Sector
Information Technology
Sector overview · 11 tickers · 350 news · last 90 days
90-day window
with at least one scored article
articles linked to sector tickers
Sector sentiment trend
Daily relevance-weighted sentiment, 7-day trailing average across all sector tickers.
Top tickers · 11
- NVDAneutral 0.28
NVIDIA Corporation
133 news · last 6/16/2026
- GOOGLneutral 0.23
Alphabet Inc. Class A
93 news · last 6/16/2026
- METAneutral 0.27
Meta Platforms, Inc.
81 news · last 6/19/2026
- MSFTneutral 0.16
Microsoft Corporation
79 news · last 6/19/2026
- AAPLneutral 0.20
Apple Inc.
64 news · last 6/18/2026
- AVGObullish 0.31
Broadcom Inc.
53 news · last 6/17/2026
- INTCbullish 0.36
Intel Corporation
47 news · last 6/18/2026
- AMDbullish 0.38
Advanced Micro Devices
47 news · last 6/16/2026
- PLTRneutral 0.18
Palantir Technologies
17 news · last 6/10/2026
- ORCLneutral 0.13
Oracle Corporation
16 news · last 6/11/2026
- CRMbullish 0.37
Salesforce, Inc.
13 news · last 6/15/2026
Recent news · 40
- Forexlive6/19/2026, 5:00:09 PMQuestions are creeping in about AI usefulness and spend
A Forexlive/investinglive commentary raises concerns about AI capex sustainability, arguing that hyperscaler spending on data centers and chips will crater megacap tech earnings in 2026. The author suggests corporate confidence in AI productivity is fading as code quality from tools like Claude and Codex falls short of production-ready standards. META is cited as a potential first mover to cut AI capex, which the author believes could trigger a broader tech bear market.
Sentiment -0.40META - CoinDesk6/19/2026, 8:48:14 AMMicrosoft found malware that hijacks crypto wallets and spreads through USB sticks
Microsoft has identified malware capable of hijacking cryptocurrency wallets that propagates via USB drives. The threat targets crypto users and was disclosed by Microsoft's security research team. No specific wallet providers or exchanges were named as directly impacted in the report.
Sentiment -0.30MSFT - Cointelegraph6/19/2026, 5:33:06 AMMicrosoft warns users of 'Crypto Clipper' malware spread via USB drives
Microsoft has issued a warning about a new malware strain dubbed "Crypto Clipper" that spreads via USB drives, combining data theft with remote code execution capabilities. The malware targets cryptocurrency users by intercepting clipboard data, while also functioning as a backdoor for further exploitation. Microsoft described it as turning "a financially motivated stealer into a lightweight backdoor."
Sentiment -0.20MSFT - Forexlive6/18/2026, 2:27:42 PMTrump: Iran not a threat. Oil lower. Stocks higher. Prices dropping.
President Trump posted on TruthSocial claiming Iran is not a threat, oil is flowing, and prices are dropping, coinciding with broad market gains (S&P +1.01%, Nasdaq +1.40%) and crude oil falling $2.88 to $73.15, breaking below its 200-day moving average. Trump also referenced an earlier post about a deal involving Apple and Intel, with the U.S. government reportedly purchasing 10% of Intel at $20; Intel shares are up 6.64% on the session. The article recaps macro market conditions alongside a company-specific catalyst for Intel.
- CNBC6/18/2026, 12:52:54 PMJim Cramer's top 10 things to watch in the stock market Thursday
Jim Cramer's daily market watch list highlights Apple planning price hikes and Intel surging following positive comments from President Trump. The article is a morning recap/listicle format covering multiple market topics. No detailed financials or confirmed corporate actions are provided beyond these brief mentions.
- CNBC6/18/2026, 11:12:30 AMGodfather of AI blasts Musk's xAI as 'failure,' says labs are risking a 'big bubble explosion'
Yann LeCun, Meta's chief AI scientist and a prominent figure in the AI field, publicly criticized Elon Musk's xAI as a "failure" and warned that AI labs broadly are risking a "big bubble explosion." His comments reignite an ongoing public dispute with Musk and raise questions about the valuations of major AI companies.
Sentiment -0.40META - Reuters6/18/2026, 10:10:48 AMWall St futures bounce back as US-Iran deal optimism balances hawkish Fed; Intel up - Reuters
U.S. equity futures rebounded as optimism over a potential US-Iran deal offset concerns from a hawkish Federal Reserve stance. Intel shares moved higher, though the article provides no specific detail on the catalyst for Intel's gain. The overall market tone reflects a balance between geopolitical tailwinds and monetary policy headwinds.
