#techstocks — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #techstocks, aggregated by home.social.
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Wall Street veterans warn of dotcom bubble déjà vu as tech stocks surge despite macroeconomic headwinds, with analysts noting generational perception gaps and drawing parallels to 2000's market collapse amid current rally occurring without Fed support
#YonhapInfomax #DotcomBubble #TechStocks #SP500 #FederalReserve #MarketRally #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120549 -
Wall Street veterans warn of dotcom bubble déjà vu as tech stocks surge despite macroeconomic headwinds, with analysts noting generational perception gaps and drawing parallels to 2000's market collapse amid current rally occurring without Fed support
#YonhapInfomax #DotcomBubble #TechStocks #SP500 #FederalReserve #MarketRally #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120549 -
Wall Street veterans warn of dotcom bubble déjà vu as tech stocks surge despite macroeconomic headwinds, with analysts noting generational perception gaps and drawing parallels to 2000's market collapse amid current rally occurring without Fed support
#YonhapInfomax #DotcomBubble #TechStocks #SP500 #FederalReserve #MarketRally #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120549 -
https://www.europesays.com/ie/483516/ Shelter and Gasoline Pushed CPI to 3.8%. Producer Prices Are Running at 6%. Here Is What That Pipeline of Inflation Means for Rate Cuts and Your Portfolio #Business #ConsumerPriceIndex #CoreInflation #CPI #CPIReport #Economy #Éire #EnergyCompanies #EnergyPrices #IE #Ireland #PPI #PresidentTrump #ProducerPriceIndex #StockMarket #TechStocks
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https://www.europesays.com/ch/64461/ Amazon.com, Inc. (AMZN): A Top Tech Stock in Louis Navellier’s Eyeing Swiss Debt for AI Spending #AIStock #Amazon #ArtificialIntelligence #BNPPARIBAS #DeutscheBank #DiabetesTreatment #JPMorganChase #LouisNavellier #Swiss #SwissFranc #Switzerland #TechCompanies #TechStocks
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https://www.europesays.com/news/27280/ Tech stocks today: Chipmaker Cerebras to stage blockbuster IPO, AI in focus for Trump-Xi meeting #Apple #Bloomberg #ElonMusk #Headlines #InitialPublicOffering #Intel #News #PresidentTrump #TechStocks #TopStories #WallStreetJournalReport
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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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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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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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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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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/ -
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/ -
https://www.europesays.com/people/16216/ Jeff Bezos agrees with OpenAI’s Sam Altman: We’re in an AI bubble. But Amazon’s founder says the benefits will be ‘gigantic’ #Amazon #biotech #bubble #Business #ChiefExecutiveOfficer(CEO) #EnterpriseTechnology #InvestingStrategy #Investment #InvestmentStrategy #JeffBezos #MarkZuckerberg #Meta #OpenAI #SamAltman #TechStocks
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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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"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/ -
Nvidia's Strong Earnings Fail to Sway Investors, Raising Questions About Tech Stock Momentum
Nvidia's Q4 earnings beat goals, but investors are not excited. Find out why and what it means for tech stocks.
#NvidiaEarnings, #TechStocks, #AI, #StockMarket, #Nvidia
https://newsletter.tf/nvidia-earnings-feb-2025-investor-reaction/
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Nvidia's Strong Earnings Fail to Sway Investors, Raising Questions About Tech Stock Momentum
Nvidia's Q4 earnings beat goals, but investors are not excited. Find out why and what it means for tech stocks.
#NvidiaEarnings, #TechStocks, #AI, #StockMarket, #Nvidia
https://newsletter.tf/nvidia-earnings-feb-2025-investor-reaction/
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Nvidia made $39.3 billion in revenue, which is a lot, but investors were not impressed. This is lower than what some expected for a big jump.
#NvidiaEarnings, #TechStocks, #AI, #StockMarket, #Nvidia
https://newsletter.tf/nvidia-earnings-feb-2025-investor-reaction/
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Nvidia made $39.3 billion in revenue, which is a lot, but investors were not impressed. This is lower than what some expected for a big jump.
