#tech-stocks — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #tech-stocks, aggregated by home.social.
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OpenAI's Stumbles Cast Shadow on Infrastructure Partners
OpenAI missed revenue and user growth targets, causing stock drops for partners like Oracle and CoreWeave. Learn why this matters for AI infrastructure.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/
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OpenAI's missed targets have caused a dip in stock prices for key partners like Oracle and CoreWeave, raising questions about the AI sector's rapid growth.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/ -
Sectors Up Close: Big Tech firms ramp up AI spending
Amazon, Alphabet, Microsoft and Meta plan to spend more than $700 billion on building AI this year, they announced in quarterly results. There's something in here for both the AI boosters and the sceptics, Russ Mould of AJ Bell told Reuters #News #Reuters #Newsfeed #MarketNews #TechStocks #ArtificialIntelligence #AIBoom #BigTech #ai Read the story here: 👉 Subscribe: Keep up with the latest news from around the world:…
https://fllics.com/en/video/sectors-up-close-big-tech-firms-ramp-up-ai-spending/
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A report that OpenAI missed key 2025 targets is hitting tech stocks at a critical time for the AI trade, with investors gearing up for tech earnings. (Credit: Getty Images) #OpenAI #stockmarket #techstocks mrf.lu/pMyL
Tech stocks are tanking on a r... -
AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings
(Bloomberg) — The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Asianmarkets #Bloomberg #Europe #Europeannations #globalequitymarkets #portfoliomanager #skhynix #southkorea #stockmarket #Taiwan #TaiwanSemiconductor #techstocks #Technology
https://www.newsbeep.com/us/606790/ -
BERNSTEIN BETS BIG ON RUBIN: NVIDIA PRICE TARGET JUMP
Bernstein raises Nvidia's price target to $300, citing the new Vera Rubin AI platform expected in late 2026. See how it impacts chip performance and costs.
#Nvidia #VeraRubin #AI #TechStocks #Bernstein
https://newsletter.tf/nvidia-vera-rubin-platform-price-target-300/
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Bernstein analysts predict Nvidia's stock could reach $300, driven by the upcoming Vera Rubin AI platform. This new platform is expected to be 5 times faster for inference tasks.
#Nvidia #VeraRubin #AI #TechStocks #Bernstein
https://newsletter.tf/nvidia-vera-rubin-platform-price-target-300/ -
Americans have never been this gloomy about the economy. Wall Street has never cashed in more
The S&P 500 punched through 7,000 to a fresh all-time high. Goldman Sachs posted its second-highest quarterly revenue…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Business #donaldtrump #gasprices #IncomeInequality #insidertrading #iran #MorganStanley #s&p500 #techstocks #Trading #wallstreet #war
https://www.newsbeep.com/us/588948/ -
S&P 500, Dow, Nasdaq fall as tech sector pulls back, US-Iran truce in focus
From Bloomberg: The US and Iran are considering a two-week ceasefire extension to allow more time to negotiate…
#NewsBeep #News #BreakingNews #breakingnews #Iran #NASDAQComposite #techstocks
https://www.newsbeep.com/487144/ -
Did President Trump's Iran ceasefire spark a tech rally? Chris Eudaily reports that President Trump's Iran ceasefire announcement fueled a relief rally for tech stocks. Major companies like Alphabet, Meta, and Nvidia led the surge after a difficult start to the year. Read the full analysis here to understand the market's response. https://www.cnbc.com/2026/04/08/alphabet-nvidia-microsoft-tech-stocks-iran-ceasefire.html #TechStocks #Markets #Iran
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undefined | Goldman and Wells Fargo say buy tech stocks, it's rare for them to get this cheap
Goldman Sachs and Wells Fargo are becoming more constructive on technology stocks after a recent pullback, arguing that the dip has created a rare entry point for investors. The S&P 500 Information Technology sector has lagged the broader market with a roughly 7 % year‑to‑date loss as investors debated whether heavy AI‑related capital spending will translate into sustained profits. Both firms say the weakness has pushed valuations to unusually attractive levels.
Wells Fargo upgraded the S&P 500 technology sector from neutral to favorable, citing strong fundamentals, double‑digit earnings growth and solid balance sheets. The bank added that corporate AI spending is likely to reach about $650 billion this year and that concerns about AI displacing entire industries or causing massive unemployment are overstated. The upgrade reflects the view that pessimism around the sector is overdone and that valuations have eased after the drawdown.
Goldman Sachs echoed this sentiment, noting that the sector’s valuation relative to expected growth has fallen below that of the broader market—a rare occurrence for an area that typically trades at a premium. The firm highlighted that valuation metrics are now at levels last seen after the early‑2000s tech bust, while growth rates remain strong. Both banks acknowledge geopolitical risks and questions about AI’s broader economic impact but believe those concerns are unlikely to derail the longer‑term upward trajectory of technology stocks.
