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.

Last week
Week Ahead: Fed Decision, Big Tech Earnings and Inflation Data Set Up a Volatile July Finish
Stock Market This Week: GOOGL, TSLA & INTC Earnings & CapEx Move Tech
Closing Bell: Indexes Mixed Friday as Semiconductor Weakness and Geopolitical Concerns Offset Oil Retreat
Thursday's Final Takeaways: Jensen Huang Joins X & Surprising Economic Resilience
How GNTX, THRM and FA Are Expanding Beyond Their Original Businesses
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Tech Corner: MSFT Faces Biggest AI Test Yet
NVDA to Benefit from Mag 7 AI Spending, Will Later Help PLTR, NOW & Software Stocks
Ca$htag$: ORCL Becoming AI 'House of Cards' as CapEx Concerns Swell
INTC Earnings Grows, Signals Long-Term Turnaround as CapEx Climbs
The Big 3: GOOGL, SMCI, CVS
VZ Rallies & CHTR Hits 12-Year Low: Analyzing Earnings & State of Telecom Industry
INTC Earnings Surge to Support Turnaround Story, Shares Slide
From AI Winners to Energy Plays: A Shift in Market Leadership?
Options Corner: ORCL Sees Critical Support at 52-Week Lows
Macro Uncertainties Mount, INTC & AMD Provide Bullish Support for Tech Trade
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ETF Correlations, Slowing Flows, and Weak Mega Caps Raise Red Flags
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Mag 7 Bubble? Russell Hackmann Sees Trouble Ahead
Stock Market Today: GOOGL & TSLA After Earnings, INTC Earnings & Defense Stocks
GOOGL Cash Flow Goes Negative: Shay Boloor Still Bullish on AI Standing
Thorne: Easy AI Trade Over, NVDA, AVGO & MU Offer Strong Moats
Hatem Dhiab on TSLA Earnings Sell-Off: Not Enough Focus on Here & Now
GOOGL Raises CapEx to $195B: Can AI ROI Balance Big Tech Spending?
The Big 3: GOOGL, SKHY, IREN
Lloyd: AI Won't Replace Software—It Will Supercharge It
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The Search for ROI: Rising Hyperscaler Costs Clash with AI Boom
Options Corner: INTC Rallies Over 330% Y/Y into Earnings
Navigating AI's Next Wave After GOOGL & TSLA Raise CapEx
Thursday's Morning Movers: RTX & LMT Jump, IBM & Airlines Lose Altitude After Earnings
GOOGL & TSLA Weigh Down Tech, Macro Picture 'Unhealthy' for Stocks
Demmert: GOOGL CapEx 'Justifiable,' NVDA & ASML Key AI Hardware Stocks
This month
Closing Bell: Earnings, AI Fatigue Pressure Stocks as Volatility Jumps
Stock Market This Week: AI Stock Sell-Off Rocks Markets, IBM Plunges & PYPL Surges on Takeover Buzz
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Sid Choraria's Playbook for Finding Quality Stocks in a Bull Market
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Tech Corner: DELL's Booming AI Server Business
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New Leveraged ETF Targets SK Hynix as AI Demand Powers Growth
Nicholson: NBIS Best Positioned Compared to CRWD & APLD, Data Center Risks Remain
The Big 3: AAPL, SPCX, BAC
AAPL Tests NVDA for Most Valuable Company After Analyst Upgrade
AMZN, GOOGL, MSFT Attractively Valued? David Bailin's AI Bull Case
Lagana: Expect Up to 40% Sell-Offs in AI Leaders, AMD Strength Stands Out
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Venture Capital Flows in AI and Fintech Sectors
Rebecca Walser Talks Mag 7 AI Spending Concerns & Sectors Benefitting from AI
Friday’s Morning Movers: SPCX Scrubs Test Flights, AAPL Upgrade, ISRG Earnings
Lasting Tech Pressure Pins Stock Market, NFLX Earnings Sell-Off & SPCX Shorts Grow
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CleanSpark (CLSK) CEO on $6.6B Data Center Lease & Future of AI Trade
Chart of the Day: TSM
U.S. Stock Futures Sharply Lower on Semiconductor Uncertainty
Closing Bell: Stocks Down on Semi Swings, Earnings Disappointment from NFLX, UAL, GE
Stock Market Today: TSM $100B U.S. Investment, AI Chip Sell-Off, NFLX Earnings
Sopko: TSM Earnings 'Promising' for AI Trade, Question Lies in Energy & Supply
Ways Options Drive Nasdaq Moves, Risks in Leverage ETFs & Pricing in Tech Volatility
