Tech picks

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• CNBC AI cloud provider Nscale files to go public Nscale is the latest artificial intelligence neocloud to turn to public markets.
• TechCrunch A new kind of AI model from a ChatGPT inventor is thrilling developers Jev, a new kind of AI model, is showing developers a cheaper and faster path to software…
• CNBC Snowflake spikes 22% on healthy results and AI coding momentum Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence a…

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• CNBC JPMorgan, Citigroup CEOs attending Trump's state dinner for China's Xi: Sources Dimon and Fraser join OpenAI CEO Sam Altman, Nvidia chief Jensen Huang and other…
• CNBC Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence Nvidia shares rose on Thursday after the chip giant's revenue guidance re…
• CNBC Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast Nvidia CEO Jensen Huang did it again.

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• Yahoo Finance Meta stock delivers a bold case for a $900 target
• thestreet.com Meta stock delivers a bold case for a $900 target Here’s the bull thesis Wall Street thinks investors are missing
• Yahoo Finance OpenAI Just Beat Google, Meta, and Amazon To This Key Milestone. Is It Bullish for AI Stocks.

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• MarketWatch Amazon says it had best-ever Thanksgiving Holiday week with record sales and number of items sold
• Fortune Lyft CEO David Risher is still a driver for the company: It made him realize being even one minute late could cost the customer their job Being a driver has car…
• Nasdaq Here's Why Walmart Won't Reclaim a $1 Trillion Market Cap Anytime Soon Key PointsWalmart trades at a premium to Amazon and Target while delivering growth rates…

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• TechCrunch Google’s new ‘CC’ is an AI agent that helps families run their households Google is refocusing its CC AI agent on household coordination, letting families share…
• CNBC Google's Gemini becomes latest AI model to break out and hack computer systems The disclosure comes as scrutiny over misbehaving artificial intelligence intensi…
• Nasdaq Prediction: Anthropic's IPO Will Be a Big Winner for Alphabet and Amazon Investors Key PointsAmazon and Alphabet will both benefit from their early, large inves…

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• Nasdaq Is Micron's 9% Dip a Warning Sign or Buying Opportunity? Key PointsShares of Micron are still up approximately 485% in the past year.
• Nasdaq Better Artificial Intelligence (AI) Stock Pick for 2027: Nvidia versus Micron Key PointsMicron may hold the short-term advantage, but Nvidia is better over the…
• Yahoo Finance Is Micron's 9% Dip a Warning Sign or Buying Opportunity?

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• Yahoo Finance Apple's iPhone leasing program: How it works, what to consider as prices increase
• CNN Business Apple stock nears record high Apple stock is less than $1 away from its all-time high amid renewed optimism for the iPhone.
• CNN Business A llama, bagel and frisbee: Apple's new iOS 12.1 emoji A collection of new emoji is coming to iOS 12.1 for iPhone and iPad users, including food and cute animal…

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• CNN Business Microsoft unveils new Surface devices, smart headphones Microsoft announced a new version of its desktop computer Surface Studio, and its first pair of smart he…
• Investing.com Microsoft: Azure Growth Finally Turns AI Spending Into a Bullish Story
• Yahoo Finance Microsoft Boosts Quarterly Dividend as Morgan Stanley Highlights Return Prospects

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• Investing.com AMD Is Winning Big AI Customers, but Is Nvidia Still the Better Stock to Buy?
• Nasdaq Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis? Key PointsCathie Wood's Ark Innovation ET…
• Yahoo Finance Better Artificial Intelligence Stock: Advanced Micro Devices vs. SK Hynix

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• CNBC Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now We recently reduced our position size, which allows us to be more patient…
• CNBC Broadcom delivers strong earnings view as CEO touts growth with AI labs Broadcom gave a disappointing revenue forecast for the current quarter but provided robu…
• Yahoo Finance Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies

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• Nasdaq Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis? Key PointsCathie Wood's Ark Innovation ET…
• Nasdaq Why You Should Avoid Palantir and Buy These 2 Defense Stocks Instead Key PointsRTX has a $289 billion backlog, including $119 billion in defense, giving it stro…
• Yahoo Finance What Will $5,000 Invested in Palantir Stock Be Worth in 5 Years?

