AAPL's fiscal Q4 earnings outlook points to strong iPhone demand, Services growth and AI momentum, but supply constraints and a stretched valuation raise concerns.
Apple and Nvidia are the only two companies with market caps above $5 trillion today. Apple is ready to zoom past Nvidia.
Apple’s price tag looks steep, but the real story is how it’s handling rising costs without raising prices for everyone.
Walmart (NYSE: $WMT), Eli Lilly (NYSE: $LLY), Cigna Group (NYSE: $CI), Carnival (NYSE: $CCL) and Arcos Dorados (NYS...
Volkswagen (ETR:VOW3) reported a near break-even operating result for the first nine months of 2026 as a sharp decline in China, tariffs, higher costs and substantial special items weighed on profitability. The group said it is accelerating cost-cutting and restructuring efforts under its Target Pic
The 8:30 hosts Julie Hyman, Jake Conely, and Pras Subramanian tackle the top stories of the day. Including rounding up the earnings from Microsoft (MSFT) and Alphabet (GOOGL)(GOOG), the mounting risks at Nvidia (NVDA), and the new touchscreen laptop Apple (AAPL) just debuted.
HP combines growing AI PC adoption, premium commercial device demand and a lower sales multiple to offer a valuation-driven alternative to Apple's expanding ecosystem.
Qualcomm’s near-term growth outlook remains challenged by persistent weakness in the Android smartphone market and a lower revenue contribution from Apple.
The iPhone Duo officially went on sale on 10/23, Wedbush is bullish
Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.
AI hyperscalers have quietly flipped the power dynamic in flash memory, and Apple now faces a cost surge with no contract protection heading into a pivotal earnings call under a brand-new CEO.
STMicroelectronics expects rising demand for data centers and satellite communication to fuel its growth.
Semiconductor stocks Micron and SanDisk jumped as SK Hynix forecast a memory shortage until 2030. See key levels.
The financial stock has generated a total return of 440% during the past decade.