Read more: undefined
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NVIDIA news today: AI leadership spotlight strengthens as earnings approach with optimism. #NVIDIA #AI #Earnings #TechStocks
https://meyka.com/blog/nvidia-news-today-nov-15-ai-leadership-as-earnings-approach-1511/ -
Markets cheer as Trump threatens to abandon the Strait of Hormuz, leaving the oil market in crisis
The stock market ripped Monday morning after the White House signaled it may no longer be America’s job…
#NewsBeep #News #BreakingNews #BigOil #breakingnews #crudeoil #DonaldTrump #France #GasPrices #Inflation #Iran #JeromePowell #Markets #techstocks #War
https://www.newsbeep.com/461418/ -
Mag 7 beckons to dip-buyers. But no one is jumping in even though Wall Street see US tech beating
Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating…
#NewsBeep #News #BreakingNews #Amazon #Apple #breakingnews #DonaldTrump #Google #Iran #Magnificent7 #meta #Tech #techstocks #War
https://www.newsbeep.com/458355/ -
"A Seoul Economic Daily article citing industry research firm DRAMeXchange stated that DDR4 8 Gb product prices were about $1.30 in March 2025, then rose to around $9.30 by the end of 2025, and climbed further to roughly $13 by February 2026. This pattern implies nearly a 10× increase in that timeframe."
https://en.sedaily.com/property/2026/02/27/samsung-sk-hynix-to-sharply-raise-dram-prices-in-q2
#DRAM #Semiconductors #ChipShortage #AIboom #DataCenters #Samsung #SKHynix #TechStocks #PricingPower #technology
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Big Tech Stocks Were Expensive. Then the Market Turned on AI
(Bloomberg) — For most of the past decade, investors have had to pay exorbitant prices to own a…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Amazon.comInc #ArtificialIntelligence #Bloomberg #BrettEwing #forwardearnings #MicrosoftCorp #NVIDIACorp #revenuegrowth #techstocks #Technology #technologycompanies
https://www.newsbeep.com/us/507570/ -
Wall Street's latest earnings season reveals a growing dread of AI-every new model triggers a mini-panic, shaking tech stocks and widening market volatility. Analysts warn the fear could outweigh the hype, reshaping investment strategies. Dive into the data behind the anxiety and see how it's reshaping financial markets. #WallStreetAI #AIMarketAnxiety #TechStocks #MarketVolatility
🔗 https://aidailypost.com/news/wall-street-shows-persistent-ai-anxiety-sparking-frequent-minipanics
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According to Yahoo Finance, shares of SanDisk fell after Citron Research issued a short call, questioning the company’s valuation and competitive position. The report raised concerns about pressures in the memory market, including competition from companies like Samsung.
https://finance.yahoo.com/news/citron-short-call-tests-sandisk-190858298.html
#FinanceNews #MarketUpdate #StockMarket #Investing #SanDisk #SNDK #TechStocks #MemoryMarket #technology
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Citron Research has launched a public short campaign against Sandisk, challenging the recent bullish sentiment around NasdaqGS:SNDK.
The short call focuses on competition in NAND memory, especially from Samsung, and the possibility that the current memory cycle is at or near a peak.
Citron is also highlighting Western Digital's move to exit its SanDisk stake as a potential warning signal for investors.
https://finance.yahoo.com/news/citron-short-call-tests-sandisk-190858298.html
#FinanceNews #MarketUpdate #StockMarket #Investing #SanDisk #SNDK #TechStocks #MemoryMarket #technology
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Wall Street ends higher on renewed tech vigor
Wall Street closed higher with tech stocks leading the charge as renewed enthusiasm for artificial intelligence offset concerns over potential disruptions caused by the nascent technology. #wallstreet #stocks #usstocks #nasdaq #nyse #s&p500 #markets #techstocks #News #Reuters #Newsfeed Read the story here: 👉 Subscribe: Keep up with the latest news from around the world: Follow Reuters on Facebook: Follow Reuters on Twitter:…
https://fllics.com/en/video/wall-street-ends-higher-on-renewed-tech-vigor/
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BREAKING: Dow futures jump to 49,750 as tech giants ignite market rebound! 🔥 Micron surges 5.3% on Meta's AI data center deal while Fed Minutes silence rate cut panic. What Walmart earnings could change everything tonight. [Live updates] #DowJones #TechStocks #AIBoom
🔗 Full Story: https://www.talknation.site/2026/02/dow-jones-futures-gain-due-to-rebound.html
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Anthropic's new Claude plugins just wiped $285 billion from software stocks.
According to Bloomberg, it's the sector's worst day since April.
Goldman's software basket dropped 6%. Financial services fell 7%.
For the first time, markets treated AI as a zero-sum force, not a rising tide.
#ArtificialIntelligence #Anthropic #Claude #TechStocks #SoftwareIndustry
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Sectors Up Close: ‘Investors should be much more discerning’ about tech
The Magnificent Seven tech names have dominated market gains in recent years, but investors are increasingly nervous about how much they are spending on AI. Brian Krawez of Scharf Investments explains why he believes traders need to be more choosy about the big tech names. #markets #business #magnificentseven #stocks #techstocks #artificialintelligence #ai #News #Reuters #Newsfeed 👉 Subscribe: Keep…
https://fllics.com/en/video/sectors-up-close-investors-should-be-much-more-discerning-about-tech/
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For 2026, Alphabet, Nu Holdings, and TSMC offer a mix of growth, stability, and innovation spanning AI, digital banking, and semiconductors.
#StocksToWatch #Investing #Alphabet #NuHoldings #TSMC #TechStocks #AI #DigitalBanking #Semiconductors #Market2026 #TECHi
Read more details here :- https://www.techi.com/best-tech-stocks-picks-for-2026/
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Shopify trades at $159.89 (~$208B market cap) after strong growth in revenue, GMV, and profitability. Expansion in AI, B2B, international markets, and POS drives long-term potential. Analysts rate it a Strong Buy, but high valuation leaves limited room for error long-term quality pick, short-term entry points need caution.
#Shopify #Ecommerce #Investing #AI #GrowthStock #TechStocks #StrongBuy #Finance #TECHi
Read Full Article Here :- https://www.techi.com/shopify-stock-gmv-growth-ai-expansion-2026-outlook/