SPCX Falls Below IPO Price: What's Behind Price Action & Outlook Impact
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Phil Schneider's Take on the Workforce Shortage Driving Aerospace's Next Chapter
The Big 3: GOOGL, TGT, IONQ
Hyperscaler CapEx Isn't 'Binary:' Analyzing AI Spending's Grip on Stock Market
Retail Sales Shows Consumers Staying Resilient, TSM Adds Equity Pressure
TSM Earnings & $100B U.S. Investment Not Enough for Traders, UNH Rallies
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Diton: Don't Overload on Tech Stocks, Volatile 2H26 Leading to Strong 2027
Closing Bell: Investors Rotate into Value-Priced Tech as Oil Prices Rise
Stock Market Today: ASML Earnings, AI Memory Slides & PYPL Takeover Buzz
Last month
Stock Market Today: AMD Wins, SNDK Surges & Oppenheimer Downgrades Major Banks
Closing Bell: Tech Leads as Cloud Lingers Over Banks, Crypto
Schwab 2026 Mid-Year Outlook Lightning Round: Inflation, Fed, U.S.-Iran & AI Memory
SPCX Shoots for the Stars: Volatility & Starlink Expectations Ground Shares
The Big 3: CAT, SPCX, JPM
Importance of Anthropic’s Price Discovery Ahead of IPO & SPCX Debut
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Dietze: Markets Strong in First Half of 2026, Beware of Rising Risks
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Michael Landsberg on Earnings Strength, Bull Cases in MU, FN & VST
Caleb Silver on 2026's Resiliency, Macro Risks & AI Disruption
AMD Price Target Hike, SMCI Office Raid & Big Bank Downgrades Close Out 2Q
Closing Bell: U.S. Stocks Rise, Ignoring Iran Conflict, as Large-Cap Tech Rebounds
Stock Market Today: Space Stocks, MU & GOOGL
Monday's Final Takeaways: RKLB & Major Investments
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Gecko Robotics President on Unlocking 'First-Order Data' as AI’s Next Frontier
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NFLX, AMZN, Visa (V) Among 'Diamonds' as AI Buildout Powers New Opportunities
NVDA Vera Rubin & INTC Partnerships Solidify AI Chip Surge, SMCI Sells Off
Where AMZN, GOOGL, META & MSFT Stand in AI Race Challenged by Hawkish Fed
MU Earnings Takeaways & Global Memory Shortage Impacts on AI Trade
The Big 3: CRWD, VLO, MU
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Fed Strategy Flawed? Barry Knapp on Rate Debate & Markets Self-Correcting on AI
Monday’s Morning Movers: CRM, ADBE & CRWD Downgrades, RBLX Upgrade
Memory Chip Prices Surge: Consumers Prepare to Pay More
Jay Woods on Expectations for Mag 7, MU, ADBE & SPX for Rest of 2026
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'There Will Be Winners and Losers:' Keith Buchanan on AI Growth & Diversification
Options Corner: ADBE 'Unusually Bad Situation'
Crude Oil Lingers Near $70, CMCSA Splits Media Business & AI Memory Cools
Week in Review: C-Suite Interviews, Big Tech Equity Moves
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Tech Corner: TSLA AI Ambitions Drive Growth Story
Stock Market This Week: MU Earnings, Oil Drops, ON Under Pressure
AI Drives Earnings Boom, Valuations & Fed Risks Loom
This year
Top Economic Data to Watch Week of June 1, 2026
Week in Review: Top Interviews as Technology Defies Inflation, Again
Closing Bell: Markets Set Records as Software Heavyweights Rescue the Dow
Stock Market This Week: Tech Giants Surge on Earnings, AI Demand & Major Deals
Friday's Final Takeaways: Oil Prices Down & Memory Stocks Rally
Tech Market leadership in First Inning of a Long Cycle?
META & MSFT Lag in Mag 7: Angelo Zino Offers Bullish Rebound Case
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Tech Corner: Measuring MU Room to Run After Parabolic Rally
Ca$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 & $6B AWS Deal
Options Corner: DELL Shares Go Parabolic into Earnings
Older
The Case for Micron (MU) as the 2026 A.I. Leader
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Ca$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