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    Home » Tech

    Browsing: Tech

    AI investing
    Featured

    AI investing: Bubble or start of new economic supercycle?

    By Steven FrazerMay 19, 20260

    The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the…

    AMD stock
    News

    AMD stock surges but the risk/reward balance is tilting dangerously

    By Steven FrazerMay 6, 20260

    Plenty of investors and analysts headed into AMD earnings worried that expectations had run too far. They were wrong. Chip…

    Palantir posts absurd growth again, but is it in the price?
    News

    Palantir posts absurd growth again, but is it in the price?

    By Steven FrazerMay 5, 20260

    Data analytics play Palantir Technologies (PLTR) just put up one of the strongest quarters in large-cap software. The Miami-based business…

    News

    Apple and SanDisk overnight earnings in a nutshell

    By Steven FrazerMay 1, 20260

    Two very different businesses, maybe, but earnings from Apple (AAPL) and SanDisk (SNDK) capture the imagination of investors equally. One…

    News

    Intel surges +23% overnight: AI infrastructure winner… or market mania?

    By Steven FrazerApril 24, 20260

    Intel’s (INTC) +23% overnight surge isn’t random. The stock is +70% YTD and +210% in a year, but the after-hours…

    News

    What to watch when ‘Big Tech’ earnings hit the tape next week

    By Steven FrazerApril 23, 20260

    Next week’s earnings from Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Meta Platforms (META) and Microsoft (MSFT) will act as a…

    News

    Market’s AI infrastructure mood played out in three overnight acts

    By Steven FrazerApril 23, 20260

    IBM (IBM), Lam Research (LRCX) and Texas Instruments (TXN) reported earnings after-hours (22 April) and the overnight tape told a…

    News

    AI chip boom drives 45% TSMC growth surge

    By Steven FrazerApril 10, 20260

    TSMC (TSM), or Taiwan Semiconductor Manufacturing Company, is entering its upcoming earnings season with renewed momentum. If you are looking…

    Premium

    Best AI infrastructure stocks in 2026

    By Steven FrazerMarch 31, 20260

    Barclays analysts have highlighted a select group of global technology leaders poised to benefit from what they describe as ‘an…

    Micron Technology (MU)
    News

    Why Micron stock dropped sharply after earnings beat

    By Steven FrazerMarch 19, 20260

    Investors expected a lot from memory chip manufacturer Micron Technology (MU). They got plenty, but not enough it seems. Pre-market…

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