Forget SMCI: Shifting Macro Reframes Tech Valuations in 2026
As macro realities fracture tech valuations, investors pivot toward durable cash flow. Meta Platforms stands out as a...
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12,108 articlesAs macro realities fracture tech valuations, investors pivot toward durable cash flow. Meta Platforms stands out as a...
Memory and storage stocks rise as a tentative Iran truce lifts risk appetite. Micron Technology and Western Digital l...
Apple warns price hikes are coming as AI-driven costs rise. The move could ripple through devices and services as the...
Two chipmakers with different playbooks face the 2026 market. This guide breaks down Marvell Technology and Semtech, ...
JPMORGAN Global Research says the AI-related capital spend is not a fleeting hype cycle but a profitable buildout. Th...
The space economy is heating up, and a few standout names could reshape portfolios. This article breaks down the best...
Planet Labs leads a broad space sector rally, with Rocket Lab and SpaceX climbing alongside space-focused ETFs as inv...
Plug Power aims to become profitable by 2028. This article breaks down the plan, the main risks, and concrete steps i...
NVIDIA faces growing pressure from customers exploiting cheaper compute options and in-house silicon, threatening its...
When a tech titan reshuffles its gaming division, investors pay attention. This article breaks down the potential sto...
Broadcom and Marvell delivered AI-fueled earnings, but the race to sustain AI momentum hinges on scale, software, and...
Palantir's Alex Karp has reignited the AI debate, arguing that the market overstates near-term gains from frontier mo...