Last year at GTC, Nvidia CEO Jensen Huang predicted that Nvidia’s data center hardware would earn the company a half-trillion dollars in 2025 and 2026. In the last 12 months, the data center segment has had sales of $192 billion, up 66% from the previous period. Huang’s 140-minute presentation began with a discussion of CUDA, free software that comes with Nvidia’s expensive hardware.
Both of these technology heavyweights have valid investment cases.
2026 has been a poor year for Magnificent 7 stocks so far. At the close of Friday, only two Magnificent 7 stocks are up so far in February with Meta Platforms (Nasdaq: META) and Apple (Nasdaq: AAPL) being down more than 5% month-to-date. Stocks in the Magnificent 7 aren’t alone in struggling so far in ... NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide
Apple Unveils Upgraded AirPods Max With Live Translation Feature
The move could help Apple better compete with Adobe Premiere Pro and the Adobe Creative Cloud suite.
Micron stock has surged on the memory-chip shortage. It is investing heavily in Taiwan to boost its manufacturing capacity.
Seaport Research Partners downgrades Qualcomm stock to Sell from Neutral with a price target of $100.
Nvidia server demand still driving growth
Apple stock is down 12% from its recent highs. Is the stock a buy after the correction?
Investing.com -- Qualcomm, a fabless chip design company focused on mobile and smartphone processors, faces a difficult year as weaker handset demand and rising competition threaten its core market. Seaport analyst downgraded the stock to Sell from Neutral, citing the “incredible shrinking TAM”
Nvidia stock rises Monday as its GTC event 2026 kicks off. Meanwhile, Nvidia partner Foxconn offers an upbeat outlook for the AI market.
Apple’s (NASDAQ: AAPL) stock is up 108% in the last five years. The S&P is 69% over the same period. It should surprise most people that Amazon (NASDAQ: AMZN) is up only 35% over the same period, given that it is driven by its AWS business and its early foothold in AI. Meta’s (NASDAQ: META) ... Apple’s 108% Run Up
Geopolitics Could Lift Costs for Apple, Nvidia Supplier
The solar facility will provide electricity to Apple through a long-term PPA.
CUPERTINO, Calif., March 16, 2026--Apple® today announced AirPods Max® 2, bringing even better Active Noise Cancellation (ANC), elevated sound quality, and intelligent features to the iconic over-ear design. Powered by H2, features like Adaptive Audio, Conversation Awareness, Voice Isolation, and Live Translation come to AirPods Max for the first time. The new AirPods Max also unlock creative possibilities for podcasters, musicians, and content creators, with useful features like studio-quality
Three monthly dividend ETFs split across a $300,000 portfolio can generate roughly $1,541 per month in passive income. That math matters to retirees because monthly payments align with how bills actually arrive: mortgage or rent, utilities, groceries, insurance. Quarterly dividends force you to mentally divide a lump sum across 90 days. Monthly payments remove that ... The 3 Best Monthly Dividend ETFs to Buy Today for Lifelong Passive Income
Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF calculator uses EPS without NRI as the default for the DCF model based on research that shows that historically stock prices have been more correlated with earnings than free cash flow. Warning! GuruFocus has detected 1 Warning Sign with MSFT.
Himax has been identified as a key supplier for optical components in Apple’s upcoming smart glasses. Analysis of patents, investments, and supply chain activity points to Apple preparing an advanced AR wearable device. Mass production of these smart glasses is expected by the end of 2026, with initial shipments forecast for 2027. For investors watching NasdaqGS:AAPL, this development sits alongside a share price of $250.12 and multi year returns that include 17.4% over 1 year and 108.1%...
Laffer Tengler Investments CEO and CIO Nancy Tengler comes on Market Catalysts to share her perspective on AI and software stocks currently trading at a discount as investors "return to [the] fundamentals." To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
The Taiwanese electronics manufacturer is best known as the manufacturer of iPhones, but it also makes servers housing Nvidia chips.