Big Tech news

Warby Parker bets on Google AI glasses for growth, but privacy fears still loom

Min Jin Lee’s Contemporary Epic American Hagwon Selected as Amazon’s Best Book of 2026

SEATTLE, November 12, 2026--Amazon (NASDAQ: AMZN) today revealed its Best Books of 2026 list, naming Min Jin Lee's American Hagwon the No. 1 pick. Out of thousands of books the Amazon Editors read this year, Lee's multigenerational…

Nvidia Is Back Below $4 Trillion, and Microsoft Just Passed It

A late-night report about boardroom turmoil sent Nvidia tumbling after the bell, and the race for the No. 2 spot now hangs on a gap thinner than a couple of dollars per share. Thursday's open could settle it.

Setback for Google as EU Court adviser backs $1.7 billion antitrust fine

Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more

Here are the biggest calls on Wall Street on Thursday.

Alphabet raises $3.8 billion in first Hong Kong, Singapore dollar bonds

Google parent draws $5 billion in orders for AI debt sale

The Google parent is tapping Asian debt markets through seven bond tranches, with HSBC and JPMorgan coordinating the offerings.

ProShares Ultra QQQ (QLD) Buys $10.6 Million More Apple on Nov. 10

The 2x leveraged ETF added $124.6 million across all 100 of its positions, led by a $10.6 million increase in Apple.

INTC, BABA Shares Slide Over Links To Firm Tied To Suspected Chinese Spy

Megaspeed, the former employer of the suspected Chinese spy, lists Intel as a partner.

FPT Becomes the World’s First Microsoft Partner to Earn Frontier Advanced Specialization

HANOI, Vietnam, November 12, 2026--Global technology and IT services provider FPT today announced that it has earned the Microsoft Frontier Advanced Specialization, becoming the first Microsoft Partner in the world to achieve the…

Stock Market News for Nov 12, 2026

Wall Street ended higher on Wednesday, led by gains in technology stocks as Apple reached a fresh all-time closing high.

Alibaba, Tencent shares fall on report U.S. weighs curbs on remote AI chip access

Investing.com -- Shares of Alibaba (HK:9988) and Tencent (HK:0700) fell on Thursday after The Information reported that the U.S. Commerce Department was preparing to finalise rules preventing Chinese AI companies from remotely accessing…

AAPL, GOOG Stocks Gain Overnight As NVDA Slides: Are Retail Investors Rotating Into Traditional Tech Amid Leadership Turmoil?

Apple stock was up 0.20% overnight at the time of writing, while Alphabet’s stock gained 0.26%.

Meta head of infrastructure will leave and be succeeded by former AWS cloud exec

Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.

Apple Shares (AAPL) Look Expensive Heading into 2027

Apple (AAPL) shares look expensive heading into 2027, despite the company’s strong growth prospects. Shares of the iPhone maker have soared in 2026, easily outperforming the Nasdaq-100 (NDX) as tracked by the Invesco QQQ Trust (QQQ).…

Cathie Wood's ARK Pares Amazon, Adds These Aerospace Stocks

The ARK leader's purchases followed robust sales for the rocket launch company.

Meta Platforms Infrastructure Head Santosh Janardhan to Depart in Early 2027

Meta Platforms (META) confirmed Wednesday that Head of Infrastructure Santosh Janardhan will depart

Meta head of infrastructure will leave and be succeeded by former AWS cloud exec

Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.

Cramer Says Apple Investors Who Sold After Steve Jobs Missed Years Of Gains. The Stock Is Up Nearly 3,000% Since. Now He’s Asking If Nvidia Needs Jensen Huang

Jim Cramer is bending his own "own it, don't trade it" rule for Nvidia as its founder faces a board probe. Apple's post-Jobs history offers a tempting parallel, but one key difference could make it a dangerous guide.

The Only 3 Tech Stocks I'd Buy With $5,000 and Never Sell

Apple, Microsoft, and Nvidia have stood the test of time, and they're likely to remain highly competitive.

Meta’s longtime infrastructure head Janardhan to depart in early 2027

Prediction: 2 Stocks That Will Be Worth More Than Amazon 5 Years From Now

Amazon has to win the AI race, but TSMC and Broadcom get paid no matter who does. That's why both could pass Amazon in value by 2031.

