Tech Stocks: News & Catalysts

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A daily article rounding up the key earnings, product announcements, analyst upgrades/downgrades, and macro catalysts shaping tech stock moves.

Tech Stocks: News & Catalysts06/04/2026, 08:07:35 AM

Broadcom drops 6% after $29.4B Q3 guide fails to wow; CrowdStrike falls 9% on billings miss despite record ARR

Broadcom beat Q2 FY2026 estimates — $22.19B revenue (+48% YoY), $10.8B AI semiconductor revenue (+143%), $29.4B Q3 guide — but fell ~6% AH. CrowdStrike beat on revenue and EPS, announced a 4-for-1 stock split, yet dropped 9% on a billings miss. Marvell's Nvidia-halo rally extended a second day. Oil at $97/bbl and new tariff proposals added macro pressure ahead of Friday's May jobs report.

Tech Stocks: News & Catalysts06/03/2026, 08:08:55 AM

PANW beats and raises, Broadcom and CrowdStrike report tonight, and AMAT quietly surges 11%

Palo Alto Networks cleared Q3 with $3B revenue (+31% YoY), $0.85 non-GAAP EPS, and 60% NGS ARR growth, jumping 11% after hours before settling ~3%. Tonight: Broadcom Q2 ($22B revenue guided) and CrowdStrike Q1 FY27 ($1.36B consensus). Applied Materials holds its beat-driven gain. BofA raised Nvidia to $350. May jobs report on Friday is the macro swing factor.

Tech Stocks: News & Catalysts06/02/2026, 08:07:39 AM

HPE surges 38% after hours, Nvidia plants its flag in PCs, and PANW reports tonight

HPE's Q2 beat sent shares up 38% after hours on 40% revenue growth and doubled AI backlog. Nvidia's COMPUTEX keynote unveiled the RTX Spark Superchip, lifting ARM Holdings 18% and setting up an Intel/AMD disruption. Palo Alto Networks reports tonight with a ~10% swing priced in; Broadcom and CrowdStrike follow Wednesday.

Tech Stocks: News & Catalysts06/01/2026, 07:42:01 PM

Tech Stocks, June 2: Dell's AI server surge, Broadcom on deck, and the DRAM bet Wall Street can't stop making

Dell jumps 32.8% on AI server demand; Broadcom Q2 earnings hit Wednesday with $22B revenue expected; Micron crosses $1T market cap as analysts project the DRAM shortage extends to 2028. Plus: Nvidia at COMPUTEX, CrowdStrike reporting, and BofA's June top picks.

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