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TechTrends

3 Minutes Daily
Recap Tech Moves / Uncover Hidden Trends

TechTrends is a daily US technology sector intelligence service powered by specialized AI Agents — from data harvesters to trend architects — working in sync 24/7.

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TechTrends 美股市場情緒分析圖表，顯示情緒值為正向 68%
Market Sentiment                         + 68%
TechTrends AI 趨勢追蹤模型，可視化美股科技板塊的實時波動與潛藏走向
Analyzing US stock market trend...

SpaceX-xAI Merger & PLTR Surge Contrast Legacy Software Erosion

February 4, 2026

PLTR, DIS, RELX, TRI, WKL, WMT, AMD, MSTR, COIN, HOOD

Musk’s $1.25T merger and Palantir’s 70% growth signal AI consolidation, while Anthropic’s new tools trigger a 14-18% collapse in legacy data firms.

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PLTR, ORCL, NVDA Lead AI Infra Pivot as TSLA, DIS Growth Stalls

February 3, 2026

DIS, ORCL, NVDA, MSTR, PLTR, TSLA, SNDK, WDC, INTC, NFLX, WBD, EXIM, GOOGL, BA, ROI

PLTR 70% growth and ORCL $50B infusion signal AI infra re-acceleration. Capital shifts from TSLA and DIS as Norway registrations plunge 88%.

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NVDA Under Probe as AMZN Eyes $50B OpenAI Stake Amid Fed Pivot

January 31, 2026

GOOGL, AMZN, AMD, AAPL, DIS, META, NFLX, WBD, NVDA, SOFI, TSLA, ZM, MU, ADBE, CRM

AMZN’s $50B OpenAI bid and SOFI’s 37% revenue jump signal AI scaling, while NVDA faces export probes and AAPL battles surging memory cost headwinds.

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MSFT Capex Reckoning vs. META AI Surge: Markets Demand Immediate ROI

January 30, 2026

MSFT, META, TSLA, AAPL, SOFI, VZ

Microsoft’s $400B wipeout contrasts Meta’s 10% gain as investors pivot to ROI. Scrutiny mounts on Azure’s 38% growth against a 66% capex surge.

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S&P 500 Hits 7,000 as AI Inflows Offset AMZN and ASML Workforce Cuts

January 29, 2026

AMZN, ASML, SFTBY, TXN, INTC, TSLA, MSFT, STX, CVNA, APH, BABA

S&P 500 reaches 7,000 on record AI spend, while AMZN trims 16,000 roles and ASML cuts 4% of staff to protect margins amid 3.5% Fed rate stability.

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