ASML and TSMC earnings this week will offer clues about AI-chip demand and the outlook for Nvidia’s supply chain.
Apple (NasdaqGS:AAPL) now faces a fresh rival as SpaceX prepares a Starlink-only smartphone aimed directly at premium devices. Apple agreed to a reverse acqui-hire of audio start-up Huxe, licensing its personalization tech while bringing key staff into its Podcasts team. Apple confirmed the long-signaled CEO handover, with John Ternus formally succeeding Tim Cook at the top of the company. The mix of a Starlink smartphone challenge, the Huxe podcasts deal and John Ternus taking over deserves...
Space Exploration Technologies Corp. agreed to buy nationwide low-band spectrum, and investor Gene Munster believes a smartphone will eventually follow, even though CEO Elon Musk has said he does not want to make one. A Starlink Phone “Elon says he...
Microsoft stands out as a strong five-year hold because of its growing Azure and AI businesses, massive cash generation, and diversified business.
The tech giant's latest Nvidia-powered Surface devices add another dimension to its growth strategy as shares trade near all-time highs.
The reason why Microsoft isn't valued at the same premium as its big tech peers has to do with its AI strategy.
Apple and LG have quietly built a doorbell, lock, and cameras for Apple's smart-home push. Here's what it means for AAPL stock and long-term investors.
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 […]