High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Yahoo Finance Tech Editor discusses OpenAI's (OPAI.PVT) first consumer hardware device, an AI-powered smart speaker, breaking down what the product could offer and what it means for the company's push into consumer hardware and the broader AI race.
Yahoo Finance Tech Editor discusses Apple's (AAPL) newly approved rollout of iPhone AI features in China, explaining what the regulatory green light means for Apple's AI strategy, its position in the Chinese market, and the broader competitive landscape.
Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and one closely watched probability signal flashes caution about the road to $350.
Apple's China AI Approval Sends Alibaba Stock Higher
Report says company is exploring semiconductor startup deals
New incentives build on India's semiconductor strategy while supporting domestic smartphone production and technology investment.
Apple stock has gained 121.0% over the past 5 years, yet its current valuation checks are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a premium while earnings based multiples still screen as relatively supportive. That tension leaves investors weighing a strong long term share price record against signals that today’s price may already reflect a lot of optimism. Apple’s 121.0% return over 5 years highlights how strongly the stock has...
Memory stocks plunged on Wednesday along with shares of other hardware providers for AI data centers.
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.
The AI industry was recently upended when Apple took legal action against one of the leading AI technology companies.
On June 25, Apple told the market it was raising prices on MacBooks, iPads, and other devices to cover the cost of a global memory chip shortage. The stock fell sharply that day, wiping out everything it had gained year to date. For a company that had been on a strong run, it was a rough afternoon. ...
Apple (AAPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?
Apple is looking to buy chip companies to bolster its efforts to make server processors for running AI, The Information reported on Wednesday, citing people familiar with the matter. • Apple's interest comes as it faces challenges with the performance of its in-house AI servers, which currently run on internally designed M2 Ultra chips, according to The Information. • It had originally planned to ship a future version of its AI server chip, known internally as "Baltra", this year, but the project has been pushed back, people familiar with the matter told The Information.
OpenAI says it sees no evidence supporting Apple's lawsuit over alleged trade-secret theft.
Alphabet's AI momentum across Search and Cloud, surging backlog and improving economics support its premium valuation despite heavy spending.
Berkshire has been quietly reshuffling its most iconic positions, and the current prices on Apple, American Express, and Coca-Cola tell three very different stories about where patient money should sit right now.
Apple Intelligence is headed to China after regulators approved Apple’s AI services through a partnership with Alibaba. The long-rumored deal will bring Alibaba’s Qwen AI models to Apple’s operating systems, marking a major expansion of the company’s generative AI platform into one of its most important markets.
Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current
OpenAI plans a screen-free AI home device while Apple seeks an injunction that could delay its rollout.
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands of dollars ahead on an identical starting stake.
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy Now for High Returns. Broadcom Inc. (NASDAQ:AVGO) maintains its upward trajectory with more than 7.8% gains over the past month. Recent gains have been driven by a multi-year partnership extension with Apple and surging AI semiconductor demand. Wall Street anticipates more than 30% upside […]
In today's Opening Bid panel, our guests tackle the Question of the Day: Is PayPal (PYPL) worth the price? Following reports of a potential offer to acquire the struggling payments company, the panel examines whether the stock is an attractive buy. AllSource Investment Management Founder and Managing Partner Patrick Kennedy, HSBC Strategist Duncan Toms, and Yahoo Finance Senior Business Reporter Brooke DiPalma break down the implications of the reported interest and what it could mean for investors.
OpenAI still plans a year-end device reveal, but Apple's lawsuit, ecosystem strength and rising component costs may complicate its hardware push.
New Delhi announced a $6.5 billion smartphone manufacturing program and a $13.3 billion semiconductor push to deepen India's electronics supply chain.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
