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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders
Simply Wall St.106d agobullish
What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...

Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
24/7 Wall St.106d agoneutral
Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Jim Cramer on AMD: “You Use These Downgrades to Buy”
Insider Monkey106d agoneutral
Jim Cramer on AMD: “You Use These Downgrades to Buy”

Advanced Micro Devices, Inc. (NASDAQ:AMD) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the increase in demand due to the data centers, as he stated: The CPU companies are similar. For a long time, we had a CPU glut that constantly weighed on Intel and AMD, the two […]