Information Technology
Sector overview · 11 tickers · 216 news · last 90 days
90-day window
with at least one scored article
articles linked to sector tickers
Sentiment scores computed by AI · Not investment advice.
Sector sentiment trend
Daily relevance-weighted sentiment, 7-day trailing average across all sector tickers.
Top tickers · 11
- NVDAbullish 0.37
NVIDIA Corporation
75 news · last 4/29/2026
- MSFTneutral 0.20
Microsoft Corporation
68 news · last 4/30/2026
- GOOGLbullish 0.31
Alphabet Inc. Class A
67 news · last 4/30/2026
- METAbullish 0.35
Meta Platforms, Inc.
66 news · last 4/30/2026
- AAPLneutral 0.21
Apple Inc.
49 news · last 5/1/2026
- AVGObullish 0.36
Broadcom Inc.
41 news · last 4/24/2026
- AMDbullish 0.41
Advanced Micro Devices
37 news · last 4/24/2026
- INTCbullish 0.43
Intel Corporation
32 news · last 4/24/2026
- PLTRneutral 0.18
Palantir Technologies
11 news · last 4/24/2026
- ORCLneutral 0.26
Oracle Corporation
9 news · last 4/24/2026
- CRMbullish 0.41
Salesforce, Inc.
5 news · last 4/24/2026
Recent news · 40
- Forexlive5/1/2026, 3:37:49 AMinvestingLive Asia-Pacific FX news wrap: Japan warns of more intervention if needed
Japan's Ministry of Finance official Mimura declined to confirm FX intervention but warned speculators that Golden Week has just started, with USD/JPY retracing above 157.00. Tokyo April CPI missed across all three measures — headline 1.5% vs 1.6% expected, core ex-food 1.5% vs 1.8% expected (slowest since March 2022), and core-core 1.9% vs 2.3% expected — marking a third consecutive month below the BoJ's 2% target and reducing pressure for a June rate hike. Apple authorized a $100 billion buyback and beat quarterly earnings estimates; Morgan Stanley pushed its Fed cut call to 2027 amid Middle East risk.
Sentiment -0.20AAPL - Forexlive4/30/2026, 3:35:46 PMAI infrastructure spending is the largest non-war project in human history
A Forexlive/Investinglive commentary piece aggregates publicly disclosed AI capex figures: Google, Amazon, Microsoft, and Meta plan to collectively spend $725B on capex in 2026, up 77% YoY, with OpenAI, Anthropic, and Chinese players pushing total estimated AI infrastructure spend to $900B–$1.3T for the year. The article provides historical comparisons to contextualize the scale but contains no new corporate disclosures or earnings data. No slowdown signals are cited from any of the named companies.
- GlobalNewswire4/30/2026, 1:00:00 PMGoogle Partner NovaCore Labs and AIBotics Advance Acquisition and Expand Robot Deployment Across Jamaica
KEENON Robotics is partnering with AIBotics and NovaCore Labs (a Google partner) to enter the Jamaican market and expand robot deployment across the Caribbean. The deal involves an acquisition advance and broader service robotics deployment in high-demand Caribbean markets. No financial terms were disclosed in the announcement.
Sentiment 0.30GOOGL - CNBC4/30/2026, 11:34:24 AMLawyers to the wealthy warn that AI legal advice comes with serious risks
A CNBC article reports that attorneys advising wealthy clients are cautioning against using AI tools like ChatGPT for legal advice on estate planning or prenuptial agreements, warning that AI-generated guidance could be used against clients in court. The piece is a general advisory/opinion article citing legal professionals, with no specific company actions or financial results disclosed. No publicly traded companies are materially implicated beyond a passing reference to ChatGPT.
Sentiment -0.10MSFT - Cointelegraph4/30/2026, 7:05:02 AMMeta rolls out stablecoin payouts for creators in Philippines, Colombia
Meta has launched stablecoin-based payouts for content creators in the Philippines and Colombia, marking the company's return to crypto payments after its Libra/Diem project was abandoned in 2022 following regulatory opposition. The rollout represents a targeted geographic pilot rather than a global deployment. This is Meta's most concrete stablecoin initiative since scrapping its earlier blockchain ambitions.
