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 & Catalysts06/09/2026, 08:07:56 AM

Apple fell 2% while chips roared back: the WWDC split screen, Marvell's index pop, and what Oracle reports Wednesday

Apple closed down ~2% after a technically solid WWDC keynote — Siri AI delivered, investors weren't wowed. Chip stocks bounced hard (INTC +11%, MU +10%, MRVL +9-14% on S&P 500 inclusion). Citi raised its year-end S&P 500 target to 8,100. Fed hike odds sit at 54% heading into Warsh's first FOMC. Oracle reports Wednesday, SpaceX prices its IPO Thursday, Adobe reports Thursday.

Tech Stocks: News & Catalysts06/08/2026, 08:07:42 AM

WWDC keynote, three big analyst calls, and a $75B IPO: what to watch this week

Apple opens WWDC today with the long-awaited Siri overhaul; Oracle and Adobe report earnings mid-week; SpaceX prices the largest IPO in history on Thursday; JPMorgan upgrades Tesla, Goldman cuts Intuit, Morgan Stanley nearly doubles Micron's price target — all with the June 17 FOMC nine days away.

Tech Stocks: News & Catalysts06/07/2026, 08:06:59 AM

Week in review: the jobs trap, the rate hike clock, and what's coming at tech next week

May payrolls of 172,000 — more than double the consensus — ended Wall Street's nine-week winning streak, sending the Nasdaq down 4.7% for the week (its worst since early 2025). Chips bore the brunt, with Nvidia -6.2% and Broadcom -7.9% on Friday. Rate hike odds jumped to ~70% by year-end, just 10 days before Kevin Warsh's first FOMC meeting. Ahead: SpaceX's $75B IPO on June 12, Oracle earnings June 11, and Adobe on June 12.

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