Tech Trader

Meta’s stock would need to rise nearly 600% in five years for its latest options to pay out. This week’s news makes that aggressive goal all the more difficult.

It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.

It isn’t just oil that’s at risk in an extended war. Key chip-making ingredients like helium and bromine come from the Middle East—as does an increasing amount of AI funding.

AI agents like Claude Cowork have terrified software investors, but Salesforce’s early response looks encouraging.

Despite strong results and the accelerating 2026 AI data-center buildout—of which Nvidia remains the primary beneficiary—the stock has been stuck in the mud for months.

The combination of great powers combined with hacked-together agent software and LLMs that can still get things very wrong is a security nightmare.

Big Tech companies have long been cash-generating behemoths. The latest capex splurge could push some of them into a cash-burn mode.

The tech stock panic stems from a misunderstanding about AI models like Claude ChatGPT. It’s making for some very cheap stocks.

Microsoft charges up to $30 a person for its AI upgraded office suite. So far, the returns are muted.

A new type of cybersecurity threat takes advantage of AI agents’ autonomy and wide access to data.

Meta’s Mark Zuckerberg is famous for bold leaps. This week’s AI commitments may be his biggest yet.

For the first time ever, Micron and other cyclical memory makers could see sustained sales growth, giving the stocks another year of gains.

There are many things that can upend the AI data center trade. Chief among them is power supply.

Oracle and Chairman Larry Ellison spent the year chasing cloud computing, social media, and Hollywood studios.

Micron’s blowout earnings report shows memory chips are in hot demand. The coming crunch could exceed the Covid-era chip shortage.

The dilemma for investors is that the latter stages of a bubble are usually the best time to be invested.

While most of Big Tech is sprinting to an unknown AI future, Apple is running a marathon.

Google’s TPU chips are catching up in AI workloads, but software is what keeps Nvidia on top—at least for now.

Nvidia delivered the goods once again. The volatile stock reaction is almost beside the point. 

Major reactions to relatively minor events show that shareholders are getting antsy as AI investment grows. Why the AI trade still has legs.

Palantir’s latest quarter was impressive, no doubt. But Barron’s found a few quarters in software history that outrank Palantir’s results. 

The Facebook parent is becoming more asset-heavy, which will reshape the company’s financials for years to come.

Meta is on pace to spend about $70 billion this year on new AI data centers. CEO Zuckerberg is pursuing creative ways to fund them and is shaking up his staff.

In the year of artificial intelligence, it’s fitting that the latest Nobel Prize is all about understanding new technologies.

OpenAI and its partners have promised to spend $1 trillion on AI. The stock market is counting on it.