Apple just posted its ninth straight earnings beat and sits near all-time highs, but whether that momentum carries through 2030 depends on forces the market is already starting to question.
The Metered Horizon Two of the biggest names in the smart home just revealed how they plan to charge for the agents that will eventually run your house. The monetization model for home AI is shifting from hardware margins to metered agentic access. Apple’s fine print points to a future of usage fees. Meta’s pricing […]
Investing.com -- KeyBanc Capital Markets downgraded Cirrus Logic to Sector Weight from Overweight following a research trip to Asia, while raising estimates across memory and analog chipmakers.
Apple (AAPL:NASDAQ) chairman Tim Cook said on Thursday, October 15, that a test version of Apple Intelligence will reach users in China later this month, Reuters reported. He said it in an interview with state-backed outlet The Paper in Shanghai.
SK Hynix trades at a fraction of Broadcom's valuation despite stronger profit margins, but faces steeper cyclical risks in the memory market.
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags tells a more complicated story about which giant investors actually trust.
AI stocks tumble as a hot inflation reading and Anthropic’s slowing revenue growth extend the tech selloff.
Apple has been preparing to introduce its AI platform in mainland China following a lengthy regulatory delay.
HONG KONG (AP) — Taiwan Semiconductor Manufacturing Co. is exploring potential investments in Texas to expand its chip production in the United States, the advanced chipmaker said after posting another record profit on strong artificial intelligence demand.