Tech Stock News

SpaceX's unique business model comes with a high ceiling, but also a low floor.

Investors will hear about the company's AI investments and will want to know more about how the management team is justifying these massive outlays.

The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.

The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.

The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.

CoreWeave's revenue has grown roughly fivefold over eight quarters, while Applied Digital's trajectory remains uneven despite recent acceleration.

Amazon has a large stake in Anthropic.

Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Netflix shares sank yet again after it reported its second-quarter results.

AMD looks like a buy ahead of its Advancing AI event.

As AI data centers outgrow copper networking, these two optical technology companies could become major beneficiaries of the industry's shift to silicon photonics.

The search giant promised its most powerful AI model in June. It's still not here.

Nvidia could actually lose a meaningful slice of its market share and still hit that milestone by 2030.

Will Musk's "dogged determination" help Tesla beat expectations?

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

The recent sell-off stings a lot less when the cost basis is $10 a share.

Sandisk is an early candidate for stock of the year.

Sometimes, a promising stock that's down 45% still isn't a bargain.

Apple is riding a wave of momentum led by strong sales and a different AI approach.