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AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg91d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks
24/7 Wall St.92d agoneutral
Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks

Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump. Yet as warning signs pile up, legendary investor Paul Tudor Jones says the same forces driving markets higher today may also be laying the groundwork for ... Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.92d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple Intel Chip Deal Reshapes Supply Chain And Valuation Debate
Simply Wall St.92d agoneutral
Apple Intel Chip Deal Reshapes Supply Chain And Valuation Debate

Apple (NasdaqGS:AAPL) has reached a preliminary agreement for Intel to manufacture chips for its devices. The deal signals a move away from sole reliance on TSMC for advanced chip production. The arrangement involves active participation from the U.S. government and is framed as a supply chain resilience effort. For you as an investor watching Apple (NasdaqGS:AAPL), this potential shift in chip sourcing touches the core of how its hardware is built and secured. Apple has long focused on...

Warren Buffett's McLane makes major bet on driverless big rigs
TheStreet92d agoneutral
Warren Buffett's McLane makes major bet on driverless big rigs

Warren Buffett built his fortune on a simple idea. Find sturdy businesses that print cash, leave them alone for decades, and let compound interest do the heavy lifting. That patience is why Berkshire Hathaway (BRK.A) became the kind of holding company that owns a railroad, an insurer, a battery ...

Apple Wants To Fix The One Thing Users Hate Most About Foldables
Benzinga92d agoneutral
Apple Wants To Fix The One Thing Users Hate Most About Foldables

Apple Inc.'s rumored foldable iPhone could finally solve the biggest problem plaguing foldables: the ugly display crease that keeps many buyers away. As global foldable smartphone shipments jumped 18% in 2025, consumers are demanding thinner designs, stronger hinges, and near-invisible...

This $2.9 billion fund has paid distributions for 26 straight years
24/7 Wall St.92d agoneutral
This $2.9 billion fund has paid distributions for 26 straight years

The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate funded by net investment income, realized capital gains, and occasionally return of capital. ADX trades around $24 today and sits on about $2.9 ... This $2.9 billion fund has paid distributions for 26 straight years

MP Materials Apple Deal Recasts Rare Earth Miner As Integrated Magnet Supplier
Simply Wall St.92d agoneutral
MP Materials Apple Deal Recasts Rare Earth Miner As Integrated Magnet Supplier

MP Materials (NYSE:MP) has formalized a $500 million partnership with Apple to expand rare earth magnet manufacturing and recycling in California. The agreement positions MP Materials as a core supplier of rare earth magnets for Apple products within the United States. The partnership strengthens domestic capacity in critical minerals and supports efforts to reduce reliance on overseas supply chains. For you as an investor, this development places MP Materials at the center of a key part of...

Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed
Simply Wall St.92d agoneutral
Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed

In recent weeks, Intel and Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, while Intel also named former Qualcomm executive Alex Katouzian to lead its Client Computing and Physical AI Group and confirmed Pushkar Ranade as chief technology officer. Together with Intel’s new AI-focused leadership structure and an expanded push into factory optimization and advanced computing, the Apple deal signals a broad attempt to reposition the...

Intel Apple Chip Deal Puts Foundry Ambitions And Risks In Focus
Simply Wall St.93d agoneutral
Intel Apple Chip Deal Puts Foundry Ambitions And Risks In Focus

Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...

Fed’s Eyes Turn to Inflation: Heard on the Street Recap
The Wall Street Journal93d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. Intel shares rose 14% after The Wall Street Journal reported that the chip maker struck a preliminary deal to supply chips to Apple.