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• Yahoo Finance Netflix Content Chief Shrugs Off YouTube Threat: ‘Young People Only Watch Short Things’ Isn’t True Netflix Inc. stock is trading about 0.5% higher Thursday in p…
• investors.com Netflix Stock Downgraded To Sell As Viewer Engagement Wanes
• Yahoo Finance Netflix Stock Declines After Wells Fargo Downgrades Streamer Over Engagement Concerns

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• MarketWatch Sandisk’s stock is rising: Why one analyst says AI could help it reach new heights Larger AI models and inference are turning NAND from a commodity into a criti…
• Yahoo Finance Sandisk (SNDK) Has Signed Away Two Thirds of Next Year’s Output. Can the AI Storage Boom Keep Paying? Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for…
• investors.com Dow Jones Futures: Falling Oil Prices, Yields Spark Market Rally; AMD, Intel, Micron, Nvidia, Sandisk Are Key Movers

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• CNBC Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion Oracle's cloud infrastructure revenue jumped 121% from a year earlier, refl…
• CNBC Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles Oracle's results for the quarter came in stronger than expected, as d…
• Nasdaq Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them. Key PointsVertiv's sales jumped 24% as it expanded its…

▲ Why it may be rising

• Nasdaq Looking for Steady Passive Income? This S&P 500 Dividend Stock Pays You Monthly. Key PointsHealthpeak posted strong Q1 results that sent the stock soaring.
• Nasdaq 2 Monster Stocks to Buy and Hold for at Least the Next 5 Years Key PointsDoorDash is growing through DashPass, grocery, and international expansion, with analys…
• Yahoo Finance MDA Space (MDA) Bets on Homegrown Innovation with New LaunchPad Ventures Program

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• CNBC AI safety debate meets reality at Dreamforce as business leaders say last year's models are enough At Salesforce's annual mega-conference in San Francisco, atte…
• CNBC We're raising our price target on Salesforce after results defy 'SaaSpocalypse' Salesforce's numbers and guidance were strong. Plus, a new partnership with Anth…
• Nasdaq Salesforce vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026? Key PointsSalesforce remains a dominant leader in the customer relationship managemen…

▲ Why it may be rising

• CNBC AI safety debate meets reality at Dreamforce as business leaders say last year's models are enough At Salesforce's annual mega-conference in San Francisco, atte…
• MarketWatch The old new thing: Cisco and retro tech are back and forming the AI buildout’s backbone ‘Everybody forgot about them for 20 years. And now suddenly they’re impo…
• Yahoo Finance Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test

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• CNBC Dell surges 9% after lifting fiscal 2027 forecast on AI server strength Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for…
• Investing.com Dell Technologies general counsel sells $2.33m in shares
• Nasdaq Dell's AI Server Backlog Has Ballooned to $95 Billion. Here's What a $1,000 Investment Today Could Be Worth by 2030 Key PointsDell is poised to capitalize on st…

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• Yahoo Finance Better Artificial Intelligence Stock: Aehr Test Systems vs. Super Micro Computer
• Yahoo Finance Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It Super Micro (SMCI) has received quite a bit of attention from Zacks.co…
• Nasdaq Is Super Micro Computer a Buy? Key PointsSuper Micro Computer was an early winner from the AI boom.

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• CNBC CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings AI adoption is pushing customers to spend more on cybersecurity…
• CNBC CrowdStrike jumps 11% on record second quarter as 'Mythos moment' drives AI cyber wave CrowdStrike shares have surged 61% this year to new highs as the threat f…
• Yahoo Finance Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”

▲ Why it may be rising

• Yahoo Finance Marvell Technology Fell Hard Over 3 Months: It Has Momentum and a Wall Street Pro’s Confidence That 78% Gains are Coming
• Nasdaq Can Investing in Marvell Technology Stock Double Your Money? Key PointsMarvell's stock has nearly tripled this year due to strong results and praise from Jensen…
• Yahoo Finance Marvell Technology Stock Price Targets Are Rising - What's the Best MRVL Play?