Evercore Plays Down Microsoft 365 Disruption Fears After Anthropic’s Claude Sheets Launch – ‘Not Yet A Substitute For Excel’

Evercore said that while investors’ initial concerns about competition were understandable, disrupting individual workplace tasks is different from the risk of displacing Microsoft 365.

Amazon unveils $250 flying home security camera with a catch

Amazon's Ring introduced two autonomous security devices designed for homes and businesses.

MP Materials Clears GM Magnet Milestone, Targets Apple as Next Customer

MP Materials (NYSE:MP) has qualified rare earth magnets for General Motors and is ramping production, CEO and Chairman Jim Litinsky said at an investor conference, marking a milestone in the company’s expansion beyond mining and…

Alphabet Stocks Rise as Google Commits $10 Billion to Anthropic IPO

Anthropic's amended filing shows Google buying 135 million placement shares, partly settling obligations under an earlier 2026 agreement.

Amazon’s Black Friday, Cyber Monday deals boast record exclusives

The company is also encouraging consumers to personalize their shopping journeys via artificial intelligence.

Anthropic's IPO has a line around the block. History says that's not the signal to watch.

From Meta to SpaceX, big order books haven't spared new stocks a rough first year.

Meta Wins CNCF End User Case Study Contest for Accelerating AI Infrastructure Deployments From Hours to Minutes

KubeCon + CloudNativeCon North America 2026 -- The Cloud Native Computing Foundation® (CNCF®), which builds sustainable ecosystems for cloud native software, announced Meta as the winner of the CNCF End User Case Study Contest for its…

Sequoia Backs Microsoft Veterans' Edelbyte with $70M to Challenge Data Infrastructure Giants

Four Microsoft veterans are targeting the $300B data market currently dominated by Snowflake, Databricks, and ClickHouse. Roughly a year after founding , the team has already secured leading enterprise customers and runs petabyte-scale…

Eric Schmidt, Former Google CEO, Should Run Nvidia

A law firm probe into Jensen Huang's ties to Alice Huang could end his run at Nvidia, and the company has no obvious heir. Who could Wall Street, governments, and customers all accept in his place?

Here are Wednesday's biggest analyst calls: Nvidia, Apple, CoreWeave, Corning, Unilever, Teradyne & more

Here are Wednesday's biggest calls on Wall Street.

How Much Capital Gains Tax Does a 61-Year-Old Owe on $750,000 of Inherited Apple Stock?

Apple has soared nearly 1,300% in a decade, and one retiree assumes the IRS will claim a huge slice of her inheritance. A single tax rule rewrites that math, but a lifetime gift would have flipped the outcome.

Buy, Sell, or Hold? Wednesday’s Top Upgrades and Downgrades: Akamai Technologies, Apple, BILL Holdings, Corning, Form Factor, Guidewire Software, NVIDIA, Riot Platforms, Toast, and More

Hot inflation data rattled Tuesday's close, and now one chip giant faces a Baird downgrade tied to concerns about its CEO. Which analyst calls, from Apple's upgrade to a steep Akamai cut, deserve your attention before the bell?

Microsoft stock sinks as new AI rival targets $27 billion business

The development adds to concerns about how AI software could reshape established productivity tools.

Alibaba makes major AI chip move as Nvidia faces new threat

The Chinese technology company plans to list its semiconductor business separately as demand for domestic AI chips grows.

Microsoft Stock Falls as Anthropic Takes Aim at Office Work With New Claude Tools

Anthropic Builds Out Claude for the Office and Microsoft Gets a Warning Shot

What State Street Tech Select SPDR (XLK) Sold: Apple Leads on Nov. 9

The fund sold $136.7 million of stock, cutting all 76 positions and adding nothing new.

State Street Comm Services SPDR (XLC) Sells $29.9 Million of Meta on Monday

The $22.12 billion fund sold $139.5 million of stock and bought nothing, cutting all 22 of its positions.

What iShares MSCI USA Min Vol Factor ETF (USMV) Bought: Microsoft Leads on Nov. 9

The fund added $168.9 million in gross purchases, increasing 172 positions and trimming none, with Microsoft the largest buy at $2.9 million.