Sentiment 0.20INTC - CNBC6/17/2026, 12:48:37 PMJim Cramer's top 10 things to watch in the stock market Wednesday
Jim Cramer outlines 10 items to watch in the market on Wednesday, including the Fed Chairman's first post-meeting press conference and an "aggressive" buy recommendation issued on Broadcom. The article is a morning watchlist recap aggregating multiple market-moving items without deep analysis on any single one.
Sentiment 0.20AVGO - Forexlive6/16/2026, 8:48:34 PMinvestingLive Americas market news wrap: Oil continues to fall in the lead-up to the FOMC
A market wrap covering Tuesday's session ahead of the FOMC decision: WTI crude fell ~$4 (4.5%) on reports Iran could be allowed to immediately resume oil sales, while the S&P 500 dropped 0.6% and the Nasdaq fell 1.1%. Notable equity movers included Intel (-8%), Micron (-6%), and SpaceX (+4.8% after squeezing 20% intraday; Broadcom and Nvidia also lower). The first Fed decision under Chair Kevin Warsh is due Wednesday.
- Forexlive6/16/2026, 7:36:00 PMUS stocks move to new lows. The Nasdaq index approaches its 100 hour MA support target
Major U.S. stock indices hit fresh session lows late in the trading day, with the Nasdaq falling to 26,404.16 and approaching its 100-hour and 200-hour moving average support cluster around 26,299–26,381. The QQQ ETF is down approximately 1.50%, with AMD (-5.53%), Micron (-4.42%), and Broadcom (-3.62%) the largest drags among top holdings, while Alphabet and Apple posted modest gains. The Nasdaq has since partially recovered to 26,478, still down roughly 0.78% on the day.
- CNBC6/16/2026, 7:09:35 PMLilly opens its checkbook again, and an insider buy at Broadcom captures our attention
CNBC's Investing Club released its daily "Homestretch" afternoon update, highlighting Eli Lilly making a new investment or acquisition move and notable insider buying activity at Broadcom. The article is a recurring daily recap segment rather than a deep-dive on either company. Specific deal terms or insider transaction sizes are not detailed in the available text.
Sentiment 0.30AVGO - CNBC6/16/2026, 2:27:40 PM'Godfather' of options sees SpaceX surpassing Nvidia, Tesla as early trades come in
SpaceX options have officially begun trading, with early activity drawing significant attention. The so-called "Godfather" of options has predicted SpaceX could surpass Nvidia and Tesla in options market prominence. The article highlights early trading volume and sentiment around the newly listed SpaceX options.
Sentiment 0.40NVDA - Cointelegraph6/15/2026, 8:15:43 PMNvidia’s $20 billion debt boom reinforces Bitcoin miners' AI pivot
Nvidia is planning a large bond sale of approximately $20 billion, signaling continued heavy investment in AI infrastructure. The article frames this as reinforcing the trend of Bitcoin miners pivoting their operations toward AI data centers. No specific financial results or confirmed deals are reported; the piece is largely thematic commentary on AI infrastructure demand.
Sentiment 0.40NVDA - Cointelegraph6/15/2026, 7:15:43 PMNvidia’s $20 billion debt boom reinforces Bitcoin miners' AI pivot
Nvidia is planning a $20 billion bond sale, signaling strong demand for AI infrastructure investment. The article argues this reinforces the trend of Bitcoin miners pivoting their operations toward AI data centers. No specific miner companies are named in the article.
Sentiment 0.40NVDA - CNBC6/15/2026, 6:53:40 PMSalesforce looks to strengthen its AI platform — plus, a positive note for J&J
CNBC's Investing Club released its daily "Homestretch" afternoon update, briefly mentioning Salesforce's efforts to strengthen its AI platform and a positive development for Johnson & Johnson. No specific details, figures, or confirmed events are provided in the article body beyond the headline references.
Sentiment 0.30CRM - SeekingAlpha6/15/2026, 3:54:59 PMSalesforce's $3.6B deal for Fin pushes tech giant further into customer engagement: RBC
Salesforce has agreed to acquire Fin for $3.6 billion, according to RBC, expanding the tech company's footprint in customer engagement. RBC weighed in on the strategic rationale of the deal, positioning it as a move deeper into the customer service and engagement space. The transaction size and confirmed nature of the deal make it a notable M&A event for Salesforce.
