Apple - Page 2
48 articles
Warren Buffett Approves of Berkshire Hathaway CEO Greg Abel's Decisions
Berkshire Hathaway's leadership transition to Greg Abel has kept the company's investment strategy steady, with Buffett's influence still evident as the firm maintains major holdings in Apple, American Express, and Coca-Cola
US Considers Ban on Chinese AI Models, Raising Stakes for Tech Firms
Washington's push to restrict Chinese AI models could reshape the U.S. tech landscape, driving up costs for businesses and shifting market power to a handful of American firms as policymakers weigh national security against competition and innovation
Bank of America Sticks With Apple as CEO Transition Looms
Apple's upcoming earnings call marks Tim Cook's final appearance as CEO, with John Ternus set to take the helm. Bank of America is maintaining its bullish stance, but warns investors about near-term margin pressure and shifting iPhone launch timing
Nvidia's $4 Trillion AI Bet Could Reshape Household Energy Costs
Nvidia CEO Jensen Huang projects global data center spending could hit $4 trillion by 2030, far outpacing Wall Street estimates and fueling a surge in electricity demand that may drive up U.S. household utility bills and inflation in coming years
Why the iShares Semiconductor ETF Is Selling Off and a Better Buy Than SOXX
The iShares Semiconductor ETF has soared in 2024 but recently dropped over 20% from its peak, raising questions about sector concentration and whether broader tech ETFs like Vanguard Information Technology offer a safer, more diversified alternative
Bank of America Bets on Alphabet as Anthropic Stake Reshapes Earnings
Alphabet's Q2 earnings could see an $80 billion boost from its Anthropic investment, distorting headline results and challenging investors to separate core business trends from one-time gains as Google Cloud and Search face new scrutiny
Bank of America Lifts Tesla Price Target Ahead of Q2 Earnings
Tesla heads into its second-quarter earnings with upgraded forecasts from Bank of America, as stronger deliveries and new robotaxi markets raise expectations but also highlight key risks for investors
Top Tech and Energy Stocks to Watch as Earnings Accelerate
Earnings growth is expected to pick up in the second half of 2026, with energy, tech, and semiconductor stocks leading the way. Investors face sector concentration, seasonal volatility, and new product launches that could reshape market dynamics
Apple Stock Target Raised as HSBC Sees AI and Product Upside
HSBC has upgraded Apple to Buy and lifted its price target to $366, citing a strong product pipeline and unique AI positioning. Investors are watching closely as Apple prepares to report quarterly earnings July 30
TSMC Stock Drops as AI Boom Drives Record Spending Plans
TSMC raised its 2026 revenue and spending forecasts amid surging AI chip demand, but investors punished the stock over concerns that higher capital expenditures could squeeze margins and delay returns
Apple Stock Target Raised as Citi Sees Pricing Power in 2026
Citi has lifted its price target for Apple, citing the company's ability to grow market share and maintain strong margins despite a global memory chip shortage and higher device prices
Broadcom Stock Rebounds as Morgan Stanley Counters Google Chip Fears
Broadcom shares rose after Morgan Stanley defended its AI chip business, but the stock remains well below its June high as investors debate the impact of Google's supplier diversification and MediaTek's growing role
TSMC's June Revenue Surge Signals AI Demand Is Overriding Seasonality
TSMC's June revenue broke a four-year seasonal pattern, rising 6.2% from May as AI chip demand keeps advanced production lines at full capacity. Investors are watching how this shift could affect margins, pricing, and future growth
SK Hynix Stock Tumbles After Record U.S. IPO and Cramer's Signal
SK Hynix shares fell sharply just days after its historic $26.5 billion U.S. debut, raising questions about post-IPO volatility, analyst jitters, and what Jim Cramer's cryptic social media posts might mean for American investors watching the AI chip supply chain
Rising iPhone Costs Put Apple's Pricing Power to the Test
Apple faces a new challenge as surging hardware costs, driven partly by AI-fueled demand for memory and storage, threaten to squeeze iPhone margins and force tough decisions on pricing and product strategy
Mag 7 Stocks Drop $2.3 Trillion as Investors Miss Key AI Shift
The Magnificent Seven lost over $2 trillion in value since mid-May, but Jim Cramer argues investors are misreading the AI spending cycle and could miss the next rally if they treat these tech giants as a single trade
Apple Sues OpenAI Over Alleged Theft of Trade Secrets in AI Hardware
Apple has filed a lawsuit against OpenAI and two former employees, alleging the misappropriation of confidential technology to accelerate OpenAI’s push into AI hardware, raising new questions about competition and intellectual property in the sector
Micron Boosts U.S. Chip Investment as Memory Shortage Squeezes Tech
Micron is raising its U.S. investment plan to over $250 billion by 2035, aiming to produce 40% of its DRAM chips domestically as persistent memory shortages drive up costs for major tech buyers and reshape the semiconductor supply chain
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