Technology News
Markets, macro and movers — curated.
Analyst Moves on CRWD, MRVL, and INTU Ahead of Earnings Week
Jefferies and Wells Fargo raise targets on CRWD and MRVL while Jefferies cuts INTU, all three reporting earnings this week.
NVDA a "Huge Bargain" at 19-20x Earnings, With Value Building Outside Tech
An 8,100 S&P target holds, Nvidia looks cheap versus its 50% growth, and value is spreading into healthcare and industrials outside tech.
What Nvidia Must Deliver on Earnings: The Vera Rubin Ramp
What Nvidia (NVDA) needs to say on earnings to move the stock, from the Vera Rubin ramp to guidance, moats, and rivals.
Microsoft's AI Story Turns From Promise to Proof: Why the Stock Still Looks Cheap
Microsoft's AI push now shows in real numbers - Azure growth, Copilot revenue, and strong cash flow back heavy CapEx spending.
Nuclear Energy and Metals: The Next Winners of the AI Trade
Why a slowing but growing economy, strong earnings, and the AI energy crunch point to nuclear power, gold, and silver as top plays.
Memory Stocks Still Have Room to Run as Backlogs Swell and AI Demand Outpaces Supply
Memory chip makers face record margins and huge backlogs, with the supply-demand gap possibly lasting to 2029-2031 on AI demand.
Bitcoin Breaks Out: Smart Money, Better Fundamentals, and the Clarity Act Catalyst
Bitcoin's four-day breakout, the technical levels that confirm a bull run, and why the Clarity Act vote could be crypto's biggest catalyst.
Analog Devices (ADI): Record $4B Quarter Driven by Data Centers and Industrial Chips
ADI posts its first $4 billion quarter with 40% revenue growth led by data center and industrial segments, amid AI spending risks.
Why Meta Is the Cheapest Mag 7 Stock and Where Its Next Growth Comes From
The bull case for Meta (META): cheap valuation, a strong ad core, AI-driven ads, and non-advertising upside from models, APIs, and cloud compute.
Bitcoin's Coiled Spring Breakout, the Clarity Act, and Miners Shifting to AI
Why Bitcoin's low-volatility "coiled spring" snapped upward, what regulatory clarity means for crypto, and how miners face AI competition.
Apple's iPhone 18, First Foldable, and the Road to 2027
Apple's iPhone 18 lineup, its first foldable at $2,000-$2,500, camera upgrades, China risk, rising memory costs, and the 2027 redesign.
Memory Stock Setups: Micron, Seagate, and SanDisk Ahead of Earnings
Technical and options views on memory stocks MU, STX, and SNDK, including pre-earnings rally trades and hedging plans for September seasonality.
Coinbase Rides Bitcoin's Rally While Building a Buffer Against Crypto Swings
Coinbase (COIN) jumped over 25% with Bitcoin this week, but demand is down 45% year over year as it works to diversify revenue.
AMD's Helios Push Against Nvidia and Two Ways to Trade the Chip Race
AMD gains ground on Nvidia through data center growth, CPU share, and Helios racks, with two options trades built around Nvidia earnings.
The Big 3 Trades: Costco, Berkshire Hathaway, and Caterpillar
A trade and chart breakdown of Costco, Berkshire Hathaway, and Caterpillar as picks for a higher-inflation, higher-rate, AI-spending market.
Broadcom's $100B Debt Push to Fund AI Chips for Anthropic
Broadcom is reportedly seeking over $60 billion in debt to fund an AI chip deal for Anthropic, echoing Nvidia's $500 billion financing plan.
Friday Analyst Moves: CoreWeave and Marvell Get Target Hikes, Walmart Splits Opinion
Goldman lifts CoreWeave, Citi and Oppenheimer raise Marvell targets ahead of earnings, and analysts split over Walmart after a weak week.
Nvidia (NVDA) Q2 Earnings Coverage Set for August 26
Nvidia (NVDA) reports second-quarter earnings on Wednesday, August 26, with 30 minutes of live post-close market coverage.
Bitcoin's Best Week in Two Years as AI IPOs and Nvidia Earnings Set Up a Heavy Trading Stretch
Bitcoin jumps 23% on the week, Anthropic eyes a record IPO, Broadcom raises $60B in AI debt, and Nvidia earnings loom.
The Clarity Act and Bitcoin's Rally: Rules, Risks, and What Comes Next
Bitcoin topped 77,000 on ETF flows and Washington's crypto push, while the Clarity Act faces low odds of passing this year.