Technology News
Markets, macro and movers — curated.
Microsoft's Azure Momentum Builds as Stock Catches Up to Demand
Microsoft (MSFT) demand is up 11% year-over-year, led by accelerating Azure cloud growth and enterprise AI adoption ahead of October 28 earnings.
September Jobs Come In Soft, Nike Hits 13-Year Low, Tesla Posts Strong Deliveries
September payrolls rose just 29,000 as wage growth cooled, lifting stocks; Nike sank, Tesla climbed on deliveries, and Anthropic nears its IPO.
Oil and Yields Cool as Morgan Stanley Names NVDA Top Pick Ahead of Jobs Report
Falling oil and yields lift equities before the jobs report; Morgan Stanley reinstates NVDA as top pick, while onsemi-Synaptics and Nike move on news.
Micron (MU) Smashes Earnings on AI Memory Demand, Analysts Stay Bullish
Micron (MU) beat profit and revenue forecasts on soaring AI memory demand, and analysts raised price targets despite margin and capex concerns.
Jobless Claims Near Records, 10-Year Yield Hits 24-Year High, Micron Posts Big Numbers
Strong jobs data, a 24-year-high 10-year yield, Micron earnings, and AI-energy deals from Amazon, Constellation, and Google.
Why Credit Unions Face an "Adapt or Die" Moment With Bitcoin and DeFi
Credit unions holding $2.48 trillion face a Blockbuster-style collapse unless they move into Bitcoin and DeFi before 2030.
SpaceX Starship's V3 Starlink Leap and the Multi-Trillion Dollar Space Economy
A recent Starship test flight deployed V3 Starlink satellites and points to huge cost cuts, AI space infrastructure, and multi-trillion dollar opportunities.
The Big Three Trades: NVDA, BE, and SPCX Setups
Short-term trade setups and chart levels for Nvidia (NVDA), Bloom Energy (BE), and SpaceX (SPCX) in a high-concentration AI-driven market.
Micron (MU) Options Setup: Betting on a Push to All-Time Highs Before Earnings
A technical read on Micron (MU) before earnings and a defined-risk November call butterfly aimed at a run to prior all-time highs.
Crude Breaks Lower as Yields Push Higher: Market Rotation, Micron Earnings, and the AI Safety Accord
Crude falls while yields keep climbing, breaking their old link; a look at market rotation, Micron earnings, and the White House AI safety deal.
Why the Next Crypto Leg Up May Come Sooner Than Expected
SWIFT backs tokenized assets, the SEC opens onchain trading, and sovereign funds sell gold for Bitcoin - key signals crypto's next rise is near.
Consumer Confidence Drops, Oura Delays IPO, and Anthropic's Big Losses
Consumer confidence hit a decade low, job openings fell, Oura postponed its IPO, and Anthropic's leaked prospectus showed a $42 billion loss.
AI's Real Bottleneck Is Infrastructure, Not Demand - Small-Cap Picks and Shovels
Oracle's Project Jupiter delay points to infrastructure bottlenecks, not weak AI demand, and lifts small-cap energy and engineering plays.
What Happened When Meta's Muse AI Agent Ran My Life for Two Weeks
A two-week test of Meta's Muse AI agent shows where it saved real time on calls and bills, and where websites and Amazon blocked it.
Three Options Trades: IONQ, AKAM, and STM Broken Down
Options setups and chart levels for IonQ (IONQ), Akamai (AKAM), and STMicroelectronics (STM), with strikes, risk-reward, and key support and resistance.
Consumer Confidence Falls to COVID-Era Lows as Anthropic's IPO Warns of "Risk to Humanity"
September consumer confidence dropped to COVID-era lows while Anthropic's leaked IPO filing spent most pages warning about AI risk.
Netflix (NFLX) Chart Breakdown Near 52-Week Lows and a Neutral-to-Bullish Put Spread Trade
Technical read on Netflix (NFLX) near 52-week lows, plus a short-term put vertical spread trade with a neutral-to-bullish outlook.
Falling Crude and Yields Lift Stocks as AI CEOs Meet Trump on Safety
Lower crude oil and Treasury yields nudge stocks up while housing prices hold firm and AI leaders gather at the White House.
Nvidia's Record $150B Buyback and Its Open Agent Safety Push
Nvidia adds a record $150B buyback and launches an open agent safety platform, plus two options trade setups on the stock.
Monday Analyst Moves: Micron Target Raised, Roblox Cut, Royal Caribbean Upgraded
Baird lifts Micron on AI memory demand, Jefferies cuts Roblox on weak user growth, BofA upgrades Royal Caribbean on cheap valuation.