Barchart19d agoneutral
Dear Intel Stock Fans, Mark Your Calendars for July 23How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
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24/7 Wall St.19d agoneutral
Apple Avoided the AI CapEx Spending Trap — Now the Bill May Be Coming DueApple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investing.com19d agoneutral
China smartphone makers turn to agentic AI as device sales slowInvesting.com -- ZTE Corp. (HK:0763) unveiled a range of smartphones with integrated artificial intelligence services, joining Chinese manufacturers seeking to make agentic AI a central part of mobile operating systems, Bloomberg reported.
Barrons.com19d agoneutral
China’s Memory Chip Giants Are Going Public. How to Play Them.ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.
TheStreet19d agoneutral
Top analyst resets Apple stock price target ahead of earningsApple shares hit an all-time high of $334.68 on July 16. The stock was up 23% on the year, the product pipeline was looking unusually stacked, and most of the analyst community already had a Buy on it. Then, on July 17, one of the banks that had been sitting on the sidelines decided it had seen ...
Stocktwits19d agoneutral
S&P 500, Nasdaq Slide Sharply As Netflix Guidance Disappoints And Chip Stocks Extend Losses — NFLX, GE, META, AAPL, SPCX In FocusSemiconductor stocks came under renewed pressure as investors continued to digest Taiwan Semiconductor Manufacturing (TSM)’s higher 2026 capital expenditure guidance.
The Wall Street Journal19d agoneutral
Tech, Media & Telecom Roundup: Market TalkFind insight on settlement between Apple and the DOJ, Netflix, Tech Mahindra and more in the latest Market Talks covering technology, media and telecom.
Barchart19d agoneutral
Apple’s Core Business Cash Flow Machine Will Support Innovation and DiversificationApple is looking to expand its robotics team as it pursues innovation.
Fox Business19d agoneutral
Apple briefly overtakes Nvidia as world's most valuable company amid AI investment doubtsApple briefly overtook Nvidia as the world's most valuable company Friday before the AI chip giant reclaimed its $4.92 trillion market cap by closing bell.
Yahoo Finance Video19d agobearishVIDEO
US stocks sink this week, semiconductors walloped amid sell-offUS equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
GuruFocus.com19d agobullish
Apple Gets Buy Rating on AI Upgrade CycleNew AI features could unlock massive upgrade demand
GuruFocus.com19d agobullish
HSBC Upgrades Apple, Citing a Stronger Product Cycle AheadThe firm said it expects a stronger product cycle ahead.
Reuters Videos19d agoneutralVIDEO
Apple is an AI winner without heavy capital spending, says expert<body><p>STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence.</p><p>Apple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline.</p><p>"The apple reclamation of the largest market cap in the equity market is really a sign of the fact that investors are concerned with this level of CapEx that's being used to underwrite the AI explosion and are looking for stocks that are not spending capital investments," says Lynch.</p><p>The shift in the pecking order illustrates that investors are broadening their focus beyond the most obvious beneficiaries of the AI boom, such as Nvidia, which had been at the helm for nearly a year. </p><p>"Why is it working now for Apple? In fairness, they finally have a credible AI plan at their worldwide developer conference recently, they ruled out a new series, AI. It's going to integrate across all these different apps."</p></body>
GuruFocus.com19d agoneutral
Apple Overtakes Nvidia as Most Valuable CompanyNvidia slips behind as investor momentum shifts
GuruFocus.com19d agoneutral
Apple stock gets a shocking Wall Street price target on strong AI cycle aheadWall Street Giant HSBC Makes Bullish Apple Bet on AI and New iPhones
GuruFocus.com19d agoneutral
Apple Targets Former Employees at OpenAIFormer employees are pulled deeper into trade-secrets dispute
GuruFocus.com19d agoneutral
Apple Dethrones Nvidia, Becomes the World's Most Valuable Company AgainApple Tops Nvidia Again as Investors Shift Their AI Bets
Motley Fool19d agobullish
Apple Had the Cash to Buy Any of 486 S&P 500 Companies, but Tim Cook Bet $851 Billion on This InsteadThe CEO's capital allocation framework has significantly boosted Apple's earnings per share over the years.
Euronews19d agoneutral
Apple surpasses Nvidia as world's most valuable companyApple, which does not develop its own large language models, has gone from being seen as a laggard in the AI race to being rewarded by investors for its cautious approach and strong iPhone sales.View on euronews
Insider Monkey19d agobearish
Markets are Missing This: Apple Stock Offers a Different Way to Bet on the Future of AIThe sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
InvestorsHub19d agoneutral
Apple Shares Offer Upside Ahead of Potential iPhone Price Increase, Says Morgan StanleyMorgan Stanley believes Apple (NASDAQ:AAPL) is well positioned to benefit from a significant iPhone price increase expected this September, estimating that a roughly $200 increase could lift fiscal third-quarter 2026 earnings per share by between 2% and 4%, while adding around 1% to fiscal 2027 EPS forecasts. According to the bank, investors have yet to fully reflect this opportunity in Apple’s valuation.
TechCrunch19d agobearish
How Apple’s big lawsuit could disrupt OpenAI’s IPO plansApple filed a trade secrets lawsuit against OpenAI last Friday, and it’s not messing around. The complaint alleges a pattern of misconduct reaching all the way up to OpenAI’s chief hardware officer and claims more than 400 former Apple employees now work at the company. OpenAI’s response so far has been carefully hedged, and the timing couldn’t be worse with the company reportedly eyeing an IPO […]
Investing.com19d agoneutral
Apple and DoJ discussing antitrust settlement - reportInvesting.com -- Apple Inc. and the US Justice Department are in early discussions to settle a 2024 antitrust lawsuit, Bloomberg reported Friday.