GuruFocus.com48d agoneutral
Apple's China Memory Push Draws ScrutinyLoop stays bullish despite political supply-chain risk.
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24/7 Wall St.48d agobullish
Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His CaseDan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
Proactive48d agobearish
Alphabet shares rise on Dow debut, Verizon falls after index exitAlphabet Inc (NASDAQ:GOOG) shares climbed about 5% on Monday after the company officially joined the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC) in a change that reflects the index's increasing exposure to large-cap technology and artificial...
Reuters48d agoneutral
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leakBy Munsif Vengattil, Aditya Kalra and Stephen Nellis NEW DELHI/SAN FRANCISCO, June 29 (Reuters) - Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro models are
Reuters48d agoneutral
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leakSensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro models are part of files posted on the dark web by the ransomware group that stole data from the U.S. firm's Indian supplier Tata Electronics, according to documents and a source. The exposure threatens the carefully negotiated business of building the iPhone, which Apple assembles from a thicket of suppliers worldwide. It could also upset Apple and its relationship with Tata given most of the supplier arrangements are fiercely protected by Apple, and could also hand rivals, counterfeiters and its own vendors a view of who makes what.
GuruFocus.com49d agobullish
STMicro Rises on Barclays UpgradeThe bank says STM's revenue outlook is improving across key growth areas.
GuruFocus.com49d agoneutral
Apple Eyes China Memory OptionLoop Capital kept its Buy rating as Apple reportedly seeks more supply flexibility.
Barrons.com49d agoneutral
A Potential SpaceX Mobile Deal Makes Charter Today’s Top S&P 500 StockCharter Communications stock is at the top of the S&P 500. SpaceX and Comcast are part of the move with possible changes coming to U.S. Internet providers.
Motley Fool49d agobearish
Why Micron Stock Just DroppedAre cheap Chinese chips coming to steal Micron's market share -- and profits?
Investing.com49d agoneutral
Alphabet joins Dow Jones Industrial Average, shares rise 3.7%Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares rose 3.7% to $350.24 on Monday as the Google parent company began trading as a member of the Dow Jones Industrial Average, replacing Verizon Communications (NYSE:VZ).
Motley Fool49d agobearish
Why Sandisk Stock Just DroppedWill cheap Chinese chips steal Sandisk's market share -- and profits?
24/7 Wall St.49d agoneutral
Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer FortressMicrosoft (NASDAQ:MSFT) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate and Azure growth holding at 40%. But here’s what you should actually be watching. The Capex Furnace Nobody Wants to Price Microsoft just spent $30.88 billion on ... Apple vs. Microsoft: The Enterprise Capex Bubble vs. The Asset-Light Consumer Fortress
Barrons.com49d agoneutral
AI Will Drive Earnings Growth—Again, Goldman PredictsThe bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
Reuters49d agoneutral
Alphabet debuts in Dow Jones Industrial Average as index tilts toward techAlphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.
Reuters Videos49d agobearishVIDEO
Apple says India 'copy-pasted' rivals' claims in antitrust probe<body><p>STORY: Apple accused India’s antitrust watchdog of "copy-pasting" rivals' claims in the latest escalation of their ongoing fight. </p><p>Regulatory papers reviewed by Reuters showed that Apple said the body failed to conduct its own probe after it concluded the tech giant breached competition laws.</p><p>Apple has called for the findings to be quashed. </p><p>It marks the sharpest move yet in Apple's conflict with the Competition Commission of India (CCI)...</p><p>Where Tinder-owner Match and Indian firms like Paytm are among its opponents.</p><p>In 2024, India’s watchdog published a report saying Apple engaged in "abusive conduct" on the apps platform of its iOS operating system...</p><p>And that Apple wrongly mandated the use of its payment system.</p><p>Apple has denied the allegations. </p><p>The tech giant instead branded itself a “miniscule player” in India with a sub-6% share of India's smartphone market.</p><p>And said that any forced alterations to its App Store could disrupt its integrated business model.</p><p>Similar arguments by other big companies, like Alphabet’s Google in 2023, have failed to sway the watchdog.</p><p>The CCI and its head of investigations] did not respond to Reuters queries.</p><p> Apple also did not respond to requests for comment.</p></body>
Yahoo Finance Video49d agoneutralVIDEO
Why Samsung & SK Hynix are investing so much in South Korea's AI build-outSamsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details.
24/7 Wall St.49d agoneutral
Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble RiskDue to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk
24/7 Wall St.49d agoneutral
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer BacklashMicron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk. ... Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Motley Fool49d agoneutral
Apple Just Made 2 Moves That Could Make It a Long-Term Winner for InvestorsDespite avoiding the massive spending on AI, Apple's feeling the crunch in demand for chips.
Investing.com49d agoneutral
Mizuho says ignore Apple noise, flags key catalyst for Micron and memory in H2The first bear catalyst is a report that Apple is seeking U.S. government approval to source DRAM from Chinese chipmaker CXMT, which appears on the Commerce Department's Entity List. Apple's interest in Chinese memory is a symptom of industry-wide scarcity, not a Micron-specific problem.
Investor's Business Daily49d agoneutral
Why Apple Wants To Use Banned Chinese Memory ChipsApple's price hikes on a range of products due to rising memory chip costs might not fully cover its increased expenses.