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Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.

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AMD Stock Climbs as Analyst Debate Shifts from AI Hype to Execution
Technology Sarah Chen

AMD Stock Climbs as Analyst Debate Shifts from AI Hype to Execution

AMD shares gained 1.3% to $553.71, outperforming the PHLX index but lagging Nvidia. Analysts are split on upside, with Stifel raising its target to $635 while the average target remains below the current price.

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UiPath Stock Reverses as Buyback Plan Weighs on Shares
Technology Sarah Chen

UiPath Stock Reverses as Buyback Plan Weighs on Shares

UiPath shares reversed a 3.5% morning gain after the buyback program's size and impact on EPS came into focus. The stock traded flat near $11.81.

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Meta's AI Cloud Revenue Potential Soars with Minimal Capacity Usage
Technology Sarah Chen

Meta's AI Cloud Revenue Potential Soars with Minimal Capacity Usage

Meta Platforms (META) debuted its public AI model API for developers, with CEO Mark Zuckerberg highlighting robust external demand. A 200MW slice of capacity could yield over $10B annually.

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Semis Rebound; Micron's $250B US Bet Fuels AI Rally Despite Oil Jitters
Technology Sarah Chen

Semis Rebound; Micron's $250B US Bet Fuels AI Rally Despite Oil Jitters

Micron's massive US investment plan boosted AI-chip stocks, with the Nasdaq climbing 1.3%. Oil prices fell, easing inflation fears, but geopolitical risks remain.

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Meta Shares Recover After Early Dip; Focus Shifts to AI Chip and Power Expansion
Technology Sarah Chen

Meta Shares Recover After Early Dip; Focus Shifts to AI Chip and Power Expansion

Meta shares bounced back from an early loss, rising 1.7% to $613.19, as traders focused on the company's AI chip plans and capacity expansion targets.

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nLIGHT Soars on $627M Laser Weapon Contract Ceiling
Technology Sarah Chen

nLIGHT Soars on $627M Laser Weapon Contract Ceiling

nLIGHT shares surged 28% on a defense contract worth up to $627 million, signaling a strategic pivot from industrial lasers to directed energy systems.

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Arista Networks Rides AI Networking Wave to New Highs, Earnings Ahead
Technology Sarah Chen

Arista Networks Rides AI Networking Wave to New Highs, Earnings Ahead

Arista Networks shares climbed to a new 52-week high, extending gains in the AI networking rally. Q2 earnings are due Aug. 4.

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Micron's $250B Bet Signals AI Spending Shift to Profitability Phase
Technology Sarah Chen

Micron's $250B Bet Signals AI Spending Shift to Profitability Phase

Micron's massive $250 billion investment plan underscores the AI boom's reality, but Wall Street now demands proof of returns ahead of Q2 earnings.

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Apple Locks In Broadcom for $30 Billion Chip Pact Through 2031
Technology Sarah Chen

Apple Locks In Broadcom for $30 Billion Chip Pact Through 2031

Apple commits over $30 billion to Broadcom for U.S.-made chips through 2031, strengthening domestic production and easing fears of in-house chip development.

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KeyBanc Downgrades Salesforce on AI Growth Concerns
Technology Sarah Chen

KeyBanc Downgrades Salesforce on AI Growth Concerns

KeyBanc downgraded Salesforce to sector weight from overweight, noting slower Agentforce adoption. Shares fell 3.8% premarket as AI growth concerns persist.

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Nvidia Stock Edges Higher on Hopes of Limited China AI Chip Sales
Technology Sarah Chen

Nvidia Stock Edges Higher on Hopes of Limited China AI Chip Sales

Nvidia shares edged higher in premarket trading Thursday on reports that China may permit limited purchases of its H200 AI chips by select companies.

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Apple Stock Eases as $30B Broadcom Chip Pact and EU Legal Setback Weigh
Technology Sarah Chen

Apple Stock Eases as $30B Broadcom Chip Pact and EU Legal Setback Weigh

Apple shares edged lower Thursday as traders assessed a $30 billion chip partnership with Broadcom and a European court ruling that could reshape its App Store business model.

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