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Morgan Stanley sees major upside for Apple stock ahead of WWDC
TheStreet73d agoneutral
Morgan Stanley sees major upside for Apple stock ahead of WWDC

Apple is only days away from its annual Worldwide Developers Conference, and investors are focused on whether the company can finally deliver the long-awaited AI-powered Siri. The June 8 keynote event is expected to showcase the next generation of iOS, iPadOS, macOS, and watchOS features. But this ...

Should Apple’s Gemini‑Powered Siri and iOS Payments Push Require Action From AAPL Investors?
Simply Wall St.73d agoneutral
Should Apple’s Gemini‑Powered Siri and iOS Payments Push Require Action From AAPL Investors?

In the lead-up to its June 2026 Worldwide Developers Conference, Apple signaled a major overhaul of Siri using Google’s Gemini AI models and previewed native bill‑splitting tools that scan receipts, deepening integration of artificial intelligence and payments into iOS. This push to embed advanced AI assistants and financial features directly into the operating system underscores how Apple is increasingly consolidating everyday digital tasks inside its ecosystem, with meaningful competitive...

Review & Preview: Down Day
Barrons.com73d agoneutral
Review & Preview: Down Day

REVIEW PREVIEW NEWSLETTER What goes up… All three major indexes fell on Wednesday, with S&P500 and Nasdaq Composite Index snapping a two-week streak of positive returns. The S&P fell 0.7%, while the Nasdaq dropped 0.

Warren Buffett's Berkshire Hathaway doubles down on Google
TheStreet73d agoneutral
Warren Buffett's Berkshire Hathaway doubles down on Google

Warren Buffett spent decades telling investors he did not understand technology well enough to own it. Then he bought Apple. Then he tripled down on a search giant that has spent the past two years convincing Wall Street that AI makes it stronger, not weaker. On June 1, Berkshire Hathaway made that ...

S&P 500 Falls for First Time in 2 Weeks. Big Tech Is a Big Loser.
Barrons.com73d agobearish
S&P 500 Falls for First Time in 2 Weeks. Big Tech Is a Big Loser.

The S&P 500 and Nasdaq Composite fell for the first time in 10 sessions on Wednesday. The S&P 500 fell 0.7%, while the Nasdaq dropped 0.9%. The Dow fell 617 points, or 1.2%. The big three indexes also snapped a streak of five sessions in which they all finished the day with closing highs.

Apple’s WWDC Event Is Just Days Away. Don’t Expect Fireworks for the Stock, UBS Says.
Barrons.com73d agoneutral
Apple’s WWDC Event Is Just Days Away. Don’t Expect Fireworks for the Stock, UBS Says.

Apple big annual conference, where the tech company unveils its new products, is next week, but one analyst doesn’t think it will push up the stock. David Vogt of UBS gave his heads-up Wednesday about Apple’s Worldwide Developers Conference, which starts Monday at the company’s headquarters in Silicon Valley. Shareholders expect Apple to release new artificial-intelligence features after years of lagging behind its rivals on AI.

Nvidia chief meets Foxconn chairman at Taiwan tech show
Reuters Videos74d agoneutralVIDEO
Nvidia chief meets Foxconn chairman at Taiwan tech show

<body><p>STORY: :: Nvidia CEO Jensen Huang meets Taiwan partner Foxconn's chairman at the Computex tech show</p><p>:: Taipei, Taiwan / June 3, 2026</p><p>Foxconn, Apple's top iPhone assembler, has been expanding beyond electronics into electric vehicles and AI data centers. It is now Nvidia's main maker of AI racks, which are server racks tailored for AI workloads that house chips, cables and other equipment, include the latest Vera Rubin platform.&nbsp;</p><p>Nvidia is ramping up production of its Vera Rubin platform, which combines the company’s Vera CPU and Rubin GPU architectures, making for “a very busy second half” for Taiwan’s supply chain, Huang told a press conference on Tuesday (June 2).</p><p>While Computex has traditionally been a show for consumer devices, Nvidia has over the last few years made it more business-oriented with this year’s attention focus on its data center products, such as its new Vera Rubin AI computing platform and Vera central processing unit (CPU), as well as on its efforts in markets such as robotics and AI in manufacturing.</p></body>

What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)
24/7 Wall St.74d agoneutral
What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)

From Smartphone King to Everything-Chip Contender Fifteen years ago, Qualcomm (NASDAQ:QCOM) was a pure mobile play, collecting royalties on every 3G and 4G phone sold while Snapdragon chips powered the Android wave. The decade since has been messier than the price chart suggests. A bruising licensing fight with Apple in 2017 to 2019 capped the ... What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)

Why Apple’s Next iPhone Upgrade Could Be the End of Venmo
24/7 Wall St.74d agobullish
Why Apple’s Next iPhone Upgrade Could Be the End of Venmo

Apple is walking on stage next week for its annual Worldwide Developers Conference (WWDC), and it isn’t just showcasing routine software updates—it is quietly preparing a major ecosystem upgrade that could spell disaster for independent fintech applications. CNBC’s Dominic Chu used his June 2 Pre-Market Rundown to sketch the immense stakes, outlining a new native ... Why Apple’s Next iPhone Upgrade Could Be the End of Venmo

Is It Too Late To Consider Apple (AAPL) After A 55.7% One Year Rally?
Simply Wall St.74d agobullish
Is It Too Late To Consider Apple (AAPL) After A 55.7% One Year Rally?

If you are wondering whether Apple stock at around US$315 is still offering fair value or stretching expectations, you are not alone. Over the last week the stock returned 2.2%, over the past month 12.5%, and over the last year 55.7%. This puts recent performance front and center in any assessment of risk and return. Across longer periods, Apple has delivered returns of 16.3% year to date, 78.3% over three years, and 155.1% over five years. This provides important context for anyone thinking...