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• Yahoo Finance IBM Has Raised Its Dividend for 31 Years. Inflation Is Still Winning
• Nasdaq I Think IBM Stock Will Be Higher in 5 Years. I Still Wouldn't Buy It Today. Key PointsInternational Business Machines' second-quarter revenue grew just 1% year…
• Investing.com Exclusive: Hashgraph lands IBM marketplace listing for AI-agent identity tool

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• Yahoo Finance Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026?
• Nasdaq Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026? Key PointsAstera Labs is a fast-growing connectivity specialist focused on the arti…
• TechCrunch Qualcomm launches two new smartphone chips with emphasis on AI Qualcomm said that its new top chip can run 30B mixture-of-expert model locally.

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• Nasdaq A Lumentum President Sells 1,500 Shares Worth $1.4 Million Amid a Soaring Stock Price Key PointsThe transactions involved 1,500 shares executed at a weighted av…
• Nasdaq Prediction: This Data Center Stock Will Be the AI Supercycle's Biggest Winner -- and It's Not a Household Name Key PointsLumentum stock has surged phenomenally…
• Yahoo Finance Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart? When AI stocks rebounded last week, optical networking companies…

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• Nasdaq Massive Update for Applied Materials Stock Investors! Revenue growth is accelerating, with the good times forecasted to last several years.
• Nasdaq Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026? Key PointsApplied Materials is a leading provider of engineering solutions for the globa…
• Yahoo Finance Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies

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• Nasdaq Why ServiceNow Stock Inched Higher on Monday Key PointsThat lift was substantial, at 23%.
• Nasdaq Salesforce vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026? Key PointsSalesforce remains a dominant leader in the customer relationship managemen…
• Nasdaq Is ServiceNow the Ultimate Enterprise Software Stock? ServiceNow (NYSE: NOW) is effectively incorporating AI into its services.

▲ Why it may be rising

• TechCrunch Anthropic’s first embedded evaluator is … Accenture? Accenture is about to take on its most high-risk consulting engagement ever.
• Nasdaq Anthropic, Accenture Partner To Advance Independent AI Safety Evaluations (RTTNews) - Artificial intelligence company Anthropic announced a partnership with Acc…
• Yahoo Finance Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?

▲ Why it may be rising

• fool.com A $10,000 Stake in Shopify Is Worth About $311,000 a Decade Later. The Business Grew Almost as Much as the Stock. The e-commerce specialist turned a decade of m…
• Yahoo Finance A $10,000 Stake in Shopify Is Worth About $311,000 a Decade Later. The Business Grew Almost as Much as the Stock.
• Nasdaq 2 Beaten-Down Stocks to Buy Before They Bounce Back Key PointsShopify could perform well in the long run by leveraging AI to improve its services.

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• Nasdaq Abbott Laboratories vs. Intuitive Surgical: Recent Quarterly Revenue Trends Reveal a Classic Investing Truth Key PointsAbbott Laboratories generated a higher to…
• Yahoo Finance Intuitive Surgical vs. Stryker: Which MedTech Stock Is the Better Buy Now? ISRG's rapid procedure growth, expanding robotics ecosystem and recurring revenues hi…
• Yahoo Finance Intuitive Machines (LUNR) Just Opened a New Market for Its IM 300 Platform. How Big Is the Opportunity?

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• CNBC Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree Palo Alto Networks' stock has nearly doubled this year as AI boosts deman…
• Yahoo Finance Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching Palo Alto (PANW) quit…
• Yahoo Finance The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall

▲ Why it may be rising

• Nasdaq Looking for Steady Passive Income? This S&P 500 Dividend Stock Pays You Monthly. Key PointsHealthpeak posted strong Q1 results that sent the stock soaring.
• Yahoo Finance Hewlett Packard Flexes Its Relative Strength; Two More Stocks Near Buy Points Hewlett Packard Enterprise is near a buy point of 63.44 from a cup-with-handle bas…
• Yahoo Finance Freshpet (FRPT) Registers a Bigger Fall Than the Market: Important Facts to Note Freshpet (FRPT) reached $57.17 at the closing of the latest trading day, reflec…

