Technology News
Markets, macro and movers — curated.
Friday's Movers: Intuitive Surgical Sinks, SpaceX Scrubs Launch, Apple Upgraded
Intuitive Surgical drops on slowing growth despite an earnings beat, SpaceX falls below its IPO price after scrubbing a Starship test, and HSBC upgrades Apple.
Why AI Leaders Could Fall 30-40% While AMD, Banks, and Biotech Hold Firm
Leading tech stocks are breaking down and could drop 30-40%, but money is rotating into AMD, regional banks, financials, and biotech.
CleanSpark's $6.6B Data Center Lease: A 20-Year Bet on AI and Bitcoin Country
CleanSpark signs a 20-year, $6.6B triple net data center lease in South Georgia with a high-grade tech tenant, funded without new equity.
Tech Rotation Slams the Nasdaq as Netflix Sinks and SpaceX Falls Below IPO Price
A tech-led selloff drags the Nasdaq below its 50-day average while money rotates into Apple, Netflix slides on weak guidance, and SpaceX drops below its IPO price.
Wall Street's Tokenization Trial: DTCC Puts QQQ, SPY and Treasuries On-Chain
DTCC ran a live tokenization trial with JP Morgan, BlackRock and Goldman, moving QQQ and treasuries on-chain and lifting altcoins like CRO and Ondo.
TSMC's Strong Earnings and the Real Bottleneck: Power and Packaging
TSMC's strong results confirm AI chip demand stays hot, but the real limits now sit in power supply, water, and chip packaging capacity.
How Options Trading Shapes Nasdaq Swings and the Risk in Leveraged ETFs
Options pricing keeps single-stock volatility high while index moves stay calm, and leveraged ETFs quietly amplify daily swings.
Nvidia Bull vs. Bear: GPU Dominance, Japan Push, and Two Options Trades
Nvidia expands in Japan and defends its 90% GPU share while facing TPU rivals; two example options trades weigh bullish and bearish setups.
Netflix Down 41% Into Earnings: Chart Levels and a Butterfly Trade
Netflix sits at the bottom of the streaming group down 41%, with key chart levels and an unbalanced call butterfly ahead of earnings.
Direxion's 2X SK Hynix ETF: A Tactical Trade on the Volatile AI Memory Boom
A new daily 2X SK Hynix ETF gives traders leveraged exposure to the AI memory boom, but it carries real risk and is built for tactical trades only.
BlackRock's Bullish Crypto Bet: Tokenization, ETFs, and the Clarity Act Fight
BlackRock's Larry Fink stays bullish on crypto after a leverage washout, betting on tokenization while the Clarity Act stalls in the Senate.
BIP-110 and Bitcoin's $60,000 Floor: Two Risks Worth Watching
A look at the BIP-110 soft fork risk, Bitcoin's $60,000 support level, key cost-basis zones, and the Clarity Act's stalled path through Congress.
Cooler PPI Gives the Fed Room While Chinese Stocks Draw a Rotation
Producer prices fell the most since 2020, easing rate pressure, as money rotated into Chinese tech stocks ahead of TSMC and Netflix earnings.
The Closed-Weight Test: What Anthropic's IPO Really Asks Investors to Bet On
Anthropic's coming IPO tests whether closed-weight AI models can hold their lead as open-weight Chinese models rise and demand keeps growing.
ASML's Flawless Quarter Meets a Nervous AI Trade
ASML beat on top and bottom lines, raised guidance a second time, and holds EUV orders through 2028, yet the stock still turned negative.
ASML's Blowout Quarter and Booming AI Chip Orders Through 2028
ASML beat second-quarter estimates, raised full-year guidance twice, and reported chip machine orders booked out to 2028 on AI demand.
Wednesday Morning Movers: BlackRock Soars, Aehr Rockets, IBM Downgraded
BlackRock jumps on a broad earnings beat and record assets, Aehr rockets on AI chip demand, and IBM gets cut after its worst day ever.
Markets Ride Bank Earnings as ASML Beats, IBM Sinks, and Stripe Bids $53B for PayPal
Bank and chip earnings support stocks amid Iran tensions, IBM's 25% drop, ASML's strong beat, and a reported $53B Stripe bid for PayPal.
Energy Is the "Picks and Shovels" Play on the AI Boom
Why energy, not AI software, is the safer bet on the AI boom, plus what is driving the shortage of affordable rentals in the US.
Cooler Inflation, Stablecoin Rules, and a Fed Chair Betting Big on Crypto and AI
June CPI fell to 3.5%, crypto rallied, and Fed Chair Kevin Warsh raced to finalize stablecoin rules while calling AI the biggest change of his lifetime.