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SECTOR COVERAGE

Technology Stock News

50 STORIES · UPDATED 5H AGO

AI infrastructure, cloud platforms, and the mega-cap complex drive index returns. We cover the names building the compute layer and the second-order plays around them, with a focus on whether the capex is compounding value or just spending.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryAMBA

NXP in Talks to Buy Ambarella for Over $3 Billion

NXP Semiconductors is reportedly in preliminary talks to acquire Ambarella for more than $3 billion, sending AMBA shares up nearly 18% while NXP fell about 5%. The reported deal floor sits below Ambarella's post-surge market cap of nearly $3.9 billion, and $7.59 million in C-suite selling before the news makes this a binary trade with unclear edge.

AAPLBrief-9%

Apple Inc. Falls 9% After Record Quarter as Weak Guidance Rattles Investors

Apple reported record quarterly sales but issued soft guidance and flagged supply concerns, triggering a 9% share decline as investors rotated into AI…

AMZNBrief+12%

Amazon.com Jumps 12% After Earnings as AI Spending Reaches $220 Billion

Amazon.com gapped up 12% after beating earnings and raising 2026 capex guidance to $220bn, driven by higher memory costs for AI infrastructure, sugges…

ORCLAnalysis+7%

Oracle Jumps 7% on Expanded Google Gemini AI Deal

Oracle shares jumped 7% Thursday after announcing an expanded Google Gemini AI partnership, reversing a 52-week low hit one day earlier. Vice Chairman…

MSFTBrief+3%

Microsoft Shares Jump 3% as Azure Beats and Capex Comes In Light

Microsoft topped Q4 expectations on Azure strength while reporting lower-than-feared capital expenditures, removing the AI overinvestment overhang tha…

AURAnalysis

Uber Dumps $479M in Aurora Stock as Routes Expand

Uber Technologies unloaded 67.5 million Aurora Innovation shares for $479.3 million in June while the autonomous trucking company was announcing new T…

MUAnalysis-7%

Micron Drops 7% as AI Memory Sell-Off Deepens

Micron Technology shares fell 7% in a session as a sector-wide memory sell-off deepened, even as the company had just posted its largest quarterly ear…

NIOAnalysis

NIO Bets on Yao Ming and ES9 to Restart Growth

NIO posted EPS of $0.29 against a consensus estimate of roughly $0.054, its third consecutive earnings beat, while revenue grew 112.2% year-over-year …

CRWVAnalysis

CoreWeave Insiders Unload $146M as CRWV Slides

CoreWeave's CEO, CFO, and Chief Development Officer collectively sold $146.74 million in CRWV shares over 90 days with zero open-market purchases, con…

QBTSAnalysis

D-Wave Surges on AT&T Deal as Insiders Cashed Out at $26

D-Wave Quantum's expanded AT&T agreement and exchange uplisting have generated significant market excitement, but the company's CEO and CFO sold a com…

GRABAnalysis

Grab Executives Sell $4.6M in Stock Near 52-Week Lows

Five Grab Holdings C-suite executives collectively disclosed $4.58 million in open-market stock sales from late May to mid-July 2026 with zero purchas…

SNDKAnalysis-11%

Sandisk Slides 11% Again as China Disrupts Chip Sector

Sandisk shares fell 11% on July 27, extending a 9% loss three days earlier, as China's moves to disrupt the chip sector dragged down memory names broa…

NVDABrief

Nvidia Mulls OpenAI Investment as Data-Center Report Drags Stock to $197

Nvidia is reportedly in talks to take a financial stake in OpenAI's latest funding round, while a separate data-center report pushed shares to $197.46…

IRENAnalysis

IREN Stock Whipsaws on AI Deals and $2B Share Offering

IREN Limited reportedly surged on AI data center contract wins before pulling back on a reported $2 billion share offering and JPMorgan skepticism abo…

AVGOAnalysis

Broadcom Insiders Sell $284M in Shares as AI Revenue Soars

Broadcom insiders net-sold $283.70 million in open-market shares over the past 90 days, led by co-founder Henry Samueli and Chief Legal Officer Mark B…

