Buying Apple stock might be a good way to cushion your portfolio against an AI sell-off.
The Trump administration plans to exempt certain companies from upcoming tariffs on advanced semiconductors. The exemptions are tied to Taiwan Semiconductor Manufacturing Co.’s (NYSE: TSM) $165 billion investment in U.S. factories, and the goal is to protect the AI data center buildout from rising costs while pressuring manufacturers to shift production to the United States. ... 6 Chip Stocks Set to Benefit Most From Big Tech Tariff Exemption
Expansion is fueled by widespread consumer and enterprise adoption, with over 8.4 billion enabled devices worldwide and daily engagement from 46% of the U.S. population. Amazon Alexa, Google Assistant, and Apple Siri dominate the ecosystem, while enterprise deployment of voice AI, led by Microsoft Azure, supports 500 million annual sessions.Chicago, Feb. 10, 2026 (GLOBE NEWSWIRE) -- The global voice assistant market was valued at 7.08 billion in 2024 and is expected to reach US$ 59.9 billion by
NIAGARA FALLS, N.Y., February 10, 2026--Altera Digital Health, a global health IT leader, today announced that KPC Health will deploy the Paragon® Denali electronic health record (EHR) at its seven hospitals based in Southern California. With three KPC Health facilities currently leveraging Paragon, the system-wide implementation of Paragon Denali will help reduce IT burden, streamline financials and improve user satisfaction due to the EHR’s cloud-based, containerized architecture.
PARIS, February 10, 2026--Wizz, the social discovery app for GenZ to build community globally, today announced it has become a member of the Tech Coalition. This global industry alliance is dedicated to combating online child sexual exploitation and abuse (OCSEA). Wizz is now one of only three European companies among the Coalition's membership, which includes major platforms such as Google, Meta, Microsoft, and Snap, Inc..
U.S. stock markets have been struggling to break out of their recent plateau, with the still largely unchanged over the past month as a healthier level of gains from sectors beyond tech limits gains for the benchmark and weighs on overall performance. “For the broader market to make sustainable progress, renewed tech participation will likely be essential,” Turquist said.
US equity futures were pointing higher on Tuesday as traders await the latest batch of corporate ear
Cloudera has announced significant advancements in Cloud AI by expanding its AI Inference and Data Warehouse with Trino capabilities to on-premises environments, facilitating faster, secure AI deployment and analytics directly from data centers. These enhancements empower enterprises to move from experimentation to production by providing AI with secure, reliable access to data across multi-cloud, edge, and data center environments. The integration of NVIDIA technology allows for scalable,...
The technology firms have agreed a series of commitments with the UK’s Competition and Markets Authority.
Investing.com -- The recent software selloff has created a fundamental opportunity, as markets have cut terminal multiples on concerns about AI disruption even while earnings revisions have remained positive, according to Citi.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy now. Amazon.com, Inc. (NASDAQ:AMZN) was downgraded from Buy to Neutral by DA Davidson on February 6. The firm also revised the price target on the stock to $175 from $300, telling investors that Amazon.com, Inc. (NASDAQ:AMZN) is “losing the lead” in cloud computing […]
TSMC investment tied to exemptions
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold with a $430 price target. Investors have been growing increasingly wary about the potential disruption software stocks face from AI. Particularly for MSFT, analyst sees structural AI risks and […]
Chips and software lead the bounce
Alphabet said it sold bonds worth $20 billion in a seven-part offering, tapping the debt market to fund its surging spending on artificial intelligence infrastructure. Big Tech's appetite for debt is surging, after years of relying on strong cash flows to fund investments. Alphabet is also planning a debut sterling offering that may include a rare 100-year bond, the tech industry's first since a Motorola issuance in 1997, according to media reports.
OpenAI moves ahead with monetization
Apple and Google have agreed to make their mobile app stores fairer and more transparent for thousands of developers, Britain's antitrust regulator said on Tuesday, hailing it as an important first step in its tougher regime. The Competition and Markets Authority (CMA) designated the two tech giants as having "strategic market status" in smartphones in October, giving it the power to demand specific changes to boost competition. Thousands of businesses rely on Apple's App Store and Google's Play Store to review and distribute their apps, and many have complained the process is unclear and inconsistent.
Companies from game console maker Nintendo Co. to big PC brands and Apple Inc. suppliers are seeing shares slump on profitability concerns. Memory producers, meanwhile, are soaring to unprecedented heights. Money managers and analysts are now assessing which firms can best navigate the squeeze by locking in supplies, raising product prices or redesigning to use less memory.
In late January 2026, Apple reported first-quarter revenue of US$143.76 billion and net income of US$42.10 billion, underpinned by exceptional iPhone 17 demand and strong momentum in China and services. An interesting angle is how design-led appeal in China, such as the viral “Cosmic Orange” iPhone 17, combined with new AI features across devices is reinforcing Apple’s ecosystem pull for both consumers and developers. We’ll now explore how this combination of iPhone 17 strength and...
Taiwan Semiconductor Manufacturing stock has been on a strong run as it plans to ramp up investment. Sales and tariff news should reassure investors.
TR-1: Standard form for notification of major holdings NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible) i 1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Mothercare PLC1b. Please indicate if the issuer is a non-UK issuer (please mark with an “X” if appropriate)Non-UK issuer 2. Reason for the notification (please mark the appropriate box or boxes with an “X”)An acqu
Discover why Broadcom is the ultimate "pick and shovel" AI play, leveraging a massive $73 billion backlog and its dominant VMware software suite to challenge Nvidia's hardware throne.
Coming off an incredible 2025, Broadcom is poised for a repeat performance.
LONDON, February 10, 2026--Warburg Pincus, the pioneer of private equity global growth investing, today announced that Ralph Haupter will serve as an External Senior Advisor to its European Technology team. Mr. Haupter, Executive Vice President and Chief Revenue Officer for Small Medium Enterprises and Channel (SME&C) at Microsoft, will take on this personal engagement to help the firm identify and evaluate new investment opportunities across the software and technology sectors. He will also pla
The bank reported profit before tax of £1.9bn in the fourth quarter


