Technology News
Markets, macro and movers — curated.
The Big Three Trades: Caterpillar, Starbucks, and Intel
Three options trades on Caterpillar, Starbucks, and Intel, with the chart levels, strikes, and reasoning behind each bearish or bullish setup.
A Hurricane About to Hit Crypto: Why Bitcoin May Be Bottoming
Bitcoin sits in deep value territory as the Clarity Act heads to a Senate vote and BlackRock courts holders with an ETF tax break.
SoundHound AI's Record Quarter and the Voice Commerce Bet
SoundHound AI posts record Q2 revenue of $62M, launches the OASYS agentic platform, and rolls out a voice commerce channel linking cars, TVs, and merchants.
Apple Downgraded: Valuation Cooled but Earnings Growth Still Runs Wide
Jefferies cut Apple to underperform on supply chain worries, but iPhone growth, services margins, and a lower PE still support the bull case.
17 Crypto Coins Under $1 to Watch for the Next Cycle
A rundown of 17 altcoins trading under one dollar, with prices, backers, and the case for each heading into the next crypto cycle.
The Clarity Act Fight: Crypto's Rules Hang in the Balance
The U.S. Senate debates the Crypto Clarity Act, split over consumer protection, ethics rules, and whether America is falling behind the world.
AppLovin Drops 20% on Revenue Miss as Analysts Cut Targets but Stay Bullish
AppLovin fell nearly 20% after a mixed Q2 report; analysts slashed price targets but over 90% kept bullish ratings.
AMD's Strong Earnings, Weak Reaction, and a Put-Spread Trade
AMD beat on earnings but fell 6-12% on an outlook seen as merely fine, prompting a bullish put-spread trade and market caution.
What's Fueling the Current Market Rally
A look at how healed AI fears, strong earnings, and rising long-term yields are shaping the current stock market rally.
Why Crypto Could Rally Hard in August
A four-year-high manufacturing reading, heavy capitulation selling, and a looming Clarity Act vote point to a possible crypto rally in August.
Stablecoins as the Hidden Plumbing of Modern Payments
How stablecoins shifted from a crypto trade to invisible payment plumbing that moves business money in seconds instead of days.
Crypto's Make-or-Break Week: The Clarity Act and the Senate Clock
The Senate has five days to pass the Clarity Act before summer recess, with slim odds but a possible bullish crypto catalyst if it succeeds.
The Cold Card Entropy Bug: $38 Million Stolen and Why Bitcoin Dipped
A firmware flaw in Cold Card wallets let hackers drain 600 BTC, while bond yields and stalled crypto law pushed Bitcoin lower.
AI in the Third Inning: Big Tech Earnings and the Winners to Watch
Big Tech earnings confirm accelerating AI demand, with cloud, memory, chips, and cybersecurity poised for years more growth.
Friday Opening Bell: Exxon and Chevron Split, Reddit Slides on a Beat, Rivian Climbs
Chevron beats and rises while Exxon misses and falls; Reddit drops despite strong numbers over Google traffic worry; Rivian and Lucid gain.
Microsoft Finds a Path to AI Profit While Meta Drifts
Microsoft is one of the first companies to make money on AI, while Meta spends heavily with no clear return and Apple plays it safe.
Amazon vs. Microsoft: The Real Fight Is in the Cloud
Azure's fast growth is closing Amazon's cloud lead, but rising AI compute demand and CapEx spending point to a growing pie for both.
EV Investing: Why Rivian Faces Headwinds While Tesla Holds the Upside
A look at why Rivian's US-only bet limits its stock, how Tesla's robotics pivot could pay off, and a defined-risk Tesla options trade.
Earnings Beats Lift Mastercard, Fortinet, and Lam Research
Strong quarterly results push Mastercard, Fortinet, and Lam Research higher, driven by consumer spending, cybersecurity demand, and AI chip growth.
The Fed Holds Rates as Wall Street Quietly Reshapes Crypto
The Fed's fifth straight rate pause, a new crypto index that skips Bitcoin, South Korea's market crash, and mixed signals for crypto.