Apple's reported AI partnership with Alibaba is boosting confidence in the company's AI strategy as analysts see 58% upside ahead.
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On the latest episode of Equity, we debate whether Apple's lawsuit will cast over OpenAi's much-discussed plans to get into hardware and go public.
Apple is riding a wave of momentum led by strong sales and a different AI approach.
Of Berkshire Hathaway's five biggest stock holdings, one company stands above the rest thanks to a powerful business model that's built to compound for decades.
One of the newest stocks added to the Berkshire Hathaway investment portfolio is Alphabet. While the position started towards the end of Warren Buffett’s time as CEO of Berkshire, the legendary investor wants people to know he gets the credit...
Tech companies are on the hunt for more efficient technologies to reduce memory costs.
Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet of legal battles, insider selling, and a looming earnings report that could change everything.
Synopsys makes the software every chipmaker needs, so it profits regardless of who wins the AI race. Yet its stock fell after a strong quarter, and the reason isn’t obvious from the numbers alone.
Musk believes SpaceX could one day be worth more than the rest of Earth if it achieves its goals, despite previously arguing that money may eventually become irrelevant. Here’s how the billionaire says those seemingly conflicting ideas fit together.
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that concentration is a feature or a trap depends on what happens when the usual offsets stop showing up.
Apple and Amazon posted identical revenue growth last quarter, yet the two companies are betting on opposite visions of the future. Which one actually protects your portfolio through a choppy back half of 2026?
(Bloomberg) -- Alibaba Group Holding Ltd. launched a preview version of its flagship Qwen3.8 Max model, which it described as comparable to leading frontier AI models and second only to Anthropic PBC’s Fable 5.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseTwo US Troops
One stock stands out as the better buy.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.
It's yet another reason to be bullish on the stock.
Most people struggle to plan next year’s vacation. Amazon an d Blue Origin founder Jeff Bezos helped build a clock designed to outlive entire civilizations. During an appearance on the "Lex Fridman Podcast" in 2023, Bezos explained why he spent...
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...
The AI sell-off is hitting almost every chip name. The market's biggest company is untouched.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s...
How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investing.com -- ZTE Corp. (HK:0763) unveiled a range of smartphones with integrated artificial intelligence services, joining Chinese manufacturers seeking to make agentic AI a central part of mobile operating systems, Bloomberg reported.