Technology News
Markets, macro and movers — curated.
Amazon vs. Microsoft: The Real Fight Is in the Cloud
Azure's fast growth is closing Amazon's cloud lead, but rising AI compute demand and CapEx spending point to a growing pie for both.
EV Investing: Why Rivian Faces Headwinds While Tesla Holds the Upside
A look at why Rivian's US-only bet limits its stock, how Tesla's robotics pivot could pay off, and a defined-risk Tesla options trade.
Earnings Beats Lift Mastercard, Fortinet, and Lam Research
Strong quarterly results push Mastercard, Fortinet, and Lam Research higher, driven by consumer spending, cybersecurity demand, and AI chip growth.
The Fed Holds Rates as Wall Street Quietly Reshapes Crypto
The Fed's fifth straight rate pause, a new crypto index that skips Bitcoin, South Korea's market crash, and mixed signals for crypto.
Clarity Act Faces a Deadline, and Ethereum Shows Strength
Crypto's Clarity Act may stall before August recess, while Ethereum outperforms Bitcoin on stablecoin adoption hopes.
The Mag 7 Splinters: Why AI CapEx Now Decides Winners and Losers
The S&P rose in 2026's first half while the Magnificent 7 lagged, forcing investors to judge each name by AI spending versus payback.
Ford Rallies on Strong Earnings and Raised Guidance Despite a Slight Revenue Miss
Ford climbs after a beat-and-raise quarter driven by high-margin SUVs and an ended aluminum crisis, despite EV losses and a GAAP net loss.
Three Morning Movers: Teradyne Surges on AI Chip Demand, Humana Whipsaws, Ford Lifts Guidance
Teradyne jumps on record AI-driven chip-test revenue, Humana swings after cutting its outlook, and Ford rallies on raised full-year guidance.
Crypto at a Crossroads: The Clarity Act Fight and the Fed's Next Move
Where the Clarity Act stands, why the Fed meeting matters for crypto, and why prices have split from strong adoption trends.
Seagate Into Earnings: Is the Bar Low After a 30% Drop, or Still Too High?
A look at Seagate before earnings, the AI memory pullback, and two options trades built around the 650 strike.
Single-Stock Futures Launch and Amazon's Satellite-to-Phone Push
Single-stock futures start trading on more than 50 big companies, and Amazon files to launch over 5,100 satellites to challenge Starlink.
Big Tech CapEx and the AI Payoff Question That Will Steer the Market
Big tech earnings this week hinge on whether huge AI spending pays off, with strong earnings growth clashing against fears of overspend.
Alphabet as the AI Trade's Canary, and the Fed's New Uncertainty
Why Alphabet's selloff may mark the top of the AI trade, and what a genuinely uncertain Fed meeting means for markets.
Alphabet's Buy Upgrade, Waymo's Split From Uber, and What It Means for the Trade
Alphabet gets a Buy upgrade on strong ad and cloud growth, while Waymo weighs leaving Uber to launch its own app in nine cities.
Monday's Market Movers: Automaker Upgrades, WBD Downgrade, and China's CXMT IPO Blowout
GM and Ford rise on Jefferies upgrades, Warner Brothers Discovery gets downgraded, and China's CXMT soars over 450% in its IPO debut.
Oracle's All-In AI Bet: A Binary Gamble at One-Year Lows
Oracle's stock has fallen two-thirds from its September peak as heavy AI spending, rising debt, and weak enterprise web demand worry investors.
Intel's Big Quarter, Small Payoff: Why the Story May Be Over
Intel posts its fastest revenue growth in 15 years yet sells off, and the debate shifts to whether the AI spend rewards spenders or receivers.
The Big Three: Alphabet, Super Micro, and CVS Under the Microscope
A technical and trade read on GOOGL, SMCI, and CVS, set against pulling-back AI names and a China-driven market turnaround.
Tech Earnings Lift Markets as Middle East and Tariff Worries Keep Traders on Edge
Intel and AMD earnings support a shaky tech rally while oil disruptions, new tariffs, and Middle East escalation cloud the market outlook.
The Clarity Act's 11-Day Deadline and Why Bitcoin May Have Bottomed
The Clarity Act faces an 11-day Senate deadline before August recess, while Bitcoin sentiment signals point to a market bottom.