Technology News
Markets, macro and movers — curated.
Core PCE Is the Week's Key Market Mover; Crude Levels and the Starship Launch
A market read on why core PCE is this week's top catalyst, the crude price levels to watch, and SpaceX's successful Starship launch.
AMD Hits All-Time High as CPU Demand Fuels the AI Trade
AMD sets a record high on CPU-driven AI demand; a bullish diagonal and a bearish put calendar show two ways to trade it.
The Big Three: AMD, USDE, and Meta - AI Compute, Crypto Momentum, and Agent Growth
A trading breakdown of three stocks - AMD, USDE, and Meta - covering AI compute demand, crypto momentum, and chart levels.
AMD Options Setup: 290% Rally Meets a Key Technical Test
AMD is up 290% in a year and now tests resistance near old highs; a January call butterfly targets more upside before earnings.
Crude Volatility, Trump-Xi Summit Yields Little, and Akamai's $1.6B Anthropic Deal
Market setup covering flat indices, rising yields, oil volatility, a low-substance US-China summit, and Akamai's new Anthropic cloud deal.
Cyber Security as the Smart Way to Play AI: PANW, INFQ, and United Rentals
Why cyber security stocks like Palo Alto Networks beat direct AI bets, plus quantum computing, United Rentals, and the case for higher bond yields.
Why Oracle's Force Majeure Clause Is a Win, Not a Warning
A bullish read on Oracle citing force majeure on its Jupiter data center, why strong contracts shift risk to Blue Owl, and what delays mean.
Meta Embeds AI Into Daily Life With Muse, Charm, and Smart Glasses
How Meta's Muse agent, Charm keychain device, and Ray-Ban smart glasses push AI into daily life, plus why Oracle's cloud is undervalued.
Higher Rates Are Here to Stay, and the Software Bull Run Is Just Starting
Why rising rates track nominal GDP, why S&P earnings stay strong, and why AI agent software names like PLTR and META could lead a new rally.
Small Caps Feel the Rate Squeeze While Meta's Muse Draws Big Bets
Why rising yields hurt small caps hardest, which low-debt cash-flow stocks can still win, and why Meta's Muse AI deserves attention.
Why Bitcoin's Macro Setup Points to $400,000-$500,000 by 2030
Bitcoin's macro backdrop, on-chain signals, and new crypto-friendly regulation point to a 50% yearly growth base case through 2030.
Why AMD Joined the Trillion-Dollar Chip Club: AI Factories, CPUs, and the Meta Deal
AMD hit trillion-dollar status as the second source for AI factories, driven by CPU demand, agentic AI, and a Meta deal.
Meta's Muse AI Launch and a More Selective AI Trade
Meta's Muse launch adds billions in market cap as investors turn selective on AI, while the 10-year yield above 5% pressures stocks.
Meta's Muse AI: Fast Start, High Switching Barrier, Strong Profit Potential
Meta's Muse AI hit 1.1 million downloads at launch; engagement and integration, not download counts, will decide its long-term value.
SpaceX as an AI Compute Giant: The 10-Gigawatt Bet
SpaceX may earn most of its revenue from AI compute by 2027, aiming for 10 gigawatts and up to $500 billion in annual recurring revenue.
Why Crypto Could Be One of the Most Undervalued Bets for 2026-2027
Wall Street is moving onto blockchain, and crypto looks undervalued heading into Q4 2026 and 2027, with Bitcoin, Ethereum and top altcoins set to gain.
Value in Global Leaders: Samsung Foundry, Berkshire Hathaway, and Canadian Natural Resources
Why hidden foundry value in Samsung, downside protection in Berkshire (BRK/B), and dividend strength in CNQ make strong long-term holds.
Meta's AI Pivot: Muse, Record CapEx, and a Strong Ad Engine
Meta's Q2 2026 ad business stays strong as AI spending soars, Muse launches, and the stock breaks above a major downtrend near $675.
Chips Rally While Bitcoin Tops $80,000 in a Market Torn Between AI Doubts and Crypto Gains
Chip and memory stocks climbed and Bitcoin passed $80,000 as markets split between AI caution and crypto optimism, with big price targets ahead.
Building a Financial Market for GPU Compute
How a funding market for GPU compute could price AI capacity, finance data centers, and reveal real demand behind Nvidia's stock.