Technology


Ecolab Buys CoolIT Systems for $4.75 Billion. It’s All About AI for the Struggling Stock.

Ecolab agrees to buy CoolIT Systems in an all-cash deal for $4.75 billion.

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Arm Holdings Gets a Double Upgrade. Why AI Is a Game Changer for the Chip Stock.

HSBC upgrades Arm Holdings stock to Buy from Reduce in a research note Friday.

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Palantir Stock Is in the Red This Year. Why Analysts Say It’s Still an AI Winner.

The artificial-intelligence heavyweight has developed a competitive moat, say analysts.

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Dell Stock Is a Big Winner in the Super Micro Scandal. Why That May Be Overblown.

Super Micro said it maintains a “robust compliance program.”

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Why Nvidia Is Stuck in a Trading Range—and What Could Finally Break It

Nvidia stock looks set to end the week lower than it started despite multiple announcements at its GTC conference but investors should be patient.

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This ‘Very Attractive’ Chip Stock Has Taken a Hit. The Case for Buying Now.

ASML stock is down 7% in the past month, which makes the chipmaking machinery company a bargain according to TD Cowen.

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Tesla Needs 200 Million Chips for Optimus. How the ‘Terafab’ Solves Its Supply Gap.

Investors are waiting to hear what Tesla CEO Elon Musk has planned for semiconductor supply.

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Iran Is Changing the Landscape for Stock Markets. What They Face After War.

Super Micro co-founder accused of violating export-control laws, FedEx raises outlook, Trump’s Powell criticism endangers his nominee, and more news to start your day.

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Micron, Accenture, Seagate, APA, Newmont, Alibaba, Swarmer, and More Stock Market Movers

Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.

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Not Even Elon Musk Can Get Nvidia Stock Moving

Nvidia stock isn't moving off the back of its GTC conference but Wall Street analysts are still applauding and there’s another high-profile cheerleader—Elon Musk.

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Alibaba Just Released Earnings. Why the Stock Is Slumping.

Alibaba stock is being outshone by MiniMax and Zhipu in China and earnings didn't help.

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Accenture Stock Rallies After Earnings Beat. Is the AI Panic Finally Subsiding?

Accenture shares have plunged in 2026, most recently driven lower by fears of AI disruption.

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Micron Earnings Were Exceptional. Why the Stock Is Falling Anyway.

Far from slowing down, Micron is accelerating in the current quarter.

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This Drone Stock Is Falling After an Eye-Popping IPO. What It’s Worth Is Hard to Say.

The drone software technology provider sold shares in an initial public offering at $5 on Monday.

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These Tech Stocks Are Still a Buy for Many People Even as Iran War Pullback Intensifies

Retail investors are cherry picking which companies to buy, as they spend less money overall, according to a new J.P. Morgan report.

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Apple’s China iPhone Sales Are Up. Thank Memory Cost Increases.

iPhone sales in the first nine weeks of the year outperformed competitors in China.

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The Metaverse Was a $100 Billion Flop. It Should Make Us Think Twice About AI Predictions.

Reality Labs, the Meta division that hosts the project, has racked up around $75 billion in operating losses since 2020.

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It’s Not Just Oil. The Iran War Sparked a Supply-Chain Mess That’s Hitting Tech, Medicine, and More.

Fallout from the Middle East conflict is rippling through the global economy—and growing worse the longer it lasts.

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Nvidia Is Giving Apple Vibes. Good News for the Stock.

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

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Intuitive Machines Guidance Tops Wall Street Estimates. Why the Stock Is Down.

In 2026, the company expects sales of $900 million to $one billion.

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Oil and the Fed May Be Too Much for the Stock Market to Bear

Echoes of the 2022 bear market are starting to ring on Wall Street.

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Oracle’s ‘Di-SaaS-ter’ Leaves the Stock Too Cheap. Buy It.

Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.

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Soaring Oil Prices, Surging Inflation, Fed Rate Fears. It’s Déjà Vu for Markets.

Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.

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The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider

Ben Snider, Goldman Sachs’ new U.S. equity strategist, is bullish on stocks and corporate earnings. Why he likes solar energy, cybersecurity, and AI infrastructure plays.

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Dell, Weyerhaeuser, Visa: A Cross-Sector Look at Former Stock Picks

Technical indicators have turned constructive, creating possible entry opportunities.

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