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Microsoft and Apple Are Quietly Launching Features to Kill Off Rival Apps
24/7 Wall St.67d agoneutral
Microsoft and Apple Are Quietly Launching Features to Kill Off Rival Apps

Two of the world’s largest companies are walking on stage over the next two weeks, and they aren’t just showcasing new tech, they are quietly building execution docks for independent software applications. CNBC’s Dominic Chu used his June 2 Pre-Market Rundown to sketch the immense stakes. Microsoft kicks things off today with its annual Build ... Microsoft and Apple Are Quietly Launching Features to Kill Off Rival Apps

Apple is coming for the entire $200 billion glasses market
TheStreet67d agoneutral
Apple is coming for the entire $200 billion glasses market

Apple rarely invents a market. It waits. The company lets someone else take the risk, watches a category mature, then walks through the front door and takes the customers. By the time the incumbents understand what is happening, the fight is already over. Look at what happened to the wristwatch. ...

Buy, Hold, or Sell: Apple Over $300?
24/7 Wall St.67d agoneutral
Buy, Hold, or Sell: Apple Over $300?

Apple (NASDAQ:AAPL) at $306.31 looks fully priced. After a sharp rally past $4.5 trillion market cap, the debate has shifted from whether Apple can grow to whether the current price already reflects everything going right. Apple sells iPhones, Macs, iPads, wearables, and a fast-scaling Services business spanning the App Store, iCloud, advertising, payments, and entertainment. ... Buy, Hold, or Sell: Apple Over $300?

Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026
24/7 Wall St.67d agobullish
Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026

Smart beta had a confusing first half of 2026, as momentum cooled after a strong 2025, low-volatility lagged a market that kept grinding higher, and dividend growth funds got squeezed by another leg up in yields. The strategies that held their ground share a common screen: companies that generate real cash and earn returns above ... Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026

AI demand, earnings optimism lift tech giants' market value in May
Reuters67d agoneutral
AI demand, earnings optimism lift tech giants' market value in May

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Alphabet Set for Biggest One-Day Drop in Market Cap on Record
Barrons.com67d agobearish
Alphabet Set for Biggest One-Day Drop in Market Cap on Record

Alphabet isn’t the only one selling shares of the Google parent: The company was on track to shed $208 billion in market cap. Alphabet shares were down 3.5% after the company announced massive plans for stock sales to fund AI spending and shore up the firm’s balance sheet.

Apple Loses Big Because Of Nvidia PC Chips
24/7 Wall St.67d agoneutral
Apple Loses Big Because Of Nvidia PC Chips

Nvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips

Can Qualcomm Hit $300 This Year? Here’s The Answer
24/7 Wall St.67d agoneutral
Can Qualcomm Hit $300 This Year? Here’s The Answer

Qualcomm (NASDAQ:QCOM) just had one of its most violent single-day reversals of the year, and the question on every shareholder’s mind is whether $228.99 can become $300 before the calendar flips. Based on our proprietary model, the answer is yes, though the path will be volatile. Our 24/7 Wall St. price target for QCOM stock ... Can Qualcomm Hit $300 This Year? Here’s The Answer

Palo Alto CEO’s Pay, Now Nearly $100 Million, Is Most Rejected in Corporate America
Bloomberg67d agoneutral
Palo Alto CEO’s Pay, Now Nearly $100 Million, Is Most Rejected in Corporate America

(Bloomberg) -- Shareholders at Palo Alto Networks Inc. have a recurring beef with the company over how much it pays the chief executive officer and other senior leaders. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedA ma

Alphabet Pivots From Buybacks to a Massive Stock Offering. What It Means for Shares.
Barrons.com67d agobullish
Alphabet Pivots From Buybacks to a Massive Stock Offering. What It Means for Shares.

Alphabet said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway as it funds its huge AI computing infrastructure buildout. Alphabet said it plans to issue $30 billion in concurrent underwritten public offerings consisting of $15 billion of mandatory convertible preferred stock and $15 billion in its class A and class C common equity. Another $10 billion of stock will be sold to Berkshire in a private placement.

Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem
24/7 Wall St.67d agoneutral
Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem

For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation often boiled down to slightly faster processors and better battery life. So when Nvidia (NASDAQ:NVDA) CEO Jensen Huang declares that the PC has been “reinvented,” investors should ... Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem

STMicro Raises Data Centre Revenue Forecast to $1 Billion as AI Demand Accelerates (STM)
InvestorsHub67d agoneutral
STMicro Raises Data Centre Revenue Forecast to $1 Billion as AI Demand Accelerates (STM)

STMicroelectronics (NYSE:STM) increased its revenue expectations for its data centre business on Tuesday, citing strong momentum from artificial intelligence infrastructure investment and ongoing expansion of manufacturing capacity. The Franco-Italian semiconductor manufacturer, which counts Tesla and Apple among its customers, now expects its data centre operations to generate approximately $1 billion in revenue during 2026.

Microsoft expected to showcase new PC, cloud AI tools at developer conference
Reuters67d agoneutral
Microsoft expected to showcase new PC, cloud AI tools at developer conference

Microsoft will hold its annual software developer conference on Tuesday, where the company is ‌expected to showcase new tools for developers building AI software ‌for PCs and the cloud. In a keynote address in San Francisco, Microsoft CEO Satya Nadella ​is expected to outline how the technology company plans to compete both in the cloud, where it is both an investor and a rival to firms such as OpenAI, and increasingly on PCs. But OpenClaw, which has gained popularity in China and helped Microsoft's longtime rival Apple sell Mac computers, and other such tools ​are also ​risky for most businesses to use.

Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet
Barrons.com67d agobullish
Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

Jensen Huang: Nvidia can fuel AI growth despite supply constraints
Reuters Videos67d agoneutralVIDEO
Jensen Huang: Nvidia can fuel AI growth despite supply constraints

<body><p>STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth.</p><p>The comments come as demand for chips surges amid the AI boom.</p><p>And Huang says it's true for both the graphics chips and Nvidia's new central processing units:&nbsp;</p><p>“We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained.”</p><p>Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark.</p><p>:: June 1, 2026</p><p>It's designed to bring advanced AI capabilities to personal computers.</p><p>Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple.</p><p>Huang said the RTX Spark is part of the firm's partnership with Microsoft to “reinvent the PC” for the AI era.</p><p>He was speaking during the weeklong Computex tech event in Taiwan, where he was born:&nbsp;</p><p>“Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible.”</p><p>Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.</p></body>

Even Nvidia Will Struggle to Save the PC
Barrons.com67d agoneutral
Even Nvidia Will Struggle to Save the PC

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.