Technology News
Markets, macro and movers — curated.
The Case for a Fed Hold and Why an AI Bull Run Can Survive a Rate Hike
A rate-hold argument built on low core inflation, plus why a hike may not end the AI-led bull run, with named tech picks.
Intel and SK Hynix Rise on Report of US Memory Chip Partnership Talks
Intel (INTC) and SK Hynix climb on a Reuters report of talks to make memory chips in the US, plus an INTC options trade idea and rate-cut view.
Fed Rate Decision Day and Zuckerberg's Backing of the AI Race
A Fed rate decision splits the vote, mortgage demand collapses, retail sales beat, and Zuckerberg sides with Nvidia on keeping AI fast.
Swarmer (SWMR) Buys Ratel Robotics to Turn Ground Drones Into Launch Platforms
Swarmer (SWMR) acquires Ratel Robotics to make unmanned ground vehicles the launch base for drone swarms and cut human risk in combat.
A Rate Hike for Show, Not Substance
Why a Fed rate hike this week would answer supply shocks with the wrong tool, hurt lower-income borrowers, and squeeze company margins.
Fed Poised to Hike, AI Leaders Over Followers, and Why SpaceX Looks Overvalued
A near-certain Fed hike, staying with AI leaders while dumping hardware followers, and a contrarian call that SpaceX is badly overpriced.
The Clarity Act Fails: What the Crypto Vote Really Means for U.S. Regulation
The U.S. Senate rejected the crypto Clarity Act 49-50, but tokenization and regulatory action are still moving forward without it.
Treasury Yields Top 5%, Crypto's Clarity Act Fails, SoftBank Backs OpenAI with $12B Loan
10-year yield tops 5% before the Fed decision, the crypto Clarity Act fails a Senate vote, and SoftBank secures $12B for OpenAI.
Memory Chips Become AI's Next Big Bottleneck: The Bull Case for MU, SKHY, and Samsung
Why memory has become the hottest chip trade after Nvidia, with multi-year demand, tight supply, and record earnings growth for MU, SKHY, and Samsung.
Clarity Act Stalls in the Senate: What It Means for Bitcoin and Crypto
The Clarity Act failed a key Senate vote, but regulators plan to write crypto rules anyway as Bitcoin and Coinbase sell off.
Crypto's Clarity Act Vote: A Turning Point for Bitcoin and XRP
A Senate procedural vote on the Clarity Act could speed institutional crypto adoption, with XRP and Bitcoin holding different regulatory standings.
Broadcom (AVGO) Falls on Soft Q4 Guidance Despite Booming AI Chip Growth
Broadcom stock slides 31% from highs on light Q4 guidance and Anthropic reliance, even as AI chip revenue grows over 200%; two options trades laid out.
Amazon's AWS Cloud Growth Trails Microsoft as Supply Limits Bite
Amazon (AMZN) leads cloud and e-commerce, but supply limits push developers to Microsoft (MSFT); the AI demand outlook decides the bet.
The Big Three: Circle (CRCL), Bank of New York Mellon (BK), and Apple (AAPL)
Trade setups for CRCL, BK, and AAPL tied to the Clarity Act, interest rates, and AI, with key technical price levels.
The Case for an 8,100 S&P Target Through Rate Hikes, $100 Oil, and AI Fear
A bullish read on markets: a 25 bps Fed hike, $100 oil as the top risk, and AI stocks driving a Q4 rally toward 8,100 on the S&P.
Fed Rate Hike Looms as Nvidia's CEO Rejects an AI Slowdown
A likely Fed rate hike, high oil and bond yields, and Nvidia's push to keep AI moving fast against China shape a tense market.
A Bull Market Until Proven Otherwise: Why Strong Profits Beat Weak Sentiment
Record corporate profits outweigh triple-digit oil and a near-5% 10-year yield, keeping stocks in a bull market until profits crack.
China ADRs Beat U.S., Oil Slips on Russia-Ukraine Energy Truce, AI Slowdown Calls Rattle Chips
Oil falls on a fragile energy-strike pause, AI slowdown calls trigger a chip sell-off, and Chinese ADRs top U.S. names ahead of the Fed.
The Bull Case for Oracle (ORCL) After a 26% Drop
Why Oracle (ORCL) at 16x forward earnings looks undervalued despite heavy debt, negative free cash flow, and a 26% year-to-date drop.
Why Alphabet's Heavy AI Spending Backs a $500 Billion Backlog
Alphabet's $200B capex funds a $500B cloud backlog and Gemini growth, setting GOOGL up to more than double cloud revenue.