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Bloomberg51d agoneutral
Apple Prepares Second-Generation iPhone Air for Spring 2027

(Bloomberg) -- Apple Inc. is preparing a second-generation iPhone Air for spring 2027, aiming to boost the appeal of the slimmed-down device, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded Foldable iP

Boring, quiet & crushing the market for the last 5 years
TheStreet51d agoneutral
Boring, quiet & crushing the market for the last 5 years

This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...

Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple
Insider Monkey51d agoneutral
Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Nvidia Corp (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Once Wall Street’s AI darling, Nvidia Corp (NASDAQ:NVDA)’s shares have been muted in 2026. They are up by a modest 12.5% year-to-date. Despite the modest performance, Cramer has […]

Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Insider Monkey51d agoneutral
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Apple (AAPL) Stock After 129% Five-Year Rally Is There Still Value Here
Simply Wall St.51d agobullish
Apple (AAPL) Stock After 129% Five-Year Rally Is There Still Value Here

If you are wondering whether Apple stock still offers value after its strong run, the answer depends heavily on how you look at price versus fundamentals. At a last close of US$299.24, Apple has returned 3.0% over the past week, was roughly flat over the past month with a 0.3% decline, and has delivered 10.4% year to date, 53.6% over 1 year, 64.0% over 3 years, and 129.1% over 5 years. Recent coverage around Apple has continued to focus on its role as a large US tech stock and a key holding...

Bloomberg51d agoneutral
The Trump Phone Is More Novelty Than Serious Smartphone Contender

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s

Reuters51d agoneutral
Jabil raises annual profit forecast amid strong data center demand

Jabil raised its 2026 profit forecast on Wednesday, as the electronic-component maker ‌looks to capitalize on AI-led demand for ‌data centers. A surge in data-center infrastructure spending, driven by strong ​demand for AI computing power, has benefited companies such as Jabil. "AI infrastructure demand remains extremely strong," said CEO Mike Dastoor, adding the company continued to ‌see better-than-expected performance ⁠particularly in its automotive and connected living segment that had earlier been under ⁠pressure.

Bloomberg51d agoneutral
Apple Investors Are Tired of AI Promises, Want Tangible Progress

(Bloomberg) -- Apple Inc. investors are losing patience with the company’s talk about becoming a more formidable presence in artificial intelligence and want to start seeing some results.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace Deal“Ther

How America Got to SpaceX: The Long Trail of Big IPOs That Began in 1783
Barrons.com52d agoneutral
How America Got to SpaceX: The Long Trail of Big IPOs That Began in 1783

SpaceX’s $75 billion initial public offering shattered market records, turned founder Elon Musk into the world’s first trillionaire, and opened fresh debates over corporate valuations and governance. It’s not the first time an IPO has shaken things up. IPOs have been reshaping markets since the Bank of North America’s 1783 debut got it all started for the young republic.