VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.
For three years, Greg Abel sat on one of the largest cash piles in corporate history while the market ran without him. Something just changed, and the new portfolio bets reveal exactly where Berkshire is placing its next big wager.
ChatGPT went from generating roughly $10 million a month on Apple's App Store in Jan. 2024 to more than $275 million in July 2026. Apple did not build ChatGPT. It does not train it, run it, or market it. But every time someone subscribes, Apple collects a commission. That dynamic is playing out ...
Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement could help Apple compete in China's AI PC market, where it has been losing market share as domestic manufacturers such as Lenovo have promoted locally developed AI features. • Qwen is Chinese ecommerce giant Alibaba's family of generative-AI models, which can create text and images and analyse documents, photos and other material in response to user prompts.
Buying Nvidia on the dip in the past has always paid off. It could do so again.
iPhone revenue surged 22% as Apple navigates supply constraints and memory cost inflation.
Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple’s long-term opportunity in the region. Despite that progress, the market’s attention has […]
Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.
Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.
A legal battle between Apple and OpenAI over the ChatGPT-maker's secretive device project escalated this week when the artificial intelligence (AI) developer called the iPhone-maker's allegations "baseless" and asked for the lawsuit's dismissal. Apple sued OpenAI last month in San Jose, California, accusing the AI company of orchestrating a campaign to steal the iPhone maker's trade secrets via former employees as it tries to develop its own consumer hardware device.
On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company’s shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street’s revenue estimates. The drop says less about what Apple just did and more […]
Yahoo Finance Tech Editor discusses reports that OpenAI (OPAI.PVT) is developing a $300+ puck-sized smart home device designed to compete directly with Amazon (AMZN) Alexa and Google Home
Firefox developer Mozilla is warning that it could be forced to "exit the browser and browser engine markets" if it can no longer receive payment from Google for distributing its search engine.
Canaccord Genuity Group (TSE:CF) shareholders approved all matters presented at the company’s fiscal 2026 annual general meeting, including the election of six directors, the appointment of Ernst & Young LLP as auditor and an advisory vote on the company’s executive compensation approach. Dan D
Walmart gets $2.4 billion, Apple $2.2 billion. And you? Nothing.
Apple, American Express, Coca-Cola, Bank of America, and Alphabet together account for $222.3 billion of the conglomerate's holdings
Company veteran John Ternus, who also worked under Steve Jobs, will succeed Cook this September. This is what’s at stake for the incoming executive.
Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.
Apple (NasdaqGS:AAPL) has filed a lawsuit against OpenAI alleging misappropriation of confidential AI and hardware technology trade secrets. The complaint seeks a preliminary injunction that Apple says is needed to prevent irreparable harm to its core AI and device development work. The case could bring internal details of Apple's AI research, product security practices, and development processes into public view. Legal and competitive risks around AI intellectual property are back in focus...
The tech sector is chock-full of companies with high-quality earnings growth.