SKHYAnalysis

SK Hynix Nasdaq Debut: 13% Pop, Then a 6% Chip Rout

SK Hynix debuted on the Nasdaq roughly two weeks ago with a 13% first-day pop and a chairman declaring "demand is enormous" on CNBC, then lost 6% in a…

TEAMAnalysis

Atlassian Insiders Sell $2.4M as Stock Lags Targets

Three Atlassian executives sold a combined $2.43 million in company shares between May 14 and June 12, 2026, with the CFO, CRO, and CAO all filing on …

SAPBrief+9%

SAP SE Shares Surge 9% as Cloud Backlog Signals a Multi-Year Revenue Lock-In

SAP SE shares surged 9% after an EPS beat driven by cloud revenue growth and backlog expansion, with the backlog signal suggesting future ARR conversi…

GOOGLBrief

Alphabet Gets Two Bullish Calls at $320 as EU Legal Cloud Finally Lifts

Barclays reiterates Buy on Alphabet citing TPU-as-a-Service as an underprice AI infrastructure play, while Seeking Alpha upgrades after a decade of EU…

CRMAnalysis

Salesforce CEO: Agentforce Reaches $1B Annual Run-Rate

Salesforce shares rose Friday after the CEO cited Agentforce reaching a $1 billion annual run-rate as evidence of commercial AI traction, even as CRM …

DLRBrief+14%

Digital Realty Trust Surges 14% on Stronger-Than-Expected Q2 Results

Digital Realty Trust surged 14.49% after Q2 earnings beat analyst forecasts, driving broader data center REIT gains and prompting analysts to revisit …

ACNAnalysis+6%

Accenture Jumps 6% on AI and Capital Return Catalyst

Accenture gained 6.0% on July 25, 2026, as investors reassessed the company's AI, defense, and capital return positioning after news coverage had desc…

ADBEAnalysis-38%

Adobe Director Buys $1.9M as ADBE Slides 38%

Director David Ricks made a $1.94 million open-market purchase of Adobe shares in late June, betting a 38% selloff has gone too far. The move arrives …

AAPLBrief+3.5%

Apple Stock Jumps 3.5% as Wall Street Bets on Low-Cost AI Strategy

Apple outperformed the Magnificent 6 by a wide margin Friday after analysts spotlighted its low-capex AI profile, lifting shares 3.5% to $333.02 ahead…

UBERAnalysis

Waymo May Exit Uber Deal, Shares Hit 52-Week Low

Reports published July 25 indicate Waymo is exploring ending its partnership with Uber as robotaxi competition intensifies, sending shares through a 5…

TSLABrief-4%

Tesla Stock Falls 4% After Missing Profit Estimates This Quarter

Tesla missed quarterly profit estimates and shares fell 4%, putting pressure on a 146.8x forward P/E multiple that prices in near-perfect execution.

QSAnalysis

QuantumScape Stock Falls After Q2 2026 Earnings Release

QuantumScape shares fell after its Q2 2026 results landed on July 22, with Yahoo Finance citing an 8.7% decline as the company announced expansion int…

NOKAnalysis

NOK: BofA Sees 90% Upside After Q2 Beat

Nokia reported a Q2 profit beat with AI and cloud infrastructure sales doubling year-over-year, confirming what retail investors had already bid into …

GOOGAnalysis+82%

Google Cloud Surges 82% but GOOG Falls on Capex Hike

Alphabet's Q2 2026 results delivered an 82% Google Cloud growth rate and a revenue beat, yet GOOG shares declined as investors focused on a higher 202…

OUSTAnalysis

Ouster C-Suite Sells $21M Amid New Share Offering

Ouster's entire C-suite sold $21.31 million in stock over 90 days with zero insider purchases, then filed a follow-on share offering in early July 202…

CBRSAnalysis

Cerebras C-Suite Sells $20M as Flex Deal Lifts Stock

Cerebras posted 94.4% revenue growth and a substantial EPS beat, but its CEO, COO, and CTO collectively sold $20.68 million in shares in the same 90-d…

DELLAnalysis

Dell Stock Surges After Hours; Silver Lake Sold $176M

Silver Lake affiliated funds sold $176.37 million in Dell shares across five funds between July 6 and July 9, 2026, through a coordinated exercise-and…

