Technology Sector - Page 3
78 articles
Intel's AI Chip Ambitions Face Market Doubts After Google Deal
Intel is deepening its AI partnership with Google Cloud, but investors punished the stock as manufacturing risks and industry-wide chip concerns overshadowed the new collaboration
Tesla Faces Profit Pressure as Q2 Earnings Loom
Tesla's Q2 delivery rebound lifted hopes, but investors remain cautious as profit margins face pressure from incentives, regulatory changes, and product decisions ahead of the July 22 earnings report
Meta and Anthropic Weigh $10 Billion AI Compute Deal as Cloud Race Heats Up
Meta is considering a $10 billion, two-year deal to lease AI computing power to Anthropic, signaling a major shift in the cloud market and raising new questions for investors as competition for GPU capacity intensifies
Apple Stock Target Raised as HSBC Sees AI and Product Upside
HSBC has upgraded Apple to Buy and lifted its price target to $366, citing a strong product pipeline and unique AI positioning. Investors are watching closely as Apple prepares to report quarterly earnings July 30
Talen Energy Locks In $1.2B AI Power Deal, But Price Slips
Talen Energy secured $1.2 billion in future revenue by winning a major PJM capacity auction, but the price per megawatt fell. Investors are betting on AI-driven demand, yet risks remain as the company expands and takes on more debt.
AI Stock Rally Faces Real Risks Beyond Bubble Fears
AI-driven stocks are posting record profits, but investors may be overlooking the real threat: persistent inflation and high interest rates could challenge lofty valuations even as earnings surge
SpaceX Stock Slides Below IPO Price as Wall Street Splits
SpaceX shares have dropped more than 38% from their June peak, testing investor confidence as Wall Street analysts remain sharply divided on the company's long-term value and growth prospects
Apple Stock Target Raised as Citi Sees Pricing Power in 2026
Citi has lifted its price target for Apple, citing the company's ability to grow market share and maintain strong margins despite a global memory chip shortage and higher device prices
IBM Stock Plunge Sparks Selloff Across Software and Consulting Sector
IBM shares tumbled up to 23% after missing Wall Street's Q2 targets, triggering a wave of selling in software and consulting stocks as investors reassessed tech spending priorities amid hardware shortages
Nvidia Faces Growth Questions as Morgan Stanley Stands Firm
Nvidia stock has lagged the semiconductor sector in 2026 despite surging AI demand and record earnings, as investors weigh whether the chipmaker can maintain its dominant position amid rising competition and shifting customer strategies
TSMC's June Revenue Surge Signals AI Demand Is Overriding Seasonality
TSMC's June revenue broke a four-year seasonal pattern, rising 6.2% from May as AI chip demand keeps advanced production lines at full capacity. Investors are watching how this shift could affect margins, pricing, and future growth
SK Hynix Stock Tumbles After Record U.S. IPO and Cramer's Signal
SK Hynix shares fell sharply just days after its historic $26.5 billion U.S. debut, raising questions about post-IPO volatility, analyst jitters, and what Jim Cramer's cryptic social media posts might mean for American investors watching the AI chip supply chain
AI-Driven Layoffs Spark Backlash as Data Center Projects Stall
Major U.S. companies are citing AI as a key reason for job cuts, with nearly 40% of layoffs in May linked to automation. Community resistance to new data centers is rising, threatening the infrastructure behind AI growth
Top Analyst Warns AMD Stock May Be Priced for Perfection
AMD’s rapid stock gains have outpaced the broader market, but a leading Wall Street analyst cautions that much of the company’s AI-driven upside may already be reflected in its valuation
Remote Work Is Raising Unemployment for Young College Graduates
A new Federal Reserve Bank of New York study finds remote work is responsible for most of the rise in joblessness among recent college grads, as employers hesitate to hire and train inexperienced workers outside the office
Apple Sues OpenAI Over Alleged Theft of Trade Secrets in AI Hardware
Apple has filed a lawsuit against OpenAI and two former employees, alleging the misappropriation of confidential technology to accelerate OpenAI’s push into AI hardware, raising new questions about competition and intellectual property in the sector
Shopify Faces AI Shopping Shift as Bank of America Sees Upside
AI-powered shopping assistants are changing how consumers buy online, raising questions about Shopify’s future role. Bank of America sees opportunity, but risks remain as competition from Amazon and others intensifies ahead of Shopify’s next earnings report
Bank of America Doubles Down on Meta Despite AI Spending Fears
Meta’s stock has lagged in 2026 as Wall Street debates the payoff of its massive AI infrastructure investments. Bank of America’s latest move signals renewed conviction, but investors face key milestones and risks in the months ahead
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