TickerWatch Podcast
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TickerWatch Podcast
@tickerwatch.bsky.social
Your personalized stock news podcast. Go to https://ticker.watch to get yours.
This week, we unpack a flurry of announcements from Tesla that have investors asking a fundamental question: Is the company’s future about energy and robots more than it is about cars?

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February 8, 2026 at 2:58 PM
This week, the world of AI investing was shaken up. Big Tech announced a spending spree of historic proportions, sending shockwaves through the market. While some giants stumbled under the weight of their own spending plans, one company stood to gain from it all.

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Nvidia (NVDA) News for Week 6, 2026
This week, the world of AI investing was shaken up. Big Tech announced a spending spree of historic proportions, sending shockwaves through the market. While some giants stumbled under the weight of t...
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February 8, 2026 at 2:57 PM
This week in the world of big technology, a staggering number was announced: $650 billion. That’s the combined amount a handful of tech giants, including Microsoft, plan to spend on artificial intelligence this year.

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Microsoft (MSFT) News for Week 6, 2026
This week in the world of big technology, a staggering number was announced: $650 billion. That’s the combined amount a handful of tech giants, including Microsoft, plan to spend on artificial intelli...
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February 8, 2026 at 2:56 PM
This week in the world of big tech, a staggering spending figure took center stage, raising eyebrows and questions across Wall Street. While massive investment plans sent some tech stocks tumbling, one company saw its shares jump, only to be caught in a downdraft.

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Meta (META) News for Week 6, 2026
This week in the world of big tech, a staggering spending figure took center stage, raising eyebrows and questions across Wall Street. While massive investment plans sent some tech stocks tumbling, on...
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February 8, 2026 at 2:56 PM
This week in the world of Alphabet, a set of blockbuster earnings was met with a surprising market reaction. The company announced it’s doubling down on its artificial intelligence ambitions with a spending plan of historic proportions.

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Alphabet (GOOG) News for Week 6, 2026
This week in the world of Alphabet, a set of blockbuster earnings was met with a surprising market reaction. The company announced it’s doubling down on its artificial intelligence ambitions with a sp...
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February 8, 2026 at 2:55 PM
This past week, Amazon’s stock took a dive after the company announced a record-breaking spending plan for the year. The move has investors asking: is the tech giant making a bold bet on the future, or is it spending too much, too fast?

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Amazon (AMZN) News for Week 6, 2026
This past week, Amazon’s stock took a dive after the company announced a record-breaking spending plan for the year. The move has investors asking: is the tech giant making a bold bet on the future, o...
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February 8, 2026 at 2:55 PM
This week for Apple, was it a breakout moment or a sign of rising risks? The company posted its biggest quarter ever for the iPhone, shattering records and grabbing more market share. At the same time, it made a surprising move to open its walled garden.

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Apple (AAPL) News for Week 6, 2026
This week for Apple, was it a breakout moment or a sign of rising risks? The company posted its biggest quarter ever for the iPhone, shattering records and grabbing more market share. At the same time...
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February 8, 2026 at 2:55 PM
This week for Taiwan Semiconductor Manufacturing: a major production pivot in Japan has investors asking—is the world’s most critical chipmaker expanding too fast, or just fast enough?

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TSMC (TSM) News for Week 6, 2026
This week for Taiwan Semiconductor Manufacturing: a major production pivot in Japan has investors asking—is the world’s most critical chipmaker expanding too fast, or just fast enough? The company ann...
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February 8, 2026 at 2:55 PM
Was this week a necessary breather or a warning sign for Micron Technology? After a historic run-up that saw the stock climb over 100 percent in just a couple of months, the brakes were tapped.

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Micron Technology (MU) News for Week 6, 2026
Was this week a necessary breather or a warning sign for Micron Technology? After a historic run-up that saw the stock climb over 100 percent in just a couple of months, the brakes were tapped. One an...
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February 8, 2026 at 2:54 PM
Is Broadcom becoming the “Uncle Sam of AI,” an indispensable supplier for the artificial intelligence revolution? This week, a shaky start for the stock reversed dramatically into a powerful rally.

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Broadcom (AVGO) News for Week 6, 2026
Is Broadcom becoming the Uncle Sam of AI, an indispensable supplier for the artificial intelligence revolution? This week, a shaky start for the stock reversed dramatically into a powerful rally, fuel...
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February 8, 2026 at 2:54 PM
This past week, ASML captured headlines by announcing a massive twelve-billion-euro share buyback, backed by a flood of record-breaking orders for its chipmaking equipment. The news sent the stock soaring, continuing a powerful multi-month rally.

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ASML (ASML) News for Week 6, 2026
This past week, ASML captured headlines by announcing a massive twelve-billion-euro share buyback, backed by a flood of record-breaking orders for its chipmaking equipment. The news sent the stock soa...
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February 8, 2026 at 2:53 PM
This week for Advanced Micro Devices was a tale of two reactions. The company delivered record quarterly revenue, yet its stock saw a dramatic plunge. That was followed by a sharp rebound as the week closed.

