Technology News
Markets, macro and movers — curated.
Marvell's Google and Nvidia Deals Offer Upside, But a High P/E Weighs on the Stock
Marvell fell 10% on soft margin guidance, but Google warrants, Nvidia backing, and full capacity point to a large multi-year revenue path.
Meta's AI and Capex Bet: Strong Ad Data, Uncertain Payoff
Meta settles its $18 billion legal case, posts strong ad demand data, but heavy AI spending and collapsed free cash flow keep investors cautious.
Microsoft Rallies 47% off June Lows: Two Options Trades for a Stock Near Records
Microsoft (MSFT) is up over 47% since June on strong Azure and AI growth, but overbought signals prompt two cautious options trades near the $500 level.
Marvell's Post-Earnings Drop and the Long Game on Its Google Chip Deal
Why MRVL fell 8% after strong earnings, and why the Google custom-chip deal may still be undervalued for the long term.
Three AI-Era Trades: CrowdStrike, SpaceX, and Palantir Break Higher
Technical and trade breakdown of CrowdStrike (CRWD), SpaceX (SPCX), and Palantir (PLTR), with entry levels, support zones, and momentum signals.
AI Capex Is Inflating Corporate Profits and GDP - Where the Real Risk Sits
Strong tech earnings and GDP growth lean heavily on AI spending that has yet to earn revenue, hiding weakness underneath the headline numbers.
Warsh's Jackson Hole Message: AI Must Deliver the Productivity to Tame Inflation
A Jackson Hole speech pins hopes on AI to lift productivity and ease inflation, while a 2% target and high rates squeeze housing.
Palo Alto Networks (PANW) Near Record Highs Into Earnings: Chart Read and a Bullish Butterfly Trade
A technical breakdown of PANW before earnings, key price levels, and an unbalanced December call butterfly built for continued upside.
Markets Wait on Warsh at Jackson Hole; Marvell Slides on Earnings
Markets turn choppy ahead of Kevin Warsh's Jackson Hole speech as MRVL, WDAY, AFRM and PYPL move sharply on earnings and deal news.
Cybersecurity Stocks Have a Long Runway as AI Fuels an Arms Race
AI is turning cybersecurity into an arms race, giving CrowdStrike, Palo Alto, and Fortinet a long runway as protection needs keep growing.
Synopsys and the AI Chip Design Boom: Why the 30-Year Moat Holds
Synopsys's strong quarter, the Ansys deal, its 30-year moat, and why AI tools like Claude Code can't replace chip design software.
Bitcoin's First Quantum-Resistant Transaction Goes Live on Mainnet
Bitcoin's first post-quantum resistant transaction is now live on mainnet, needing no forks, while institutional money flows back into crypto.
Fed Rate Divide Widens as U.S. and Asian AI Memory Stocks Split
A Fed official pushes to raise rates while U.S. and Asian memory chip stocks split on Nvidia's supply plans, and cyber names surge.
Crypto Rally Holds as Investors Watch September 15 Clarity Act Vote
Bitcoin and Ethereum hold gains as markets await the September 15 Clarity Act vote and weigh crypto regulation, Treasury buybacks, and the debasement trade.
Marvell's Interconnect Story: How NVDA and GOOGL Feed Its Growth
Marvell's real AI growth driver is optical interconnect that lets chips from many vendors talk, not the chips themselves.
Big Options Moves in Nvidia, SpaceX, and Oracle
Bullish call buying hits NVDA after a record quarter, SpaceX after a $100B Louisiana launch site, and ORCL ahead of Sept 10 earnings.
NVDA Beats and Resets Its Floor Higher: Strong Guidance, Small Margin Dip, and the China Wild Card
NVDA posted $96.2B revenue and $2.22 EPS, guided Q3 to $110.1B, raised next-year growth to 70%, and shrugged off a small margin dip.
U-Haul and Alphabet: Hidden Value in Storage and the AI Full Stack
Why U-Haul's storage arm may equal its whole market cap, and why Alphabet's full-stack AI position looks strong despite heavy spending.
NVIDIA's Blowout Guidance Lifts Tech, and Two Trades in CME and Marvell
NVIDIA's strong 2028 guidance sparked a broad tech rally, opening trade setups in CME Group and Marvell as custom silicon demand grows.
The Big Three Trades: Salesforce, Dollar General, and HP After Earnings
Three earnings-driven trades on Salesforce (CRM), Dollar General (DG), and HP (HPQ) with option strategies, price levels, and technical setups.