Sentiment 0.40META - Forexlive4/29/2026, 9:30:52 PMinvestingLive Americas FX news wrap 29 Apr: Fed Holds Rates, Split Tilts Hawkish. USD up
The FOMC held rates unchanged in an 8–4 vote, with the split revealing a hawkish tilt: three dissenters opposed adding an easing bias while one favored a cut, keeping the Fed cautious and data-dependent as Jerome Powell concluded his final meeting as Chair. The USD strengthened, with USDJPY breaking above 160.45 to a new year-high, and Treasury yields rose across the curve (2Y +10.3bps, 10Y +7.6bps). The Bank of Canada also held rates at 2.25% as expected, while oil surged ~8.6% on reports of a potential U.S. naval blockade of the Strait of Hormuz targeting Iran.
- CoinDesk4/29/2026, 9:07:33 PMBig Tech's multi-billion dollar AI bets are still on track as Mag 7 giants report earnings
The "Magnificent 7" big tech companies have reported earnings showing their multi-billion dollar AI capital expenditure plans remain on track. The article broadly covers the group's continued commitment to AI infrastructure spending. No specific earnings surprises or guidance changes are detailed in the available text.
- Forexlive4/29/2026, 8:12:50 PMAmazon reports revenue and guidance beat
Amazon reported Q1 revenue of $181.5B, beating the $177.3B consensus, with Q2 revenue guidance of $194–199B also above the $188.9B estimate. AWS revenue grew 28% YoY to $37.6B — its fastest growth in 15 quarters — while operating margin expanded to 37.7%. Capex surged 77% YoY to $44.2B, long-term debt jumped $53.4B in the quarter to fund AI infrastructure, and Q2 operating income guidance of $20–24B implies margin pressure ahead.
- CoinDesk4/29/2026, 7:09:23 PMTech giant Meta starts paying some creators in stablecoin with Stripe's support
Meta has begun paying select creators using stablecoin, with payment infrastructure provided by Stripe. The move marks a notable step by a major social media platform into crypto-based creator monetization. No financial terms or scale of the rollout were disclosed in the headline.
Sentiment 0.40META - Forexlive4/29/2026, 4:57:27 PMNZDUSD trades to a new session low and tests 200 bar MA on the 4-hour chart
NZDUSD is trading at 0.5834, down 0.87%, pressured by risk-off sentiment and rising U.S. yields (2-year +7bps to 3.914%, 10-year near 4.40%) ahead of the FOMC decision. The pair tested the 200-bar moving average on the 4-hour chart at 0.5827, a key technical level that has held as support since April 13. A break below would open downside targets in the 0.5760–0.5777 range, while holding the MA keeps a corrective bounce in play.
- CNBC4/29/2026, 12:46:59 PMJim Cramer's top 10 things to watch in the stock market Wednesday
Jim Cramer outlines 10 items to watch Wednesday, highlighting after-hours earnings reports from Alphabet, Amazon, Meta, and Microsoft, as well as an ongoing Fed meeting. The article is a morning briefing/watchlist format aggregating known scheduled events. No new information or surprises are disclosed.
- CNBC4/27/2026, 7:09:28 PMBiggest winner of the amended Microsoft-OpenAI deal — plus, mixed news for Eli Lilly
CNBC's Investing Club "Homestretch" segment covers the amended Microsoft-OpenAI deal and mixed news for Eli Lilly. The article is a brief afternoon trading update newsletter with no detailed disclosures on the Microsoft-OpenAI restructuring or specifics on Eli Lilly's news. No substantive new information is provided beyond the headline references.
Sentiment 0.10MSFT - CNBC4/27/2026, 1:14:49 PMJim Cramer's top 10 things to watch in the stock market Monday
Jim Cramer's Monday market watch list highlights the start of the trial in the legal dispute between Elon Musk and Sam Altman over OpenAI. The article is a recap/listicle format covering multiple market topics for the day. No specific financial catalysts or earnings data are detailed in the provided excerpt.
