The Dow is still leading the postelection rally. Stocks from many sectors flash buy signals, but avoid this area.
Apple and Tesla both just reported, and both are spending less than expected. Only one of them has a business that keeps paying when the economy turns, and the other may be setting up for a far bigger bill.
Record profits, locked-in contracts through 2030 and a stock trading at five times forward earnings, yet Micron just shed billions in a single session. The real threat may come from the customers paying those soaring memory prices.
Apple, Palantir, and Marvell took hits, and Cramer’s take cuts against what the market is pricing in.
Qualcomm's $2.35 Earnings Forecast Fails to Impress Wall Street
Apple reported full year 2026 revenue of US$478.8b and net income of US$132.2b, with higher earnings per share and a US$0.27 per share dividend. The company also guided for holiday quarter gross margin of 45% to 46% due to unprecedented memory chip costs. The business is enjoying record demand for iPhone and Mac. However, rising AI driven memory prices and higher Siri AI expenses are now compressing profitability and forcing tougher trade offs between device pricing and margins. We will look...
The fund bought $287.4 million of stock, lifting all 101 positions with no sales.
The fund sold $278.5 million more than it bought, cutting 499 positions while adding one new stake.
The fund added $239.6 million across all 101 of its positions on Tuesday, with no sales.
The fund bought $536.8 million more than it sold, with a new $87.7 million position in Okta leading its buys.
The 2x leveraged ETF trimmed all 100 of its positions on Tuesday, selling $615.4 million of stock and buying nothing.
The $117.06 billion fund bought $155.0 million of Okta stock while selling $30.6 million of NVIDIA and $29.6 million of Apple.
The fund added $1.11 billion in net buys against $1.17 billion in gross trading, increasing 491 positions and trimming 11.
The fund added $1.48 billion in net new positions, led by a $421.4 million stake in Okta.
ETFs added $121.6 million of Apple stock on Tuesday, Nov. 3.
The British chip blueprint designer reported solid results but failed to ease fears about weak demand for smartphones.
Qualcomm reports better-than-expected revenue but warns of weaker margins ahead in its chip-design segment.
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