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TechTrends

Streamline your daily coverage of US tech equities

TechTrends is generated by Alchemy— an AI-powered financial intelligence platform. It synthesizes fragmented market data, headlines, and outlooks into clear, straightforward market trends and sentiment intelligence, giving you an instant, reliable pulse on the sector.

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January 8, 2026

NVDA Rubin, Intel 18A, MBLY Robotics, Discord IPO

NVDA, INTC, QCOM, MBLY, MSFT, GOOGL, AAPL, META, TSLA, DOCU

Nvidia debuts Rubin; Intel 18A scale. MBLY robot buy; Discord IPO. JPM view.

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January 7, 2026

AMD Unveils 2nm AI Chip; WDC Jumps 17%; Lucid & Uber

AMD, NVDA, INTC, LCID, AMZN, MSFT, TSLA, WDC, MU, QCOM

AMD MI455 eyes physics AI; NVDA Vera debut. Lucid robotaxi 2026. MS SOL ETF.

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January 6, 2026

GS Eyes 35% TSMC Upside; Foxconn Jumps; Tesla Slumps

NVDA, TSM, AMD, QCOM, TSLA, MSFT, GOOGL

Nvidia AI chips lift TSMC. Foxconn sales surge. Tesla rivals hit deliveries.

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January 2, 2026

Semis Surge: Micron/ASML Peak; Nvidia/Groq Team Up

NVDA, AMD, AVGO, MU, ASML, LRCX, MSFT, CRM, INTU, ORCL

WFE/DRAM hit highs. Nvidia leads on licensing. Software, Rivian, CART drop.

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December 31, 2025

Alphabet Leads M7; SpaceX Trillion IPO, Fed Path

GOOG, NVDA, TSLA, AVGO, MU, MSFT, AAPL, AMZN, BN, ORCL

2025 Review: AI shifts to adoption; Micron +230%. Eyes on SpaceX, NVDA, $10B Fund.

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