When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
A locked phone after death can cut a family off from years of photos, messages, and memories while they wait on court orders and legal documentation. Apple, Google, and Facebook each built…
Marvell's custom silicon business is ramping across the top hyperscalers just as Wall Street consensus starts to look like it missed something important. Here is what the numbers reveal about where this…
Acquisition rumors sent Marvell tumbling hard in a single week, but the real question for long-term investors is whether the chaos around a potential Lumentum deal hides a rare buying opportunity or…
A recently divorced masseuse in Silicon Valley needed work and took a part-time gig at a scrappy little startup. What she quietly slipped into her contract before signing changed everything.
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Inflation was supposed to be yesterday’s problem. After peaking above 9% in 2022, consumer price increases steadily cooled, giving Americans hope that the worst was behind them. Wall Street had another reason…
On March 6, 2026, Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) was a bruised AI name. Shares had fallen about 24% in the three months before, and the company had reported its…
AI optics stocks are taking the hit from this week’s Big Tech earnings as cares about hyperscaler spending spread down the supply chain. Applied Optoelectronics (NASDAQ:AAOI) stock is at $67.40 in afternoon…
Oracle's AI bookings hit numbers that stunned Wall Street, yet the stock sits nearly 49% below its peak while cash flow burns deep into the red. Something has to give, and the…
A headline-grabbing crypto theft is putting digital defense in the spotlight, yet security-linked software stocks are falling with the rest of tech. Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is at $233.41…
AI cloud stocks are falling again as investors rethink how much the biggest tech spenders will keep paying for outside computing power. CoreWeave (NASDAQ:CRWV) stock recently traded at $54.34, down 11%. The…
Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
