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
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Tech Outages
Tech Stocks
The Magnificent 7
Photo collage showing a single cloud in a blue sky, superimposed with downwards stock arrows
Stocks

The AI trade's credit check

CoreWeave shows how AI's future buckles as borrowing costs rise.

Helena Cheng
Photo collage showing the ASML logo superimposed on a close-up of the pattern on silicon wafer with a rainbow gradient background.
Stocks

ASML’s waitlist has a waitlist

A sign the AI boom is still booming.

Helena Cheng
Cerebras's chip with a growing bar graph.
Stocks

Cerebras' AI speed game

Helena Cheng
Stylized photo showing the SpaceX Starship rocket launching straight up into the sky, with puffy clouds around it.
Stocks

Starship sticks the landing

Sissy Yan
A portrait of Larry Ellison, the cofounder of Oracle with a downwards trending graph
Stocks

Data center delay

That's bad news for everyone.

Gabriela Riccardi
Photo collage showing John Ternus, a white man with short brown hair wearing a suit, looking wistfully off in the distance, with the Apple logo behind him filled with engraved money textures.
Stocks

Apple finally folds

Sissy Yan
A split image of an Apple iPhone and a data server
Stocks

Qualcomm jumps on the AI bandwagon

Qualcomm is betting big that AI data centers can become its next growth engine.

Lucy Brewster

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