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Will Apple Have To Increase iPhone Prices?
24/7 Wall St.11d agoneutral
Will Apple Have To Increase iPhone Prices?

Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a collision of forces that could force its hand on the product that generates 90% of the smartphone industry's profits.

Star Holdings (STHO) Trades at Discount as Fundamental Outperformance Accelerates
Insider Monkey11d agobullish
Star Holdings (STHO) Trades at Discount as Fundamental Outperformance Accelerates

US-based investment company McIntyre Partnerships delivered flat performance in H1 2026, returning 0% gross and -1% net compared to the Russell 2000 Value Index’s 23% return. A copy of the letter can be downloaded here. The second quarter results were a complete reversal of Q1 results, with the portfolio appreciating 23.0% (gross) and 23.3% (net), […]

Meta CEO Mark Zuckerberg outlines AI vision
Proactive11d agoneutral
Meta CEO Mark Zuckerberg outlines AI vision

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) CEO Mark Zuckerberg outlined a vision for artificial intelligence centered on making so-called superintelligence broadly available to individuals, arguing that the technology should expand human capabilities rather than primarily replace...

Berkshire is buying stocks under Greg Abel, but who’s really in charge?
Yahoo Finance Video11d agobullishVIDEO
Berkshire is buying stocks under Greg Abel, but who’s really in charge?

Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)’s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy.

It Isn’t Too Late to Buy AI Hardware Boom, Analyst Says. Just Look at HPE Stock.
Barrons.com11d agobullish
It Isn’t Too Late to Buy AI Hardware Boom, Analyst Says. Just Look at HPE Stock.

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday while raising his price target to $71 from $69. The upgrade comes after HPE shares have soared 130% this year and 169% over the past 12 months.

Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?
Insider Monkey11d agoneutral
Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?

Alphabet (GOOG, GOOGL) shares made headlines recently after the company’s AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster […]