Big funds are clinging to Google.
Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.
Wall Street's two most-watched Apple analysts agree a foldable iPhone is coming, but they disagree sharply on what it will do to the stock. Understanding that divide is the key to knowing whether AAPL's current rally has room to run.
Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.
Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.
Apple (AAPL) just opened an Advanced Manufacturing Center in Houston, adding domestic production capacity for Mac mini and AI servers at a time when supply constraints and product mix decisions are in sharp focus for investors. See our latest analysis for Apple. Apple’s new Houston center and the focus on higher priced iPhone models come as the stock consolidates after recent gains, with the share price down 8.43% over 30 days but still showing a 12.76% year to date share price return and a...
Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.
On Thursday, Apple Inc. CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year....
Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.
Another quiet day on Wall Street led to a rally in chips and energy stocks, but the rest of market languished in the August sun. The Dow Jones Industrial Average fell 272 points, or 0.5%, on Monday. The S&P 500 dropped 0.5%.
Coherent is the best-performing stock in the S&P 500 on Monday. Sandisk, Micron, Marvell, and other AI stocks also rise.
US Secretary of Commerce Howard Lutnick says the Trump administration does not want Apple (AAPL) to purchase memory chips from China. Yahoo Finance Technology Editor Dan Howley explains why this presents issues for Apple.
Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares closed up 4.1% at $1,011,75. American depositary receipts of its South Korean rival SK Hynix rose 3% to $171.38.
Berkshire Hathaway's Dow-heavy equity portfolio has grown even more so of late. That is thanks to Warren Buffett fixing a mistake.