iPhone and iPad maker Apple (NASDAQ:AAPL) announced better-than-expected revenue in Q1 CY2026, with sales up 16.6% year on year to $111.2 billion. Its non-GAAP profit of $2.01 per share was 3.6% above analysts’ consensus estimates.
The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.
(Bloomberg) -- Greg Abel didn’t take long to address the elephant in the room.Most Read from BloombergWorld’s Largest Container Carrier Plans Route Avoiding HormuzTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeTrump Family-Backed Drone Firm Signs Weapons Deal With USBeijing Tells Chinese Firms to Ignore US Sanctions on RefinersIn his first few minutes addressing Berkshire Hathaway Inc. shareholders on Saturday — the first
Apple Inc. (NASDAQ:AAPL) is one of the 10 Best American Tech Stocks to Buy. On April 30, Morgan Stanley increased its price target on Apple Inc. (NASDAQ:AAPL) from $315 to $330 and kept its Overweight rating, pointing to the company’s solid March quarter results and guidance for the June quarter. In the March quarter, Apple […]
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best American Tech Stocks to Buy. On April 30, Stifel increased its price target on Microsoft Corporation (NASDAQ:MSFT) from $392 to $415 and kept its Hold rating on the stock. The research firm pointed to Microsoft Corporation’s (NASDAQ:MSFT) latest quarterly results, which showed Azure revenue coming in […]
Big Tech is pouring hundreds of billions into artificial intelligence, driving record growth—but raising fresh concerns about whether the payoff will justify the cost.
On Thursday, Apple Inc. said it is actively seeking refunds on tariffs it previously paid and plans to channel any recovered funds into additional U.S. innovation and advanced manufacturing investments. Apple Q2 Earnings Show Tariff Relief Helped Offset Rising Costs During Apple's fiscal second-quarter 2026 earnings call, CFO Kevan Parekh said product gross margin declined sequentially due to seasonal factors and rising memory costs, but lower tariff-related expenses helped support the company's
Nvidia's shareholders should be celebrating.
Blockbuster iPhone sales and new, budget-friendly Macs are boosting the technology giant's profits.
Apple reported record March quarter results, with double digit iPhone and Services growth and its strongest March quarter on record. Management highlighted emerging pressure from a worsening global memory chip shortage, which it referred to as "RAMageddon." Persistent Mac supply constraints and rising memory costs are expected to weigh on margins and product availability over the coming months. For investors tracking NasdaqGS:AAPL, the news lands while the share price sits at $280.14 and...
STORY: :: May 1, 2026New Berkshire Hathaway CEO Greg Abel presided over his first annual meeting on Saturday, looking to earn the trust of shareholders at a critical moment for the conglomerate built by Warren Buffett.The 63-year-old, who succeeded Buffett in January, kicked off the Omaha event as a banner honoring Buffett’s 60 years at the helm drew applause. Buffett, now chairman, watched from the front row.Abel's task, as one attendee put it, is formidable: "Replacing the greatest investor who ever lived." Since Buffett, who's 95, announced last year he would step down, Berkshire's shares have lagged the S&P 500 by nearly 40 percentage points.While Berkshire is sometimes considered a microcosm of the broader U.S. economy, it has also been viewed as out of step with broader market trends, most notably technology and AI-driven growth.Though Apple is one of its largest holdings, Berkshire is more known for its retail, industrial and insurance businesses, including Geico, BNSF railroad, Dairy Queen and See's Candies.Before the meeting, Berkshire reported higher first‑quarter operating profit and a record cash pile of nearly 400 billion dollars — along with its first share buybacks in almost two years.Still, questions remain over how Abel will deploy all that cash, something that also bedeviled Buffett, with Berkshire going a decade without making a needle-moving acquisition.The meeting is the centerpiece of a weekend of shareholder events around Omaha, including investment conferences, private get-togethers, and shopping from Berkshire-owned businesses in a downtown exhibit hall.
The stock market rebounded late last week after a short pause. The S&P 500 and Nasdaq are at highs while Apple and Broadcom are in buy zones.
Microsoft’s updated analyst models now point to a fair value price target of $561.93, trimmed from $579.57 as assumptions across the forecast period are refreshed. That shift sits within a broader split in analyst views, with some firms cutting targets and flagging execution risk around AI spending, while others keep leaning into Microsoft’s AI and OpenAI exposure as a long term driver. As you read on, you will see how this evolving narrative might shape the way you track the stock from...
Abel was asked about how he balances his time between operations and investments. He didn't give a direct answer but noted that a big chunk of Berkshire's nearly $300 billion equities portfolio requires "limited" management.
We just covered Billionaire Tom Steyer’s 10 Stock Picks with Huge Upside Potential and Microsoft Corporation (NASDAQ:MSFT) ranks 10th on this list. Microsoft Corporation (NASDAQ:MSFT) is a long-term stock pick of Tom Steyer. His fund first disclosed a stake in the company back in the fourth quarter of 2010. Back then, this position comprised just under […]
Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
USA Today (NYSE:TDAY) reported what management described as its strongest start to the year in several years, citing improving revenue trends, rising digital contribution, and sharply higher profitability in the first quarter of 2026. Chairman and CEO Mike Reed said the company is “nearing” several
Alphabet is ramping capital spending to unprecedented levels, but investors are largely shrugging because earnings and Cloud momentum are strong enough to absorb the hit and still deliver double‑digit growth.
Abel called on Buffett, who is sitting with other directors. Buffett then noted two anniversaries: the one-year anniversary of his decision to step down as CEO and the 10-year anniversary of Berkshire's investment in Apple stock. Buffett said Abel is "doing everything that I did and then some."
Berkshire Hathaway's cash hoard climbed to a record high, while operating earnings surged in the conglomerate's first quarter without Warren Buffett as CEO.
Amplify CWP Growth & Income ETF (NYSEARCA:QDVO) sits in an awkward niche: it pays a monthly distribution funded partly by call-option premiums, yet the portfolio underneath is essentially a mega-cap technology growth fund. That combination has produced a 32% total return over the past year alongside steady monthly checks. The question for income investors is ... QDVO’s 32% Return Masks a Hidden Risk for Income Investors
Both neocloud leaders stand to benefit from rising demand for AI computing power.
The giant industrial companies of the past were eventually broken up—but it wasn’t easy. The next target: the tech giants.
China’s Supreme People’s Court is reviewing a high profile patent dispute involving Microsoft’s user interface technology. The case follows multiple unsuccessful attempts by Microsoft to invalidate the patent at lower courts. The outcome could affect Windows and Surface products in China and influence how software and interface patents are treated for global tech firms. Chinese IP authorities have highlighted the case for its legal significance, drawing both domestic and international...
We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Glass manufacturer Corning Incorporated (NYSE:GLW) is one of Jim Cramer’s favorite data center stocks, as he believes that the firm’s aim to replace copper with glass […]