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Advanced Micro Devices (AMD) News for Week 6, 2026
This week for Advanced Micro Devices was a tale of two reactions. The company delivered record quarterly revenue, yet its stock saw a dramatic plunge. That was followed by a sharp rebound as the week ...
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February 8, 2026 at 2:53 PM
This week, a critical supplier for the entire semiconductor industry, ASML, grabbed headlines with a new twelve-billion-euro share buyback and record-breaking orders fueled by artificial intelligence.

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ASML (ASML) News for Week 5, 2026
Welcome to TickerWatch. This week, a critical supplier for the entire semiconductor industry, ASML, grabbed headlines with a new twelve-billion-euro share buyback and record-breaking orders fueled by ...
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February 3, 2026 at 10:06 AM
Welcome to the weekly market spotlight. This week, we’re focused on Micron Technology. The biggest headline? The company is completely sold out of its high-bandwidth memory for all of 2026.

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Micron Technology (MU) News for Week 5, 2026
Welcome to the weekly market spotlight. This week, we’re focused on Micron Technology. The biggest headline? The company is completely sold out of its high-bandwidth memory for all of 2026, a result o...
ticker.watch
February 3, 2026 at 10:06 AM
This week in the AI chip race, the focus is shifting. While one company has dominated the headlines, another is quietly architecting the custom silicon that powers the world’s biggest tech giants.

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Broadcom (AVGO) News for Week 5, 2026
This week in the AI chip race, the focus is shifting. While one company has dominated the headlines, another is quietly architecting the custom silicon that powers the world’s biggest tech giants. Des...
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February 3, 2026 at 10:05 AM
This was a week of conflicting signals for Advanced Micro Devices. The company locked in major AI infrastructure deals with giants like OpenAI and Oracle, fueling a rally to new highs. But the week ended on a sour note, with the stock tumbling nearly seven percent..

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Advanced Micro Devices (AMD) News for Week 5, 2026
This was a week of conflicting signals for Advanced Micro Devices. The company locked in major AI infrastructure deals with giants like OpenAI and Oracle, fueling a rally to new highs. But the week en...
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February 3, 2026 at 10:05 AM
This week in the world of Super Micro Computer, the story is a battleground. The company projects a massive doubling of revenue in a single quarter, yet one of Wall Street’s biggest names just initiated coverage with a “Sell” rating, warning of shrinking profits.

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Super Micro Computer (SMCI) News for Week 5, 2026
This week in the world of Super Micro Computer, the story is a battleground. The company projects a massive doubling of revenue in a single quarter, yet one of Wall Street’s biggest names just initiat...
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February 3, 2026 at 10:04 AM
Was this the week Tesla stopped being a car company? In a move that stunned many, the company announced it’s discontinuing two of its flagship vehicles, the Model S and Model X, to retool the factory for building humanoid robots.

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Tesla (TSLA) News for Week 5, 2026
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February 1, 2026 at 9:10 AM
This week for Nvidia, a flood of positive news, from blockbuster analyst upgrades to a critical door reopening in China, seemed to set the stage for another surge.

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Nvidia (NVDA) News for Week 5, 2026
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February 1, 2026 at 9:10 AM
This week on TickerWatch, a tale of two realities for one of the world’s largest companies. Microsoft delivered a quarter that, on the surface, looked solid, with revenues and profits beating Wall Street’s forecasts. But investors didn’t celebrate.

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Microsoft (MSFT) News for Week 5, 2026
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February 1, 2026 at 9:09 AM
This was the week investors asked: how much spending on Artificial Intelligence is too much? For Meta, the answer seems to be that no number is too high, as long as the revenue keeps flowing.

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Meta (META) News for Week 5, 2026
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February 1, 2026 at 9:08 AM
This week for Alphabet: was the launch of an AI that can build video games a creative breakthrough or a warning shot to an entire industry? The company unveiled Project Genie, a tool that can generate interactive, playable worlds from simple text prompts.

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Alphabet (GOOG) News for Week 5, 2026
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February 1, 2026 at 9:08 AM
This week for Amazon: a tale of two conflicting signals. The company is reportedly in talks to make a colossal fifty-billion-dollar investment in the future of artificial intelligence. At the same time, it’s cutting sixteen thousand more jobs from its corporate ranks.

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Amazon (AMZN) News for Week 5, 2026
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February 1, 2026 at 9:07 AM
This week, a tech giant delivered what its own CEO called a “staggering” and “unprecedented” quarter. It broke all-time sales records for its most important product, with a surprising comeback in one of its most challenging markets. So why did the stock barely move?

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Apple (AAPL) News for Week 5, 2026
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February 1, 2026 at 9:06 AM