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This week's major tech news

This week's major tech news

Analysts are arguing that Google's Marvell expansion does not destroy Broadcom's deeply embedded custom-chip advantage.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Meta was a popular stock pick by hedge funds during Q2.

Black said META stock looks cheap at 15.6 times 2026 adjusted earnings against more than 15% long-term growth.

The president's accounts sold Meta stock and bought shares of Berkshire Hathaway, Visa, and Mastercard on a single day in June

Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

AI stocks have put the market in a precarious position. Here's how to prepare.

Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.

Peter Thiel's fund reveals an 8-stock 13F filing dominated by utilities, betting AI needs power more than chips.

A high-profile case in the U.S. got underway last week and the company may be on the hook for as much as $1 trillion in damages, but questions linger.

Microsoft (NasdaqGS:MSFT) faces new obligations in Australia as a law requiring large digital platforms to pay local publishers for news content comes into effect, affecting LinkedIn’s news distribution. Meta has become one of Microsoft’s largest AI customers, with a major spend on Azure AI infrastructure and services. Microsoft Advertising introduced an agentic commerce blueprint that uses AI tools to reshape how brands run digital shopping and ad campaigns. Consider exploring other stocks...

AI has already gutted white-collar tech jobs by the hundreds of thousands, but the next wave targets something far bigger: the physical economy and the wages of workers who never touched a keyboard.

President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a fix that deliberately leaves him out.

The economic value from this technological revolution may accrue to the businesses that leverage AI to improve their existing operations.

Nvidia reported its Q2 earning on Wednesday.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Meta, Microsoft, and TSMC are all Buffett-style compounding stocks.

Mark Zuckerberg and Alexis Ohanian have become amateur yeoman, but other one-percenters may be putting actual farmers at a disadvantage.

Agentic AI is about to get a lot bigger, and Meta Platforms is leading the charge.

Microsoft Corporation (NASDAQ:MSFT)’s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July. The shares closed a strong 15.5% higher on July 30th, the day after Microsoft Corporation (NASDAQ:MSFT) reported its fiscal fourth quarter earnings. The results saw the firm beat […]

Apple and Meta have been laggards in the AI arms race.

Stocks fell this week as Treasury bond buybacks, oil prices, and Walmart earnings weighed on markets, while Bitcoin rallied; MarketBeat analysts cover Moderna, NVIDIA, Meta, RTX, and more.

First Dave Cote transformed Honeywell. Then out of retirement he placed a stunning bet on a little known company called Vertiv.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.