Guidance from the State Department restricts some tech workers from getting H1-B visas as the Trump administration cracks down on censorship.

An upgrade cycle happens when consumers upgrade their devices to take advantage of new technologies. This can result in stronger growth for companies involved in the sale and manufacturing of tech products. Best Buy's management believes that consumers are willing to upgrade devices due to innovation.

A report that Microsoft lowered its ambitious growth targets was enough to take billions of dollars out of the tech sector on Monday before the company denied the report. Why it matters: The knee-jerk selloff is indicative of how quick the market is to react to doubts over the AI trade right now.

Gavin Newsom says law firms, universities and CEOs are “selling out” to Trump. With tech, he says he understands.

The S&P 500 is back within spitting distance of an all-time high, and this time Big Tech isn’t leading the rebound.