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Investing.com8d agoneutral
Apple’s bold new smart home revolution is coming

According to reporting from Bloomberg’s Mark Gurman, Apple is preparing an aggressive push into the living room with an AI-powered command center designed to sit at the heart of your home. The core of Apple’s immediate strategy centers on a new wall- or desk-mounted smart display featuring a roughly 7-inch square screen. Powered by a customized operating system that blends elements of tvOS, watchOS, and iOS, the UI relies on a familiar grid of apps, interactive widgets, and customizable Apple Wa

Apple launches US device leasing program with Klarna
Reuters8d agoneutral
Apple launches US device leasing program with Klarna

Apple on Tuesday launched a device leasing program in the U.S. through ‌payments firm Klarna, offering customers monthly plans for ‌iPhones, Macs, iPads and Apple Watches. The program, called Apple Upgrade, expands ​the technology giant's payment options and replaces its existing iPhone Upgrade Program and iPhone Payments offering in the country. Customers can lease iPhones and Apple Watches for ‌12 or 24 ⁠months, while Macs and iPads are available under 24- or 36-month plans, Apple said.

Investing.com8d agoneutral
Will this be the quarter Big Tech breaks out?

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

PayPal presses on with turnaround in pivotal quarter as sale questions linger
Reuters8d agoneutral
PayPal presses on with turnaround in pivotal quarter as sale questions linger

PayPal doubled down on its turnaround plan on Tuesday, raising its 2026 profit forecast and outlining cost-saving steps, as it looks to convince investors that it is worth more than the $53 billion takeover offer ‌that analysts described as "low-ball". The payments company, once the crown jewel of American financial technology, received a $60.50-per-share bid from Stripe ‌and private equity firm Advent International, Reuters reported earlier this month, citing sources. The offer is a fraction of the roughly $360 billion valuation PayPal commanded as a pandemic-era ​darling in 2021.

What’s Behind the Selloff in Chip Stocks?
The Wall Street Journal8d agobearish
What’s Behind the Selloff in Chip Stocks?

Asian chip stocks sold off today, pushing South Korea’s Kospi index 10% lower and Japan’s Nikkei 4% in the red. That followed a tough session for U.S. chipmakers that looks set to extend to today, with Intel, Micron and others sliding premarket.

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal8d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Bloomberg8d agoneutral
SK Hynix’s Rebound From $470 Billion Rout Hinges on AI Spending

(Bloomberg) -- A $470 billion rout in just a little over a month has flipped SK Hynix Inc. from one of the world’s hottest AI trades to one of the biggest portfolio question marks.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionS

Wall Street ends mixed as investors focus on tech earnings
Reuters Videos8d agoneutralVIDEO
Wall Street ends mixed as investors focus on tech earnings

<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>

Chip Stocks Drop, Dragging Down Nasdaq
The Wall Street Journal8d agobearish
Chip Stocks Drop, Dragging Down Nasdaq

Chip stocks pulled Nasdaq lower to start the week, as falling oil prices failed to give markets a broad reprieve. Nvidia shares are down about 5%, dragging its market value below that of Apple’s in intraday trading. Investors will watch for a fresh batch of U.S. tech earnings this week, including reports from Microsoft and Meta Platforms on Wednesday.

Apple's Pre-Earnings Rally Pushes Stock Near Record Highs
Barrons.com9d agobullish
Apple's Pre-Earnings Rally Pushes Stock Near Record Highs

Apple stock is nearing fresh records ahead of its earnings release. The company is set to report earnings after the bell on Thursday in what will be Tim Cook's last earnings call as CEO. It will also be the first quarterly release since the company raised prices to offset higher memory costs.

Apple Could Reclaim Market-Cap Crown Today
The Wall Street Journal9d agoneutral
Apple Could Reclaim Market-Cap Crown Today

Apple is on pace to snap Nvidia's 272-trading-day streak as the largest U.S. company by market cap. The iPhone maker, which has never cracked the $5 trillion market cap threshold, is also closing in on that milestone. Apple's stock price today hit a new all-time intraday high of $339.50.

Why Are Chip Stocks Down? Investors’ Three Big Worries
The Wall Street Journal9d agoneutral
Why Are Chip Stocks Down? Investors’ Three Big Worries

U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.