Technology Sector

Analyze Big Tech, AI stocks, semiconductors, cloud computing, cybersecurity, and the tech companies reshaping the economy and equity markets.

AI Chips
AI Stocks
Big Tech
Cloud Computing
Cybersecurity
Semiconductors
Streaming Platforms
Tech Outages
Tech Stocks
The Magnificent 7
Photo collage of two circuitry and chip patterns layered on top of each other to create an abstract effect.
Stocks

Semiconductors’ report card

Sissy Yan
Jensen Huang with two AI PCs
Stocks

Nvidia's new obesssion

Sissy Yan
President Trump giving thumbs up next to quantum computer
Stocks

With quantum risk comes quantum reward

$2 billion in funding will be spread across the industry.

Lucy Brewster
Nvidia logo with crown
Stocks

Nvidia's great expectations

A lot is riding on this earnings report.

Lucy Brewster
Photo collage of the Pentagon logo multiplied on top of the logos for Amazon, Microsoft, Nvidia, Alphabet, Reflection AI, OpenAI, SpaceX, and Oracle.
Stocks

From guns to GPUs

The US military is embracing AI.

Sissy Yan
Sam Altman looking sad
Stocks

Keeping up with OpenAI

The startup's IPO might be on pause.

Sissy Yan
Servicenow office building
Stocks

A tale of two tech sectors

Lucy Brewster

Making sense of market moves

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