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Apple, ticker NasdaqGS:AAPL, recorded a 20% year over year increase in iPhone shipments in China in Q1 2026. The broader Chinese smartphone market reportedly declined over the same period. Apple moved into the second spot by market share in China, behind Huawei. E commerce discounts, government subsidies, and Apple accepting lower margins supported this shipment growth. For you as an investor, this shift in China matters because iPhone remains the core revenue driver for NasdaqGS:AAPL and...

Here's why this tech titan is a buy right now.

Microsoft Corp's Fairwater data center in Mount Pleasant, Wisconsin, is now going live earlier than expected, CEO Satya Nadella announced on Thursday. Microsoft Touts ‘World's Most Powerful' AI Facility Nadella announced the development on X, calling it "the world's most powerful AI datacenter" that will connect "hundreds of thousands of GB200s into a single seamless cluster." "Congrats to all the teams who made this possible!" he added. Our Fairwater datacenter in Wisconsin is going live, ahead

There are still many years of market-beating returns ahead for the tech giant.

Consider why you want to buy shares instead of why insiders may be buying.

Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks. Extreme Valuation Gap Signals Reversal Setup Krinsky said the spread between software stocks in the S&P 1500 and semiconductor stocks in the SOX index has reached an unprecedented level, with the ratio falling 43% below its 200-day moving average. The software stocks in the S&P 1

Amazon (AMZN) just completed a massive new deal, and Goldman Sachs thinks investors need to see the bigger picture. For perspective, Amazon has entered into an agreement to acquire Globalstar, allowing Amazon Leo to offer direct-to-device (D2D) services to its low Earth orbit satellite ...

(Bloomberg) -- Option traders have flipped from concern that the Iran war will sink the economy to fear of missing out on the torrid equity rebound. That shift away from macro risk to individual stocks is set to continue as corporate earnings take center stage.Most Read from BloombergHormuz Chaos, Lebanon Clashes Dent Trump Peace Deal HopesNvidia Makes Quantum Computing CEO a Billionaire in DaysCruise Ships Seized Brief Hormuz Reopening to Flee Persian GulfUS Seizes First Iranian Ship in Blockad

Alphabet has some key advantages that give it a leg up over other internet companies.

(Bloomberg) -- Big Tech stocks are back and powering the S&P 500 Index to new highs, giving investors confidence that the latest equity market rally has room to run even as the risks from the war with Iran remain.Most Read from BloombergHormuz Chaos, Lebanon Clashes Dent Trump Peace Deal HopesNvidia Makes Quantum Computing CEO a Billionaire in DaysCruise Ships Seized Brief Hormuz Reopening to Flee Persian GulfUS Seizes First Iranian Ship in Blockade, Imperiling TalksTrump Says US Seized Iranian

The billionaire investor has already made a profit on a stock with a product he loves.

FFLG has returned 44% over the past year, beating both the S&P 500 and Nasdaq 100 over the same stretch. That kind of outperformance from an actively managed fund with $521 million in assets would normally generate headlines. Instead, most growth investors default to passive index funds and never look twice at what Fidelity is ... Why FFLG Is the Best Fidelity ETF You’ve Never Heard Of

Investing.com -- The rapid ascent of generative AI has ignited an intense, ongoing debate across Wall Street regarding the long-term viability of the traditional software business model.

We recently published Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 10% year-to-date but have started to climb back recently, as they are up by 14.5% since April 10th. Jim Cramer’s […]

We recently published Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 45% over the past year and by 11% year-to-date. Evercore ISI reiterated an Outperform rating and a […]

Microsoft (NasdaqGS:MSFT) and Stellantis announced a multi year AI and cybersecurity collaboration that includes rolling out Microsoft Copilot and Azure across global operations. Stellantis plans over 100 joint AI initiatives and aims to give all employees access to Copilot for daily work and decision support. At Hannover Messe, Microsoft highlighted new industrial software partnerships with Schneider Electric, Aras, Teradata and others tied to its AI and cloud platforms. The announcements...

Microsoft's generative artificial intelligence assistant has so far disappointed investors.

Lumen Technologies, Inc. (NYSE:LUMN) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. A caller asked if the company’s recent partnerships with big companies, including Microsoft, Google, and Palantir, could help it “come back from the ashes.” Cramer replied: You know what, you know it better than I do. I know […]

Wondering if Apple at around US$270 per share still offers good value, or if most of the easy upside is already reflected in the price. Over the past week the stock has returned 3.7%, with 8.1% over the last 30 days, a small year to date return of 0.3% decline, and 37.8% over the past year, 66.1% over three years, and 106.6% over five years. Together, these figures give a broad sense of how the market has priced it over different time frames. Recent headlines have focused on Apple as a major...

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Unrivaled Stocks of the Next 5 Years. On April 14, Microsoft Corporation (NASDAQ:MSFT) announced plans to buy about 3,200 acres of land to develop a new data center in Cheyenne, Wyoming. This move will expand the company’s existing data center presence in Cheyenne and further support Southeast […]

See how removing the Magnificent 7 could flatten S&P 500 returns, reshape 401(k) portfolios and change retirement growth for investors. Find out more now.

Apple did in Q1 what others in the smartphone industry couldn't.

CEO Greg Abel decided to unload the stocks that had been managed by Todd Combs, who left in December for JPMorgan Chase.

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Microsoft’s updated fair value estimate has been set at US$579.57, slightly below the prior US$587.31 price target. That modest change aligns with recent Street research, which combines optimism around AI and cloud with a more careful stance on what investors might reasonably pay for those themes today. As you read on, you will see how to interpret these shifting targets and keep up with the evolving Microsoft story. Stay updated as the Fair Value for Microsoft shifts by adding it to your...