More capacity may unlock another wave of equipment spending.
Bank of America says AI agents such as Meta's Muse could weaken Apple's grip on the valuable transactions that begin on the iPhone.
Some of India's largest banks are holding off on supporting Apple Pay initially.
Jim Cramer says Nvidia's record buyback authorization is nearly worthless unless management follows a very specific playbook borrowed from a now-retired Apple executive. The difference between a transformative capital return and an expensive illusion comes down to one measurable behavior.
Wells Fargo sees TSMC's potential increase in advanced-chip production as an additional opportunity for semiconductor equipment companies.
The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia hits a buy point.
Apple’s iOS 27.0.1 fixes iPhone 18 Pro Face ID freezes, but green and pink screen lines look like hardware.
Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market suggests investors are taking the warning seriously.
Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
According to a Bloomberg report, Ternus is considering reducing the middle-management layers separating engineers and senior leadership.
Apple releases iOS 26.7.1 and iPadOS 26.7.1 security updates to fix CVE-2026-86950.
Square’s new integration with Apple (AAPL) puts Apple Maps, Siri AI and Apple Wallet directly into the daily toolkit of small businesses, raising fresh questions about how this kind of ecosystem reach might matter for the stock. Recent trading has been choppy around Apple’s latest headlines, with the share price down 0.8% on the day to US$338.40 but still showing a 5.9% 1‑month share price return and a 16.9% 3‑month gain as investors weigh fresh AI partnerships against legal and regulatory...
Meta’s Muse could threaten Apple’s services revenue if consumers turn to AI agents to shop and search, BofA says.
Health technology company Oura, the maker of smart rings, said despite strong demand it will suspend its plans to go public over market uncertainties.
Apple Inc (NASDAQ:AAPL, XETRA:APC) CEO John Ternus is moving to speed up product development and make the company more engineering-focused just weeks into the job, according to Bloomberg. The company is considering moving away from its traditional spring and fall launch schedule in favour of...
Apple is replacing variable cloud-token charges with expensive hardware whose utilization determines the savings.
Bank of America Warns AI Agents Could Threaten Apple's $1T+ Mobile Commerce Machine
Investing.com -- Just weeks into his tenure as Apple Inc. (NASDAQ:AAPL) CEO, John Ternus is orchestrating a major structural overhaul of the tech behemoth aimed at accelerating product development, broadening the device ecosystem, and engineering a leaner, more agile organization.
Nvidia has the largest buyback program in the stock market. Outside of Nvidia and Apple, capital returns aren’t large at any of the Mag Seven stocks.
Investing.com -- Apple (NASDAQ: AAPL) shares fell 1.6% today as Wall Street digests a stark warning from Bank of America: the rapid rise of third-party AI agents threatens to fundamentally rewrite the economics of mobile commerce, striking at the core of Apple’s ecosystem.