What ProShares Ultra S&P500 2x Shares (SSO) Sold: Apple Leads on Monday

The fund sold $191.9 million of stock and added to no positions, with Apple the largest sale at $15.1 million.

iShares Core S&P 500 (IVV) Sells $17.8 Million More Apple on Monday

The fund cut 497 positions and added to just one, with net sales of $216.2 million against $235.6 million in gross trading.

iShares Expanded Tech-Software (IGV) Buys $22.9 Million More Microsoft on Nov. 9

The fund added $242.6 million across 103 positions in Monday's session, led by a $22.9 million increase in Microsoft.

Invesco NASDAQ 100 ETF (QQQM) Buys $35.0 Million More Apple on Monday

The fund added $413.0 million in a session where all 101 positions increased and none decreased.

Alibaba announces plans to list T-Head, its Nvidia chip rival

Alibaba noted it had already filed confidentially on Sept. 11 to list T-Head on the Hong Kong Stock Exchange.

“Demand Is Higher Than Supply”: AMD Has Ripped 141% in 2026. Is It Too Late to Buy?

Key TakeawaysAMD stock is up 141% in 2026 on Meta’s 6-gigawatt GPU deal and back-to-back record quarters, though it’s still 21% below its October closing high. AMD guided to about $17 billion of fourth-quarter revenue, more than Intel…

China optical stocks rally as Microsoft challenges proposed U.S. import curbs

Investing.com -- Chinese optical communications stocks rallied on Wednesday, with several Hong Kong and mainland listings reaching their highest levels since early November, as investors weighed the implications of a potential U.S.…

Bitwise CIO Sees Hyperliquid Becoming Finance's Next Amazon, Calls It A ‘Financial Juggernaut’

Matt Hougan said Hyperliquid had the “ambition” of becoming “one of the largest financial entities in the world.”

Adobe (ADBE) Expands Its AI Partnership and Workspace Reach

Adobe (NasdaqGS: ADBE) and Google announced an expanded partnership that more deeply links their creative and productivity platforms. Acrobat is set to be embedded inside Google Workspace tools such as Google Drive and Gmail for…

Meta Platforms (META) Wins JPMorgan Backing, Is It Still 37% Below Fair Value?

JPMorgan’s endorsement of Meta Platforms (META) as its preferred internet stock, driven by AI-powered advertising performance and expected Family of Apps ad revenue relative to Google Search, has sharpened investor focus on Meta’s…

China optical stocks rally as Microsoft challenges proposed U.S. import curbs

Microsoft Stock Falls On Anthropic Challenge To Office Software

Microsoft stock fell Tuesday after AI bigwig Anthropic announced a set of tools that could rival Microsoft's Office suite.

Alphabet Inc. (GOOGL) Is Part of a Massive AI Spending Race: Can the Investment Deliver Enough Returns?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Meta Platforms, Inc. (META) May Need Hundreds of Billions for AI: What Does This Mean for Investors?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Microsoft Corporation (MSFT) Is Pouring Billions Into AI: Could Massive Spending Weigh on Future Returns?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Amazon.com, Inc. (AMZN) Faces a $1.2 Trillion AI Spending Question: Will the Investment Pay Off?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Google's SpaceX investment takes an unexpected turn

Google’s relationship with SpaceX has quietly grown into something investors are only starting to notice.

Alphabet (GOOGL) Launches Gemini For Healthcare

Alphabet (NasdaqGS:GOOGL) is rolling out Gemini for Healthcare through Google Cloud to hospitals and insurers as a new AI assistant. Google Cloud is targeting healthcare administration and cost management workflows with Gemini,…

Is Fervo Energy (FRVO) Undervalued Following Its Google Deal And Cape Station Launch?

Fervo Energy (FRVO) just posted third quarter 2026 results, reporting sales of US$0.116 million and net income of US$11.66 million, compared with a net loss a year earlier. Fervo Energy’s sharp 26.09% one day share price return, lifting…

Apple (AAPL) Faces A 38% Premium Following Fresh Debt Issuance

Apple (AAPL) has just tapped debt markets again, issuing a suite of fixed and floating rate notes that extend out to 2036. For equity holders, fresh bond issuance raises practical questions about capital structure, interest costs, and…