Most technology companies have reported earnings, and prices are down.
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Value Takes Off as Large Growth Sputters
Dramatic rotation continues in the stock market as old leaders crumble and value stocks break out.
Anxiety Grows as Software Crumbles
Anxiety may be growing in the stock market as a key industry crumbles.
Capex and New Movers: Big Tech Earnings Start Today
Fourth-quarter earnings season has begun with technology stocks trying to recover from anxiety about AI spending.
Tech Splits: Is the Megacap Trade Finally Over?
The technology sector could be splitting as investors focus on smaller chip stocks and abandon megacaps.
The Year’s Leading Megacap Reports Earnings Thursday
Did you know Broadcom has risen twice as much as Nvidia so far in 2025?
AI, Robots, iPhones: Big Tech Earnings Start Today
Third-quarter earnings season has begun with technology still leading the stock market, although some new themes are emerging.
Chart of the Day: Is the AI Trade Done for Now?
AI has been a dominant theme for months, but some traders may think the robots are getting tired.
Big Tech Earnings Begin Tonight
Second-quarter earnings season has begun with technology leading the stock market to new highs. Companies like Advanced Micro Devices (AMD) and Nvidia (NVDA) have rallied more than 15 percent in the last month as investors look for more AI growth. Most of these major...