The Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight.

Goldman Sachs sees mega-cap tech stocks regaining market leadership in the second half of 2026. They outline three catalysts to drive the shift.

Investors have punished big-spending tech giants and software companies while betting on memory chips.

NEW YORK, Jan 28 (Reuters) - Stakes are high for earnings reports from U.S. megacap ‌companies this week, as investors seek proof that strong profit ‌growth will lift stocks this year, including evidence that artificial-intelligence investments are ...

Seeking Alpha's roundup of statements, announcements and remarks that could impact the technology sector. Morgan Stanley (NYSE:MS) has partnered with Zerohash to launch crypto trading on its E*Trade platform beginning in the first half of next year.

The Trump administration is sharpening its warnings to Seoul as a broader trade confrontation collides with Korea’s push to rein in global digital platforms. Washington is signaling that if new Korean tech rules hit American giants like Apple, Google or ...