Sentiment 0.00MSFT - CNBC4/27/2026, 11:31:12 AMThe bullish signals ahead of this week's Mag-7 earnings
Options market data shows calls trading at a premium to puts across most of the Magnificent 7 companies reporting this week, with call volume exceeding put volume in all names except Alphabet. The article highlights bullish options positioning ahead of earnings from Meta, Microsoft, Apple, Amazon, and Alphabet. No specific earnings estimates or guidance figures are cited.
- ChartMill4/24/2026, 5:05:02 PMIn today's session, there are S&P500 stocks with remarkable trading volume.
ChartMill highlights S&P 500 stocks showing unusual trading volume in Friday's session. AMD is the source-tagged ticker, though the article appears to be a broad market scan rather than focused on any single stock. No specific volume figures or price moves are detailed in the provided text.
Sentiment 0.00AMD - CNBC4/24/2026, 4:52:39 PMIntel's blowout quarter showcases the exact reason why we took a stake in Arm
Intel reported a strong quarterly earnings result, which CNBC's article frames as a positive signal for CPU demand broadly. The performance is cited as a rationale for holding a stake in Arm Holdings, given Arm's exposure to the same CPU market tailwinds. No specific financial figures are detailed in the provided text.
Sentiment 0.65INTC - ChartMill4/24/2026, 4:35:03 PMTop S&P500 movers in Friday's session
ChartMill published a recap of the top S&P 500 movers during Friday's trading session. The article highlights notable price movements among S&P 500 constituents, with AMD specifically tagged as a relevant ticker. No specific price data, earnings, or catalysts are detailed in the article body.
Sentiment 0.00AMD - Investing.com4/24/2026, 4:33:00 PMUS Targets ‘AI Distillation’: What It Means for China and Big Tech
The Trump administration is expanding AI export controls beyond hardware to target "AI distillation," restricting model weights and imposing new reporting requirements on frontier AI models via the Commerce Department's Bureau of Industry and Security. The policy shift introduces compliance costs and potential business model changes for major US AI and semiconductor companies. No specific financial figures or timelines were disclosed in the announcement.
- Investing.com4/24/2026, 4:19:00 PMEarnings Superweek: What to Expect From Mega-Cap Tech Titans
Microsoft, Meta, Alphabet, Amazon, and Apple are all set to report earnings next week in what analysts are calling a critical test for mega-cap tech. Combined, these companies represent over $15 trillion in market cap, with consensus expectations for revenue and earnings beats. Analysts indicate that forward guidance on AI monetization, cloud growth, and capital expenditure will be the primary drivers of post-earnings price action rather than headline results.
- Benzinga4/24/2026, 4:02:10 PMMeta Goes All-In On Amazon's Beast Chips
Meta has signed an agreement to deploy AWS Graviton processors at scale, starting with tens of millions of cores, making it one of Amazon's largest Graviton customers globally. The deal is aimed at enhancing Meta's AI capabilities. Amazon is approaching its April 29, 2026 earnings report, with analysts holding a Buy rating and an average price target of $290.81.
Sentiment 0.60META - Yahoo4/24/2026, 3:43:45 PMIntel Surpasses 2000 Dot-Com Boom High, Hits New Record
Intel's stock surpassed its dot-com era peak, a level not seen in nearly 26 years, reaching a new all-time record high on Friday. The milestone marks a significant long-term recovery for the chipmaker. No specific price target or catalyst beyond the record close was cited in the article.
- Yahoo4/24/2026, 3:42:58 PMWhy Micron Stock Popped Today
Micron stock rose following positive news related to Intel, with the article suggesting a favorable spillover effect for Micron. The piece implies a sector-level catalyst benefiting memory and semiconductor companies. No specific financial figures or deal details are provided in the article body.
- Yahoo4/24/2026, 3:39:54 PMAMD stock rises 12% after Intel Q1 earnings signal CPU boom
Intel reported better-than-expected Q1 earnings, which analysts interpreted as a signal of broad CPU demand growth driven by agentic AI workloads. In response, analysts upgraded AMD, Intel's primary CPU competitor, sending AMD shares up 12%. The results suggest a rising-tide effect across the CPU sector.
