Tech Stock News

The chip designer's AI forecast has only risen since the stock peaked in June. Has the sell-off gone too far?

AppLovin's "cheap" stock hinges on verifying its strong advertiser ROI and sustainable ad demand.

Most of the social media giant's earlier 20% months came with hard numbers behind them. Does this one?

Nvidia and Alphabet are two of the largest players in the AI race.

Could the stock jump by at least 50% by then, or is it already peaking?

Nine of the past 10 times this happened, the stock was up a year later. Is this one different?

The provider of a unified Customer Experience Management (CXM) platform reported a notable insider sale.

The insider maintains 462,980 shares worth $29 million after the sale, executed at prices just below market close during a period of strong stock performance.

Reddit just turned profitable with a new AI licensing revenue stream, while The Trade Desk commands steady growth and stronger cash generation, but their valuations tell opposite stories.

The chipmaker already pledged up to $10 billion to the Claude maker last year. What would a second check buy?

The "force majeure" shows how complicated it has become to construct a data center on time.

Remarkably, the data storage company is priced at close to value-stock levels.

AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself.

The market certainly has high hopes for the company.

Figma is growing fast but faces AI-disruption risk and has yet to achieve consistent profitability. UiPath has solved its profitability problem and is trading at depressed valuations, but spent years testing investor patience to get here.

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

Palantir's hypergrowth and profitability are rare at this scale, but the valuation leaves little room for error. Figma's growth reacceleration is encouraging, but the path to consistent profitability is still being established.

The best-performing Magnificent Seven stocks are AI leaders.

Artificial intelligence is the brain, but the rest of the robot still needs these boring chips to operate.

One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.