One advertising technology stock climbed 46% this year while Trade Desk collapsed, and that split forces every shareholder to confront whether the buying side of programmatic advertising faces a temporary stumble or…
Uber slid while big tech climbed, and its closest rivals fell even harder, which turns a rough month into a question about whether the pressure comes from Uber itself or something bigger…
Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the retreat. Super Micro Computer stock…
Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70. That reaction…
Chip stocks are under pressure across the group, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is the worst performer among large semiconductor names. Arm stock is down 9% to $282.46 in…
At 8:36 AM ET this morning, Meta (NASDAQ:META | META Price Prediction) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as…
Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early…
The software group is being repriced. An enterprise software launch from Meta Platforms (NASDAQ:META | META Price Prediction) is behind the move, and the company behind the announcement is falling alongside the…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
A $3.5 billion convertible note plan from Snowflake (NYSE:SNOW | SNOW Price Prediction) weighs on Snowflake stock. Even so, the data cloud company structured the deal specifically to limit the dilution sellers…
Buyers are stepping back into AppLovin (NASDAQ:APP | APP Price Prediction) stock. The move comes after a sharp slide, while ad tech peers The Trade Desk (NASDAQ:TTD) and Digital Turbine (NASDAQ:APPS) are…
A record buyback commitment lifts NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock only slightly. The gap between the scale of that headline and the size of the move is the tension at…
Stripping a half-million-dollar portfolio down to just two positions sounds reckless until you understand the logic that makes the gap between them intentional. What each end actually holds reveals a structure most…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Earning six figures at 45 with a brokerage account you have never opened puts you behind on paper but not in reality. Three specific ETFs can close that gap faster than most…