Sentiment 0.30CRM - SeekingAlpha6/15/2026, 12:30:47 PMSalesforce to acquire customer AI agent platform Fin for $3.6B
Salesforce has announced a definitive agreement to acquire Fin, a customer AI agent platform, for $3.6 billion. The deal expands Salesforce's AI-driven customer service capabilities and its Agentforce product suite. No financial close date was specified in the report.
Sentiment 0.70CRM - Forexlive6/11/2026, 9:20:45 PMinvestingLive Americas FX news wrap: Another day, another 'deal soon'. This time for sure?
Risk sentiment surged Thursday after Trump cancelled planned strikes on Iran, citing a near-complete deal with Tehran potentially to be signed in Europe this weekend, though Iran's Supreme Leader sign-off remains unconfirmed. Equities rallied broadly while crude oil fell sharply on de-escalation; Treasury yields dropped 8-10bps as traders unwound conflict-related inflation premiums. Oracle slid over 8% on a $40bn equity raise following weak capex guidance, bucking the broader market rally.
Sentiment 0.10ORCL - CNBC6/11/2026, 6:54:58 PMIntel soars on double upgrade from BofA. Here's what Jim Cramer says investors must do
Bank of America issued a double upgrade on Intel, a significant positive analyst action that drove the stock sharply higher. CNBC's Jim Cramer commented that investors without a position in Intel should consider buying. No specific price targets or financial details are provided in the article.
Sentiment 0.75INTC - CNBC6/11/2026, 4:51:27 PMOracle shares tumble on earnings. But there's a silver lining for our AI chip and power stocks
Oracle shares fell after its latest earnings report failed to meet investor expectations. However, commentary or data within the report was interpreted as a positive signal for AI chip and power-related stocks. The article suggests the results have mixed implications across the broader AI trade.
Sentiment -0.20ORCL - SeekingAlpha6/11/2026, 2:13:04 PMMeta halts data sharing with Manus in move to unwind deal: report
Meta has reportedly halted data sharing with Manus, signaling a move to unwind a prior deal between the two companies. The report, citing unnamed sources, suggests the partnership is being dissolved, though details on the scope and timeline remain unclear. This is an unconfirmed report at this stage.
Sentiment -0.30META - Forexlive6/11/2026, 3:29:18 AMinvestingLive Asia-Pacific FX news wrap: OpenAI is considering major price cuts (WSJ)
A Asia-Pacific FX session wrap covering two dominant themes: (1) the US conducted a second consecutive night of strikes on Iran, with Tehran retaliating near the Strait of Hormuz and briefly declaring it closed, pushing WTI above $93/bbl before gains faded; Trump claimed a bombing halt after contact with Iranian officials, which Iran denied. (2) The WSJ reported OpenAI is weighing major price cuts on AI services to compete with Anthropic ahead of both companies' planned IPOs. Oracle Q4 results also beat on EPS and margins, with a $40bn debt and equity raise planned for FY2027.
Sentiment -0.30ORCL - Forexlive6/10/2026, 7:56:54 PMinvestingLive Americas market news wrap: CPI can't salvage an ugly day, gold breaks down
U.S. equity markets sold off sharply on June 10, with the S&P 500 down 1.5% and Nasdaq down 1.8%, as in-line May CPI (+4.2% y/y) failed to provide lasting relief amid escalating U.S.-Iran tensions and weakness in tech. Nvidia fell 3.3% and Tesla 3.7%, while Caterpillar dropped 6.2%; gold broke below March lows, sinking $172 to $7,280, its worst level since November. WTI crude rose $2.25 to $90.46, and the Bank of Canada held rates at 2.25% as expected while flagging oil price spillover risks.
Sentiment -0.60NVDA - CNBC6/10/2026, 2:57:12 PMPalantir's Karp says businesses are 'unhappy' with the frontier AI labs
Palantir CEO Alex Karp stated that businesses are "unhappy" with frontier AI labs and argued that AI will drive the most important political decisions in the U.S., independent of party lines. The comments were made in a CNBC interview and reflect Karp's broader positioning of Palantir as an enterprise AI alternative. No specific financial results, guidance, or corporate actions were announced.
