Stock-Based Compensation Is the Latest Risk for Tech Stocks

For years, the lavish stock grants and options handed out by tech companies went largely ignored by investors. Now, the practice is finally getting attention, and it’s likely going to bring bad news f...

SoftBank Plans Arm Holdings IPO in 2023

One strange twist in the current obsession with artificial intelligence is the trauma afflicting one of AI’s biggest fans—SoftBank CEO Masayoshi Son. In 2017, Son launched the world’s largest-ever ven...

Tech Earnings Weren’t Great. Stocks Are Soaring Anyway.

Technology stocks have kicked off the year with a roar, staging the kind of spirited, widespread rally last seen during the market’s Covid-era surge. There are nearly two dozen tech tickers on my scre...

Tech Stocks Could Keep Falling but IAC Stock Already Looks Like a Buy

With the Nasdaq Composite down more than 30% over the past 12 months, almost every tech stock is cheaper than a year ago, and there is temptation to bottom-fish. There’s a big difference between cheap...

Amazon Stock Looks Like a Buy With E-Commerce Set to Rebound

Back in July, I wrote a Barron’s cover story that made a bullish case for Amazon.com tied to the enormous long-term value of the company’s cloud-computing arm, Amazon Web Services. Mea culpa. Amazon s...

Apple Isn’t Recession Proof. The Stock Could Have a Tough 2023.

To be clear, I’m an Apple fanboy, and have been for years. I have a pair of Mac laptops, an iPhone 13 Pro Max, and an Apple Watch. I subscribe to Apple Music, Apple Photos, Apple News, and Apple TV+. ...

Meta’s Problems Could Be Fixed but First Mark Zuckerberg Needs a Reality Check

One thing that became clear in this past week’s terrible tech earnings is that Mark Zuckerberg already lives in the metaverse. At the very least, it seems that the Meta Platforms CEO has established r...

Big Tech Earnings Are Coming. 5 Key Things to Watch.

Brace yourself. This coming week, the world’s largest tech companies all report their September-quarter financial results. And I mean all of them— Alphabet Microsoft Meta Platforms Apple Amazon.com an...

It’s Time to Buy Tech Again. Here Are 20 Stocks to Start With.

One cruel truth the stock market confirmed this past week is that trying to pick the bottom for technology stocks is a fool’s errand. The Nasdaq Composite’s terrible September—it was down 10.5% on the...

Rising Pressure on Profits Darkens Outlook for Tech Shares

Micron Technology is among the companies that have warned about softening PC demand. Courtesy Micron Text size In early summer, I wrote a Tech Trader column previewing the June quarter earnings season...

Nvidia Stock Is Down 40% This Year. Don’t Expect a Quick Turnaround.

Text size Even after its 40% share price stumble this year, Nvidia’s valuation looks expensive. Sam Yeh/AFP via Getty Images Nvidia, the most valuable U.S. semiconductor company, is in a big rut. This...

Tech Stocks Are Due for Another Fall

Text size Technology fundamentals are getting worse, not better. One example is weakening demand for consumer electronics. Illustration by Barron’s (Dreamtime 4) For years, tech investors seemed...

Intel and 8 Other Chip Stocks That Look Like Bargains Now

Text size Nvidia now expects July quarter revenue to be $6.7 billion, up only 3% from the year-ago period. The company had previously forecast $8.1 billion in revenue. Dreamstime These are troubling t...

9 Chip Stocks That Look Like Buys

Text size Nvidia now expects July quarter revenue to be $6.7 billion, up only 3% from the year-ago period. The company had previously forecast $8.1 billion in revenue. Dreamstime These are troubling t...

After Earnings, These 3 Big Tech Stocks Look Like Buys

The world’s most important tech companies all reported their quarterly results this past week, and, in each case, the damage from a slowing global economy was in stark evidence. The witch’s brew of ri...

The Best Tech CEOs: What Matters Most

Text size Shopify CEO Tobi Lütke spent years programming before he co-founded the e-commerce software firm. He has said he knows how long projects will take—and which initiatives to choose—because of ...

