Technology News
Markets, macro and movers — curated.
Micron's Wild Ride: AI Memory Boom Meets a Valuation Puzzle
Micron (MU) jumped over 20% in five days on AI memory demand, but with the stock swinging wildly, the fair valuation is unclear.
NVDA Earnings Preview: Wall Street Expects Doubled Revenue and Watches Forward Guidance
NVIDIA's Q2 report is expected to nearly double revenue, but investors focus on Q3 guidance, CPU expansion, and AI demand.
Nvidia Backstops SB Energy for a 10-Gigawatt OpenAI Data Center in Ohio
Nvidia secured land and power in Ohio and backstopped a 10GW OpenAI data center, taking a $1.5B stake in SoftBank's SB Energy.
Monday's Movers: Workday Downgraded, Okta Upgraded, Alibaba's AI Momentum
Workday (WDAY) gets two downgrades on buyout hopes, Okta (OKTA) upgraded on cyber demand, and Alibaba (BABA) pops on 3B AI downloads.
Fabrinet (FN) Heads into Earnings with a Low-Cost Bullish Options Trade
Fabrinet (FN) reports earnings with shares up 74% on the year; a call butterfly offers cheap bullish exposure past the pricey premiums.
Consumer Earnings and Big Tech Deals Set the Tone for Markets
Retail earnings will test consumer strength while Apple's iPhone outlook and Nvidia's AI deals reshape the tech story.
Bitcoin Bottoming: Why the Bear Market May Be the Best Buy
Bitcoin and Ethereum sit in the bottoming zone after a 50% drop, with low volatility and rising leverage pointing to a big move ahead.
NVIDIA's Kingmaker Role in the AI Buildout as Alphabet Chases True AI
How NVIDIA's $500 billion financing power, Alphabet's negative cash flow, and the AGI race are reshaping who wins the AI buildout.
Reading Market Risk Through NDX, SPX and Semiconductor Options
How cheap NDX straddles, index-vs-single-stock volatility, and semiconductor options signal market risk in 2026.
Three AI-Linked Consumer Stocks: Palantir, Warby Parker, and Chewy
Why Palantir (PLTR), Warby Parker (WRBY), and Chewy (CHWY) each offer distinct AI and consumer growth stories worth watching.
The AI Agent Paradox: Zero Trust, Cybersecurity, and the IPO Fallout
How agent-on-agent AI breaches pushed the industry into a zero-trust era, reshaping cybersecurity spending and pending AI IPOs.
Cerebras Systems: Wafer-Scale AI Chips, a Revenue Miss, and Heavy Customer Concentration
Cerebras posted a $450M loss and revenue miss on its second report, betting giant wafer-scale chips against Nvidia while leaning on OpenAI and UAE money.
AI as a Macro Force: The Trillion-Dollar Compute Boom and the Road to 7% GDP Growth
Why AI drives economic growth four ways, could push GDP past 7% by 2030, and creates trillions in compute demand for NVDA, AMD and cloud.
The Clarity Act Is Coming: Why Banks Are Fighting Crypto and Which 7 Coins Look Bullish
Why big banks are lobbying hard against the Clarity Act, the deposit-flight myth, and seven crypto coins burning supply to capture value.
July Retail Sales Fall as Consumer Sentiment Slides and AI Trade Powers Markets
July retail sales fell 0.6% and consumer sentiment dropped to 51, while strong AI earnings lifted tech and memory stocks.
Single-Stock Leverage ETFs: How Direxion Trades the SpaceX and Tesla "Musk Complex"
How 2x leveraged and inverse single-stock ETFs on SpaceX and Tesla work, why they reset daily, and how the US market differs from South Korea.
Why Private Equity's Workday Bid Could Lift the Whole Software Group
Silver Lake's rumored bid for Workday signals a price floor for beaten-down SaaS stocks and points to which names could be bought next.
Bull vs. Bear on Amazon (AMZN): AWS Surge and the Slowdown Risk
Amazon's (AMZN) AWS growth and record backlog fuel the bull case, while slowing cloud rates and a weaker consumer stand as the main risks.
Google Cloud Growth Cools While Alphabet's Billion-User Empire Stays Strong
Google Cloud's 82% growth shows early signs of slowing, but Alphabet's search, YouTube ads, and Gemini adoption keep the long-term case bullish.
The Big Three: Palantir, CrowdStrike, and Cloudflare Chart Setups
Trade setups and chart levels for PLTR, CRWD, and NET, with support, resistance, moving averages, and RSI signals.