Nvidia, CoreWeave, SpaceX plunged, but the stock market sell-off spread far beyond AI. The October jobs report looms.
The iShares Semiconductor ETF is on track for its worst week in over 18 months.
AI remains a major driving force behind the results, particularly for Alphabet's Cloud business and Meta's advertising operations. And with Apple continuing to post records across its core offerings, the broader growth picture for these technology giants remains constructive.
Berkshire Hathaway's new CEO Greg Abel remains a mystery, but is gradually emerging from Warren Buffett's long shadow.
Key TakeawaysBaird cut its Qualcomm price target to $320 from $400 after the fiscal fourth-quarter report and kept its Outperform rating. Qualcomm’s phone chip sales are shrinking as Apple moves to its own modems, while its data center chips start shipping to Amazon and a second hyperscaler.
Apple is trading near record levels, and after a 141.9% gain over the past 5 years the real question is whether that price lines up with the cash the business can generate. Strong headlines around iPhone demand, AI features and cost discipline are one thing, but long term investors are ultimately paying for Apple’s future cash flows, not just recent share price strength. Apple’s 141.9% 5 year return puts a lot of future cash flow expectations into focus, because that kind of run changes what...
We looked for names with a high yield, safety, and little correlation to the AI trade currently vexing the market.
Micron stock fell Thursday as memory-chip shortages are having ripple effects across the tech sector.
The Robinhood Chain exchange dropped the $25 million volume requirement from its October early access, but non-USDG deposits stay capped at $20,000 per trader and $2 million overall.
China Renaissance initiates coverage of SpaceX with a Buy rating and a $194.20 price target,
Apple (NasdaqGS:AAPL) has introduced strict internal limits on AI spending and usage under new CEO John Ternus. The new rules cap internal AI project budgets and headcount allocations in response to rising expenses and margin pressure. Teams working on AI tooling for employees must now justify infrastructure usage with tighter approval thresholds and periodic cost reviews. Apple's new AI usage and budget caps fit into a broader pattern of internal shifts that recent research has highlighted...
Investing.com -- The Mag7 are being sold off together today, but they aren’t equally cheap. Roundhill Magnificent Seven ETF (MAGS) is -4.61% at $67.04 (as of Nov 5, 2026, 3:34 PM EST). Articles from today tie the move to AI-spending worries and fears of tighter AI regulation after the midterms. One strategist called it "an emotional sell-off" driven by hedge fund de-leveraging. Read more (Nov 5, 2026)
Apple Inc. is securing $7.5 billion through a high-grade corporate bond offering, drawing heavy investor demand despite a broader market downturn.
Tariff refunds boosted reported profit metrics in the latest quarter.
The seven-part sale comes amid a historic Big Tech borrowing wave.
Hilton President and CEO Chris Nassetta said about the switch: “Nasdaq is closely aligned with our growth ambitions.”
Boeing also joined the list of dozens of companies refusing to participate in the venture cochaired by former New York Gov. Andrew Cuomo.
Tech stocks were sharply lower Thursday afternoon, with the State Street Technology Select Sector SP
While developing its AI interpreter, Jeenius tested leading AI models for speech-to-speech interpreting in healthcare settings. The discovery: only 20 languages met its accuracy threshold. These results reveal a stark gap between AI's promise, the public's perception of its capabilities, and its actual readiness for real-world interactions.