Technology
Dell, Weyerhaeuser, Visa: A Cross-Sector Look at Former Stock Picks
Technical indicators have turned constructive, creating possible entry opportunities.
4 minute read
Micron, Swarmer, Lumentum, Trade Desk, Macy’s, Williams-Sonoma, and More Stock Market Movers
Micron shares rise after the memory-chip maker tops a $500 billion market cap for the first time ahead of the release of its quarterly earnings.
3 minute read
3 Reasons This Drone Stock Soared 520% and Is Up Another 92% Today
Swarmer shares soared to unexpected heights on Tuesday. The company plans to use the money raised in its IPO to apply its tech to across autonomous land, sea, and air platforms.
3 minute read
Why a Tesla Semiconductor Fab Would Be a ‘Herculean Task’
Tesla CEO Elon Musk teased a semiconductor fabrication project over the weekend, which has Wall Street wondering what he is planning.
2 minute read
Sure, Nvidia Stock Is Stuck. But Don’t Ignore Its Huge Cash Returns.
Nvidia chips are still dominant in the artificial-intelligence sector but the prospect of the $4.42 trillion company being able to double in size again seems distant
2 minute read
Lumentum Stock Jumps. This Is More Important Than Nvidia’s Mixed Messages.
Lumentum stock and Coherent were moving following Nvidia CEO Jensen Huang’s comments that his company will continue to use copper cables.
3 minute read
Meta Wants Influencers to Come Back to Facebook. It’s Willing to Pay.
Creators in the program can earn $1,000 a month if they have at least 100,000 followers on Instagram, TikTok, or YouTube.
3 minute read
Bitcoin, XRP Fall. Crypto Markets Get What They Expected From Fed’s Powell.
Major cryptocurrencies were down after the Fed’s interest rate decision. Investors will pay close attention to official statements.
1 minute read
Jabil Earnings Beat Estimates. The Stock Is Falling Anyway.
The electronic parts supplier posts adjusted earnings of $2.69 a share for its fiscal second quarter, surpassing analysts’ consensus of $2.51.
1 minute read
Gemini Space Station Stock Crashed After Its IPO. Why It Could Fall Even Further.
Citi downgrades Gemini Space Station to Sell from Neutral in a research note Wednesday.
2 minute read
Why the Trade Desk Is Losing a Key Partner—and What It Means for the Stock
Analysts at Rosenblatt Securities and Stifel downgraded shares of The Trade Desk.
2 minute read
South Korea’s Stock Market Is the World’s Hottest. Now It’s Getting a Huge Overhaul.
Stock markets have been volatile since the Iran war started, but one in particular has stood out.
1 minute read
SoFi Stock Rises as CEO Defends Against Short Seller’s ‘Financial Engineering’ Allegations
The fintech lender appears to have decided that the best defense is a good offense following a report by Muddy Waters.
3 minute read
Amazon Might Pull Some Business From USPS. That’s Good for FedEx and UPS, but Not in the Way You Think.
If Amazon doesn’t renew its last-mile delivery relationship with the USPS there will be more packages for other logistics providers to deliver.
3 minute read
Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.
As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.
3 minute read
Amazon CEO Sees Cloud Reaping $600 Billion, Report Says. There's One Big Problem.
Amazon CEO Andy Jassy has big hopes for artificial intelligence to drive cloud-computing revenue but the stock will likely need more catalysts.
2 minute read
Stock Markets Are Looking Through $100 Oil. Why the Fed Needs to Follow Suit.
Trump expresses frustration with NATO allies, what happens if Warsh’s Fed confirmation is delayed, airlines face higher fuel costs, and more news to start your day.
Long Read
Docusign Stock Pops After Earnings Beat
Docusign expects fiscal first-quarter revenue to be between $822 million and $826 million, which is higher than analyst estimates of $812 million.
1 minute read
Nvidia, Eli Lilly, Oklo, Swarmer, Delta, Semtech, Uber, and More Stock Market Movers
Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.
2 minute read
Nvidia Just Blew a Big Hole in the Case to Buy Tesla Stock
Commoditized self-driving technology might be a boon for drivers and not for Tesla.
2 minute read
Nvidia’s Jensen Huang Used to Be the Stock’s Best Salesman. Now He Can Barely Make It Budge.
Nvidia stock didn't move much after CEO Jensen Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips.
3 minute read
Nebius Stock Falls 12% on Bond Offering. Citi Calls It a ‘High Risk’ Buy.
The neocloud announces plans to raise $3.75 billion through convertible bonds to help fund its data-center buildout.
3 minute read
Amazon Is Set to Gain From AI, Analyst Says. The Stock Looks Cheap.
Needham analyst Laura Martin cites several reasons she thinks Amazon is set up for success in a world dominated by AI.
2 minute read
U.K. to Spend $2.5 Billion on Quantum Computing. What It Means for IonQ Stock.
The United Kingdom has pledged to invest in scaling quantum computers by the early 2030s.
2 minute read
Disney’s Bob Iger Era Is Over. How the Stock Did in His Time as CEO—and What’s Next.
Based on how shares have traded over the past few years, Iger’s second stint as CEO was a disappointment.
2 minute read
