Growing macro risks led to a sell-off in tech stocks in the first quarter, but fund manager Sid Choraria believes investors “must own” these three stocks.
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Fund manager names 3 ‘must own’ tech stocks — and explains why he is keeping an eye on Meta
Technology
Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk.
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images With OpenAI’s recent release of its AI browser, the historic level of capital expenditures being made in the current AI arms […]
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Technology
Pinterest plunges 20% after weak results as tariffs drag on ad revenue
Silas Stein | Picture Alliance | Getty Images Pinterest shares plummeted 20% on Wednesday after lackluster third-quarter earnings as advertising took a hit from larger retailers dealing with tariffs. The company posted a profit of 38 cents per share adj., while analysts polled by LSEG expected earnings of 42 cents per share. However, the platform’s […]
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Technology
Taser maker Axon plunges 17% after earnings fall short due to tariff hit
Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise‘s stock plummeted 17% after the Taser maker missed Wall Street’s third-quarter profit expectations as it grapples with tariff constraints. Adjusted earnings totaled $1.17 per share adj., falling short of a $1.52 per share forecast from LSEG. Adjusted gross margins fell 50 basis points […]
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