Sentiment 0.10PLTR - CNBC6/10/2026, 11:26:38 AMTwo reasons for optimism after Tuesday's whipsaw market sell-off
CNBC highlights two bullish signals following Tuesday's market sell-off: options flows favoring rate-sensitive stocks and elevated call-buying activity in Oracle ahead of what traders are positioning for as a potentially large move. The article frames these as reasons for optimism but does not report any specific corporate actions or earnings events. Oracle is cited as a focal point for unusually large options activity.
Sentiment 0.30ORCL - Forexlive6/9/2026, 8:16:42 PMUS stocks close mixed is very volatile trading
US major indices closed mixed in a highly volatile session: the Dow rose 0.17% while the S&P fell 0.26% and the Nasdaq dropped 0.97%, with intraday ranges of over 1,000 points on the Dow and 1,279 points on the Nasdaq. Chip and AI-linked stocks led losses — dragged by Broadcom's prior forecast miss and a near-7% drop in the Philadelphia Semiconductor index — while airlines rallied 3–7% on lower oil prices tied to potential Iran-US de-escalation. A stronger-than-expected May jobs report (172K vs. consensus) revived rate-hike fears ahead of Tuesday's CPI print, pressuring high-valuation growth stocks.
Sentiment -0.20AVGO - Forexlive6/9/2026, 3:30:15 PMCrude oil is moving to new lows and tilting the technical bias more to the downside
WTI crude oil has fallen roughly $3.50 to $87.70, down nearly 10% from its June 3 high near $97.00, as traders focus on improving Strait of Hormuz shipping flows over geopolitical risk. Technically, WTI broke below its 200- and 100-hour moving averages earlier this week and has since breached an upward trend line, with the next downside target at the May 29 low of $86.55. U.S. equity indices have also turned negative, with the Nasdaq down ~1.88% to its lowest since May 5, partly attributed to news that data center developer Crusoe has paused development on its Wyoming AI campus (Project Jade).
Sentiment -0.60ORCL - CNBC6/9/2026, 3:26:56 PMApple shares slide after big Siri AI reveal
Apple unveiled new AI software at its WWDC developer conference, with a major update to its Siri voice assistant as the headline feature. Despite the reveal, Apple shares declined following the announcement. No financial figures or specific product pricing were disclosed in the report.
Sentiment -0.30AAPL - GlobalNewswire6/9/2026, 12:00:00 PMFlosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce
Flosum, a purpose-built Salesforce DevSecOps platform, has outlined its agentic DevOps approach for enterprises scaling Salesforce Agentforce deployments. The announcement focuses on release management and governance capabilities for autonomous agent deployments. The news was timed ahead of Salesforce World Tour London.
Sentiment 0.20CRM - Forexlive6/9/2026, 2:55:06 AMPentagon adds Alibaba, Baidu and BYD to China military-linked firms list
The Pentagon has added Alibaba, Baidu, BYD, WuXi AppTec, RoboSense, Unitree, CXMT, and YMTC to its 1260H list of China military-linked companies, barring direct DoD contracts from later this month and third-party procurement through June 2027. The designations stop short of formal sanctions or export blacklist status, but indirect restrictions could force US defence contractors to sever ties with listed firms. Alibaba and WuXi AppTec disputed their listings and said they would pursue legal action; Baidu ADRs fell 2.1% while Alibaba and BYD each dropped 0.8% on the news.
Sentiment -0.60NVDA - Forexlive6/8/2026, 9:09:17 PMinvestingLive Americas FX news wrap 8 Jun: Dollar mixed as yields rise and stocks split
The U.S. dollar finished mixed on June 8, with all major currency pairs moving within 0.24% of unchanged as higher Treasury yields, resilient economic data, and geopolitical uncertainty offset each other. U.S. equities were split — the Dow fell 0.16% weighed by Apple's 1.88% decline after its WWDC AI announcements faded, while the S&P 500 gained 0.30% and the Nasdaq rose 0.86%. Treasury yields edged higher, with the 10-year at 4.566% and the 30-year at 5.039%, as markets price roughly a 65% probability of a Fed rate hike by December 2026.
- Forexlive6/8/2026, 8:34:13 PMA mix day for the US stock indices. Dow closes lower. S&P and NASDAQ rise
U.S. stock indices closed mixed on June 8, with the NASDAQ up 0.86% and S&P 500 up 0.30%, while the Dow fell 0.16%, as early gains faded throughout the session. Apple hit a new all-time high of $317.40 intraday following its WWDC 2026 AI announcements but reversed sharply to close down 1.89% at $301.54, falling back below its 100-hour moving average. Intel surged 11.19% after reports that Google placed an order with Intel to manufacture over 3 million TPUs for 2028, following capacity constraints at TSMC.
