TSMC Delivers Massive Revenue Jump as Nvidia, Apple Demand Ramps Up
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The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. The year began positively on a broad […]
Pavel Durov launches a native Telegram Apple Watch app as TON's token rebrands to GRAM on June 15 with no swap required.
Apple (NASDAQ:AAPL) stock has not reacted all too positively amid WWDC 2026. Undoubtedly, that’s not because the presentation disappointed. There were ample AI innovations under the hood, but, in terms of the surprise factor, not much wasn’t on the bingo cards of investors going into the big week. Siri AI is finally here, and the ... Apple Might Haven Taken Aim at OpenAI with New Announcement. There’s Only One Problem.
Just in time for that big SpaceX (SPCX) IPO, the firm announced that Alphabet‘s (NASDAQ:GOOG) Google has inked a $920 million per-month deal for AI compute that’ll run through the middle of 2029. Undoubtedly, the deal entails 110,000 worth of Nvidia (NASDAQ:NVDA) GPUs, which might seem like a worse deal than Anthropic got when it ... Why One AI Giant Is Paying ~2.2X per GPU More Than What Anthropic Pays SpaceX
Apple (NasdaqGS:AAPL) is delaying the launch of its new Siri AI and Apple Intelligence features in the European Union. The initial rollout will focus on the U.S. and select other markets while Apple works to address EU regulatory requirements, including the Digital Markets Act. The decision limits access to these next-generation AI tools for hundreds of millions of European users at launch. For readers following Apple, this development comes right after the company highlighted a rebuilt...
A $10,000 position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) on the last trading day of 2025 was worth about $12,480 by the close on June 8, 2026, a gain that arrived in roughly five months while the broad market did something far more modest. The same $10,000 parked in Vanguard S&P 500 ETF ... Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags
Anyone following SpaceX's plans to sell shares to the public is likely to hear terms thrown around that describe steps and components of an initial public offering. It is the first time a company's value will be determined by a public market. For example, Apple is traded as “AAPL” on the Nasdaq and Macy's is traded as “M” on the New York Stock Exchange.
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer believes “Siri’s going to get smart,” as he stated: For now, let’s just say you’re looking at a market that’s hostage to interest rates and high oil, coupled with a monster amount of […]
Apple shifted to AMD’s graphics chips around 2015 after encountering reliability issues with some Nvidia GPUs, alongside broader disagreements over product design, technology roadmaps, and licensing.
The tech giant's next hardware cycle, not its new Siri AI, may be the bigger story heading into the fall.
Apple shares fell 3.64% on June 9 after the company's annual Worldwide Developers Conference (WWDC) failed to deliver the major surprises some investors were hoping for. WWDC is Apple's important event of the year, where the company usually unveils updates to iOS, macOS, iPadOS, and other products. ...
Shares of iPhone and iPad maker Apple (NASDAQ:AAPL) fell 3.3% in the afternoon session after the WWDC keynote did not deliver the kind of AI leap many investors had been positioning for.
INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend anytime soon.
Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Many believed the AI boom had passed Apple by. The company was just biding its time.
Alphabet (NasdaqGS:GOOGL) agreed to a multi year AI cloud deal with SpaceX, paying US$920 million per month through June 2029 for access to 110,000 Nvidia GPUs. Waymo acquired a 5,500 acre autonomous vehicle testing site in Arizona that was previously used by Apple for self driving development. Google introduced Search profiles, giving publishers and creators dedicated pages in Google Search that may affect how content is discovered and monetized. These moves touch three core areas for...
Software references and new features suggest Apple is preparing support for a foldable iPhone expected in September.

End of an era... Tim Cook’s LAST WWDC.

Tim Cook received a standing ovation at his last WWDC, says he is excited about the new Siri and Apple Intelligence updates.
Morgan Stanley Raises Target as AI Push Gains Momentum
Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO