Big Tech news
Latest US Big Tech market news, catalysts and analysis.
Alphabet and Microsoft, Options Volume Jumps More Than 50%
Alphabet rose 2.7% and Microsoft gained 1.8% Wednesday as unusually heavy call trading showed a clear preference for further upside.
Oct 1, 2026
Bullish$METAOpenAI Dots Follows Meta Muse, Putting Paid AI Agents to the Test
OpenAI introduced Dots after Meta released Muse; pricing starts at $100 per month for Dots and $20 per month for Muse after free usage.
Sep 30, 2026
Bearish$MDB$METAMongoDB Falls 25% as CEO CJ Desai Leaves for Meta Enterprise Role
MongoDB shares fell 25% as CJ Desai moved to Meta Platforms, where he will report to Mark Zuckerberg and lead a new business platform.
Sep 28, 2026
Neutral$META$AMZN$BACMeta Muse Targets Subscription Inertia, Putting Retention Models to the Test
Meta Muse can identify and cancel recurring subscriptions as U.S. consumers averaged $1,887 in annual subscription spending in 2025.
Sep 28, 2026
Bearish$AAPLApple, More Than $5.7 Billion Haptics Verdict Sets Up an Appeal
Apple faces a verdict exceeding $5.7 billion after a federal jury found infringement involving Taction Technology’s two haptics patents.
Sep 27, 2026
Bullish$ORCL$RKLB$METAOracle, Rocket Lab and Meta gain long-term analyst backing as AI bets scale
Oracle delivered 850 MW in Q1 FY27, while Rocket Lab’s backlog neared $2.4 billion and Meta raised its target to $820, sharpening the long-term thesis.
Sep 21, 2026
Neutral$CRM$DOCUSalesforce Dreamforce, why older AI models may be enough for business
Salesforce’s Dreamforce drew 50,000 people as customers weighed cheaper AI models, token costs and the margin risk behind Agentforce adoption.
Sep 19, 2026
Bullish$CRM$NVDASalesforce, $63 billion fiscal 2030 target — beats Wall Street's $59.2 billion estimate
Salesforce guided fiscal 2030 revenue above $63 billion at Dreamforce, topping the $59.2 billion analysts polled by LSEG had expected.
Sep 17, 2026
Bearish$AMZNAWS Bahrain outage persists as UAE recovery and Stargate security face scrutiny
Amazon Web Services says Bahrain resources cannot be restored and one UAE availability zone remains unrecovered after March drone strikes, reshaping Gulf cloud-risk planning.
Sep 16, 2026
Bullish$NAVNNavan (NAVN) Buys BoomPop as Meetings Platform Expands Enterprise Reach
Navan reported $14 million in adjusted net income for second-quarter FY27 as BoomPop adds AI event management and nearly 30% claimed booking savings.
Sep 14, 2026
BearishXiaomi, Sub-$100 Smartphone Shipments Collapse as Memory Costs Soar
Xiaomi’s sub-$100 shipment share fell from 27.7% in the first half of 2025 to 11.2% a year later, according to CNBC.
Sep 13, 2026
Bullish$AAPL$TSM$TWLOApple Leads Five Stocks Near Buy Points After Foldable iPhone Debut
Apple unveiled one foldable iPhone and two other models on Sept. 11, while Taiwan Semiconductor and three named peers joined a five-stock watch list.
Sep 13, 2026
Bullish$CIENCiena (CIEN) backlog reaches $8.5 billion as AI-network demand accelerates
Ciena reported $1.67 billion in third-quarter fiscal 2026 revenue, a $8.5 billion backlog and fiscal 2027 margin guidance up to 27%.
Sep 13, 2026
Neutral$ORCLOracle stock: Larry Ellison cancels planned sale of up to $7.5 billion
Oracle founder Larry Ellison canceled a June 22 trading plan to sell 50 million shares, leaving his more-than-40% stake intact as stock falls 23% this year.
Sep 13, 2026
Bullish$DELL$NVDA$CRWVDell Technologies: RBC's $640 Price Target Sends Shares Up 10%, Near 350% for 2026
Dell Technologies (DELL) jumped 10% Friday after RBC initiated coverage at $640, citing a $95 billion unfilled AI server order backlog.
Sep 12, 2026
Neutral$AAPL$MU$NVDAApple Stock and the Sept. 9 iPhone Event: Why the First Move May Mislead
Apple prepares its Sept. 9 keynote as Bank of America finds 17 post-launch gains; memory costs and foldable pricing raise the stakes.
Sep 11, 2026
Neutral$AAPL$QCOMApple iPhone 18 Launch, a $1,199 Pro Bet Without the Standard Model
Apple unveiled the $1,999 iPhone Duo as its first foldable, while IDC data put Pro models at 54% of iPhone sales in early 2026.
Sep 11, 2026
Bullish$AMZNAmazon adds Kevin Mandia to board, bringing a cybersecurity lens to AI risk
Amazon appointed Mandiant founder Kevin Mandia to its board on Sept. 9, 2026, granting him 4,086 shares tied to the appointment.
Sep 10, 2026
Bullish$PANWPalo Alto Networks’ 38.4% FCF Margin Builds a $461 PANW Scenario
PANW could generate $5.635 billion in adjusted FCF on $14.675 billion of projected revenue, though a 1.5% yield makes valuation the key risk.
Sep 9, 2026
Bearish$ORCL$SAP$AMZNOracle Faces EU Licensing Scrutiny as Debt and AI Spending Test the Stock
Oracle enters Sept. 10 earnings with $638 billion in RPO, 93% OCI growth and liabilities that climbed to $218.7 billion.
Sep 9, 2026
Bullish$METAMeta Launches Muse AI Agent With $20 and $100 Subscription Tiers
Meta’s Muse handles forms, appointments and security feeds as the company seeks AI revenue beyond ads amid privacy and safety scrutiny.
Sep 9, 2026
Bullish$AAPLApple Foldable iPhone Could Claim 25% Share as Xiaomi, Huawei Move First
Apple could ship 6 million foldables this year, while Huawei controls over two-thirds of China’s market and Xiaomi launches the 18 Fold.
Sep 9, 2026
Bullish$CRM$NOW$WDAYSalesforce Stock Surges 12% as Agentforce Revenue Tops $1.5 Billion
Salesforce posted $11.35 billion in fiscal Q2 revenue, while bookings more than doubled quarter over quarter and customer attrition neared a record low.
Sep 7, 2026
NeutralOlivia Tai Collected 350 AI Confessions — What the Secrets Actually Show
Olivia Tai’s yearlong What We Tell AI project documents how people privately use artificial intelligence across dating, work and personal life.
Sep 7, 2026