Tech Stocks Worth Buying as Earnings Kick Off

There are lots of good reasons not to buy tech stocks right now. And, amid a difficult economic environment, the coming earnings season is likely to signal more trouble. But as experienced investors k...

Oracle Stock Looks Like a Buy Even in a Recession

Text size Oracle expects its cloud business to grow at least 30% in its next fiscal year. David Paul Morris/Bloomberg Amid a devilish brew of rising rates, high inflation, and recession fears, the tec...

Apple Looks to Cars and Banking for Its Next Big Thing

Text size At its recent developer event, Apple showed plans to dramatically expand its CarPlay platform to include every screen in the driver cockpit. Courtesy of Apple Apple needs to think big these ...

Snowflake Stock Looks Like a Buy

Text size Snowflake went public on the New York Stock Exchange in September 2020. The stock more than doubled on its first day of trading. Erik Pendzich/Shutterstock It’s been more than 600 days since...

2 Tech Stocks That Now Look Impossibly Cheap

Text size Memory chips from Micron Technology are increasingly vital in the cloud, as well as in the automotive, industrial, and networking markets. Jeremy Erickson/Bloomberg Historically, companies l...

2 Stocks to Buy Amid Tech’s Wreckage

Text size Tens of billions of investors’ capital has been vaporized inside some top tech hedge funds. It could be the quickest collapse of dollar value in hedge fund history. Dreamstime Warren Buffett...

Buffett Gave HP Stock a Boost. Why It’s Still a Buy.

Text size Shares of HP jumped 15% this past week after Warren Buffett’s Berkshire Hathaway disclosed a large stake. Why the stock still looks cheap. Andrew Harrer/Bloomberg When Bill Hewlett and Dave ...

Buy Micron Stock. The Chip Stock Deserves Better.

Micron Technology gets no respect on Wall Street. Investors tend to think of Micron, and memory chip makers generally, as providers of interchangeable commodity parts, tech’s version of wheat or froze...

Micron Deserves Better. Why the Stock Is a Buy

Micron Technology gets no respect on Wall Street. Investors tend to think of Micron, and memory chip makers generally, as providers of interchangeable commodity parts, tech’s version of wheat or froze...

Cloud Stocks Have Become a Haven in Tech. 4 Stocks to Buy.

As the world emerges from the pandemic, tech companies have been put in a tough spot. They’re under pressure to sustain pandemic-era boosts, and many of them have struggled to meet the challenge, incl...

Tech Stocks Get a Bear-Market Scare. What Could Come Next.

As Russian forces were pouring over the border into Ukraine, the tech sector briefly tumbled into a bear market on Thursday. Both the Nasdaq 100 and the Nasdaq Composite fell enough that morning to ex...

The Chip Shortage Has Made These 4 Stocks a Buy

Text size GlobalFoundries, which makes basic chips for everything from cars and phones to toys and power tools, says chip capacity is growing at half the needed pace. Liesa Johannssen-Koppitz/Bloomber...

Tech Stocks to Buy After a Crazy Week of Earnings

Amazon stock was up almost 14% on Friday after the company reported solid earnings and said it was raising the price of its Prime membership for the first time since 2018. Alexi Rosenfeld/Getty Images...

Tech Stocks to Buy as Interest Rates Rise

Text size Chip stocks look like good bets in th new world for tech stocks. Maika Elan/Bloomberg Tech stocks finally showed a little fight last week, aided by an impressive batch of earnings reports. B...

Netflix Stock Might Be a Buy After Earnings Selloff

Text size Netflix added 8.3 million subscribers in the fourth quarter, but the company’s first- quarter forecast came up well short of Wall Street’s estimate. Dreamstime And just like that, Netflix pr...

Satellite TV Can’t Be Saved With a DirecTV-Dish Merger

Text size In some parts of the country where cable access is limited, Dish and DirecTV remain the only way to get pay-TV subscriptions. Daniel Acker/Bloomberg For 20 years now, Dish Network and rival ...