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Hedgeye says high expectations and a premium valuation could put pressure on the stock.
Tim Cook inherited Steve Jobs's shadow and a skeptical Wall Street, then quietly engineered one of the most stunning wealth-creation runs in stock market history. Here is how a single investment made on his first day measured up against everything that followed.
This has been valuation week for SpaceX with more than a dozen analysts writing initial research following the company’s record-setting June IPO. Investors have had a lot of estimates, price targets, bull cases, and bear cases to digest. SpaceX CEO Elon Musk also has a thought about SpaceX’s potential: It will be worth more than Earth.
Ferragu argued that Tesla’s addressable market could expand significantly as consumers begin viewing its cars as AI-powered vehicles rather than just conventional offerings.
It appears that the president did very well in his trades.
AI demand and cloud spending support KLA and Western Digital, while Apple and Optex face mixed headwinds and opportunities in Zacks' latest research.
Global PC shipments declined in Q2 as memory shortages constrained production, while major vendors navigated supply challenges with mixed results.
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Data Center Stocks to Buy in July. On July 8, Apple announced a multi-year chip deal with Broadcom expected to exceed $30 billion, the largest U.S. manufacturing commitment to date, CNBC reported. The agreement covers the production of more than 15 billion U.S.-made chips as well […]
Vivo's joint venture could become a template for Chinese smartphone makers in India.
Yes, Jim Cramer has said a lot of things about a lot of stocks over the years. But when the "Mad Money" host identifies a single name as the market's directional signal, that is a different kind of call entirely. Cramer posted about it on X (formerly Twitter) on July 8. If there is going to be a ...
In recent months, Digital Turbine has expanded its AI-focused mobile growth platform through new partnerships with Databricks, Google Cloud, and European carrier Orange, while its Chief Accounting Officer completed a routine tax-withholding share disposition that did not issue new stock. These developments highlight how deeper AI integration and international carrier agreements are reshaping Digital Turbine’s role in global app distribution and mobile advertising. Next, we’ll examine how the...
The chipmaker is a short hop from a milestone only a handful of companies have reached. Is the climb built to last?
These tech titans took their partnership to the next level. It's a win for shareholders.
Top Netflix executives who gathered for its annual business review this spring had a lot to be cheerful about. At the time, it was a small part of a conversation about the company’s goals, but it has since become a frequent topic of discussion at meetings, people familiar with the matter said. Engagement, which measures how long people spend watching content and how frequently they finish a movie or series, is the holy grail in modern Hollywood.
Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), KLA Corp. (KLAC) and Western Digital Corp. (WDC), as well as a micro-cap stock, Optex Systems Holdings, Inc (OPXS).
Most people have bought something online they later questioned. A gadget. A piece of furniture. Maybe even a car. But in 1999, Mark Cuban took online shopping to a level that has never been matched. The billionaire entrepreneur purchased a...
SK Hynix, Nvidia’s key memory chip supplier, begins trading on Nasdaq Friday, giving U.S. investors a direct way to bet on one of AI’s hottest picks-and-shovels plays.
Apple and Nvidia are the world’s largest publicly traded companies by market capitalization, and they have the technical foundation to lead a Mag 7 resurgence.
By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.
Startup PrismML has gotten an artificial intelligence model running on an Apple (AAPL) iPhone 17 Pro
Apple's supplier completed Hong Kong's biggest IPO this year, but the stock closed 1.6% below its offer price.
TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.
Apple (NASDAQ:AAPL) just signed a $30 billion multiyear deal with Broadcom for U.S.-made custom silicon and is closing in on Nvidia for the largest market cap in the world. Shares are up 15.49% year to date and sit at $313.39. Can Apple ride its AI infrastructure pivot to $500 per share by 2030? Here is ... My Bold Prediction for This Stock Through 2030
Apple Inc. (NASDAQ:AAPL) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, UBS analyst David Vogt said the firm’s analysis of Apple Inc. (NASDAQ:AAPL) App Store data from Sensor Tower suggests June 2026 quarter growth of approximately 3%, with U.S. revenue declining about 6%. Vogt said […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Erste Group analyst Hans Engel downgraded Broadcom Inc. (NASDAQ:AVGO) to Hold from Buy previously. Engel said both gross margin and operating margin are expected to remain stable at a high level, but Broadcom Inc. […]
Samsung just posted the most profitable quarter in the history of any technology company. The market sold the stock anyway. On July 7, Samsung Electronics reported preliminary second-quarter results showing operating profit of 89.4 trillion won, approximately $58.4 billion, a 19-fold jump from the ...