- CNBC4/24/2026, 3:39:47 PMOur newest stock seems unstoppable — plus, why Cramer calls Meta a 'screaming buy'
CNBC's Investing Club Morning Meeting highlights a newly added stock position described as performing strongly, alongside Jim Cramer characterizing Meta as a 'screaming buy.' The article is a brief teaser for the daily meeting segment with limited fundamental detail provided. No specific financial metrics or catalysts are cited for either position.
Sentiment 0.50META - Yahoo4/24/2026, 3:39:36 PMAre large layoff announcements a sign of something bigger?
Wolfe Research has weighed in on recent large-scale layoff announcements from major technology companies, suggesting the trend may be less concerning than headlines imply. Microsoft is among the high-profile tech firms cited in the context of these workforce reductions. The article presents a cautiously reassuring take from the research firm, without pointing to a broader systemic deterioration.
Sentiment -0.10MSFT - Yahoo4/24/2026, 3:36:01 PMStock Market Holds Near Highs As Intel Leads Chip Surge; Apple, Tesla, ServiceNow In Focus: Weekly Review
The stock market held near record highs this week, with Intel leading a rally in chipmakers that helped offset weakness in ServiceNow and the broader software sector. Apple CEO Tim Cook is reported to be leaving the company. Tesla was also noted as a stock in focus for the week.
- Yahoo4/24/2026, 3:35:02 PMThis Stock Made Me Buy Again (And Again)
An individual investor describes repeatedly buying Apple shares, most recently at $252.82 in March and again in early April, citing conviction from the most recent quarterly results. The stock is noted to be trading at $273.43 with a trailing P/E of 34, which the author acknowledges is a premium valuation. The article is an opinion piece reflecting one investor's bullish stance rather than a news event or corporate announcement.
Sentiment 0.30AAPL - Yahoo4/24/2026, 3:30:05 PMMeta Platforms, Inc. (META): Bill Ackman Opens New Position
Bill Ackman's Pershing Square initiated a new position in Meta Platforms, holding 2.67 million shares as disclosed in Q4 2025 13F filings. Meta ranks 5th on a list of Ackman's top long-term stock picks. The position represents a notable institutional endorsement from a high-profile activist investor.
Sentiment 0.55META - Yahoo4/24/2026, 3:28:38 PMTop Midday Stories: Intel Shares Soar After Q1 Beat; Meta to use AWS Graviton Cores
Intel shares rallied after reporting Q1 results that beat expectations. Meta announced plans to use AWS Graviton cores, signaling a cloud infrastructure partnership with Amazon. Major indices were mixed, with the S&P 500 and Nasdaq up while the Dow Jones Industrial Average declined.
- Yahoo4/24/2026, 3:23:52 PMWhich CPU Company Has Dominated 2026: Intel, AMD, or ARM Holdings?
Intel stock surged +24.89% at the open following a strong Q1 earnings report, pushing it to the top of 2026 year-to-date performance among major CPU companies. The move lifted the broader semiconductor sector, including AMD and Arm Holdings. The article compares 2026 stock performance across Intel, AMD, and ARM as the leaderboard shifts in Intel's favor.
- The Motley Fool4/24/2026, 3:22:58 PMWhy Micron Stock Popped Today
Micron stock rose 4.5% after Intel reported a strong earnings beat ($0.29 vs. $0.01 expected EPS, $13.6B in sales) with Q2 guidance of 5% sequential growth. Intel's strategic pivot toward AI inference and agentic workloads is seen as a demand catalyst for Micron's high-bandwidth memory products. Micron currently trades at under 23x trailing earnings and 8x forward earnings.
- The Motley Fool4/24/2026, 3:21:44 PMThe FDVV ETF Delivers Higher 5-Year Growth Than the HDV ETF
The Fidelity High Dividend ETF (FDVV) returned $1,883 on a $1,000 investment over 5 years, outpacing the iShares Core High Dividend ETF (HDV) at $1,659, driven by FDVV's heavier weighting in technology and financials versus HDV's energy and defensive tilt. FDVV posted a 66.5% 3-year return compared to HDV's 43.9%, though both trailed the S&P 500's 79% gain over the same period. FDVV carries a higher expense ratio despite comparable dividend yields between the two funds.