NBISAnalysis+19%

Nvidia Discloses Stake in Nebius, Stock Surges 19%

Nvidia's disclosure of a significant stake in Nebius Group sent shares surging nearly 19%, coinciding with a $775 million debt deal that analysts say …

ACHRAnalysis

ACHR: 20% Surge, Zero Revenue

Archer Aviation and Anduril Industries unveiled Thunder, an autonomous military tiltrotor, at the Farnborough Airshow on July 20, sending ACHR shares …

JOBYAnalysis

Joby CEO Sells $4.6M in Stock After NYC Air Taxi Test

Joby Aviation CEO Joeben Bevirt sold 596,666 shares for $4.62 million on July 15, 2026, days after the company's first New York City air taxi test lif…

CRWDAnalysis

CRWD CEO Sells Daily While Stock Tops Analyst Target

CrowdStrike CEO George Kurtz sold shares on at least 16 separate trading days from June 24 through July 16, 2026, as total insider sales over 90 days …

AMZNAnalysis

Amazon Faces Tariff Class Action as Debt Raises Mount

A proposed consumer class action alleging Amazon passed Trump tariff costs to shoppers landed July 18, 2026, closing a six-week window that included f…

GOOGLAnalysis-5%

Alphabet Stock Falls 5% on AI Model Delay Reports

Alphabet shares fell roughly 5% after reports surfaced that Google's flagship AI model is running behind schedule, amplifying two distinct AI fears id…

TSLAAnalysis

Tesla Beats Earnings as Musk Exercises $7B in Options

Tesla's July 2 earnings 8-K showed a Q2 EPS beat after two consecutive misses, with 15.8% revenue growth providing a constructive operational signal. …

AMZNBrief

Jefferies Says Amazon Is 33% Undervalued Before Space Business

Jefferies issued a bullish call arguing Amazon trades 33% below intrinsic value at $248.74, with the Kuiper satellite constellation representing addit…

METAAnalysis

Meta COO Files Third Round of Share Sales Since June

Meta COO Javier Olivan has sold shares on three separate dates since June, accumulating $5.72 million in net insider sales with no purchases filed by …

GOOGLBrief

Alphabet's Most Powerful AI Model Is Delayed — Stock Drops

Alphabet pushed back the launch of Gemini 3.5 Pro, its most capable AI model, triggering a share price decline and fresh concerns about whether Google…

MSFTAnalysis

Microsoft Plans 4,800 Layoffs Amid AI Spending Shift

Microsoft is cutting 4,800 jobs as IBM warns that enterprise clients are shifting budgets from software toward servers and cybersecurity, adding near-…

AMDAnalysis

AMD Names Corporate Fellow as Insiders Sell $133M

AMD named Alan Smith as Corporate Fellow on July 1 while shares fell on the news. The more meaningful signal is $132.95M in net insider selling over 9…

NVDAAnalysis

NVIDIA Director Sells $186M in Stock Amid Chip Slump

Director Mark A. Stevens sold approximately 885,000 NVIDIA shares for $186 million in open-market transactions on June 18, 2026, the same week NVIDIA …

AAPLAnalysis

Apple Hits All-Time High as Insiders Sell $87M

Apple stock closed at a new all-time high of $333.26, pushing its market cap to approximately $4.89 trillion, even as insiders net-sold $87.57 million…

NVDABrief

NVIDIA Corporation's $25 Billion Bond Sale Drew $85 Billion in Bids

NVIDIA raised $25 billion via a bond offering that attracted $85 billion in orders, a 3.4x oversubscription signaling extraordinary institutional conv…

NVDABrief

Nvidia Corporation Sold $25 Billion in Bonds. Investors Bid $85 Billion.

Nvidia Corporation raised $25 billion in a bond offering that attracted $85 billion in orders, a 3.4x oversubscription that signals institutional conf…

PLTRAnalysis

Palantir Insiders Dump $130M Amid AI Valuation Debate

Palantir Technologies insiders have sold $130.57 million in open-market shares over 90 days with zero purchases, led by CEO Alexander Karp's $30.48 mi…

ACHRAnalysis+9%

Archer Aviation Jumps 9% as Insiders Sell Millions

Archer Aviation shares jumped 9% on FAA air taxi certification optimism, but four executives sold $2.03M in stock over the prior 90 days with zero ins…

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