It isn’t just oil that’s at risk in an extended war. Key chip-making ingredients like helium and bromine come from the Middle East—as does an increasing amount of AI funding.
Apple is the second-largest company in the world by market value. It also has one of the largest cash piles among U.S. publicly traded companies, and that makes it attractive portfolio fodder for investors. Earnings and cash on hand enable companies to reward investors with dividends, and ...
Shares of Himax (HIMX) are on the rise Thursday following a report by Hunterbrook saying the company appears to be manufacturing critical optical components for Nvidia’s (NVDA) AI data center revolution. The report also states that, “Clues indicate it may be supplying Apple’s (AAPL) new smart glasses, too.” “At Hunterbrook Media – with the help of Citrini Research – we followed a trail of patents, investments, and supply chain shifts. The upshot: The two customers Himax did not name appear to be
Apple lowers mainland China App Store commission from 30% to 25% and trims mini-app fees to 12%.
Apple Lowers App Store Fees in China
The move, which lowers fees to 25%, is a breakthrough for Chinese developers Tencent and ByteDance
Consumer discretionary businesses are levered to the highs and lows of economic cycles. This sensitive demand profile can cause discretionary stocks to plummet when macro uncertainty enters the fray, and over the past six months, the industry has shed 9.8%. This drawdown is a far cry from the S&P 500’s 2.3% ascent.
The Dow Jones and S&P 500 were up slightly, while the Nasdaq Composite was down in late-morning trad
Stock-based compensation is an issue investors should brush up on, with cash flow being diverted into the AI arms race.
Apple dropped its App Store commission rates to 25% in China, and commissions on auto-renewed subscriptions down to 12%.
If you’re in the market for a new laptop, smartphone, tablet, or even a gaming console, things could get a whole lot pricier as inflation on memory and storage products heats up, thanks to unprecedented demand from AI data centers. Micron (NASDAQ:MU) moved on from the consumer RAM market at the end of last year, ... Memory Inflation Is Real—and Apple Is the Only One Turning It Into an Opportunity
The social-media company is struggling to develop a bot that can match its peers and might even have to license Google technology, according to a report. Meta hasn’t launched a cutting-edge AI model since its Llama 3 release back in 2024. Meta did release two versions of its Llama 4 AI model last year, but they were smaller models designed to run efficiently on limited hardware and were meant to be followed by a larger edition called “Behemoth.”
Is AMZN's vast AI ecosystem and AWS growth enough to outshine SOUN's fast-growing voice AI platform in the race for voice assistant leadership?
The Buffett favorite offers growth and passive income.
Investing.com -- Apple’s decision to cut iOS commissions in China by 5ppt will modestly boost earnings for several major internet platforms, according to Morgan Stanley analyst Gary Yu.
Commission reductions are expected to save Chinese developers hundreds of millions annually.
Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD) have been great long-term picks for investors. That’s a fact most investors are well aware of. That said, these companies are very different in terms of their business models and underlying fundamentals. Let’s dive into the key differences, and which stock may be a better bet for long-term ... AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
The company will lower the cut it takes from app developers for China App Store transactions to 25% from 30%.
There aren't many companies I trust more in the long term.
Most investors who own the Magnificent Seven already own them, scattered across index funds, QQQ, and individual positions. MAGS and WCBR represent two very different answers to the same question: how do you build a deliberate, concentrated bet on a specific corner of the market, and what do you give up to do it? What ... MAGS vs QQQ: The Concentrated ETF Bet That Cuts Both Ways