Past buybacks at Apple and at the chipmaker itself usually came before market-beating years. But was the buyback the reason?
Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.
Apple wants to turn an awkward phone into the next big thing.
30-year Treasury yields are at their highest level since 2002.
iPhone 16 owners could get a piece of a $250 million class action settlement payout. Here's what to know and how to get your share.
Nvidia fell 0.7%, reversing from Monday’s gains, when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor closed flat, erasing earlier gains seen after it received a U.S. Army grant to develop power semiconductor technology. The company has faced a recent slump in its share price, navigating recent quarterly losses and a patent dispute with peer Wolfspeed.
Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.
Just see what has actually been driving Microsoft stock. Over three years, revenue growth and wider margins did the heavy lifting while the P/E multiple shrank, yet the rally of the past three months leaned more on a richer multiple than on the business itself. Now, after that run, Microsoft (MSFT)’s stock has paused. Its shares still show significant trend strength, ranking in the top 28% of US stocks valued above $1 billion, yet trade about 5% below their 52-week high.
Here's the bottom line on these Apple layoff reports.
Key TakeawaysAll-In co-host Chamath Palihapitiya says AI agents like Meta’s Muse put the App Store’s 30% rev share “on notice,” just as Apple is up 10% in a month. Mark Zuckerberg says Muse’s business model is to take a small cut of each transaction, so Meta is going after the same toll Apple collects.
Alphabet turns about 42 cents of every sales dollar into operating cash, yet only about 12 cents is left as free cash flow. That's less than any of its big-tech peers except Amazon, and lower vs its own three-year average. The gap is capital spending, mostly on AI. Even so, Alphabet (GOOGL) stock returned 40% over the past twelve months, against 17.7% for the S&P 500. The price appears to assume that the spending will pay for itself. With Google Cloud growing fast, that looks reasonable. But man
More capacity may unlock another wave of equipment spending.
While heavyweights like OpenAI and Anthropic continue to push technological boundaries, Meta's global reach, data, and pricing power give it an edge.
Bank of America says AI agents such as Meta's Muse could weaken Apple's grip on the valuable transactions that begin on the iPhone.
Some of India's largest banks are holding off on supporting Apple Pay initially.
Jim Cramer says Nvidia's record buyback authorization is nearly worthless unless management follows a very specific playbook borrowed from a now-retired Apple executive. The difference between a transformative capital return and an expensive illusion comes down to one measurable behavior.
Wells Fargo sees TSMC's potential increase in advanced-chip production as an additional opportunity for semiconductor equipment companies.
Apple’s iOS 27.0.1 fixes iPhone 18 Pro Face ID freezes, but green and pink screen lines look like hardware.
Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market suggests investors are taking the warning seriously.
Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X