The iPhone business is flourishing, but there's a lot more going on.
Western Digital Corporation (NASDAQ:WDC) is one of the stocks on Jim Cramer’s recent game plan. Cramer mentioned the stock during the episode and remarked: We’ve also got an important analyst meeting on Tuesday. I’m talking about… Western Digital. Oh boy, this is critical because we just got their earnings this week. They were great, and […]
Dan Ives and his colleagues at Wedbush think such a deal is a possibility, after the world's richest man combined his rocket-and-satellite business with his artificial-intelligence startup. "Musk wants to own and control more of the AI ecosystem and step by step the holy grail could be combining SpaceX and Tesla over the next 12 to 18 months in some form," they wrote in a note to clients Tuesday. Adding up the valuations of SpaceX, xAI and Tesla would create a roughly $2.8 trillion company.
Qualcomm Prepares to Report Q1 Results. Handsets, Autos, and IoT in Spotlight.
STORY: From Elon Musk's SpaceX deal to a bumper earnings week, this is Tech Weekly.:: Tech WeeklyElon Musk announced SpaceX bought his AI startup xAI in the world's largest ever M&A deal. It brings the rocket-and-satellite company together with the maker of the Grok chatbot.A source said the transaction valued SpaceX at $1 trillion and xAI at $250 billion.It also comes ahead of a planned IPO this year for Musk's space company. Meta, Microsoft and Tesla kicked off a wave of Big Tech earnings.The Facebook parent company did the most to wow investors. Meta saw ad revenues surge and forecast first-quarter revenue above Wall Street expectations. It also boosted spending plans by close to three quarters in pursuit of "superintelligence", or where machines surpass human performance.Apple said the iPhone set sales records in every region it operates in during the holiday quarter.iPhone revenue reached $85 billion - much higher than analysts projected.While rival Samsung also enjoyed a bumper end to the year.It said operating profit more than tripled to a record high of just under $14 billion.China approved its first batch of Nvidia’s H200 chips for import, according to a source.It's a big shift for Beijing as it tries to balance its AI development needs with support for its own semiconductor industry.The H200 is Nvidia’s second most powerful AI chip and a key point of tension in U.S.-China relations.More sources further said Beijing gave its top AI startup DeepSeek approval to buy the H200.And Amazon announced it would cut 16,000 jobs worldwide.It was the company’s second major round of layoffs in three months. The tech giant is restructuring after pandemic-era over-hiring, and it's expanding its adoption of AI tools.It comes months after Amazon cut 14,000 white-collar jobs in late October.
Qorvo Inc. (NASDAQ:QRVO) is one of the most undervalued stocks to buy and hold for 5 years. On January 27, Qorvo Inc. (NASDAQ:QRVO) reported healthy Q3 FY 2026 results, with revenue of $993.0 million, up 8.4% year over year but down 6.2% sequentially and modestly ahead of consensus. Adjusted EPS of $2.17 also came in […]
Central Bancompany delivers community banking, wealth management, and financial services across nine states with a diversified portfolio.
Wall Street analysts forecast material upside in Palantir and Microsoft.
No one mentioned Micron in Apple's latest earnings call. They didn't have to.
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, […]
We spoke to four mortgage experts about the common mistakes people make when they come to switching mortgages – and how to avoid them.
Governor Andrew Bailey may leave the door open to a reduction in the spring.
HMRC refunded more than £46m in overpaid pension tax between 1 October and 31 December last year.
The recent change in Intel's consensus analyst price target, from US$38.14 to US$46.97, signals that research desks are rethinking how they frame the stock's potential. Behind that shift sits a mix of more confident views on Intel's plans, reflected in a slightly lower 11.43% discount rate and modest tweaks to long term revenue growth expectations at 5.50%. As you read on, you will see how these moving pieces are shaping the story around Intel and how you can keep on top of future shifts in...
Rising memory prices fueled another rally in the NAND flash specialist.
Insider buying and rumors of a major manufacturing deal have investors excited.
Apple reported record first-quarter earnings on Jan. 29, buoyed by soaring iPhone demand and double-digit revenue growth across nearly all regions. While the results exceeded expectations, management’s silence on full-year headwinds from memory costs left some analysts cautious. The iPhone maker ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited’s share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. Taiwan Semiconductor […]
The company the previous day lifted its operating income outlook for the year ending March by 8% to ¥265 billion ($1.7 billion), ahead of the average of analyst estimates. TDK said sales of batteries and sensors expanded following new smartphone launches, while demand for hard disk drives used in data centers remained firm. The third-quarter results were positive and the above-consensus full-year operating profit guidance is “encouraging,” Citi analyst Takayuki Naito wrote in a note, adding that the stock could rebound further despite lingering concerns over smartphone and device volumes in fiscal 2027.
Apple (AAPL) just reported record quarterly revenue and profit, helped by very strong demand for its latest iPhone lineup and solid growth in China and India, plus a constructive outlook for the next quarter. See our latest analysis for Apple. The earnings beat and upbeat guidance helped reset sentiment around Apple, with the 1-day share price return of 4.04% and 7-day share price return of 5.69% suggesting momentum has picked up. The 1-year total shareholder return of 18.93% points to solid...