The stock market jumped Thursday as Microsoft powered a big AI rebound. Apple and Amazon led earnings late.
Analysts at Morningstar said in a recent note that Apple's outlook points to mounting pressure from AI-driven memory inflation, tight chip supply and foreign exchange headwinds.
While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.
Apple is growing like an AI spender, but isn't spending like one. Thursday's earnings show that route is cheaper, but it's not free of obstacles.
Apple Inc. (NASDAQ:AAPL) stock fell more than 7% in premarket trading Friday as investors locked in profits despite the company’s better-than-expected fiscal third-quarter results. The decline came even as Nasdaq futures rose 1.39% and S&P 500 futures gained 0.62%. The stock is also testing its 50-day moving average after retreating from July highs. That level could determine whether the recent pullback remains part of a longer-term uptrend or develops into a deeper correction. Apple reported fi
Faster upgrades and more customers buying higher-priced devices are likely to be Apple's goals.
For Apple shareholders, here’s a way to get paid a meaningful income now, which you keep no matter what, in exchange for agreeing to sell at a price above today's if the stock keeps climbing.
For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts think this DRAM darling could grow.
Which is worth more: a company that’s sitting out Big Tech’s mega AI spending spree or a company that’s fueling it?
On Stocktwits, retail sentiment for SPY remained 'bearish,' and improved to 'neutral' on QQQ as investors warmed to the latest AI-driven earnings.
Buffett initiated a position in Alphabet last year, and Abel has loaded up on it this year.
The tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.
Apple shares dropped 7.3% before the bell on Friday as the tech giant warned that supply constraints would hurt growth, prompting investors to look beyond near-term shortages to gauge the hit from an expected iPhone price hike. The decline puts Apple on track to shed roughly $361.6 billion in market value, if the losses hold. The company's outlook highlighted a broader industry challenge, with AI-driven demand tightening supplies of advanced chips and memory, driving up costs and prolonging supply-chain bottlenecks across the technology sector.
Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.
Stocks were on track to end the week on an upbeat note after Big Tech earnings revived optimism in the artificial intelligence trade.
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