A White House lunch brought together the biggest names in AI to sign a voluntary safety accord that Trump called morally binding, and the market reaction split sharply across Alphabet, Apple, and Meta Platforms in ways that reveal who traders trust most with the AI era.
Corning trades at a premium valuation despite concentrated customer risks, while Honeywell offers cheaper entry points with diversified revenue streams and stronger free cash flow generation.
Stock Market Today: The Dow Jones index rises Wednesday on surprise inflation data. Micron earnings are due after the close.
Qualcomm (NasdaqGS:QCOM) said it has renewed its global patent license agreement with Apple, effective April 1, 2027. The updated deal covers Apple's continued access to Qualcomm's cellular technologies under a multi year global patent license framework. Management indicated that the renewed agreement is structured to support ongoing collaboration between the two smartphone heavyweights. The Qualcomm Apple patent license renewal matters, but investors should weigh it alongside other business...
Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on Micron (MU), SanDisk (SNDK), Jensen Huang's big third quarter, and more.Rubrik (RBRK) CEO Bipul Sinha sits down with Sozzi for a conversation about the state of tech and cybersecurity.
Apple stock pops on reported home hub device event.
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.
Yahoo Finance Executive Editor Brian Sozzi sounds the alarm about Apple's (AAPL) Siri as new AI assistants from Meta (META), OpenAI (OPAI.PVT), and Salesforce (CRM) flood the market.
The Nasdaq Composite is rallying to close out September, but the gains aren’t coming from chips. The tech-heavy index was up 0.9%, while the S&P 500 was up 0.5%. The iShares Semiconductor ETF was actually down 0.2%, despite a 1.3% gain for the S&P 500’s tech sector.
Broadcom boasts a 36% net margin and $26.9B in free cash flow, while SK hynix commands a 44% margin with a 4x lower valuation multiple.
Apple is poised to sell 6 million units of the iPhone Duo, its first folding-screen smartphone, Counterpoint Research says. Apple stock rose.
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the changes Apple’s (AAPL) new CEO, John Ternus, is expected to make as he takes the reins — and what his leadership could mean for the company’s products, strategy, and future
Key TakeawaysMark Gurman said on the Decoder podcast that Apple is “terrified” of the screenless, hockey puck-sized AI device OpenAI is building. Gurman says Siri AI has been the gate to Apple’s new product categories, including new AirPods, a new Apple TV, a HomePod, and a smart home hub.
Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down OpenAI's (OPAI.PVT) DevDay, the unveiling of its new AI agent, Dots, and the company's more frequent model releases.
John Ternus has big shoes to fill, and it won't be easy.