Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
CRM Q1 2026 update — filings and holdings
ADBE Q2 2026 update — filings and holdings
INTC Q2 2026: filings, holdings, and macro context
NFLX Q2 2026: filings, holdings, and macro context
ORCL 2026: filings, holdings, and macro context
AVGO Q3 2026: filings, holdings, and macro context
TSLA Q2 2026 update — filings and holdings
AMZN Q2 2026 update — filings and holdings
QCOM Q2 2026: filings, holdings, and macro context
Apple stock outpaced S&P 500 on 17 July 2026 amid AI sentiment shift
AAPL outperformed the S&P 500 on 17 July 2026, with coverage attributing the move to a market-level reassessment of Apple's artificial intelligence positioning. No corporate announcement or regulatory disclosure was reported in connection with the move.
Trump Media announces Truth API selling early access to Trump posts
Trump Media & Technology Group, trading under ticker DJT, announced a product called the Truth API, which would sell milliseconds-early access to Truth Social posts to Wall Street firms and institutional customers, with availability reported to begin next month.
TSMC capex announcement triggered sharp global semiconductor sector sell-off
Global semiconductor stocks fell sharply on 17 July 2026 after TSMC reported strong results but announced a capital expenditure increase that disappointed investors; TSM, 2330.TW, NVDA, AMD, ASML, and QCOM declined, and US equity futures also fell.
SpaceX shares fell to $131.11, below $135 IPO debut price
SpaceX shares closed at $131.11 on 17 July 2026, approximately 2.9% below the $135 IPO debut price. Short interest rose to approximately 185 million shares, representing roughly 29% of the publicly tradable float, according to S3 Partners data cited by CNBC.
DELL Q3 2026 update — filings and holdings
IBM shares fell over 25% after Q2 revenue missed expectations
IBM shares dropped more than 25% on 14 July 2026 after the company reported Q2 revenue of $17.2bn, representing 1% year-over-year growth. Microsoft shares and the iShares Expanded Tech-Software Sector ETF (IGV) also fell in the same session.
Lucid Motors shares fell over 50% intraday on bankruptcy reports before partial recovery
LCID shares fell more than 50% intraday on 14 July 2026 following reports that Lucid Motors was exploring bankruptcy or going-private options; the stock partially recovered after the company issued a statement describing the reports as completely false.
NVDA Q1 2026: filings, holdings, and macro context
SK Hynix shares fell 15% in Seoul, worst drop in 18 years
SK Hynix domestic shares (000660.KS) fell 15% on 13 July 2026, their largest single-day decline in 18 years, reaching a record low on Korean exchanges. The SOX semiconductor index, Micron (MU), and the broader KOSPI also declined in the same session.