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...
Yahoo Finance's AI winners and losers include TSMC, Moonshot AI, IBM, and the chip industry.
OpenAI is reportedly building a screen-free smart speaker. SONO stock dropped fast on the news.
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.
ChangXin Memory Technologies is expected to raise 57.9 billion yuan, or about $8.6 billion, in its Shanghai offering.
The entire US stock market is trading at a discount to its recent past, but the safest alternative is paying you more to wait.
Christopher Nolan’s movies have strong staying power, but the World Cup has Lionel Messi. Which will get more viewers?
The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
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.
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.
Apple, JPMorgan and ExxonMobil headline today's top stock reports, highlighting growth drivers, opportunities and key risks shaping their outlooks.
Nvidia is close to losing its place as the world’s largest company by market valuation. The stock movement Friday put the company on the brink of having a market capitalization below that of Apple The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data. At Friday’s close, Nvidia has a market value of $4.91 trillion, while Apple has a market cap of about $4.9 trillion, according to Dow Jones Market Data.
Wall Street stocks fell decisively Friday, joining most global markets in retreating on continued weakness in artificial intelligence shares and rebounding oil prices.Kourkafas also cited the latest jump in oil prices as a factor in stock market weakness.
FEATURE Tech was hit again on Friday by the worsening selloff in chip makers and other AI stocks. Advanced Micro Devices advanced 1% and Intel dropped 2%. Applied Materials was down 5.6% and Corning fell 2.