The strongest part of tech right now is not chips The bull market still leans heavily on semiconductors, but in May the leadership baton has shifted. This month, cybersecurity stocks have outperformed both the broader software group and the semiconductor

Washington just gave quantum computing a major endorsement The Trump administration’s decision to take $2 billion in equity stakes across nine quantum companies is one of the clearest signs yet that quantum computing is no longer being treated like a

Tech lost momentum as rates and caution took over Tech stocks remained under pressure Tuesday as investors turned more defensive and trimmed exposure across the sector. The weakness was broad. Semiconductors stayed soft, software lost traction later in the day,

Cerebras came public with real heat Cerebras gave the market exactly the kind of IPO signal AI bulls wanted. After surging in its public debut on Thursday, the stock pulled back in early trading Friday, but the bigger takeaway did

Why quantum deserves a closer look now The reason quantum is getting more interesting is not because the technology is suddenly mature. It is because the sector is finally starting to separate into three buckets: companies with actual customer traction,

The AI boom is making Big Tech spend like builders, not just platforms The AI trade has made Big Tech bigger, richer, and much more capital intensive. For years, companies like Alphabet, Microsoft, Amazon, and Meta were largely viewed as

A real-world sale just gave the market a fresh SpaceX valuation marker Blue Owl’s disclosure matters because it was not just another private-market mark. The firm said it sold roughly half its SpaceX investment at a $1.25 trillion valuation, generated

A huge takeover proposal is colliding with basic balance-sheet math GameStop (GME) has proposed a $56 billion cash-and-stock deal for eBay (EBAY), but the market’s first reaction suggests investors are far more focused on the financing challenge than on the

A cleaner quarter gave Apple stock new life Apple (AAPL) shares moved higher after the company delivered a stronger-than-expected quarter, topping Wall Street on both the top and bottom lines and giving investors a more confident read on the business

What Happened Microsoft (MSFT) said it is cutting the price of two major Xbox Game Pass tiers, a move that stands out because it goes directly against the broader direction of the gaming and subscription markets. The company said Game