A year of steady gains has put Apple (NASDAQ:AAPL | AAPL Price Prediction) in step with the entire technology sector and well ahead of its biggest mega-cap rivals. That turns the choice…
A profit beat powered by artificial intelligence (AI) data center demand is causing a sharp selloff at one of Europe’s biggest network equipment makers. Nokia (NYSE:NOK | NOK Price Prediction) stock is…
Heavier artificial intelligence (AI) spending plans are overshadowing a strong quarter at Meta Platforms (NASDAQ:META | META Price Prediction), where revenue and guidance both topped expectations. Meta Platforms stock is at $677.20,…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive:…
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market…
Morgan Stanley just raised the odds it assigns to its $756 bull-case scenario for Dell Technologies (NYSE:DELL | DELL Price Prediction), and buyers are responding in force. Dell stock is up 7%…
Oppenheimer just raised its Microsoft target and investors are cheering, but the company's dramatic Copilot overhaul trades predictable subscription revenue for a usage meter that rises and falls with customer behavior. Whether…
Big Tech is splitting along a single axis in Wednesday afternoon trading. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is falling several times faster than the technology sector itself, while Meta Platforms…
VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your…
