Investor's Business Daily23d agobearish
Apple Stock Downgraded To Sell. Here's Why.A Wall Street analyst downgraded Apple stock to the equivalent of a sell rating on expectations of slowing iPhone sales and Apple device upgrades.
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Zacks23d agoneutral
Apple Inc. (AAPL) Is a Trending Stock: Facts to Know Before Betting on ItZacks.com users have recently been watching Apple (AAPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Trefis23d agoneutral
What Could Push GOOGL Stock Higher From Here?Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
Zacks23d agobullish
AMKR Trades Cheaper Than Industry at 2.06X P/S: Is the Stock a Buy?Amkor trades at a steep P/S discount despite AI-driven advanced packaging growth, Arizona expansion and rising smartphone demand, backed by long-term catalysts.
Investing.com23d agobearish
KeyBanc cuts Apple to Underweight, cites slowing hardware demandInvesting.com -- KeyBanc Capital Markets downgraded Apple to Underweight from Sector Weight in a note on Tuesday, setting a price target of $250 per share, citing weakening hardware demand data and concerns about 2027 growth expectations.
24/7 Wall St.23d agobullish
Potential Buyers Line Up for Unity Software as Valuation Hits Rock BottomUnity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.
Barrons.com23d agoneutral
IBM, JPMorgan, SK Hynix, AMD, Intel, and More Stocks That Explain Today’s MarketFEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Barrons.com23d agobearish
Apple Stock Downgraded—iPhone Weakness and 2 Other ReasonsShares could soon look “too expensive,” KeyBanc’s Brandon Nispel warns as he cuts his rating for the iPhone maker.
Yahoo Finance23d agobearish
Apple's lawsuit shows the importance of AI devices for the iPhone maker's future: AnalystApple's lawsuit against OpenAI shows how important AI devices will be for the iPhone maker.
Simply Wall St.23d agoneutral
Berkshire Hathaway (BRK.B) Stock May Be A Bargain After AI Portfolio ShiftBerkshire Hathaway stock has delivered an 82.2% return over the past 5 years, yet the latest intrinsic value checks and earnings multiples both still point to the shares trading at a discount to what the business may be worth. That mix of solid long term returns and a perceived valuation gap is drawing fresh attention as Greg Abel reshapes the portfolio toward large technology and AI holdings. Over 5 years, Berkshire Hathaway has returned 82.2%, which is the kind of compounding that often...
Benzinga23d agobullish
Elon Musk Says SpaceX Will Fly Orbital Data Centers Next Year—Jim Chanos Isn't Buying ItSpace Exploration Technologies Corp. CEO Elon Musk said over the weekend that the commercial space flight giant could prepare to build orbital data centers as soon as next year, but short seller Jim Chanos remains skeptical about the CEO’s claims....
24/7 Wall St.23d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls: Apple, Bloom Energy, Circle Internet Group, First Solar, Halliburton, IBM, Intuit, Newmont, SK hynix, and MoreIran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.
24/7 Wall St.23d agobearish
The Risk Behind Apple’s Lawsuit That Most Investors Are Ignoring Right NowApple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most investors are not pricing in right now.
Reuters Videos23d agoneutralVIDEO
Tech Weekly: Big Tech v EU, solar-powered EVs<body><p>STORY: From Apple losing out against landmark EU rules to solar-powered EVs...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Apple lost its challenge against landmark EU rules.</p><p>The tech giant tried to refute the designation of its app stores and operating system as gatekeepers. </p><p>It means Apple is subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of big fines if they don't follow along.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect over three years ago.</p><p>Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and hurt demand.</p><p>Memory chip prices have soared as suppliers focus on AI data center customers over consumer electronics.</p><p>It’s forced smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>And an electric vehicle made by Renault completed a 1,000-mile journey using only solar power. </p><p>Easee CEO, Anthony Fernandez, said the vehicle was charged at solar installations along the route from the UK’s Land's End to John o' Groats…</p><p>As well as portable lithium-ion battery units that had been charged using only solar power.</p><p>"I think what's going on in the world at the moment is really forcing people to rethink where their energy comes from, and I think people are gravitating more and more towards renewable technology. And also to reduce the dependency that we have on the grid, which in many parts of the world is aging quite rapidly."</p><p>The car's five-day trip was backed by Easee and Renault.</p></body>
Investing.com23d agobullish
Buy Apple stock ahead of expected $200 iPhone price hikes: Morgan StanleyInvesting.com -- Morgan Stanley expects Apple (NASDAQ:AAPL) to raise iPhone prices by approximately $200 in September, a move the firm estimates could deliver 2–4% upside to F3Q26 EPS and roughly 1% upside to FY27 EPS estimates. All else equal, Morgan Stanley analysts see a bullish setup that the market has not fully priced in.
Barrons.com23d agoneutral
Magnificent Seven Stocks Get No Love Even as Tech Bounces BackFutures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.
Motley Fool23d agobullish
American Express Is Warren Buffett's Second-Biggest Stock. Is It Still a Buy Near Highs?One of Warren Buffett's largest and longest-held bets has been a steady winner. But the easy money may already be gone.
BeInCrypto23d agoneutral
Apple Stock Hits a Record as the AI Memory Crisis Guts Cheap PhonesApple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.
Zacks23d agoneutral
Zacks Investment Ideas feature highlights: Apple, Tesla and IntelApple, Tesla and Intel have been highlighted in this Investment Ideas article.
Stocktwits23d agoneutral
OpenAI CEO Sam Altman Throws Shade At Anthropic's New Ad Amid Tussle With Elon Musk, Apple: 'Thought This Was Satire'Apple sued OpenAI last week, alleging that OpenAI encouraged Apple employees to share information about upcoming products and other insider information.
Reuters23d agobearish
China smartphone shipments fall for fifth straight quarter as costs rise - IDCChina's smartphone shipments fell 4.3% to 66 million units in the second quarter from a year earlier, as many manufacturers hiked prices to reflect rising memory and component costs, research firm IDC said on Tuesday. It was the fifth straight quarterly decline, and first-half shipments were down 4.2% from a year earlier. Huawei Technologies and Apple were the only vendors to post growth in the quarter, with shipments up 19.4% and 24.4%, respectively.
Simply Wall St.23d agoneutral
What Broadcom (AVGO)'s Extended Apple Custom Chip Deal Through 2031 Means For ShareholdersIn early July 2026, Broadcom Inc. announced that it and Apple Inc. had expanded their long-running technology collaboration through 2031 with new multi-year agreements for Broadcom to develop and supply custom ASIC silicon across multiple generations of Apple products. This long-dated Apple deal, alongside Broadcom’s rapidly growing AI semiconductor business and deepening relationships with major cloud and AI customers, reinforces its role as a key infrastructure supplier to some of the...
Bloomberg23d agoneutral
Huawei, Apple Get Boost in China From Memory Costs, IDC Says(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh
Reuters23d agoneutral
TSMC seen riding AI boom to fifth straight quarter of record profitTSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
TheStreet23d agoneutral
Apple stock move vindicates Palantir CEO warning for AI industryThe artificial intelligence boom has been nothing but a headache for Apple (AAPL) since it started. The stock quickly gained a reputation as an AI laggard. The company recently had to raise prices for some of its products due to the skyrocketing memory prices, caused by the AI buildout. The ...
Stocktwits23d agobullish
Why Did AAPL, QTTB, CSX Stocks Surge To 52-Week Highs Today?Investors backed strong catalysts, including analyst upgrades, biotech trial results and improving freight outlooks.
TheStreet23d agoneutral
The whole chip trade is waiting on one reportAlmost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...