Notícias

Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk. ... Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash

Despite avoiding the massive spending on AI, Apple's feeling the crunch in demand for chips.

The first bear catalyst is a report that Apple is seeking U.S. government approval to source DRAM from Chinese chipmaker CXMT, which appears on the Commerce Department's Entity List. Apple's interest in Chinese memory is a symptom of industry-wide scarcity, not a Micron-specific problem.

It's been a horrid year so far for the Magnificent Seven.

The Invesco QQQ ETF has more than doubled the S&P 500's 10-year returns. Can its tech-heavy portfolio continue to outperform over the next decade?

Apple's price hikes on a range of products due to rising memory chip costs might not fully cover its increased expenses.

Apple and Microsoft can raise prices, but smaller device makers face a tougher squeeze.

Amazon stock climbed Monday after a rough week for shares of the e-commerce and cloud-computing behemoth.

Trump Administration Faces Apple Pressure Over Blacklisted Chinese Memory Maker

Apple (AAPL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

The AI Rally's Biggest Threat Is Emerging, According to Bank of America

During an interview with CNBC, Ives said that the markets are currently treating Microsoft, Oracle, and Meta as bear-market stocks.

Apple Inc. (NASDAQ:AAPL) is one of the best stocks to buy now for good returns. On June 23, Apple Inc. (NASDAQ:AAPL) opened investigations after a ransomware group claimed to have published files linked to the company and electric vehicle company Tesla. The leaked information allegedly dates back to 2021, and does not contain critical or […]

The stock market is broadening beyond tech as investors look for new market leadership into the summer months and over the back half of the year. Healthcare, industrials, and financials are the market’s three leading sectors over the past month as investors execute a quiet rotation out of tech and artificial intelligence names.

Nasdaq 100 futures advanced more than 1% in premarket trade after tech stocks shed nearly 5% last week

Apple (AAPL) has accused the Competition Commission of India of copying rivals' claims and failing t

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

By Aditya Kalra NEW DELHI, June 29 (Reuters) - Apple has accused Indian antitrust investigators of "copy-pasting" its rivals' claims and failing to properly conduct its own investigation in concluding

Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’

Apple is reportedly lobbying the Donald Trump administration for clearance to buy memory chips from ChangXin Memory Technologies, a Chinese company that the Pentagon has placed on a blacklist.

The memory squeeze spared the company's most important product -- for now.

Higher component costs, ambitious capital spending and concerns over consumer demand drove sharp moves across several major technology stocks during the week.

Apple (AAPL) is on a long-term mission. On a global scale, the buzzword is AI, and Apple is trying to convince investors that artificial intelligence will make its devices more useful, more personal, and more valuable. All of that will contribute to market gains as well. Now AI is impacting Apple ...

(Bloomberg) -- Even as prediction platforms like Polymarket and Kalshi surged into the global mainstream in recent years, Japan — like its Asian neighbors China and South Korea — remained a no-go zone due to strict anti-gambling regulations. That may be starting to change, thanks to enterprising new startups that are finding ways to skirt regulations.Leading the charge are homegrown platforms launched by Gen Z entrepreneurs. Spearheaded by seven-month-old Miraima, the apps allow users to wager o

Shares of Microsoft Corp. are down over 20% in June, on pace for the steepest monthly drop since December 2000. Twelve months ago, the Redmond, Washington-based company’s market cap hovered around $4 trillion. Today, it’s at $2.65 trillion, behind Nvidia...

Investing.com -- Apple’s latest artificial intelligence strategy unveiled at its 2026 Worldwide Developers Conference represents a significant reset that could strengthen its ecosystem and support future hardware upgrades, according to analysts at Bank of America Securities. The brokerage maintained its Buy rating on the iPhone maker with a $380 price objective, arguing that investors are underestimating the significance of the company’s revamped Siri AI architecture.

Intel Corporation (NASDAQ:INTC) is among the Best Semiconductor Stocks. On June 23, The Wall Street Journal reported that Intel Corporation (NASDAQ:INTC)’s stock has climbed more than 550% over the past year since new chip partnerships and support from President Donald Trump lifted investor interest. However, the company still faces manufacturing challenges. The report stated that Trump […]

Every boom eventually sends someone a bill. The money gets made in one place, and the cost lands somewhere quieter, on a receipt nobody was watching. For two years, the artificial intelligence buildout has been a Wall Street story. It lived in market caps, capital-spending PowerPoint slides, and ...

Media giant Walt Disney Co has grown through acquisitions of several media companies under the previous leadership of CEO Bob Iger. The company may have looked significantly different if one or two proposed deals had happened. Disney Almost Merged With...

Jobs data dominate a week heavy on economic data, including updates on home prices, consumer confidence, and manufacturing activity.