#NvidiaEarnings, #TechStocks, #AI, #StockMarket, #Nvidia
https://newsletter.tf/nvidia-earnings-feb-2025-investor-reaction/
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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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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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Alphabet’s stock jumped 13.9% in November as its AI innovations, including Gemini 3 and custom TPUs, boost investor confidence despite regulatory pressures
#Alphabet #Google #AI #Gemini3 #TechStocks #InvestorConfidence #AIInnovation #Semiconductors #TechNews #MarketTrends #TECHi
Read Full Article Here :- https://www.techi.com/alphabet-stock-surge-in-november/
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Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure advantage over the U.S., namely in…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #AU #Australia #Business #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #donaldtrump #EnterpriseTechnology #government #Leadership #Nvidia #Tech #techcompanies #techstocks #Technology
https://www.newsbeep.com/au/331422/ -
Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure advantage over the U.S., namely in co…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #Business #CA #Canada #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #DonaldTrump #EnterpriseTechnology #government #Leadership #Nvidia #Tech #TechCompanies #Techstocks #Technology
https://www.newsbeep.com/ca/328950/ -
Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure adv…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Business #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #donaldtrump #enterprisetechnology #government #Leadership #NVIDIA #Tech #TechCompanies #techstocks #Technology
https://www.newsbeep.com/us/333764/ -
Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure adv…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Business #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #donaldtrump #enterprisetechnology #government #Leadership #NVIDIA #Tech #TechCompanies #techstocks #Technology
https://www.newsbeep.com/us/333764/ -
Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure adv…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Business #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #donaldtrump #enterprisetechnology #government #Leadership #NVIDIA #Tech #TechCompanies #techstocks #Technology
https://www.newsbeep.com/us/333764/ -
Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’
Nvidia CEO Jensen Huang said China has an AI infrastructure adv…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Business #chiefexecutiveofficer(CEO) #China #corporateleadership #DataCenters #donaldtrump #enterprisetechnology #government #Leadership #NVIDIA #Tech #TechCompanies #techstocks #Technology
https://www.newsbeep.com/us/333764/ -
https://www.europesays.com/ie/219022/ Nvidia CEO says U.S. data centers take 3 years, but China ‘can build a hospital in a weekend’ #AI #ArtificialIntelligence #ArtificialIntelligence #Business #ChiefExecutiveOfficer(CEO) #China #CorporateLeadership #DataCenters #DonaldTrump #Éire #EnterpriseTechnology #Government #IE #Ireland #leadership #Nvidia #tech #TechCompanies #TechStocks #Technology
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Salesforce shares dropped 30% amid AI concerns, but Q3 revenue rose 8.6% to $10.26B, and full-year guidance was raised to $41.45–41.55B. Its Agentforce AI platform and acquisitions support long-term growth potential.
#Salesforce #AI #Agentforce #Informatica #SaaS #TechStocks #CloudComputing #RevenueGrowth #MarcBenioff #SoftwareIndustry #TECHi
Read Full Article Here :- https://www.techi.com/salesforce-stock-hits-lowest-valuation-despite/
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U.S. stocks extended losses for a second day, with tech shares leading declines ahead of Nvidia's earnings, as AI bubble concerns and weak consumer outlook weighed on sentiment.
#YonhapInfomax #Nvidia #TechStocks #USEquities #AIBubble #MarketDecline #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=91432 -
IBM shares hit a record $319.66, driven by strong earnings, growth in hybrid cloud and enterprise software, and advancements in quantum computing. The company’s AI initiatives and reliable dividends boost investor confidence, though valuation and competition remain key considerations.
#IBM #StockMarket #QuantumComputing #HybridCloud #EnterpriseSoftware #AI #DividendStocks #TechStocks #TECHi
Read Full Article Here :- https://www.techi.com/ibm-stock-hits-all-time-high/
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CoreWeave faces a crucial earnings report after a 22% stock drop. Strong AI cloud growth meets profitability pressure, making cash flow and resilience key for investors.
#CoreWeave #AICloud #TechStocks #Investing #AIInvestments #MarketTrends #EarningsReport #CloudComputing #TECHi
Read Fulll Article Here :- https://www.techi.com/coreweave-stock-ai-hype-cools/
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TSMC (NYSE:TSM) just reported a massive 17% jump in October revenue hitting $11.86 billion.
