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Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, capturing a 6% share of global unit sales, Counterpoint noted on Monday. The iPhone 17 Pro Max and iP

This aggressive investment has meaningfully boosted Alphabet's earnings per share over the last decade.

Apple held early talks with Intel and visited Samsung's Texas plant as advanced-node processor shortages pressure device supply.

Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on behalf of U.S. consumers in the San Francisco federal court for the Northern District of California, alleged that Apple deceived consumers with a marketing campaign that promoted features that did not yet exist and misled them into buying the devices.

Broadcom stands out among high-ROE stocks as investors seek stability, with strong growth expectations helping it shine in a volatile market backdrop.

Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

The chipmaker's shares reached historic heights after the Terafab announcement.

Apple is in early talks with Intel about using Intel's U.S. facilities to manufacture chips. The discussions focus on Apple potentially adding Intel as a supplementary or alternative supplier to TSMC. The talks are described as preliminary, with no formal agreement announced. For investors watching NasdaqGS:INTC, these discussions come at a time when the stock is trading at $108.18, following very large 1 year returns and a 174.7% return year to date. The share price move has been...

Today, May 5, 2026, Micron’s jump on high-capacity SSD demand helped power a broader chip-led advance in U.S. stocks.

US equity indexes rose on Tuesday as crude oil futures fell after the United Arab Emirates reported

Apple on Tuesday settled for $250 million a shareholder lawsuit ‌brought after the company delayed artificial-intelligence upgrades to ‌its Siri voice assistant. The lawsuit, filed by Peter Landsheft in U.S. ​federal court in California in 2024, arose after the iPhone maker announced - and started running advertisements for - a bevy of AI upgrades at its annual software developer conference ‌in 2024, saying ⁠they would become available with new iPhones that fall. In 2025, Apple said that the AI overhaul of Siri would not come ​until this ​year, and executives have ​now confirmed that the ‌new Siri features will be unveiled at Apple's annual developer conference next month.

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

The semiconductor leader could be on the verge of a game-changing chip supply deal.

Apple is set to pay $250mn to settle a false advertising lawsuit over the launch of new AI features in 2024, when the iPhone-maker advertised...

The Nasdaq Composite and the S&P 500 advanced to new highs on Tuesday as oil prices pulled back, whi

Skyworks Solutions forecast quarterly revenue above estimates on Tuesday, betting on strong ‌demand for its radio-frequency chips used in premium ‌smartphones. Shares of the Irvine, California-based company rose more than 1% ​in extended trading. Skyworks, which sells analog and mixed-signal wireless communication chips to customers across the automotive, industrial and consumer electronics sectors, is a key supplier of ‌radio-frequency components for ⁠Apple's 5G iPhones.

JPMorgan Equity Focus ETF targets a concentrated mix of U.S. and select foreign equities through active management and disciplined strategy.

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

What's driving the Nasdaq's 1.3% gain today? It's a new twist in the long-running AI boom. Here's how the ripple effects are lifting the entire market.

Shares of Intel Corporation were showing notable strength Tuesday, extending a powerful rebound driven by renewed optimism around its AI and foundry turnaround story. The stock is surging again on fresh headlines that Apple held early discussions with Intel for potential chip manufacturing partnerships, adding fuel to already strong momentum. With sentiment shifting quickly, the stock is increasingly behaving like a high-beta leadership name.

It’s unusual for Apple (AAPL) to signal anything about its suppliers, but Tim Cook broke from that pattern, a move that has clear implications for Micron Technology (MU) investors. For perspective, Micron has ridden a tidal wave of AI memory demand over the past several quarters, a trend ...

US equity indexes rose after midday Tuesday as crude oil futures slumped after Defense Secretary Pet

Dow Jones tech titan Apple, along with AI chipmaker Broadcom, are in buy zones amid strong advances in recent weeks.

Intel soared on Tuesday on reports of a new partnership with Apple.

Micron Technology and Intel stocks are up more than 100% each in just the first four months of this year. Can this momentum continue?

Investing.com -- The U.S. is working to address the global memory chip shortage through a supply chain coalition with allies in Asia, Europe and the Middle East, a State Department official told Nikkei Asia.