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Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.
It's yet another reason to be bullish on the stock.
Most people struggle to plan next year’s vacation. Amazon an d Blue Origin founder Jeff Bezos helped build a clock designed to outlive entire civilizations. During an appearance on the "Lex Fridman Podcast" in 2023, Bezos explained why he spent...
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...
The AI sell-off is hitting almost every chip name. The market's biggest company is untouched.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s...
How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investing.com -- ZTE Corp. (HK:0763) unveiled a range of smartphones with integrated artificial intelligence services, joining Chinese manufacturers seeking to make agentic AI a central part of mobile operating systems, Bloomberg reported.
ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.
Apple shares hit an all-time high of $334.68 on July 16. The stock was up 23% on the year, the product pipeline was looking unusually stacked, and most of the analyst community already had a Buy on it. Then, on July 17, one of the banks that had been sitting on the sidelines decided it had seen ...
Semiconductor stocks came under renewed pressure as investors continued to digest Taiwan Semiconductor Manufacturing (TSM)’s higher 2026 capital expenditure guidance.
Find insight on settlement between Apple and the DOJ, Netflix, Tech Mahindra and more in the latest Market Talks covering technology, media and telecom.
Apple is looking to expand its robotics team as it pursues innovation.
Apple briefly overtook Nvidia as the world's most valuable company Friday before the AI chip giant reclaimed its $4.92 trillion market cap by closing bell.
US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
New AI features could unlock massive upgrade demand
The firm said it expects a stronger product cycle ahead.
<body><p>STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence.</p><p>Apple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline.</p><p>"The apple reclamation of the largest market cap in the equity market is really a sign of the fact that investors are concerned with this level of CapEx that's being used to underwrite the AI explosion and are looking for stocks that are not spending capital investments," says Lynch.</p><p>The shift in the pecking order illustrates that investors are broadening their focus beyond the most obvious beneficiaries of the AI boom, such as Nvidia, which had been at the helm for nearly a year. </p><p>"Why is it working now for Apple? In fairness, they finally have a credible AI plan at their worldwide developer conference recently, they ruled out a new series, AI. It's going to integrate across all these different apps."</p></body>
Nvidia slips behind as investor momentum shifts
Wall Street Giant HSBC Makes Bullish Apple Bet on AI and New iPhones
Former employees are pulled deeper into trade-secrets dispute