Crucial labor market data, more earnings from Big Tech giants, and continued discussion over where Kevin Warsh may lead the central bank should set the agenda in the week ahead.
Apple is struggling to secure enough semiconductor manufacturing capacity.
Elon Musk may see his net worth surpass the trillion-dollar mark as soon as 2027, if not sooner. And he's not alone
India's government on Sunday handed a major win to Apple by allowing foreign companies to provide machines to their contract manufacturers in certain areas for five years without any tax risk. Apple has been growing in India in recent years as it diversifies beyond China. Counterpoint Research says iPhone's share of the Indian market has doubled to 8% since 2022.
NEW DELHI, Feb 1 (Reuters) - India's government on Sunday handed a major win to Apple by allowing foreign companies to freely provide machines to their contract manufacturers set up in certain areas
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 30, Tyler Radke from Citi reiterated a Buy rating on the stock but lowered the price target from $660 to $540. Earlier, on January 29, Karl Keirstead from UBS also reiterated a Buy rating on Microsoft […]
AI will have a lasting effect on the market.
According to the latest movement, AI could be more disruptive than we thought.
Apple has dominated the electronics supply chain for years. Artificial-intelligence companies are writing huge checks for chips, memory, specialized glass fiber and more, and they have begun to outduel Apple in the race to secure components. Suppliers accustomed to catering to Apple’s every whim are gaining the leverage to demand that the iPhone maker pay more.
Obermeyer recently purchased $9 million worth of shares in an ETF that may soon be available to own on the blockchain.
Apple Inc. (NASDAQ:AAPL) is reshaping its 2026 product roadmap around higher-margin premium devices as chip shortages squeeze supply, signaling that hardware constraints, not demand, will drive its near-term growth. The company is restructuring its 2026 hardware lineup. According to a Nikkei Asia report on Friday, the company will prioritize the production and shipment of its three highest-end devices, including its first-ever foldable iPhone and two premium models with upgraded cameras for a fl
Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, expanding its US power generation portfolio. The company has agreed long term renewable power deals with Microsoft and Meta to supply energy for AI focused data centers. Regulators have extended licenses for several Constellation nuclear plants, while recent government decisions have affected certain tech related nuclear power agreements. Constellation Energy now sits at the center of several big themes for...
Broadcom remains one of the best artificial intelligence (AI) stocks for long-term investors to buy now.
Broadcom (NasdaqGS:AVGO) has emerged as the leading supplier of custom AI chips for hyperscalers, with major partners including OpenAI, Google, and Microsoft. The company has signed multi billion dollar, multi year agreements to deliver large volumes of AI hardware to these customers. AI semiconductors now account for over 50% of Broadcom's semiconductor revenue, supported by record order backlogs. Broadcom is estimated to hold about 60% of the custom AI chip market for hyperscalers through...
Despite beating estimates and issuing upbeat guidance, Apple Inc. (NASDAQ:AAPL) shares barely moved as investors look for clearer evidence that artificial intelligence will meaningfully drive future growth, according to Deepwater Asset Management's Gene Munster. Apple Delivers Strong Quarter — On Paper Apple reported fiscal first-quarter revenue of $143.76 billion, topping Wall Street expectations of $138.42 billion, while earnings came in at $2.84 per share, ahead of estimates of $2.66, accordi
As a leading force in consumer tech, Apple has a major advantage that works to its benefit.
Bristol-Myers Squibb (NYSE:BMY) has entered a new collaboration with Microsoft to use AI for earlier lung cancer detection, with a focus on underserved communities. The company also announced a partnership with Janux Therapeutics to co-develop a cancer therapy targeting solid tumors. Both agreements expand BMY’s activity in digital health tools and cancer drug development. Bristol-Myers Squibb is a large biopharmaceutical company with a long focus on oncology, immunology, and cardiovascular...
In Apple's (AAPL) earnings call, CEO Tim Cook warned that the memory chip shortage could have an impact on the iPhone maker's gross margin in its fiscal second quarter.Maxim Group managing director and senior consumer internet analyst Tom Forte — who upgraded Apple stock to a Buy rating — comments on whether Apple has the pricing power to raise its iPhone prices.To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
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It's not the "big features" that change how people respond when they use Windows; it's the little pauses. The search for a setting that takes two seconds. The third time you open a system panel. The small "Where did they move that?" moments that add up until an OS upgrade seem more like a problem ...
The recent share price drop in Microsoft stock looks like an overreaction.
Reports suggest Nvidia and Apple are exploring using Intel’s foundry and advanced packaging capacity for future chips from around 2028. The discussions center on Intel’s 18A and 14A process nodes as part of its push to grow external foundry services. Any formal agreements could influence the balance of global chip manufacturing capacity and U.S. supply chain planning. Intel (NasdaqGS:INTC) is best known for its PC and data center processors. Management has been repositioning the company as...
Apple's iPhones are getting stung by the global memory shortage.