- Forexlive6/8/2026, 1:09:59 PMMore headlines from the Middle East: Isreal halts preparations for new round of strikes
Israel has halted preparations for a new round of strikes on Iran following a call between Netanyahu and Trump, with Trump indicating both sides are looking toward an immediate ceasefire while a blockade remains in place. In company news, Google and Nvidia are reportedly considering Intel as a secondary chip manufacturer to ease pressure on TSMC, sending Intel shares up ~10%. Apple's WWDC keynote begins today, expected to feature a heavily AI-focused presentation including a revamped Siri powered partly by Google's Gemini, amid a reported leadership transition from Tim Cook to John Ternus.
- Forexlive6/8/2026, 11:56:53 AMinvestingLive European markets wrap: A return back to a ceasefire but for how long?
European markets wrap covering Middle East ceasefire developments between Iran and Israel, with Trump calling for an end to hostilities after an exchange of missile strikes. WTI crude is up 1.8% to $92.14 (off earlier highs above $95), S&P 500 futures up 0.8% and Nasdaq futures up 1.4% as risk sentiment recovers. Semiconductor names including Broadcom, Micron, and AMD are rebounding in pre-market after Friday's sharp selloff.
- Forexlive6/8/2026, 3:50:38 AMinvestingLive Asia-Pacific market news wrap: Oil jumps as Iran and Israel trade strikes
Iran and Israel exchanged strikes over the weekend and Monday, driving WTI crude oil up $3.33 to $93.53 and pushing the Nikkei down 3.6%, while S&P 500 futures oscillated before settling near flat at +0.2%. Goldman Sachs dropped its call for a December Fed rate cut, and Trump signaled a nuclear deal with Iran remains close. Tech stocks face additional pressure following Friday's rout, with South Korea's Kospi briefly falling nearly 10%.
Sentiment -0.30NVDA - Reuters6/7/2026, 11:19:32 PMSouth Korea's Naver to build gigawatt-scale AI factories using Nvidia technology - Reuters
South Korea's Naver announced plans to build gigawatt-scale AI data center factories powered by Nvidia technology, according to Reuters. The deal represents a significant infrastructure commitment by Naver to expand its AI computing capacity. No financial terms or timeline details were provided in the headline.
Sentiment 0.60NVDA - CoinDesk6/6/2026, 4:30:00 PMMeta is paying creators in Stablecoins. Spending them is someone else's problem
Meta is reportedly paying content creators using stablecoins, according to CoinDesk. The article notes that while Meta is facilitating stablecoin payouts, the practical usability of those funds for everyday spending remains an unresolved challenge for recipients. No specific financial figures or partnership details are disclosed in the report.
Sentiment 0.20META - Forexlive6/5/2026, 9:55:45 PMinvestingLive Americas FX news wrap 5 Jun:A strong US jobs report sends bonds/stocks lower
US May nonfarm payrolls came in at +172K, nearly double the +85K consensus, with prior months revised up by 93K, triggering a sharp bond selloff, USD strength, and a broad equity market decline — the NASDAQ's worst day since April 2025. Canada also beat expectations with +87.8K jobs vs. +10K forecast. The strong data reduced near-term Fed rate-cut expectations, with the 2-year Treasury yield rising 10bps to 4.15%; gold fell 3.29% and Bitcoin dropped sharply on the week.
- GlobalNewswire6/3/2026, 6:15:00 PMFlosum Updates Backup & Archive Solution for Salesforce with Legal Hold, Flexible Retention, and Faster Recovery
Flosum has updated its Backup & Archive solution for Salesforce with new features including legal hold, flexible retention policies, and faster recovery capabilities. The enhancements target enterprise Salesforce customers and aim to improve performance, visibility, and governance. No financial figures or partnership changes were disclosed in the announcement.
Sentiment 0.20CRM - BusinessWire6/3/2026, 7:00:00 AMNeo4j Acquires GraphAware to Launch Intelligence Analysis Alternative to Palantir Gotham
Neo4j has announced a definitive agreement to acquire GraphAware, an intelligence analysis software company serving government agencies. The deal is positioned as a direct competitor to Palantir Gotham, offering AI-powered graph technology solutions built on open standards. The acquisition is part of Neo4j's previously announced $100 million AI investment roadmap.
Sentiment 0.60PLTR