Technology

Hims & Hers Health rallies after Novo Nordisk agrees to sell popular weight-loss drugs on its platform.

Nvidia stock was rebounding Monday despite risks to the semiconductor supply chain from the Iran conflict.

Citi reiterates a Buy rating and a $315 price target on Apple stock despite skyrocketing memory costs.

Microsoft stock has been hit by the perceived threat from AI but its integration of Anthropic's Claude points to a future of collaboration.

The conflict in the Middle East has turned the market on its head, with investors piling back into beaten-down software stocks.

Gasoline prices could reach $5 a gallon, fresh inflation, labor data expected, Oracle prepares to report earnings, and more news to start your day.

Payrolls grew by an average of just 18,000 in each of the past three months. Plus, market newsletter commentary on China’s reduced growth target, higher oil prices, AI stocks.

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

Sure, they had a great run. But they were overpriced, free-spending—and, as it turns out, vulnerable to AI.

Additional data-center capacity needed by OpenAI will be fulfilled by other Oracle data centers, a source told Barron’s.

Marvell shares jump after the chip maker beats analysts’ fourth-quarter earnings estimates and issues solid guidance.

Tesla’s energy storage business is worth more that $100 billion, according to William Blair.

Analysts at BofA, Citi, and Barclays have Buy-equivalent ratings on the networking stock.

Alibaba Group and NetEase shares are showing technical signs of stabilization as Chinese equities attempt to bottom after a prolonged slump.

The Internet of Things company reports better-than-expected earnings for its fiscal fourth quarter.

Marvell reports better-than-expected fourth-quarter earnings.

Wedbush analyst Alicia Reese downgrades Trade Desk shares to Underperform from Hold.

Analysts are optimistic over the growth prospects for IonQ, D-Wave Quantum, and Rigetti Computing.

Jefferies says stocks including Meta Platforms, Spotify, ServiceNow and Snowflake have been unfairly punished amid fears about artificial intelligence competition.

Possible new rules on chip exports could complicate the chip companies’ hopes of capitalizing of the estimated $1.5 trillion “sovereign AI” market.

Nvidia stock has been stuck for months but it just got a new Street-high price target from an analyst.

States sue to block Trump’s latest 10% import tariffs, BlackRock sparks fresh fears about private credit, Berkshire’s new CEO restarted company share buybacks, and more news to start your day.

Cryptos have had a good week despite the escalating Iran War. Other catalysts lie ahead.

The market, the world’s hottest of 2025, plunged as the Iran war broke out.

How has the ETF handled the moment it was seemingly designed for? So far, the results are “meh.”