Technology News
Markets, macro and movers — curated.
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.
AVGO's $60B AI Chip Financing and NVDA's New Bull Ahead of Earnings
Broadcom lines up over $60B in AI chip debt while Nvidia heads into earnings with a fresh bullish rating amid a mid-August market pullback.
The Case That a New Crypto Bull Run Has Started
Signals that a crypto bull run has begun - the Clarity Act's Senate vote, bank support, Bitcoin's technical breakout, and a record short squeeze.
Bitcoin Breaks Above $72,000 as Clarity Act Nears September 15 Vote
Bitcoin tops $72,000 on ETF inflows, a record short squeeze, and hopes the Clarity Act passes by September 15.
Crypto Rally, Uber-Baidu Robotaxis, and a $10.6B Falcons Stake
Bitcoin tops $72K on Clarity Act hopes, Uber adds driverless Apollo Go rides in Dubai, and Arctos buys 10% of the Falcons at $10.6B.
Salesforce Heads Into Earnings With Mixed Signals as AI Cuts Both Ways
Salesforce (CRM) faces a tough earnings setup, with Agentforce and Data 360 growth offset by weakness in Tableau, marketing, and commerce.
Broadcom Under Pressure After Marvell-Google Chip Deal: The Bull and Bear Case
Broadcom (AVGO) fell after Marvell (MRVL) expanded its Google (GOOGL) AI chip deal, but bulls say AI demand is big enough for all.
AI Memory Stocks: Rotation, Not Broken Fundamentals
Sharp swings in AI-memory and power stocks look like sentiment-driven rotation, with rates the main risk to watch.
AI Chip Volatility, Marvell-Google Deal, and Nvidia's Split From the Market
Chip stocks swing hard on thin news as Marvell signs a Google deal, bond yields spike, and Nvidia starts trading apart from the broader market.
Car Affordability Squeeze: Why Used Prices Stay High Despite More Supply
Used car supply is recovering but prices stay high as demand rises, sub-$30,000 vehicles vanish, and hybrids surge while tariffs loom.
The AI Buildout Trade: NVDA as Chokepoint, Plus the Test-and-Vision Names Behind Mag 7
Why NVDA stays essential to AI, plus the picks list across Mag 7, semiconductor test gear, ASML, and Lockheed Martin.
SEC Proposes "Regulation Crypto Assets" to Give U.S. Crypto Fundraising a Clear Legal Path
The SEC under Paul Atkins proposed "Regulation Crypto Assets," opening a 60-day comment period and setting up a Senate Clarity Act vote on September 15.
Housing Softens, Tesla Preps Cybercab, and Bonds Sell Off Worldwide
Rising mortgage rates hit housing, Tesla eyes an August Cybercab launch, and a global bond sell-off tests when higher yields will pressure stocks.
The Semiconductor Volatility Smash: How Forced Hedging Ran Its Course
How bank hedging of leveraged bets on chip stocks pushed volatility up in mid-2025, then crashed it below fair value once the hedges unwound.
Crypto's Slow Grind: Why Advisor Adoption and Clear Rules Will Decide the Next Leg Up
Crypto sits in a bear market, but advisor adoption, clear rules, and tokenization could drive the next wave of institutional money.
The Big Three Trade Setups: SpaceX, CoreWeave, and Circle
Short-term options trade setups and key technical levels for SpaceX (SPCX), CoreWeave (CRWV), and Circle (CRCL) in a jittery, news-driven market.
Global Bond Selloff: U.S. Yield "Creep," Japan's Yen Trap, and China's Tech-Earnings Gap
A read on the global bond selloff, why U.S. yields creep instead of spike, Japan's yen problem, and China's weak-earnings tech story.