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• trefis.com Has Arista Networks Stock Quietly Become A Different Bet? Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay…
• Yahoo Finance Dow Jones Futures: S&P 500 Hits High As Astera, GE Vernova, Arista Lead Buys, But These Stocks Tumble The S&P 500 hit a high as the stock market extended a win…
• Yahoo Finance Dow Jones Future Fall After S&P 500 Hits High; Astera, GE Vernova, Arista Lead Buys, But These Stocks Slammed The S&P 500 hit a high as the stock market extende…

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• Nasdaq Is Western Digital an Undervalued Semiconductor Stock to Buy Right Now? The proliferation of agentic AI has been great news for Western Digital Corporation (NAS…
• Investing.com S&P Global raises Western Digital outlook to positive on surging AI demand
• MarketWatch Why Western Digital and Seagate are seeing big stock drops today Investors are worried that Toshiba will boost its production of a key AI storage product, poten…

▲ Why it may be rising

• CNBC Snowflake spikes 22% on healthy results and AI coding momentum Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence a…
• Investing.com PhillipCapital initiates Snowflake stock with buy rating on AI growth
• 247wallst.com Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, Te…

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• Investing.com HSBC upgrades Synopsys stock rating to buy on AI growth outlook
• Investing.com Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion
• Investing.com Synopsys signs $1B+ multi-year custom silicon IP agreement with AWS

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• Nasdaq Notable Tuesday Option Activity: STX, AXP, C Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Seagate…
• MarketWatch Why Western Digital and Seagate are seeing big stock drops today Investors are worried that Toshiba will boost its production of a key AI storage product, poten…
• Nasdaq Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years? Key PointsSeagate and Western Digital are the leading high…

▲ Why it may be rising

• 247wallst.com Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, Te…
• Yahoo Finance Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The let…
• Investing.com Datadog CTO Alexis Le-Quoc sells $14.75m in shares

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• Yahoo Finance A Pause on Advanced AI Is Wishful Thinking, But Adobe Stock Is a Buy Anyway
• Nasdaq Losing to Win: A VC Lens Will Find the Next Nvidia In the second half of 2009, Chief Rule Breaker David Gardner made a run of recommendations in Stock Advisor t…
• Nasdaq Prediction: Adobe Stock Trades Back Above $350 Before 2030 Key PointsAdobe's annualized recurring revenue reached $27.5 billion at the end of the fiscal third q…

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• CNBC Meta hires MongoDB CEO CJ Desai to lead enterprise unit. MongoDB shares crater Desai will lead the new Meta Enterprise Platform unit and report to CEO Mark Zuck…
• MarketWatch MongoDB’s stock is down nearly 20% as CEO decamps to Meta Meta is creating an enterprise platform business that aims to make it easier for developers to use its…
• Yahoo Finance Stock Market Today: Dow Off Lows After Iran Report; Baseball Play Tests Entry, MongoDB Dives (Live Coverage) Stock Market Today: The Dow Jones index was off low…

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• investors.com Cybersecurity Stock Fortinet Forms Rare Pattern, Flirts With Buy Point
• Nasdaq Better Buy: Fortinet or Palo Alto Networks? These are excellent companies, but only one can be the better investment in this comparison.
• Yahoo Finance Dow Jones Futures: Microsoft Rises, But Google, ServiceNow, Fortinet Dive On Earnings After the stock market rose for a third day, Microsoft rose late on strong…

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• Nasdaq Analog Chips Are the Silent Winners of the AI Trade. These 3 Growth Stocks Are Capitalizing on the Opportunity. Key PointsTexas Instruments is delivering higher…
• Nasdaq Massive Update for Texas Instruments Stock Investors This has been one of my better stock picks of 2026.
• trefis.com Did The Market Read Texas Instruments Stock Right? Shares of Texas Instruments (TXN) rose 60.4% in the twelve months to October 19, 2026, against 16.8% for the…

