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Bank of America predicts a major pricing shift for Apple
TheStreet49d agoneutral
Bank of America predicts a major pricing shift for Apple

Apple has spent years trying to make artificial intelligence a reason for consumers to buy new devices. That strategy has become more important as rivals, including Google, Microsoft, OpenAI, and Meta, move quickly with consumer-facing AI tools. For Apple, the opportunity is clear. If AI makes the ...

Prediction: This Stock is Going to Plummet in The Second Half of 2026
24/7 Wall St.49d agoneutral
Prediction: This Stock is Going to Plummet in The Second Half of 2026

Intel (NASDAQ:INTC) has been one of the most explosive turnaround stories of 2026, with shares up 263.12% year to date through June 18. After a 12% single-day surge on news of an Apple (NASDAQ:AAPL) manufacturing partnership, the chipmaker trades at $133.99. Our 24/7 Wall St. price target for Intel is $102.57, implying a 12-month return ... Prediction: This Stock is Going to Plummet in The Second Half of 2026

“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?
24/7 Wall St.49d agoneutral
“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

There have been renewed talks about whether tariffs could send us into another phase of trade wars. And while it’s up for debate as to whether a trade war 2.0, so to speak, has already arrived, I do think that investors shouldn’t panic over concerns that further tariffs will further fan the flame that is ... “They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

2027 Will Be Apple’s “Biggest Product Year in History” — If It Can Solve One Specific Problem
24/7 Wall St.49d agoneutral
2027 Will Be Apple’s “Biggest Product Year in History” — If It Can Solve One Specific Problem

Mark Gurman dropped a bit of a bombshell, highlighting 2027 as Apple‘s (NASDAQ:AAPL) “biggest product year” ever, and he’s most definitely not wrong. The product pipeline is packed, and perhaps there is no better setup for incoming top boss John Ternus as he takes the reins from CEO Tim Cook this September, right ahead of ... 2027 Will Be Apple’s “Biggest Product Year in History” — If It Can Solve One Specific Problem

Bloomberg50d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

Why TQQQ’s 112% Gain Masks a Structural Cost That Compounds Every Single Day
24/7 Wall St.50d agoneutral
Why TQQQ’s 112% Gain Masks a Structural Cost That Compounds Every Single Day

If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) thinking you were getting three times the Nasdaq-100 for the long haul, the fund’s own math has a different plan for your money. The product is engineered to deliver 3x the index daily, not annually, and that one word quietly siphons returns every time volatility flares. What You’re ... Why TQQQ’s 112% Gain Masks a Structural Cost That Compounds Every Single Day

Sandisk (SNDK) Stock Jumps 11% After Apple Flags Unavoidable Memory Price Hikes
Simply Wall St.50d agobullish
Sandisk (SNDK) Stock Jumps 11% After Apple Flags Unavoidable Memory Price Hikes

Apple confirmed rising memory costs, pointing to supplier pricing leverage that affects upcoming products. Following these comments, Sandisk (NasdaqGS:SNDK) saw its stock surge about 11% as investors reacted to the pricing signal. Apple's move comes alongside Intel's agreement to manufacture Apple-designed AI semiconductors, reinforcing demand for high-performance memory. The current Sandisk share price is about $2,182.451, with the stock up 16% over the past week and 57.8% over the past...

Why Apple’s War Chest Can’t Win the Memory War
The Wall Street Journal50d agoneutral
Why Apple’s War Chest Can’t Win the Memory War

Apple can afford the memory chips that it needs. After months of speculation about what the consumer-electronics giant might do in the face of soaring costs for memory chips, Apple now says it will be raising prices on its products. Chief Executive Tim Cook told The Wall Street Journal that the company has been trying to mitigate the “huge increases” in memory costs without passing them on to its customers, but “the situation has become unsustainable.”

Intel taps industry veteran Seok-Hee Lee to lead foundry packaging push
Reuters50d agoneutral
Intel taps industry veteran Seok-Hee Lee to lead foundry packaging push

Intel on Thursday named Seok-Hee Lee executive vice president of its contract chip-manufacturing division ‌as it sharpens focus on its advanced packaging business. The ‌American chipmaker has been trying to reinvigorate its manufacturing business under CEO ​Lip-Bu Tan, after missing out on the AI boom. The appointment follows President Donald Trump's announcement earlier in the day that Apple had agreed to work with Intel to design and manufacture ‌its chips in the ⁠U.S. in a boost to the chipmaker's contract manufacturing business.

Apple’s Latest Reveal Proves That Micron Has “More Room To Run”
24/7 Wall St.50d agoneutral
Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic move in memory chip stocks. His thesis: when the most operationally disciplined hardware company in the world signals it cannot absorb the full ... Apple’s Latest Reveal Proves That Micron Has “More Room To Run”