Tech Stocks Radar

Nvidia reports Q2 FY27 results August 26 with revenue targeted at $3-5 billion on relentless AI demand. Yet Beijing's September 2025 directive has...

Silver Lake's rumored $51B Workday acquisition at a premium is challenging the view that AI will rapidly devalue enterprise software. The deal...

Roundhill Memory ETF (DRAM) has directed 25.42% of its $27.44 billion portfolio into Micron, underscoring conviction in the AI HBM cycle while creating clear concentration risk if the chipmaker stumbles.

SK Group is selling SK Signet, its EV charger business acquired four years ago, to redirect SK Hynix profits toward AI and semiconductor investments. This marks a clear pivot prioritizing chip opportunities over EV infrastructure.

Wall Street sees AI spending translating into earnings for hyperscalers, with Microsoft, Amazon, and Alphabet posting record cloud growth. Surging backlogs above $2.3 trillion support further capex as demand catches up.

• $11.5B Q2 revenue (14x YoY) and first adjusted operating profit mark the turning point for frontier AI monetization
• Claude Code drove it: 54%...

Lumentum's pivot from telecom to AI data-center optics is fueling analyst upgrades after a blowout quarter.

• Q4 FY2026 revenue jumped 109.3% YOY to...

The US is set to begin formal consultations next week on tighter AI and semiconductor export-control alignment with key partners, signaling a new phase with direct implications for AI chip supply chains.

Rapid7 analyst price targets range from $29 to $50 with a $6.047 standard deviation across 20 analysts, signaling notable uncertainty in cybersecurity valuations even as shares surge on recent momentum.

Uber and Pony.ai are expanding their robotaxi partnership to Europe with over 2,000 vehicles, starting from Zagreb and adding four unnamed cities plus...

Intel will launch its new core architecture with Nova Lake on desktop first rather than in the data center, directly contrasting AMD’s Zen 6 EPYC...

• Musk's 2025 Tesla compensation hit $158 billion, or 2.5 million times the median worker's pay.
• North American EV sales plunged 27% in July and...

Big Tech's AI-driven results pushed the S&P 500 to 7,736.52 and Dow past 54,000.

• Palantir led with 93% revenue growth and a 29.5% stock surge after...

The U.S. will warn dozens of countries that joining China's AI framework means exclusion from the Pax Silica coalition securing AI models,...

• Strategic rationale: Acquiring Cursor gives SpaceX access to the world's largest GPU fleet for building stronger yet lower-cost AI models.
• Grok...

Waymo's CPUC approval enables scaled robotaxi service across the Bay Area and LA plus new markets in Sacramento and San Diego, marking a key...

• Refreshed HomePod mini and Apple TV 4K expected this fall with S9/A17 chips plus Siri AI upgrades
• New "HomePad" hub featuring 7-inch display and...

The razor-thin gap between 44% of institutions trimming Magnificent Seven stakes and 42% adding to them points to risk management rather than outright...

• Deal finalized: SpaceX completed the $60 billion Cursor acquisition on August 15, 2026, four months after the April option agreement and after going...

Pony.ai and Uber's plan to deploy over 2,000 robotaxis across five European cities signals accelerating AV commercialization, supported by Pony.ai's city-level breakeven unit economics in China.