Tech Stock News

One company is a profitable, growing leader in cybersecurity. The other is an early-stage quantum computing bet with enormous long-term potential but a long road ahead.

Arista commands networking with zero debt and 39% margins, while AppLovin's AI platform grew 70% with a lower valuation, but each carries distinct risks.

Insider exercised options at $24.45 and immediately disposed of shares at $36.78, reducing direct holdings by 27% while retaining $2.18 million in equity.

Reddit is joining the big leagues with its S&P 500 inclusion.

Siebel exercised vested options at $3.90 per share and liquidated them immediately at $10.51, reducing direct holdings to 722,000 shares while retaining 8.6 million shares indirectly.

Life360 stock may have dipped this week, but its operations are still firing on all cylinders.

The memory maker's new three-year targets look like a peak quarter made permanent -- and $93.9 billion of revenue is already under contract.

The insider disposed of 40,000 shares, representing a 10% reduction in total holdings.

The stock has surged in 2026, but even with McGrath's sale, he still retains 240,343 shares.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.

Sandisk's recent investor day conference was a hit with analysts.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

Should you give up on Meta Platforms?

Phontip Palitwanon's disposition reduced his direct equity stake by 11%, leaving him with ~$1.6 million in holdings as GoDaddy stock faces ongoing headwinds.

Wall Street cheered the company's latest update.

The sale reduced her direct equity position by 1% under a Rule 10b5-1 trading plan established in July 2025, leaving a stake worth $17 million.

Insider liquidated 38,460 shares through pre-scheduled trading plan, reducing direct stake by 12%.

A billionaire investor just revealed his latest portfolio moves, and the overlap with my own holdings says a lot about where smart money is headed.

Insider executed sale under pre-arranged trading plan while maintaining 517,247 shares worth $45.75 million. Stock declined 35% over the past year.

Both companies are in a heated race to build out AI computing capacity.