Tech, Media & Telecom Roundup: Market Talk:
Find insight on Palantir, Xero, Disney and more in the latest Market Talks covering Technology, Media and Telecom.
wsj.com/business/tech-media-telecom-roundup-market-talk-7d6b859c
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Barron's Dec 08 25
Strategy Buys Almost $1 Billion Worth of Bitcoin. Why It Could Be a Good Sign for the Stock.
barrons.com/articles/strategy-stock-bitcoin-1dce38e0
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The S&P 500’s next addition could be this red-hot tech stock: One analyst notes that Sandisk’s rapid growth this year has made it an ‘elephant’ in the S&P’s ...
marketwatch.com/story/the-s-p-500s-next-addition-could-be-this-red-hot-tech-stock-e8374457
Paid articlePaywall JD.com’s stock jumps as Chinese e-commerce giant triumphs over low expectations: Investors will be hoping that a damaging price war in the food-delivery sector ...
marketwatch.com/story/jd-coms-stock-jumps-as-chinese-e-commerce-giant-triumphs-over-low-expectations-193682a7
Paid articlePaywall Palantir’s stock falls despite AI fueling another flurry of records: The software company is boosting its outlook, and its CEO is cheering gains for retail ...
marketwatch.com/story/palantirs-stock-rises-as-ai-fuels-another-flurry-of-records-9a5a4ca0
Paid articlePaywall Microsoft’s stock could come alive again if this big growth forecast pans out: Wall Street might be underestimating Microsoft’s margins and cloud growth ...
marketwatch.com/story/microsofts-stock-could-come-alive-again-if-this-big-growth-forecast-pans-out-c4ef7b3d
Paid articlePaywall Berkshire’s stock presents Buffett with a ‘golden cross’ as his retirement nears: Bullish moving-average crossover appears for the first time in nearly three ...
marketwatch.com/story/berkshires-stock-presents-buffett-with-a-golden-cross-as-his-retirement-nears-86ed0d20
Paid articlePaywall This is a bad sign for the stock market: Bull markets typically end when investors believe prices can only go up
marketwatch.com/story/this-is-a-bad-sign-for-the-stock-market-3c069d3b
Paid articlePaywall Is Oracle the next big cloud giant? Why these analysts think the stock can rally nearly 30% from here.
marketwatch.com/story/is-oracle-the-next-big-cloud-giant-why-these-analysts-think-the-stock-can-rally-nearly-30-from-here-d1023578
Paid articlePaywall Here’s Palantir’s ‘secret sauce,’ which these analysts say can boost the stock even more
marketwatch.com/story/heres-palantirs-secret-sauce-which-these-analysts-say-can-boost-the-stock-even-more-8d827f11
Paid articlePaywall Microsoft is the most unloved Big Tech stock right now. Here’s how that could change.
marketwatch.com/story/microsoft-is-the-most-unloved-big-tech-stock-right-now-heres-how-that-could-change-217815e7
Paid articlePaywall Barron's Aug 27 25
Salesforce Stock Has Had a Terrible 2025. It Might Be Too Cheap to Pass Up.: Salesforce stock has fallen 25% this year, but its earnings, due Sept. 3 ...
barrons.com/articles/salesforce-stock-price-earnings-cheap-buy-6abd9c1f
Paid articlePaywall Palo Alto Networks’ earnings beat sparks investor confidence in the cybersecurity industry
marketwatch.com/story/palo-alto-networks-earnings-beat-sparks-investor-confidence-in-the-cybersecurity-industry-81d9087d
Paid articlePaywall Palantir skeptics double down on a concern that investors have been better off ignoring
marketwatch.com/story/palantir-skeptics-double-down-on-a-concern-that-investors-have-been-better-off-ignoring-70f85bee
Paid articlePaywall Why Marvell’s beaten-down stock is now seeing a big gain: Investors seem to have more confidence in Marvell’s custom-chip relationship with Microsoft ...
marketwatch.com/story/why-marvells-beaten-down-stock-is-now-seeing-a-big-gain-17dda444
Paid articlePaywall This former Palantir bear changed his tune on the stock. Here’s why.: A Mizuho analyst isn’t ready to turn bullish just yet, but he abandoned his bearish call ...
marketwatch.com/story/this-former-palantir-bear-changed-his-tune-on-the-stock-heres-why-e69e441e
Paid articlePaywall Here’s why this is a golden age for banks — but some of their stocks may be too high
marketwatch.com/story/heres-why-this-is-a-golden-age-for-banks-but-some-their-stocks-may-be-too-high-e2a99300
Paid articlePaywall Microsoft’s stock gets an upgrade. Why these analysts say it’s underappreciated in AI.
marketwatch.com/story/microsofts-stock-gets-an-upgrade-why-these-analysts-say-its-underappreciated-in-ai-2533bf48
Paid articlePaywall Barron's Jul 08 25
Meta Poaches Apple AI Executive. What It Means for the Tech Stocks.: Meta has reportedly lured AI talent with pay packages worth tens of millions of dollars.
barrons.com/articles/meta-stock-apple-ai-executive-62b38fa4
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Nvidia Stock Slips. Why Wall Street’s Banking on a Fresh Rally.: Nvidia investors are already looking ahead to its next generation of AI chips and Mizuho ...
barrons.com/articles/nvidia-stock-price-fresh-rally-ai-8367e47d
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