Created by Mani Sundararajan
Long-term tech growth stock updates on earnings, product launches, analyst ratings, and macro trends
Explore the latest content tracked by Tech Growth Digest
Regulatory hurdles ramp up for data centers:
Earnings streak shines for long-term holders: 5 straight revenue beats, 12 straight EPS beats, Q1 est. $15.64B revenue (+7.6%), $1.81 EPS.
Analysts...
Apple reinforces App Store control by removing Cal AI for deceptive billing, manipulative tactics, and rule violations—not just web payments. Signals ongoing policing amid ai apps growth.
Marvell Technology (MRVL) next earnings drops June 04, 2026, targeting $0.80 per share. Essential checkpoint for long-term growth investors.
TD Cowen's 5-star analyst John Blackledge reiterated Buy on Uber with a $114 PT—47% upside from $77.56—citing its barbell product strategy to dominate mobility and delivery markets. Perfect setup for long-term growth in high-growth tech.
AWS partners with Infor to launch new and enhanced industry-specific AI agents built natively on AWS for manufacturing and distribution. This vertical...
Lam Research eyes game-changing growth from Tesla Terafab JV for 2nm chips by 2029.
Data center market size projected to reach USD 517.17 billion by 2030. Services segment poised for highest CAGR of 12.4% from 2023-2030, driven by rising managed IT and data center spending—key tailwind for tech growth stocks.
Amazon's aggressive AI push amid competition:
Planned handover ensures stability: Tim Cook to executive chairman, John Ternus CEO from Sept 1.
AI agents are redefining tech success metrics, driving productivity surges but fueling workforce anxiety:
Key reasons GLW shines for long-term investors:
IT services sector faces muted growth and rising AI disruption into 2026, with spending constrained by macroeconomic uncertainty and geopolitical volatility—despite healthy deal pipelines and cost-focused clients.
Two tech stocks flagged for upside: Cisco (CSCO) and Onto Innovation (ONTO), both Zacks #2 (Buy).
HSBC upgrade signals Intel comeback: From Hold to Buy, PT doubled to $95 on underpriced Q2 server CPU growth and pricing power.
Google is rolling out Gemini in Chrome in Australia, Indonesia, Japan, the Philippines, Singapore, South Korea, and Vietnam—to desktop and iOS...
The market rally ignores a major elephant: the AI CapEx cycle, potentially triggering deflation via massive labor cost drops from AI and robotics. Long-term tech investors, watch CapEx sustainability.
Carmakers face short-term EV recalibration, but structural positives endure:
Insider trim: CFO David Kennedy sold 19,500 shares (~10% stake) at $182.53 on Apr 9, as DELL surges 66% YTD and 12% since.