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• Nasdaq Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research Key PointsLam Research and Applied Materials manufacture semiconductor manufacturing eq…
• Nasdaq Meet the Low-Cost Vanguard ETF With 32.4% Invested in Nvidia, Broadcom, Micron, AMD, Intel, and Lam Research, While VOO Has Just 14.8%. Key PointsArtificial int…
• Yahoo Finance The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet Lam Research, TSMC and Marathon Petroleum stand out ahead of Q3 earnings as…

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• Yahoo Finance Workday Or Autodesk: Is The Louder AI Story The Better Stock?
• Nasdaq Workday To Acquire Agentic Identity Platform C1.ai (RTTNews) - Workday Inc. (WDAY), a provider of enterprise cloud applications for human resources, finance and…
• Nasdaq Workday Forecasting Double Digit Revenue Growth Workday (NASDAQ: WDAY) is incorporating artificial intelligence to enhance its services.

▲ Why it may be rising

• CNBC IRS hires Joseph Velli to help administer Trump accounts Velli previously served on the boards of Paychex, Cognizant and Computershare.
• Investing.com Why is Cognizant Technology Solutions stock surging today?
• investorshub.advfn.com Cognizant Shares Rise 7.2% Following Accenture Results Cognizant Technology Solutions (NASDAQ:CTSH) shares rose 7. 2% to $61.

▲ Why it may be rising

• Investing.com GoDaddy chief strategy officer Jared Sine sells $159,890 in shares
• Yahoo Finance GoDaddy (GDDY): Buy, Sell, or Hold Post Q2 Earnings? GoDaddy has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six m…
• Business Insider GDDY DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages GoDaddy Inc. Investors to Secure Counsel Before Important October 20 Deadline in Securities Class Act…

▲ Why it may be rising

• Yahoo Finance Workday Or Autodesk: Is The Louder AI Story The Better Stock?
• trefis.com What Could Send Autodesk Stock Higher? Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the…
• 247wallst.com Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, Te…

▲ Why it may be rising

• Yahoo Finance Teradyne (TER) Surpasses Market Returns: Some Facts Worth Knowing Teradyne (TER) closed the most recent trading day at $398.32, moving +2.74% from the previous…
• Investing.com Teradyne launches memory test system for advanced chips
• Yahoo Finance Teradyne (TER) Registers a Bigger Fall Than the Market: Important Facts to Note Teradyne (TER) closed the most recent trading day at $308.75, moving 10.63% from…

▲ Why it may be rising

• Fortune Zoom’s CEO agrees with Bill Gates, Jensen Huang, and Jamie Dimon: A 3-day workweek is coming soon thanks to AI Zoom leader Eric Yuan admitted the technology wil…
• Nasdaq Buying This Hidden Software Stock Might Just Give You Massive Exposure to the Anthropic IPO Key PointsZoom Communications owns a stake in Anthropic worth billio…
• Yahoo Finance 2 Reasons to Like LZ and 1 to Stay Skeptical LegalZoom has been treading water for the past six months, recording a small loss of 3.6% while holding steady at $…

▲ Why it may be rising

• Nasdaq Onsemi Revises Synaptics $5.7 Bln Merger Agreement At $123/shr (RTTNews) - ON Semiconductor Corp. (ON), a semiconductor company, and Synaptics (SYNA), a semicon…
• trefis.com What Was KLA Telling You Before Its Stock Ran? KLA (KLAC) stock returned 73.6% over the twelve months to October 7, 2026, easily outpacing the 17.1% gain for th…
• Investing.com On Semiconductor group president Sudhir Gopalswamy sells $1.25m in shares

▲ Why it may be rising

• Yahoo Finance Gartner Stock Rises 41% in Three Months: Here's What You Should Know IT's 41% three-month stock gain comes as AI advisory demand, stronger retention, margin exp…
• Nasdaq Neocloud Stock Collapse: Buying Opportunity or Run for the Hills? Key PointsGartner doesn't see enough AI revenue coming to support the current pace of AI infra…
• Nasdaq If I Could Only Own 1 Artificial Intelligence (AI) Stock Through the Next Bubble Scare, It Would Be This One Key PointsCoreWeave may face higher borrowing costs…