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Technology

$4.5 Trillion Tech Collision Looms, Fund Manager Says

A looming business collision between SpaceX and Amazon could have significant implications for the tech sector and value investing, according to fund manager Christopher Tsai.

Vinay Lochav | 14 July 2026

Why Monolithic Power Systems (NASDAQ: MPWR) Stock Surged Over 5% in a Chip Sector Relief Rally

The softer CPI print is playing an outsized role in today's rally for a specific reason: high-multiple growth stocks like Monolithic Power Systems tend to be particularly sensitive to shifts in interest rate expectations, since their valuations rely heavily on discounting future earnings growth. …

Nitish Kishor | 14 July 2026

Why Hewlett Packard Enterprise (NYSE: HPE) Stock Rallied Sharply on Its New Nvidia Vera Server Launch

The ProLiant DL394 Gen12 server represents an important product milestone for HPE, as it pairs the company's long-standing enterprise server hardware expertise with Nvidia's latest Vera CPU architecture, a combination designed to support the increasingly complex computational demands of agentic AI systems — AI …

Nitish Kishor | 14 July 2026

Why International Business Machines (NYSE: IBM) Stock Plunged 25% on a Shock Q2 Revenue Warning

Preliminary Q2 revenue came in at $17.2 billion, well short of the $17.86 billion consensus estimate that analysts had been modeling. CEO Arvind Krishna described the results as 'disappointing,' a notably direct characterization from a company that has generally emphasized consistency and execution in …

Nitish Kishor | 14 July 2026

Why CrowdStrike (NASDAQ: CRWD) Stock Surged Over 7% as IBM's Warning Rattled Software Peers

The catalyst for today's broader software weakness was IBM's warning, which sent that stock tumbling roughly 22% after the company disclosed that enterprise clients had shifted budgets toward AI hardware and away from software spending during the quarter. That warning rattled much of the …

Nitish Kishor | 14 July 2026

Why Dell Technologies (NYSE: DELL) Stock Surged 4.6% as Its AI Order Backlog Hits $51.3 Billion

The rally is being driven by genuinely blockbuster fiscal first-quarter 2027 results. Dell reported revenue of $43.8 billion, up 88% year-over-year, a growth rate that stands out dramatically even among the fastest-growing names in the current AI infrastructure cycle. Perhaps even more significant for …

Nitish Kishor | 14 July 2026

Shenzhen Surpasses Silicon Valley as Preferred Tech Hardware Hub

Shenzhen’s emergence as a leading center for tech hardware is reshaping how US firms approach product development and manufacturing. The momentum is driving heightened investor interest in companies linked to the city’s ecosystem while prompting a realignment of supply‑chain strategies across the technology sector.

Vinay Lochav | 14 July 2026

RTB Digital Lock-Up Expires on 85% of Shares, Float Stands at 15%

RTB Digital Inc. Disclosed that the share lock‑up agreements tied to its recent corporate combination have been fully enacted. The filing indicates that a substantial portion of the company’s equity remains constrained, limiting immediate supply to the market.

Vinay Lochav | 14 July 2026

International Business Machines (NYSE: IBM): IBM Shares Decline in Pre-Market Following Senate Action on Defense Contractor Rules

A technology and consulting firm with ties to government contracts saw its shares retreat in pre-market activity after the U.S. Senate advanced a defense policy bill containing provisions that could influence how companies allocate capital. The development has raised questions about the potential effects …

Vinay Lochav | 14 July 2026

WRAP Technologies Invests $2 Million in Frenel (NASDAQ: WRAP)

WRAP Technologies (NASDAQ: WRAP) has invested $2,000,000 in Frenel, purchasing 74,918 Series A Preferred Shares at a price of $26.6959 per share. This investment is a significant move for WRAP Technologies, as it expands its portfolio and gains access to Frenel's innovative technology. The …

Vinay Lochav | 14 July 2026
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