- Yahoo4/24/2026, 3:21:15 PMTDCowen’s GenAI adoption survey is bullish for these stocks
TD Cowen analyst Derrick Wood released a survey-based report indicating that AI monetization is nearing an inflection point, with established software vendors expected to benefit more than current market valuations suggest. The report is bullish on incumbent software companies, with Microsoft explicitly tagged as a key beneficiary. No specific financial figures or named deal metrics were disclosed in the article.
Sentiment 0.60MSFT - Yahoo4/24/2026, 3:15:00 PMIntel 'starting to get their legs' in turnaround plan as stock surges
Intel (INTC) stock surged over 20% following Q1 earnings and Q2 guidance that beat Wall Street estimates. Analysts from Benchmark Company and Wedbush Securities commented on the implications for Intel's foundry business and its 18A chip roadmap. The results are being interpreted as early signs of progress in Intel's ongoing turnaround plan.
- Yahoo4/24/2026, 3:13:35 PMAlphabet Shares Expected to Reach New Highs on AI Tailwinds, Oppenheimer Says
Oppenheimer issued a bullish outlook on Alphabet, expecting shares to reach new highs driven by AI-powered Google Search. The analyst cites AI tailwinds as a key catalyst for the price target. No specific price target figure was included in the available article text.
Sentiment 0.70GOOGL - Yahoo4/24/2026, 3:12:31 PMAMD Stock Is Up 13% Today – Is It Outperforming Other CPU Companies Like ARM?
Advanced Micro Devices (AMD) shares rose 13% in Friday morning trading to approximately $346, reaching a fresh record high. The move extends a 63% gain over the prior month. The article compares AMD's performance against other CPU-related companies, including Arm Holdings.
- Yahoo4/24/2026, 3:12:00 PMEmployee buyouts like Microsoft’s could become more common. Here’s what workers need to know.
Microsoft is reportedly considering offering employee buyouts, a move that may signal broader workforce reduction trends across the industry. The article discusses what workers should know about such buyout offers in the current job market. No financial figures or confirmed details about the scale of Microsoft's potential buyout program are provided.
Sentiment -0.20MSFT - Yahoo4/24/2026, 3:09:44 PMAmazon Expands AI Chip Reach And Deepens Healthcare Push With GLP‑1 Program
Amazon announced a large-scale partnership with Meta to deploy AWS Graviton custom silicon for Meta's AI and cloud workloads, expanding Amazon's in-house chip ecosystem. Separately, Amazon launched a nationwide GLP-1 weight loss drug program integrating telehealth, prescriptions, and fulfillment through One Medical and Amazon Pharmacy. Both developments represent significant expansions of Amazon's cloud infrastructure and healthcare businesses.
Sentiment 0.70META - Yahoo4/24/2026, 3:08:44 PMHow Investors May Respond To Intel (INTC) Winning Tesla Terafab Deal Amid Restructuring-Driven Loss
Intel reported Q1 2026 revenue of $13.58B (up from $12.67B YoY) but posted a net loss of $3.73B, largely due to $4.07B in restructuring and impairment charges; Q2 guidance is set at $13.8–$14.8B revenue with $0.08 diluted EPS. Separately, Tesla and SpaceX selected Intel's 14A manufacturing process for the Terafab AI chip project, marking a significant external foundry win. The mixed results reflect ongoing restructuring headwinds offset by a high-profile customer win that could bolster Intel's foundry business outlook.
Sentiment 0.20INTC - Yahoo4/24/2026, 3:06:23 PMAlphabet Cloud AI Push And Valuation Outlook After Gemini And TPU News
Alphabet's Google Cloud unveiled TPU 8t and 8i AI chips, the Gemini Enterprise Agent Platform, and a $750M enterprise AI adoption fund at its Cloud Next conference. The announcements include partnerships with Nvidia, Broadcom, Marvell, Merck, Salesforce, Deloitte, and Ulta Beauty. GOOGL was trading around $338.89 at the time of the article.
Sentiment 0.50CRM