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24,364 signal articles · 86 in last 24h · 115,849 total before filter · latest 32m ago
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Will Apple Have To Increase iPhone Prices?
24/7 Wall St.6d agoneutral
Will Apple Have To Increase iPhone Prices?

Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a collision of forces that could force its hand on the product that generates 90% of the smartphone industry's profits.

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
24/7 Wall St.6d agobullish
Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Investing.com6d agoneutral
Microsoft plans Maia 300 chip reveal in September - Information

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.

DraftKings After Earnings: Buy, Hold, or Run?
24/7 Wall St.6d agobullish
DraftKings After Earnings: Buy, Hold, or Run?

DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.