Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps
AI servers are absorbing premium memory capacity while Apple tries to protect hardware margins.
Apple is facing some pressure, but there's a lot to be excited about.
Two Chinese rivals unveiled premium foldables before Wednesday's Apple event, raising the competitive stakes in its most difficult major market.
A $1.2 million position in Vanguard's most popular S&P 500 fund looks like broad diversification until you open the shareholder report and see where most of that money actually sits. For a 64-year-old counting on this portfolio for the next 30 years, the sector breakdown changes the risk calculation entirely.
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc. (NASDAQ:AAPL) as the model. Both businesses return substantial capital, but their cash demands complicate copying the same strategy. Nvidia’s quarterly filing shows $99.3 billion of remaining authorization at July […]
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The tech stock has been quietly rallying for the past few months.
For my money, Mondelez is the best bet of the Nasdaq-100's high-yield names.
Ahead of Wednesday's launch, AAPL faces a tricky mix: strong demand, rising costs, tight supply, and a premium stock valuation.
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.
Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.
Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.
Huawei and Xiaomi are strengthening their premium phone lineups as Apple prepares its expected entry into foldables. Summary
Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.