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OpenAI IPO delayed by Apple threat?
Yahoo Finance Video15d agoneutralVIDEO
OpenAI IPO delayed by Apple threat?

Host Kenny Polcari, Hennion & Walsh CIO Kevin Mahn, and Neostellar Capital Corp Principal Willy Lee break down Apple's intellectual property lawsuit against OpenAI, how it exposes Apple's AI vulnerabilities, and why the legal battle could push the highly anticipated IPO to 2027.

Intel results to test if AI-fueled rally has room to run
Reuters15d agobullish
Intel results to test if AI-fueled rally has room to run

Intel's results on Thursday will show whether the American chip icon has the numbers to back a Wall Street rally that has ‌sent its shares nearly three times higher this year, as its turnaround ‌push wins over investors and the AI buildout powers demand. Investors are also eager for details on potential new customers for its contract manufacturing business, which has shown growing traction with deals including a ‌Tesla tie-up. • Among the biggest ⁠questions for Intel is a potential deal to manufacture processors for Apple that U.S. President Donald Trump announced in April but neither ⁠company has confirmed.

Bloomberg15d agobullish
Stumbling Stock Rally Looks to Earnings for Second Half Boost

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti

Jim Cramer vs. The AI Bears: Why Apple’s Consumer Ecosystem Remains Unbreakable
Insider Monkey15d agoneutral
Jim Cramer vs. The AI Bears: Why Apple’s Consumer Ecosystem Remains Unbreakable

Jim Cramer made his stance clear during Monday’s Mad Money episode, confirming that his Charitable Trust is holding firm on Apple Inc. (NASDAQ:AAPL) despite relentless criticism from tech commentators. Rebuffing market anxiety over delayed AI features, Cramer argued: There is some real opportunity here, and I’m not blind to it. That said, let me tell […]

Big Tech's big AI spending is 'a good thing' right now
Yahoo Finance Video15d agoneutralVIDEO
Big Tech's big AI spending is 'a good thing' right now

The Nasdaq Composite (^IXIC) led US stocks (^DJI, ^GSPC) to daily gains on Tuesday as chip stocks began to show signs of recovering from last week's sell-off. Investors' eyes are especially wide on Big Tech earnings expected out this week. Prime Capital Financial CIO Will McGough sits down with Josh Lipton to comment on what tech investors will want to see in Alphabet's (GOOG, GOOGL) earnings and the rest of the Magnificent Seven performances.

Apple (AAPL) Faces Fresh EU Pressure As U.S. Lawmakers Target DMA
Simply Wall St.15d agoneutral
Apple (AAPL) Faces Fresh EU Pressure As U.S. Lawmakers Target DMA

U.S. lawmakers have formally urged the Trump administration to challenge the European Union's Digital Markets Act. The request targets EU rules affecting Big Tech platforms, including Apple, and raises concerns about trade and competition. This development highlights rising regulatory tensions between the U.S. and EU over how companies such as Apple are treated in Europe. For investors watching Apple, ticker NasdaqGS:AAPL, this political turn comes as the stock trades around $326.59, with...