Technology News
Markets, macro and movers — curated.
ADBE Chart Setup and a Bearish Put Spread Trade Before Earnings
Adobe (ADBE) chart levels, moving averages, and a bearish September put spread trade idea ahead of its earnings report.
The AI Trade Turns Selective: Memory, Networking, and Data Integrity as Hidden Strengths
How the AI trade is narrowing, why memory and data movement matter, and where strong earnings meet macro headwinds.
Crypto Cools in September as MicroStrategy Restarts Bitcoin Buying
Bitcoin and Ethereum stall after a strong August while MSTR resumes buying and Hyperliquid moves toward bringing perpetual futures to US traders.
Broadcom's Earnings Beat Meets a Hedge Fund Blowup: Why AVGO Fell
Broadcom beat on earnings but fell as hedge fund liquidations hit chip stocks; analysts hold long with a $450 target.
Planet Labs Earnings, AI-Powered Earth Observation, and SpaceX Starship Flight 14
How AI is turning Planet Labs from a satellite imagery firm into a data utility, plus SpaceX Starship and spaceport catalysts.
Zscaler Earnings: Low Bar, High Stakes on Guidance
Zscaler (ZS) reports with a low earnings bar; weak prior guidance and rising capex weigh on the stock while peers hit highs.
Software's Comeback: Snowflake Surges as Investors Test the Waters Again
Snowflake's blowout quarter, HPE's post-earnings drop, and rising AI-driven cyber demand signal a selective return of investors to software.
Playing September Volatility With AAPL, NFLX and TJX
Three stock picks - Apple, Netflix and TJX - to buy through year-end while keeping cash ready for a possible September pullback.
Broadcom's Strong AI Quarter Meets a Soft Guide and Google Risk
Broadcom tripled profit and doubled revenue on AI chips, but a soft Q4 guide and customer concentration sent shares down nearly 7%.
Zscaler (ZS) Chart Analysis: Cybersecurity Laggard Heads Into Earnings
A technical look at Zscaler (ZS) shows it trailing peers into earnings, with an iron condor set up for a neutral options play.
Waller Backs Holding Rates as $93 Oil Clouds Fed Path, Nvidia Buys Hugging Face for $12.93B
Waller favors steady rates as disinflation shows, crude near $93 stokes inflation worry, and Nvidia buys Hugging Face for $12.93 billion.
Market Breadth Weakens as NVDA Buys Hugging Face for $12.93B
Half of S&P 500 stocks fell below their 50-day average as NVDA bought Hugging Face for $12.93B and chip and software earnings landed.
Five Altcoins With Bigger Upside Than Bitcoin Right Now
Why money printing lifts Bitcoin, and five altcoins - HYPE, LINK, TAO, UNI, SOL - with strong fundamentals worth buying today.
Weak August Jobs Data, Uber's 10% Layoffs, and Tesla's Slowing China Sales
August private hiring hit a 7-month low, Uber cut 10% of staff, Tesla's China sales slowed, and Chevron plans to double Venezuela output.
Five Tech Earnings: Broadcom Slides, Snowflake Soars, NetApp Reverses
Broadcom fell on mixed guidance, Snowflake jumped 22.7%, HPE and NetApp dropped despite beats, and Five Below beat across the board.
Broadcom (AVGO) Earnings Face-Off: VMware Risk vs. a Low Bar Setup
Broadcom heads into earnings down 30% from its June high, with VMware risk on one side and a low expectations bar on the other.
Broadcom Earnings: Cheap Valuation Offsets a High Bar Set by Nvidia
Broadcom reports with a $16B AI semi target and a cheap 19x multiple, but Nvidia's blowout numbers raised the bar and split opinion.
Snowflake's Q1 Test: Product Revenue Growth and AI-Driven Demand
Snowflake enters earnings priced for perfection - product revenue must accelerate and Cortex AI must show it drives real revenue.
Dell Jumps on Record AI Server Earnings, Analysts Lift Targets
Dell posts record $47B revenue and $60.9B AI server backlog, raises fiscal 27 outlook to $192B, and draws a wave of price target hikes.
Bitcoin Holds Near $80,000 as September Weakness May Break Pattern
Bitcoin's jump to $80,000 came from a short squeeze; holding above that level could set up a year-end rally.