Technology News
Markets, macro and movers — curated.
US and China Split on AI Speed as DeepSeek Ships a New Model
US AI leaders push to slow development on safety fears while China accelerates, plus a heavy week ahead for central banks and data.
MLCCs: The Overlooked AI Component Behind a New Roundhill ETF
A new ETF (CCML) targets MLCCs, tiny power-control components in every AI circuit board, with makers based mostly in Asia.
The Amazon Bull Case: AWS as the Heartbeat of the AI Trade
Why AWS growth, custom AI chips, and advertising make Amazon (AMZN) a strong long-term buy despite an FTC ad probe.
Oracle's AI Backlog Turns to Revenue, But Profit and Debt Questions Remain
Oracle beat earnings and doubled cloud infrastructure revenue, but its $664B backlog, heavy capex, and $125B debt raise profitability questions.
Nvidia's Valuation Puzzle: Bull and Bear Option Trades on NVDA
Nvidia's cheap forward PE against 70% guided revenue growth, plus bull and bear NVDA option trades for the AI valuation debate.
The Big Three AI Trades: Micron (MU), Oracle (ORCL), and Apple (AAPL)
A technical and thematic breakdown of three AI-linked stocks - Micron (MU), Oracle (ORCL), and Apple (AAPL) - with chart levels and trade views.
Oracle Tops Earnings and Lifts Guidance on AI Cloud Growth, But Stock Stalls
Oracle (ORCL) beat revenue and EPS estimates and raised full-year guidance on strong cloud growth, yet shares ended the day nearly flat.
Rocket Lab (RKLB) Chart and a December Options Trade Idea
Raymond James starts RKLB at outperform with an $80 target; here is the chart setup and a December options play.
Oil Volatility, Oracle's Earnings Beat, and Adobe's Guidance Slide
Crude oil swings on a reported Saudi pipeline strike as Oracle beats earnings and Adobe slips on weak guidance ahead of key CPI data.
Accio AI and the Rise of Agent-to-Agent Commerce for Small Business
How Alibaba.com's Accio AI cuts sourcing time and cost for small businesses and points toward agent-to-agent global trade.
Bitcoin Slides on Inflation Fears as Crypto Waits on the Clarity Act
Bitcoin near 77K amid risk-off trade, ETF flows, the Clarity Act vote, stablecoin rules, Hyperliquid deals, and a bullish golden cross signal.
Oracle Jumps on Cloud Beat While Adobe Slips on Weak Obligations
Oracle beats and climbs about 5% on cloud strength, Adobe slips on a remaining performance obligations miss, and markets fall on rising yields.
Oracle's $638B Backlog Meets Heavy AI Spending and Hyperscaler Rivals
Oracle's earnings hinge on a $638B backlog and OpenAI bet, but rising rates, thin cloud margins, and hyperscaler competition weigh on the stock.
Oracle's Earnings Test: Massive RPO Backlog Against Ugly Cash Flow and Rising Debt
Oracle (ORCL) faces an earnings test as its huge cloud backlog collides with negative free cash flow, heavy capex, and rising debt.
Google vs Meta: Two Roads Through the AI Buildout
A side-by-side look at Alphabet (GOOGL) and Meta (META) AI strategies, capex, cloud growth, monetization timelines, and legal risk.
Apple's iPhone Duo Launch: Foldable Buzz, Thin Margins, and a Cautious Trade
Apple's first foldable iPhone Duo, new iPhone 18 Pro line, Apple Watch and AirPods launch, with analyst views and a cautious options trade on AAPL.
Apple's Foldable iPhone Debut and What It Signals for AAPL
Apple's first event under CEO John Ternus launched a $2,000 foldable iPhone, cheaper AirPods, and a strong pitch for iPhone as the AI device.
ORCL Bullish Butterfly Trade Into Earnings
A bullish unbalanced call butterfly on Oracle (ORCL) heading into earnings, built around its recovery off 52-week lows.
September Crypto Watch: Clarity Act Faces Senate Death as Tokenization Surges
The Clarity Act likely dies in a September 15 Senate vote, but tokenization, stablecoins, and a Bitcoin golden cross keep the crypto case alive.
Treasury's $6B Buyback Fails to Calm Bonds as Apple Unveils Foldable iPhone Duo
A $6B Treasury buyback failed to lower yields while Apple launched its first foldable iPhone Duo and iPhone 18 Pro lineup.