Apple Leadership Shake-Up Draws Focus. Wedbush Flags AI Pressure
Parks Associates' latest US household research from the Streaming Video Tracker shows the connected TV platform market remains concentrated among a small group of leading operating systems, with Roku OS (28%) and Samsung's Tizen OS (23%) accounting for the largest share of usage in US broadband households.
Stock options markets–which can give investors an idea about the volatility to expect after a company posts earnings–imply Tesla shares will move about 5% up or down tomorrow. Shares have moved an average of about 5% in either direction after Tesla's four most recent quarterly reports. Tesla stock rose twice and fell twice over that span.
Apple’s services business, including AppleCare, the App Store, and Music have been a hit. Monday’s appointment of John Ternus to be Apple’s new CEO marks a sudden shift in the conversation: Apple remains a product company first. Ternus’ ascension to CEO, from his role as senior vice president of hardware engineering, is a reminder that Apple emphasizes products above all else.
One of the greatest arts of leadership is knowing when to quit. Apple’s chief executive Tim Cook has chosen wisely. After 15 years in charge...
The 1,881% gain of Apple shares with Tim Cook as CEO might look stellar at first glance. But the stock was far from No. 1.
Microsoft stock heads higher, on track for monthly gains of more than 10%. The software giant's third-quarter results are due April 29.
Shares had slipped due to investors pivoting away from havens amid the two-week truce between the U.S. and Iran.
Apple's decision to move forward with John Ternus at the helm marks a shift for Apple as it enters its next major era.
Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla, there are two screaming bargains and one pricey company whose valuation can't be justified.
AT&T added more wireless subscribers than expected in the first quarter, benefiting from customers opting for the telecom provider's packages bundling wireless and high-speed fiber services. In a highly competitive market, network providers have extended device subsidies, added plan discounts and increased investments in network infrastructure to attract and retain customers. About 42% of AT&T households that use home internet services also opted for wireless plans, a convergence dynamic that analysts had flagged as a key differentiator.
Apple built its empire on control. It also made Apple the world's top-valued company for much of the past decade, a position only overtaken by artificial intelligence chipmaker Nvidia in 2024. But when incoming Apple CEO John Ternus takes over from Tim Cook this fall, he will face a question that is key to the company's survival in the AI age, testing the limits of Apple's practice of curating which apps and services can tap into its hardware.
Historically, Apple stock tends to get its groove back in May. But before that seasonal tailwind kicks in, investors first have to get through a messy near-term setup: a dicey chart, a CEO transition, and earnings next week.
Cook charted his own path as chief executive after the death of Apple co-founder Steve Jobs in 2011. Over nearly 15 years, he expanded Apple's business and navigated the company through major challenges.
In this episode of Trader Talk, host Kenny Polcari is joined by Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, Kevin Kelly, Kelly Intelligence Founder, CEO, and CCO, and former Ellevest Head of People Ops, Amanda Polcari, to analyze the current disconnect between geopolitical tensions and market volatility. The VIX remains surprisingly subdued as investors look past short-term chaos toward earnings and Fed policy, but can it last?
Tesla opens its books today, kicking off Big Tech quarterly results.
From his start at Apple, Tim Cook was a numbers guy.
Tim Cook will serve as executive chairman as John Ternus prepares to assume the chief executive role.
These are stocks Buffett said that he'd never sell.
European innovation is battling big tech — and bigger walls.