Fueled by surging demand for AI chips from industry leaders like Nvidia, TSMC’s growth proves the AI revolution is far from slowing down.#TSMC #Nvidia #AI #ArtificialIntelligence #Semiconductors #TechStocks #Investing #StockMarket #TechNews #TSM #AIChips #TECHi
Read Full Article Here :- https://www.techi.com/tsmc-stock-ai-chip-demand-october-revenue/
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Palantir Stock Split Buzz.
With shares up 330% this year, investors are eyeing a possible stock split ahead of Nov 3 earnings. AI growth is strong but can Palantir sustain the hype?#Palantir #PLTR #StockSplit #AI #TechStocks #Investing #Earnings #StockMarket #TECHi
Read Full Article Here :- https://www.techi.com/palantir-stock-split-speculation-november-earnings-report/
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Palantir Stock Split Buzz.
With shares up 330% this year, investors are eyeing a possible stock split ahead of Nov 3 earnings. AI growth is strong but can Palantir sustain the hype?#Palantir #PLTR #StockSplit #AI #TechStocks #Investing #Earnings #StockMarket #TECHi
Read Full Article Here :- https://www.techi.com/palantir-stock-split-speculation-november-earnings-report/
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Palantir Stock Split Buzz.
With shares up 330% this year, investors are eyeing a possible stock split ahead of Nov 3 earnings. AI growth is strong but can Palantir sustain the hype?#Palantir #PLTR #StockSplit #AI #TechStocks #Investing #Earnings #StockMarket #TECHi
Read Full Article Here :- https://www.techi.com/palantir-stock-split-speculation-november-earnings-report/
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Palantir Stock Split Buzz.
With shares up 330% this year, investors are eyeing a possible stock split ahead of Nov 3 earnings. AI growth is strong but can Palantir sustain the hype?#Palantir #PLTR #StockSplit #AI #TechStocks #Investing #Earnings #StockMarket #TECHi
Read Full Article Here :- https://www.techi.com/palantir-stock-split-speculation-november-earnings-report/
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Meta’s $30B Bond Sale Fuels AI Gamble Amid Stock Plunge and Bubble Fears
#Meta #AI #TechStocks #Investing #WallStreet #BondMarket #Zuckerberg #BigTech #AIBubble #DataCenter #Finance #StockMarket #Technology #Innovation #Economy
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Microsoft Stock Dips on AI Spending Forecast Despite Landmark OpenAI Deal
#AI #Microsoft #OpenAI #TechStocks #MSFT #Investing #CloudComputing #Azure #WallStreet #Capex #BigTech
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OpenAI whispers sweet nothings to #California, promising to stay put 🍕🌉💼, and suddenly their #IPO path is paved with gold. Meanwhile, everyone's pretending like they're not just in it for the tech-stock jackpot 💰.
https://www.wsj.com/tech/ai/openais-promise-to-stay-in-california-helped-clear-the-path-for-its-ipo-3af1c31c #OpenAI #TechStocks #GoldRush #HackerNews #ngated -
Surviving the AI Capex Boom: Big Tech’s Spending Spree is an Echo of the Dot-Com Bubble
#AI #TechBubble #Investing #BigTech #Capex #Economics #WallStreet #AIEconomy #TechStocks #ValueInvesting #Magnificent7 #Finance #Technology
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Chinese stocks soared to their highest level in a decade, driven by a rally in technology shares after Beijing emphasized tech self-reliance and advanced industry growth, with the Shanghai Composite closing at its strongest since 2015.
#YonhapInfomax #ShanghaiComposite #TechStocks #GigaDevice #NDRC #YuanDepreciation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=87208 -
Chinese stocks soared to their highest level in a decade, driven by a rally in technology shares after Beijing emphasized tech self-reliance and advanced industry growth, with the Shanghai Composite closing at its strongest since 2015.
#YonhapInfomax #ShanghaiComposite #TechStocks #GigaDevice #NDRC #YuanDepreciation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=87208
