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Investors push the iPhone maker to a new milestone despite AI concerns

The milestone arrives as the company prepares for a leadership change and a renewed AI push.

Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.

Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.

Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.

Debt markets are growing uneasy about the cost of the AI boom

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.

Warren Buffett made a bold move into Alphabet, but another legendary value investor quietly put nearly half his entire portfolio on the same bet. Their shared conviction raises a question every long-term investor should consider.

Apple becomes only the second publicly traded company to reach the milestone, a day after surpassing Nvidia as the most valuable company

SK Hynix, one the world’s largest memory chip makers, is expected to post record sales numbers. What it means for the slumping stock.

Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers. Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for ...

While heavy AI spending has been a point of contention, Meta's strong ad-targeting performance and low valuation make for a must-watch report.

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]

Alphabet stock has pulled back recently even though valuation checks still lean supportive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to a market price that sits below those benchmarks. After a strong three year run, the key issue for investors is whether that gap still represents room for further value to be recognised or already reflects the risks around heavy AI spending and regulation. Alphabet has returned 148.2% over the past...

Alphabet is determined to win the AI race, but not everyone is convinced.

Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.

Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.

Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.

Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp

Why Etsy’s AI partnerships matter for investors Etsy (ETSY) is rolling out conversational AI across its marketplace, supported by new partnerships with OpenAI, Microsoft, and Google. This shift focuses on smoother search, smarter seller tools, and higher intent traffic. See our latest analysis for Etsy. These AI partnerships sit against a share price that has gained 32.64% over the past 90 days and delivered a 46.37% year to date share price return, while the 5 year total shareholder return...

The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

Hyperscalers are expected to fund an increasing amount of their capex with debt.

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.

Microsoft, Meta, Apple, and Amazon report this week. Filings show AI capex already draining free cash flow.

I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up