Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's (QCOM) position in the AI data center landscape.
Robotaxis are projected to maintain a 71.9% CAGR through 2034, but the field is getting more crowded.
Apple said on Wednesday that proposed UK rules governing its App Store would amount to price regulation, arguing that plans to loosen its control over in-app payments could undermine innovation and investment. In a submission to Britain's Competition and Markets Authority, the iPhone maker said proposed "steering" requirements would go beyond promoting competition and give the regulator a "highly intrusive" role in managing its business. Its proposed measures would allow app developers to direct users to payment options outside Apple's App Store and Google's Play Store and require any fees charged for such steering to be fair and reasonable.
Apple is edging closer to ending Wednesday’s trading session with a market value above $5 trillion for the first time in the company’s history.
Apple customers may start upgrading more frequently, and the company providing the financing could be the big winner.
The Tim Cook era was a highly profitable one for Apple shareholders.
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.
Nvidia is now trading for just 16 times next year's profit target. Things could get even better.
Apple just crossed a threshold no American company has ever reached, and Wall Street is split on whether the stock can keep climbing from here or whether the milestone itself signals a ceiling.
Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Steady iPhone pricing and restrained AI spending could drive its strongest June-quarter growth in five years.
YouTube, Netflix, Spotify, Apple and others keep investing in the video podcast business. This activity also grows alongside "video shorts" platforms like YouTube Shorts, Reels and TikTok.
JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where your money actually sits.
Apple Earnings Loom as Wall Street Braces for Historic CEO Shift
The chip maker is acting as a combination of venture capitalist and central bank for the most important AI companies. The rewards outweigh the risks.
The mainstream index funds don’t offer attractive dividend yields, but that doesn’t mean you need a fortune to retire on dividend income.
Now their bonds are coming under strain too, pushing up the cost of insuring debt issued by companies such as Oracle, Nvidia and Apple against default. Technology companies have raised billions of dollars in debt this year to fund AI investments, with firms including Nvidia tapping bond markets for the first time. Demand for AI-linked credit default swaps (CDS), a form of insurance against default that gained prominence during the 2008 financial crisis, has surged.
Using the August 21 expiry, a long call butterfly trade on Apple would involve buying the $280 strike call, selling two of the $340 strike calls and buying one of the $400 strike calls.
During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W