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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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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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Arista Networks Stock Surges to Near 52-Week High Ahead of Q2 Earnings
Technology Sarah Chen

Arista Networks Stock Surges to Near 52-Week High Ahead of Q2 Earnings

Arista Networks shares climbed 7.7% to $179.31, approaching a 52-week high, as the company prepares to report Q2 results on August 4, driven by AI networking demand.

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China's Tianwen-2 Probe Captures Asteroid Kamo'oalewa, Origin Debate Heats Up
Technology Sarah Chen

China's Tianwen-2 Probe Captures Asteroid Kamo'oalewa, Origin Debate Heats Up

China's Tianwen-2 probe has imaged asteroid Kamo'oalewa from 20 km away, raising questions about whether it's lunar debris or a weathered asteroid.

FXI
New Horizons Awakens, Exposing Deep-Space Comms Gap and Near-Earth Opportunities
Technology Sarah Chen

New Horizons Awakens, Exposing Deep-Space Comms Gap and Near-Earth Opportunities

New Horizons came back online after 321 days, but its 8-hour signal time underscores the still-uninvestable deep-space communications gap.

LUNR VSAT
Nvidia Tests Key Support as AI Chip Competition Heats Up
Technology Sarah Chen

Nvidia Tests Key Support as AI Chip Competition Heats Up

Nvidia shares are testing their 200-day moving average as traders weigh substitution risks in the AI chip market and DeepSeek's custom inference chip plans.

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AMD Slips 6.5% Despite Goldman Upgrade as AI Hopes Face Scrutiny
Technology Sarah Chen

AMD Slips 6.5% Despite Goldman Upgrade as AI Hopes Face Scrutiny

AMD shares tumbled 6.51% to $516.11 despite a Goldman Sachs target hike, as the broader chip sector slumped and AI optimism meets demand for tangible results.

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Sandisk Shares Tumble 8.5% as Memory Sector Concerns Mount
Technology Sarah Chen

Sandisk Shares Tumble 8.5% as Memory Sector Concerns Mount

Sandisk shares slid 8.5% amid memory sector selloff after Samsung’s record Q2 guidance. Focus shifts to cash durability and NAND price trends.

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