Technology News
Markets, macro and movers — curated.
Anthropic's IPO and the Coming Open-Source AI Boom
Anthropic's late-2026 IPO could top SpaceX, but the bigger opportunity sits in open-source AI and the application layer built on top of it.
Waymo Enters Europe, Apple Pushes Local AI, and Nvidia Earnings Loom
Waymo starts Munich testing, Apple debuts M6 and M5 chips for local AI, and markets brace for Nvidia earnings amid weak consumer data.
Nvidia as a Full-Stack AI Company: Blackwell, Vera Rubin, and Rampant Demand
Ahead of Nvidia earnings, a look at why demand stays strong, why Blackwell still matters, and the risks around China, memory prices, and financing.
Bitcoin Breaks $80,000 as Crypto Enters a New Regime
Bitcoin tops $80,000 on treasury news and short liquidations, with Ethereum and Solana leading a broad crypto rally into a new market regime.
Four Hidden AI Plays: Southern Company, Micron, Teradyne, and Citizens Financial
Analysis of four overlooked AI investments spanning utilities, memory chips, chip-testing gear, and a bank cutting costs with AI.
Intuit (INTU) Faces AI Uncertainty as Earnings Loom
Intuit (INTU) heads into Q4 earnings down over 40% this year, caught between AI as a growth tool and an AI threat to its tax business.
The Big Three Trade Setups: Alphabet, Amazon, and SpaceX
Breakout trade plans and chart levels for Alphabet (GOOGL), Amazon (AMZN), and SpaceX (SPCX) ahead of key earnings and inflation data.
AI Earnings vs. Trade Wars: Reading the Market's Numerator and Denominator
How Nvidia earnings, Fed signals at Jackson Hole, and fresh U.S. tariff fights with China and Canada shape the market outlook.
Tuesday's Market Movers: Nvidia Upgrade, Memory Chip Cuts, United's Global Push
Mizuho trims memory chip price targets, Raymond James lifts Nvidia to $352 on CPU growth, and United Airlines plans its biggest ever international expansion.
Bitcoin Breaks $80K: Why the Rally Is Real and What Stands Between Here and $100K
Bitcoin crossed $80K on spot demand and short covering; here is what drove it, the resistance ahead, and why altcoins have no money thesis.
INTU After the Software Selloff: Chart Levels and an Iron Condor Trade Into Earnings
Intuit (INTU) is down 44% over 52 weeks amid AI disruption fears; here are the key chart levels and a neutral iron condor trade into earnings.
Economic Pressure on Iran, AMD Upgrade, and the Setup Into Nvidia Earnings
Markets reverse as crude and yields fall; US targets Iran's economy, AMD gets upgraded, and Nvidia earnings loom with a low bar.
Nvidia Earnings Preview: Memory Bottlenecks, Vera Rubin, and Why a Miss Would Shock the Market
What investors need from Nvidia this week - supply allocation, Vera Rubin production racks, HBM4 scaling, and why missing expectations would be the real surprise.
Tesla Cybercab Set for September 3 Austin Launch; Gold, Silver, and AI Debt Sales in Focus
Tesla confirms a September 3 Cybercab robotaxi launch in Austin as gold and silver rally and tech firms raise debt and equity for AI spending.
Google's AI Empire: Full-Stack Strength, Full-Stack Costs
Alphabet owns every layer of the AI stack, but heavy spending, negative cash flow, and hidden portfolio concentration temper the story.
AI Cuts Both Ways for Cybersecurity: Where CRWD, PANW, OKTA and ZS Stand
Why AI drives more cybersecurity spending, and the outlook and price targets for CRWD, PANW, OKTA, FTNT and ZS.
Apple's iPhone 18 and Foldable Bet: Bull vs Bear on AAPL
Apple (AAPL) trades near record highs on iPhone 18 and foldable hype, but valuation, pricing, and a slowing handset market split the bull and bear case.
Why Nvidia Still Looks Like a Value Play Inside a Diversified Tech Portfolio
The bull case for Nvidia as a tech value play, plus how a 60-70 name quant portfolio weights AI winners, boring stocks, and energy.
Three AI-Linked Trades: Vertiv (VRT), SOXL, and Mastercard (MA)
Three chart-based options trades on Vertiv (VRT), the SOXL semiconductor ETF, and Mastercard (MA) tied to Nvidia earnings and key support levels.
Intuit Ahead of Earnings: Jefferies Trims Target But Keeps Buy as Analysts Split
Jefferies cuts Intuit's (INTU) target to $500 but holds a buy as analysts split ahead of tomorrow's post-close earnings report.