Wall Street’s ‘Ultimate Contrarian Trade’ Favors Software For 2026
Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician…
Why software stocks, 2026’s market dogs, have joined the rally
Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out…
U.S. tech ramps up government lobbying amid Iran war uncertainty
U.S. tech companies are ramping up lobbying of government officials at home and further afield amid the Iran…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
OpenAI Says Microsoft ‘Limited’ Its Reach, Slams Anthropic For ‘Inflated $30B Revenue
OpenAI‘s new revenue chief just fired shots at both its biggest partner and its biggest rival in the…
Lumen’s high-stakes fiber bet could pay off
Key points: Lumen Technologies has shed assets and cut debt after it narrowly skirted bankruptcy. The company is…
Markets bet on U.S.-Iran deal despite Hormuz Strait blockade
Tourists walk past the U.S. Capitol and are reflected in the window of a parked ambulance on Capitol…
Stocks making the biggest moves midday: ORCL, CAG, CRM, GS
Here are some of the stocks making headlines in midday trading. Oracle — Shares of the cloud platform…
Little known semiconductor packaging, testing stock poised to gain
Amkor Technology isn’t a household name, but it’s poised to become a big winner as artificial intelligence spreads.…
CEO Nadella Deploys Emergency Overhaul To Crush AI Rivals
Microsoft Corp stock could regain momentum as improving AI execution, cloud growth and financial balance address investor concerns,…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…