Technology News
Markets, macro and movers — curated.
Three Mispriced Tech Stocks for a Second-Half 2026 Rebound: ORCL, MRVL, RDDT
Why Oracle (ORCL), Marvell (MRVL), and Reddit (RDDT) look mispriced after big pullbacks and could each climb 20% by year-end.
Tesla's Split Story: EV Dominance Now, Robotaxi and Optimus Later
Tesla (TSLA) still leads US EVs while its robotaxi and Optimus bets stay years out, dragging a stock flat over the past year.
Cisco Downgraded on Margin Worries While Wayfair and Fox Win Upgrades
HSBC cuts Cisco to hold on margin fears; Bernstein lifts Wayfair; JP Morgan and Wells Fargo upgrade Fox on World Cup and NFL clarity.
Applied Materials Beats and Raises, But Wall Street Wanted More
Applied Materials (AMAT) beat earnings and raised guidance, but high expectations pushed the stock down, creating a possible options trade.
Retail Sales Dip But Consumer Stays Strong; Big Retail Earnings and Reddit's S&P Entry Ahead
Retail sales fell month over month but rose 5% yearly; key retail earnings, Iran sanctions, tech results, and Reddit joining the S&P 500 are in focus.
NVIDIA's $500B AI Financing Push: GPUs Become a New Asset Class
NVIDIA is unlocking $500B in AI financing by turning GPUs into a bankable asset class, extending chip life and widening who buys chips.
Markets Hit Records on Earnings Strength as SNDK and RDDT Rally, AMAT Slips
Records for the S&P 500 and Russell 2000 on strong earnings, while SNDK and RDDT jump and AMAT falls after its report.
The Everything Rally: Why Tech and the Rest of the Market Can Rise Together
A broad-based stock rally lifts tech and cyclical sectors together, driven by stable rates, range-bound oil, and strong earnings.
Coherent's Post-Earnings Drop Is a Buying Chance, Not a Warning
Coherent (COHR) beat every metric yet fell after a 60% run; here's why the dip is a buy and where else AI money is flowing.
AI Picks and Shovels: Why MSFT, CAT, and Schneider Electric Stand Out
The AI trade is shifting from spending hype to proven returns, and infrastructure names like MSFT, CAT, and Schneider Electric lead the way.
Cooling Inflation Lifts Stocks as Workday, Lenovo Win and JD.com Slides
Flat July wholesale prices ease inflation fears while Workday jumps on buyout talks, Lenovo surges, and JD.com falls despite an earnings beat.
The Space Stock Boom: Why UFO ETF Is Climbing and Where the Real Money Is Moving
Space stocks are surging on new contracts and satellite deals, lifting the UFO ETF and companies like Rocket Lab, ASTS, and Garmin.
Applied Materials (AMAT) Earnings: The AI Bellwether Faces a High Bar
Applied Materials reports earnings with the stock up nearly 200% year over year, split between bullish and bearish options trades near a key level.
CoreWeave's AI Compute Bet: $104 Billion Backlog and the Race for Power
CoreWeave (CRWV) posted $2.58B revenue, a $104B backlog, and raised full-year guidance as AI inference demand keeps climbing.
Chinese Tech Earnings: JD Profits Rise as Revenue Falls, Alibaba and Baidu Face AI Test
JD.com posts its first-ever revenue drop but higher profits, while Alibaba and Baidu face pressure to prove returns on heavy AI spending.
Cisco Beats Earnings but Slides 7% on AI Growth Doubts
Cisco (CSCO) beat top and bottom line estimates but shares fell 7% as investors questioned AI growth pace and margins.
Why SpaceX at $1.9 Trillion Is Priced "Twice as Good" as the Best Company on Earth
A breakdown of SpaceX's $1.9 trillion valuation, the AI-stock bubble, and why AI models are becoming a commodity.
Applied Materials Options Trade Setup Before Earnings
A technical read on AMAT before earnings, plus a short-term put vertical trade example built around its 7% expected move.
Markets Hold Firm on Cooling Inflation as Cisco and Cerebras Slide
Cooling wholesale and consumer prices support equities near record highs, while Cisco and Cerebras drop despite raised guidance.
Why Bitcoin May Have Bottomed and Ethereum Could Break Out
Bitcoin shrugging off bad news signals a bottom, while Wall Street tokenization and ETF inflows set up Ethereum for a breakout.