Tech Stock News

A report of buyout talks gave the software maker its best day in a decade. The five-year case has to work without them.

Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.

The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.

The semiconductor fund compressed about six years of its normal return into one. Its own history has seen only two runs anything like it.

The AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.

During the second quarter, Alphabet reported 300% growth in net income.

Micron could split its stock, but investors shouldn't expect a split in 2026.

AI is boosting memory demand while making it harder to expand supply.

Palantir's rapid growth could continue to lift the stock.

Jensen Huang has a unique ability to drive investment in his industry.

The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.

Despite rapid growth, shares of this AI-fueled software company are cheap.

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.

As cybersecurity threats increase, Mastercard is focusing on prevention and defense for its 3.7 billion cardholders.

As earnings season winds down, it's time to reflect on lessons from this quarter.

Taiwan Semiconductor has its fingerprints all over the modern data center.

The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.

AI hardware is becoming harder to manufacture, creating a critical opportunity few investors understand. See which companies could capture the upside and which risks could disrupt the thesis.

Google Cloud is Alphabet's fastest-growing division.