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Why Are Alphabet (NASDAQ:GOOGL), AST SpaceMobile (NASDAQ:ASTS) and Strategy (NASDAQ:MSTR) in Focus Beyond the Chip Rout?

Alphabet (NASDAQ:GOOGL) announced a research result for its Willow quantum chip: errors fell about 40-fold on a benchmark that is relevant to Bitcoin security, as reported on October 16, 2026. The benchmark concerns preparing quantum states that matter for attacking exposed Bitcoin keys, but …

Vinay Lochav | 19 October 2026

Why Did USD 34M of AI Chip Perps Liquidate Beside SOXL (NYSEARCA:SOXL), Sandisk (NASDAQ:SNDK), Micron (NASDAQ:MU) and Bitcoin (BTC)?

Crypto exchanges now list perpetual contracts that track stock tickers, and about USD 34 million of those linked to AI chip names were liquidated over the weekend, according to derivatives data. The group covers Micron, Sandisk, SK Hynix and Direxion Daily Semiconductor Bull 3X …

Vinay Lochav | 19 October 2026

Why Did Palo Alto (NASDAQ:PANW), SentinelOne (NYSE:S), Zscaler (NASDAQ:ZS) and CIBR (NASDAQ:CIBR) Fall in a Cyber Sell-Off?

Palo Alto Networks fell about 7.6% to roughly USD 343 on Friday, October 16, 2026, though the move was about 7% in the afternoon, so quotes vary by timestamp. Palo Alto Networks (NASDAQ:PANW) had reported fiscal fourth-quarter revenue of USD 3.41 billion, up 34.5%, …

Vinay Lochav | 19 October 2026

Why CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) Are Trading Like Twin Bets on AI Demand

Both companies sell AI computing capacity, and both are spending heavily to build it. CoreWeave guides 2026Capital Expenditureto between $35 billion and $39 billion, while Nebius raised its 2026 guidance in May to between $20 billion and $25 billion. Neither can fund that pace …

Nitish Kishor | 19 October 2026

Why Analysts Are Raising Their Views on SpaceX (NASDAQ: SPCX), Intel (NASDAQ: INTC) and CoreWeave (NASDAQ: CRWV)

Evercore ISI has raised its SpaceX price target to $275 from $230, an increase of about 19.6%, and kept its Outperform rating. The move is part of the firm’s Q3 earnings preview.

Nitish Kishor | 19 October 2026

Why Is Information Services Group (NASDAQ:III) Drawing Attention After Record Revenue?

Information Services Group (NASDAQ:III), a technology research and advisory firm, is drawing attention after its second-quarter 2026 report showed revenue growth, higher profitability and a fresh share repurchase authorisation. Released on August 5, 2026, the results, covering the quarter ended June 30, featured the …

Nitish Kishor | 19 October 2026

Why Is Mastech Digital (NYSE American:MHH) Betting on a Data and AI Turnaround?

Mastech Digital (NYSE American:MHH), a provider of data and analytics services and IT staffing, is drawing attention after its second-quarter 2026 report pointed to a business in transition. Released on August 6, 2026, the results showed revenue declining year over year, yet sequential growth …

Nitish Kishor | 19 October 2026

Shopify (NASDAQ:SHOP) Pairs Rapid Growth With Strong Cash Generation

Shopify Inc. (NASDAQ:SHOP), a member of the Nasdaq-100 since May 2025, enters the final stretch of 2026 with an unusual combination for a large commerce platform: rapid top-line growth alongside strong cash conversion. The company's second-quarter report, released on August 5, 2026, showed revenue …

Nitish Kishor | 19 October 2026

Where Analysts See Microsoft (NASDAQ:MSFT) Shares Headed

● The consensus 12-month price target is $599.24, implying about 13.27% upside.

Nitish Kishor | 19 October 2026

Strategy (NASDAQ:MSTR) Shares Lag Far Behind Analyst Targets

● The consensus 12-month price target is $239.27, implying about 74.87% upside.

Nitish Kishor | 19 October 2026
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