 by 2030? James Demmert Offers Index Bull Cases
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Ellerbroek: MSFT 'Cheaper Than' XOM, Other Stocks to Watch in Relief Rally
Last week
Progress Software (PRGS) CEO on Scaling With AI
Nvidia (NVDA) – Is the Bottom In?!
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Tech Corner: AAPL Builds Up Tech Ecosystem
MSFT, AVGO, LLY & Other Stock Market Opportunities Amid U.S.-Iran War
Dickens: ORCL Next 'Hyperscaler,' NVDA Moat Unstoppable, CRWV 'Fantastic' Model
Ca$htag$: AAPL Interest Grows Despite 'Sitting Back' in AI Race
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Vigilant CEO on AI Supply‑Chain Attacks Exposing Substantial Cybersecurity Risks
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Eric Diton on Small Caps, International Stocks, NVDA & Opportunity Beyond Big Tech
Energy's Electrifying Trade: Iran & AI Tailwinds, CVX Options Trade
McMahon: Rate Cuts ‘Critical’ This Year, ‘Loves’ META & MSFT
Options Corner: RDDT Price Target Cut
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Riesgo: U.S. Economy Flexible in Crude Oil Volatility, Software & Space Opportunities
Closing Bell: Memory Leads Stocks Higher Ahead of Trump Speech
'Cut Both Ways:' Analyzing MU Price Action & Options Amid High Volatility
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Graham: Brace for 'V-Shape' Market Bottom, Likes COHR, LITE & ANET in AI Recovery
Spotlighting the Tech Labor Market: How are AI & Quantum Changing Work?
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Arm Holdings (ARM) CFO on CPU Pivot, Supply Constraints & Agentic AI Demand
The Big 3: SBUX, XLE, AAPL
Angelo Zino Sees Strong MSFT AI Opportunities Following Stock Beatdown
Stock Market in 'Prolonged Correction?' Katie Stockton Analyzes SPX & Mag 7 Activity
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Versigent (VGNT) Completes Spin-Off, Forges Ahead in Complex Vehicles
Chart of the Day: PLTR Sideways Trading Action
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
Last month
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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
McDonald: AI Spending, Inflation Pressures Put Mag 7 at Risk
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Braze (BRZE) CEO on Latest Earnings, AI Growth, Avoiding SaaS-pocalypse
Reading Options Flow to Find Opportunities in AAOI, MRVL
Stock Market 'Kryptonite' in U.S.-Iran War & DELL's Unsung Bull Case
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Horizon Quantum (HQ) CEO on IPO, Commercial Adoption & RGTI Ties
The Big 3: XLV, BA, SAP
OKTA ‘Very Much a Leader’ in Identity Cybersecurity
ARM Rallies on New Data Center CPU Chip & Guidance Through 2031
Wednesday's Morning Movers: PLTR Golden Dome, Gold Rally & CHWY Earnings
SpaceX Aiming for IPO: What We Know
Options Corner: Analyzing AMZN Underwhelming Price Action to Start 2026
Call Options Elevated, Stock Price Falls on ARM's New CPU Chip
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Nancy Tengler Adds PLTR, MSFT & GEV Positions, Explains Oil's Economic Impact
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Cybersecurity Taking AI Crown? Why CRWD, PANW, FTNT & Others Will Win AI Race
This year
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
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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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