Tech Stock News

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

One stock offers stronger execution while the other offers a cheaper valuation. See which metric could determine whether this closely watched software thesis survives.

Keenan Michael Conder's non-discretionary sale was triggered by restricted stock unit vesting, not market sentiment.

Robin Tomasello's non-discretionary sale reduced his stake by just 1%, leaving him with 439,863 shares worth $9.1 million.

Ana G. Pinczuk retains direct ownership of 737,716 shares worth $15.31 million, signaling continued confidence in the company despite the equity reduction.

Padgett maintains a $20.3 million stake of common shares after the non-discretionary sale triggered by restricted stock unit vesting.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

Two enterprise software leaders are pursuing the same enormous AI opportunity from opposite directions. See where their strongest advantages and biggest risks could emerge.

The cybersecurity company reported a notable insider sale as its stock rose 20% over the past year.

A multiple like this usually belongs to a software company. This one owns power contracts.

Palantir's AI opportunity is expanding, but its premium valuation raises the stakes. Discover the technology, competitive advantage, and risk shaping the stock's future.

Pinterest stock looks like a bargain following its latest post-earnings sell-off.

Alphabet's growth opportunities look like an embarrassment of riches.

Applied Digital secured enormous demand for AI infrastructure, but the value of those contracts depends on power, financing, and execution. See what could drive the stock over the next few years.

Aug. 12 is a big date for investors interested in Nebius.

One generates 20% net margins on $12.2B in revenue; the other pulls $10.8B in free cash flow despite a 1.7x debt load.

Supply may catch up to demand, but it won't happen anytime soon.

Micron is making one of the semiconductor industry's boldest AI bets. The opportunity looks enormous, but one familiar risk could determine whether investors are early or dangerously late.

The dip in AMD's shares looks like a good buying opportunity.

Amazon is following the trend, which you would expect, but investors need to keep the risks in mind.