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Broadcom Inc. (NASDAQ:AVGO) is among the Best AI Stocks. On July 6, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) expanded its partnership with Apple through 2031 to develop and supply custom chips. It extends a relationship that analysts estimate generates about 20% of Broadcom’s annual revenue. The report said the agreement eased investor concerns that Apple would replace […]
Dow Jones leader Apple stock is trying to break out past its latest buy point. Datadog and Match Group are near buy zones.
KeyBanc says higher device prices and weakening upgrade cycles could weigh on Apple’s growth outlook.
iPhone shipments rise roughly 20% despite broader weakness
Apple Defies China's Smartphone Slump With Strong Premium Growth
Two tech titans sit within striking distance of each other at the top of the market, but their growth engines could not be more different. Which one deserves your attention before Apple's July 30 earnings report changes the conversation?
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
OpenAI is in an IPO pickle. A year ago, the idea of an OpenAI listing would have had Wall Street salivating, with relatively few reservations about its large financial losses or questions about its leadership. After surviving an attempted ouster two years prior, chief Sam Altman had carved OpenAI into his nascent industry’s undisputed king and hitched himself closely to the much wealthier Microsoft to bankroll growth.
Apple Inc. (NASDAQ:AAPL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC, while quoting Nikkei Asia, noted that the company plans at least 5 new iPhone models through early 2027. Apple Inc. (NASDAQ:AAPL) has lifted its foldable iPhone production plans to 10 million units. CNBC, while quoting Bloomberg, also […]
The tech moguls took to X to rip each other apart again, this time over Apple's lawsuit and Musk's SpaceX IPO.
A Wall Street analyst downgraded Apple stock to the equivalent of a sell rating on expectations of slowing iPhone sales and Apple device upgrades.
Zacks.com users have recently been watching Apple (AAPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
Amkor trades at a steep P/S discount despite AI-driven advanced packaging growth, Arizona expansion and rising smartphone demand, backed by long-term catalysts.
Investing.com -- KeyBanc Capital Markets downgraded Apple to Underweight from Sector Weight in a note on Tuesday, setting a price target of $250 per share, citing weakening hardware demand data and concerns about 2027 growth expectations.
Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Shares could soon look “too expensive,” KeyBanc’s Brandon Nispel warns as he cuts his rating for the iPhone maker.
Apple's lawsuit against OpenAI shows how important AI devices will be for the iPhone maker.
Berkshire Hathaway stock has delivered an 82.2% return over the past 5 years, yet the latest intrinsic value checks and earnings multiples both still point to the shares trading at a discount to what the business may be worth. That mix of solid long term returns and a perceived valuation gap is drawing fresh attention as Greg Abel reshapes the portfolio toward large technology and AI holdings. Over 5 years, Berkshire Hathaway has returned 82.2%, which is the kind of compounding that often...
Space Exploration Technologies Corp. CEO Elon Musk said over the weekend that the commercial space flight giant could prepare to build orbital data centers as soon as next year, but short seller Jim Chanos remains skeptical about the CEO’s claims....
Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.
Apple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most investors are not pricing in right now.
<body><p>STORY: From Apple losing out against landmark EU rules to solar-powered EVs...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Apple lost its challenge against landmark EU rules.</p><p>The tech giant tried to refute the designation of its app stores and operating system as gatekeepers. </p><p>It means Apple is subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of big fines if they don't follow along.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect over three years ago.</p><p>Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and hurt demand.</p><p>Memory chip prices have soared as suppliers focus on AI data center customers over consumer electronics.</p><p>It’s forced smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>And an electric vehicle made by Renault completed a 1,000-mile journey using only solar power. </p><p>Easee CEO, Anthony Fernandez, said the vehicle was charged at solar installations along the route from the UK’s Land's End to John o' Groats…</p><p>As well as portable lithium-ion battery units that had been charged using only solar power.</p><p>"I think what's going on in the world at the moment is really forcing people to rethink where their energy comes from, and I think people are gravitating more and more towards renewable technology. And also to reduce the dependency that we have on the grid, which in many parts of the world is aging quite rapidly."</p><p>The car's five-day trip was backed by Easee and Renault.</p></body>
Investing.com -- Morgan Stanley expects Apple (NASDAQ:AAPL) to raise iPhone prices by approximately $200 in September, a move the firm estimates could deliver 2–4% upside to F3Q26 EPS and roughly 1% upside to FY27 EPS estimates. All else equal, Morgan Stanley analysts see a bullish setup that the market has not fully priced in.
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