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Qualcomm deepens ties with major Apple rival
TheStreet13d agoneutral
Qualcomm deepens ties with major Apple rival

Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new device in the Galaxy lineup. For over a decade, Samsung ran a split system, selling some flagship phones with its own Exynos processor and others with a Snapdragon chip depending on ...

Bloomberg13d agoneutral
Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

The Magnificent Seven Are Tumbling
The Wall Street Journal13d agoneutral
The Magnificent Seven Are Tumbling

$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

IBM Is The World’s Worst Big Tech Company
24/7 Wall St.13d agoneutral
IBM Is The World’s Worst Big Tech Company

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

Factbox-Major European regulatory probes into Big Tech
Reuters13d agobearish
Factbox-Major European regulatory probes into Big Tech

July 23 () - European regulators have launched a series of antitrust, privacy and online-safety investigations into major technology companies in recent ‌years.Below are some of the most significant cases: GOOGLE The European Commission said ‌on July 23 it fined Google a total of 890 million euros ($1 billion) for breaching European ​Union rules aimed at curbing the power of Big Tech.

Apple is 'standing out' from the pack: Does it represent the anti-AI trade?
Yahoo Finance Video13d agoneutralVIDEO
Apple is 'standing out' from the pack: Does it represent the anti-AI trade?

Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, share their thoughts on Apple (AAPL) and how it stands apart from the rest of the "Magnificent Seven" stocks.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Insider Monkey13d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]

Stocks to Watch: Alphabet, Tesla, Nestle, Intel
The Wall Street Journal14d agoneutral
Stocks to Watch: Alphabet, Tesla, Nestle, Intel

↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.

Bloomberg14d agobullish
Intel Needs More Than Blowout Earnings as Chips Rally Falters

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Bloomberg14d agobearish
STMicro Plunges as Weak Forecast Eclipses Fourth-Quarter Outlook

(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US

Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?
Simply Wall St.14d agoneutral
Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?

Alibaba Group Holding (BABA) is back in the spotlight after confirming its Qwen large language model will power Apple Intelligence features on Apple devices in China, following regulatory approval that clears a key AI commercialization milestone. See our latest analysis for Alibaba Group Holding. That Apple Qwen partnership comes as Alibaba Group Holding's share price has risen about 11.0% over the past month but remains down roughly 25.2% year to date. The 3 year total shareholder return of...