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Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.
Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co.
Alphabet has a clear AI plan. Meta is still searching for one.
Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.
It's time to start thinking at least a little bit defensively by exchanging long-term potential gains for certain near-term cash flow.
Nvidia may move over, but it won't roll over in the face of a formidable new rival.
Robinhood's recent results didn't generate a lot of bullishness as its growth rate in Q1 was underwhelming.
Micron and Sandisk are benefiting from an unprecedented supply shortage in memory chips.
Cook isn't the only CEO worried about this problem.
SpaceX will soon launch, but eager investors don't have to wait for the stock to blast off before they gain exposure.
Brushing up on fundamentals will leave you in a better position to invest.
The iPhone maker's exploratory discussions are less about finding a better manufacturer than about ensuring it never again loses iPhone revenue to a single point of failure When Apple Inc (NASDAQ:AAPL, XETRA:APC) executives fly to Texas to tour a Samsung fabrication plant and hold separate...
The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
AppLovin outperformed the broader SaaS sector.
A recovery in the broad market and some reassurance about the private market lifted the stock.
Apple has held exploratory discussions about using Intel and Samsung Electronics to produce the main processors for its devices, Bloomberg News reported on Monday, citing people familiar with the deliberations. Apple executives have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While the move would offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.
(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi
Both companies offer attractive dividends and long histories of annual increases. But under the surface, the cash backing those payouts looks quite different.
This fast-growing business has quietly grown to more than $70 billion in trailing-12-month revenue.
Apple is hitting on all cylinders, positioning itself for a seamless transition in the executive suite this fall.
Alphabet will start selling custom AI chips, presenting a challenge to the leader in data center AI-enabling chips, Nvidia, and its graphics processing units (GPUs).
The social media giant just posted its fastest top-line growth in years, but its 2026 spending plan keeps creeping higher.
Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.
But it might be too late soon if the stock sustains its recent momentum.
May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.
Eli Lilly's valuation looks far more attractive now than it did even a year ago.
Market crashes are a time when Wall Street is filled with fear, which is a great time for level-headed investors to buy well-run companies.
Even though the stock suffered a big sell-off today, Napco is still up 67% over the last year.
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