The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.
Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.
Details are emerging on OpenAI's (OPAI.PVT) upcoming AI device, according to Bloomberg. Morning Brief Host Julie Hyman is joined by Yahoo Breaking News Reporter Jake Conley and Monetary Matters Network co-founder Jack Farley take a closer look.
If Berkshire Hathaway Chair Warren Buffett were house hunting today, he’d probably need a bigger checkbook than he did in 2012. But the investing lesson behind one of his most memorable real estate comments hasn’t aged nearly as much as...
The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.
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The ‘Big Short’ investor is still bearish on AI as most tech companies’ big capex estimates don’t pay off.
Apple, Shell and Toyota headline today's top research reports, highlighting growth drivers, key risks and why analysts maintain a cautious stance.
The share prices of even the most valuable businesses can be highly volatile during earnings season.
Snap stock popped after it reported earnings, but soon crackled as the gains disappeared. Shares of Snap initially jumped 15% on Tuesday following its earnings release, as investors cheered stronger-than-expected revenue and earnings. All the growth is coming from the rest of the world, but those users aren’t very valuable, with average revenue per user (ARPU) of just $1, versus $10.26 in North America.
Apple just posted one of its strongest quarters in years, yet the stock tanked within the hour. The headline numbers hide a set of pressures that will force a definitive verdict next quarter.
The social media company sent a fortune back to its owners, but the stock went nowhere. Here’s what the cash really bought, and what has to happen next for the bet to pay off.
Apple's fiscal Q3 showed broad iPhone, Mac and Services demand, but rising costs, supply constraints and policy risks cloud the near-term outlook.
Tech stocks were mixed late Thursday afternoon with the State Street Technology Select Sector SPDR E
Apple Inc (NASDAQ:AAPL, XETRA:APC) App Store revenue rose 0.6% year-over-year in the first 35 days of its fiscal fourth quarter to $3.4 billion, up from $3.38 billion in the same period last year, according to a note from Bank of America. Total downloads across iPhone and iPad fell 4%...
A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.
A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors never think to examine.
The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.
Growth slowdown in services and high memory costs make the firm bearish on the company.