Buy Qualcomm (QCOM) after the earnings dip. The stock fell ~40% off the June high, but the revenue beat ($9.95B vs $9.67B) ...

Microsoft beats Q4 estimates as Azure revenue jumps 43%. Azure tops $100 billion annual revenue; Copilot reaches 30 million ...

The thesis is broken by a clear margin squeeze: costs up 55% YoY to $42.03B, operating margin down to 31%, plus legal ($2.40B ...

Fed on hold but yields jumped and oil rose—classic “higher-for-longer + inflation” setup that compresses long-duration tech ...

Fed holds rates as three officials dissent in favor of a hike. Trump warns Iran as renewed attacks send oil prices sharply ...

The sell-off is driven by AI spending anxiety and China competition, but Truist’s checks say AI infrastructure buyers are ...

According to Counterpoint Research, iPhone shipments rose 3% during the quarter, lifting Apple's global smartphone market ...

Robinhood stock price has fallen in the past few weeks, moving from the year-to-date high of $119.87 to a low of $87.93. This ...

The miss looks more like timing (sell-in vs sellout) and “trade spend recognition” than collapsing demand: CFO cites 2.5% ...

The selloff is being driven by macro (oil/geopolitics/rates) and AI-spend sustainability worries, not a clear demand break.

Grant Thornton’s global platform + CBIZ’s mid-market footprint should reduce integration uncertainty versus random deals. Key ...

AI storage demand boosts Seagate's long-term growth outlook. Seagate Technology STX shares rose about 3% in trading on ...