Tech Stock News

CoreWeave’s backlog remains a major demand signal, but the sell-off shows investors are watching customer concentration and future AI compute competition.

Meta’s possible cloud business gives investors another way to evaluate whether its AI infrastructure buildout can support future returns.

Microsoft is regaining some ground as investors pivot back into AI software stocks.

Meta Platforms looks incredibly cheap right now.

Getty Images walked away from the Shutterstock merger. Here's what happened and what it means for investors.

IonQ stock is a long way from setting new highs again.

The NAND memory maker has been the market's top performer, and it still has room to run.

Both GitLab and MongoDB saw robust revenue growth in 2026, but their paths to profitability and risk profiles reveal key differences for investors.

A terrible June offers a buying opportunity for my top July pick.

Even though Micron stock is falling, there is some good news for investors today.

OpenAI and Anthropic could burn overeager investors in the same way SpaceX did.

Sandisk stock is under pressure today, but there is actually some positive news for investors.

Nvidia is rarely cheaper on a forward P/E basis than the S&P 500.

Artificial intelligence (AI) will not be the downfall of the software giant.

BigBear.ai leans on government contracts while SoundHound AI accelerates in commercial markets, see how their 2025 financials and risk profiles compare.

SpaceX stock will begin trading as a member of the Nasdaq-100 on July 7.

Berkshire has quadrupled down on one of its artificial intelligence holdings so far this year.

Investors just learned the company will soon face another big competitor.

A year ago today, taking a buy-and-hold position in Micron stock was one of the best moves investors could have made.

Microsoft's stock looks far cheaper than Apple's.