The reason why Microsoft isn't valued at the same premium as its big tech peers has to do with its AI strategy.
Buffett’s advice for everyday investors is simpler than you might expect, and lately it’s been generating great returns.
Tim Cook says his first month as executive chair of Apple Inc. has followed the succession plan that moved John Ternus into the CEO role before the company’s next major product launch. Cook transferred Apple’s leadership to Ternus on Sept....
The Hardware-First Paradox On October 13, Apple will host its Welcome Home event in Tribeca. The centerpiece is the HomePad, a device expected to feature a 6-inch square display, the A18 chip, and Face ID, with a rumored price point of $350. It is a classic Apple play: high-end hardware designed to anchor the home […]
An AI investment boom has transformed the market since the autumn of 2022.
Key Stats for Apple StockPrice change for Apple stock in the last 6 months: 29%$AAPL Stock Price as of Oct. 9: $33752-Week High: $345$AAPL Stock Price Target: $328What Happened?Apple (AAPL:NASDAQ) shares fell about 1.
In early October 2026, AT&T highlighted several moves, including introducing Apple’s new iPhone Duo foldable and joining industry joint ventures to expand fiber and satellite-enabled coverage across underserved U.S. areas. Together with a large US$8.00 billion spectrum purchase by SpaceX for Starlink Mobile, these developments sharpen questions about AT&T’s competitive positioning in wireless and home connectivity. We’ll now explore how rising satellite competition from Starlink Mobile could...
Is Apple hoping to get into the AI-generated podcast business?
The wireless carrier isn’t eliminating brick-and-mortar, but that’s not how it wants to interact with its customers in many cases.
The data center CPU market looks set to explode.
Broadcom's 36% net margin and dominant AI accelerator position contrast sharply with Intel's foundry turnaround and negative free cash flow.
Earlier this month, we reported on Apple’s shelved plan to replace 5,000 AppleCare advisers with AI agents. The technology — an AI phone support assistant — is already live on the phone line. The job cuts are paused. The displacement is being partially deployed while the headline is on hold. That same pattern is now […]
September brought better App Store news for Apple Inc. (NASDAQ:AAPL). UBS says revenue grew 5% year over year, compared with no growth in August. However, analyst David Vogt, who rates Apple Neutral and has a $296 price target, says it is too early to draw broader conclusions. That leaves investors to decide whether one month […]
CEO John Ternus is inheriting a much larger, more concentrated company than Tim Cook did.
In early October 2026, reports indicated Apple asked suppliers to cut October component orders for its new iPhone 18 Pro and Pro Max by at least 15% to 20% amid softer demand and sharply higher memory chip costs linked to AI infrastructure. The move highlights how pressure from elevated component pricing and mixed reception to higher flagship iPhone prices is already influencing Apple’s product planning and shipment timing around the upcoming foldable iPhone Duo. We’ll now examine how...
A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more.
Munster pointed to a key distinction between the iPhone 18 Pro and Pro Max as an early indicator of how consumers are responding to Apple's split product cycle.
Solana is minting millions of new wallets while its token quietly bleeds value, and the reason reveals something uncomfortable about how blockchain growth gets measured.