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TechTrends

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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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NFLX & META Pivot: Tech Yields Hit 5% as Gold Surges on Geo-Risk

January 21, 2026

CAT, LCID, ROCK, MRNA, MRK, NVDA, GOOGL, TSLA, NDAQ, AMZN, MSFT, NFLX, WBD, INTC, BTGO, GE, RTY

Netflix shifts to all-cash for WBD while Meta exits metaverse for AI. Nasdaq drops 2.4% as 10-year yields hit 4.3%, signaling urgent rotation into gold.

NVDA & TSMC Lead Semi Rally; ADBE Battles AI Content Rivalry

January 17, 2026

ADBE, ASML, AMAT, AVGO, MU, NVDA, CRM, TSM

Semiconductors surge nearly 8% on TSMC guidance while Adobe faces a two-front AI war. Institutional shifts to "efficiency levers" signal urgent ROI pressure.

TSMC Eyes 30% Upside; $250B US-Taiwan Deal Hits High

January 16, 2026

TSM, ASML, NVDA, AMD, AMAT, KLAC, LRCX, RDDT, IBM, VZ, COIN, CRM

TSMC guides 30% surge. $250B capex fuels AI chip rally; ASML hits new peak.

Nvidia China Pivot, Netflix Bids HBO, OpenAI IPO

January 15, 2026

NVDA, ABNB, GOOGL, AAPL, NFLX, WBD, CRM, SPOT, AMD

H200s to BABA/ByteDance. NFLX eyes WBD. High Copper on AI Power. Rotate Now.

NVIDIA $500B Order; Meta AI HW; Amazon 2026 Top Pick

January 14, 2026

META, MSFT, AAPL, GOOGL, TSM, NVDA, INTC, AMD, AMZN, ADBE, CRM, PLTR, AVGO, NFLX, WBD, JPM, KLAR, LHX, IBM

NVDA/AMD supply tight; AWS gains. Meta doubles capacity; Apple-Google link.

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