Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
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Apple Inc (NASDAQ:AAPL, XETRA:APC) shares were down 4% on Tuesday afternoon after the company's annual developer conference left some investors questioning the pace of its artificial intelligence rollout, even as analysts broadly viewed the event as a step forward. At its Worldwide Developers...
Apple (NASDAQ: AAPL) and Palantir (NASDAQ: PLTR) both posted their eighth straight EPS beat this spring, but the businesses behind the numbers could not look more different. Apple is selling more iPhone 17 units to a 2.5 billion device installed base. Palantir is signing AI deployment contracts at a pace that doubled its U.S. business. ... Palantir vs. Apple: Which Stock Offers More Upside in 2026?
After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.
Tech stocks were sharply lower Tuesday afternoon, with the State Street Technology Select Sector SPD
What does SpaceX's upcoming IPO have to do with Apple stock?
AI cybersecurity model gains 150 new organizations as Anthropic keeps public access restricted.
Russian agencies reportedly asked law enforcement to lift Roblox restrictions after the company pledged compliance with local laws.
Siri Refresh Begins New Subscription Revenue Experiment
Apple (NASDAQ:AAPL) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped negative at the top of the hour, as investors concluded the long-awaited AI reveal landed roughly on par with what Alphabet (NASDAQ:GOOGL) already offers through ... Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?
Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

Apple (AAPL) showcased its new AI-powered Siri (Siri AI) at its 2026 Worldwide Developers Conference (WWDC), a long-awaited entry into the AI race from the iPhone maker as it offers a more personal style of digital assistant. Creative Strategies CEO and principal analyst Ben Bajarin speaks with Julie Hyman about Apple's strategy to bring AI to the mainstream for its consumers. This was Tim Cook's final WWDC as Apple CEO before he steps down this September, transitioning into an executive chairman role.
Apple's AI news failed to excite investors as the consumer electronics giant is seen playing catch-up.
Apple's (AAPL) Worldwide Developers Conference 2026 demonstrated "clearer" paths to monetizing AI so

Apple (AAPL) kicked off its 2026 Worldwide Developers Conference (WWDC), where CEO Tim Cook showcased the new AI-powered Siri (Siri AI) in his keynote address on Monday. Winthrop Capital CIO Adam Coons comments on Apple's long-awaited AI software release, while Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Apple's stock reactions to its WWDC announcements. This was Tim Cook's final WWDC as Apple CEO before he steps down this September, transitioning into an executive chairman role.
Anthropic Mythos launches today as Claude Fable. Discover how this powerful AI could transform crypto security, expose new risks, and reshape blockchain defenses.
Apple looks unlikely to spark a big iPhone upgrade cycle with its artificial-intelligence updates, according to Wall Street analysts. UBS analyst David Vogt said he was leaving estimates for Apple’s iPhone revenue in fiscal year 2026 –which ends in September– unchanged at $251.
Alphabet (NASDAQ:GOOGL) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.” Google Cloud printed $20.03 billion in Q1 revenue, up 63% YoY, with backlog ... Prediction: Google Stock Will Hit $500 on This Date
Apple’s (NASDAQ: AAPL) new Siri upgrade won’t work in the EU or China for now. China is the world’s largest smartphone market. So, in China, consumers will use old apps on current Apple products. Siri works, supposedly, the way products like OpenAI’s ChatGPT do. Many of its features were teased at the Worldwide Developers Conference, ... Siri Didn’t Rescue Apple
Apple’s WWDC keynote on June 8 was billed as the most consequential developer conference in the company’s history. From the CNBC Halftime Report broadcasting live from Cupertino, the message from Wall Street was loud: Apple (NASDAQ:AAPL) just delivered the AI moment investors have been waiting two years for, and the upside scenarios now stretch well ... Apple Just Delivered Its $75 Per Share AI Moment at WWDC. Wall Street Says the Stock Could Hit $440 by Year-End.
BRUSSELS, June 9 (Reuters) - EU regulators on Tuesday slammed Apple for blaming EU tech rules for its decision not to roll out its upgraded assistant Siri AI in the European Union for now, saying they had rejected the company's request for an 18-month exemption from its obligations. The iPhone maker on Tuesday said Siri AI would not be available initially in the EU on iPhones or iPads and faulted the European Commission for refusing to engage constructively with them to ensure privacy and se
Recently, Zacks.com users have been paying close attention to Apple (AAPL). This makes it worthwhile to examine what the stock has in store.
Apple (NASDAQ:AAPL) will not introduce its new Siri artificial intelligence features in the European Union after failing to satisfy interoperability requirements under the bloc’s regulatory framework, according to comments made Tuesday by a European Commission spokesperson. Speaking to reporters in Brussels, Thomas Regnier said the decision to keep the product out of the EU market was made by Apple itself.
Regulatory requirements force Apple to pause rollout of new Siri features.
Apple's newly introduced AI Siri will have limited use across much of the company's install base because older iPhones lack the capabilities to run advanced AI features, Morgan Stanley said in a research note on Tuesday. More than 850 million iPhones are incapable of running basic Apple Intelligence queries, and more than 1.3 billion iPhones cannot use advanced Siri features, the brokerage said. The long-delayed Siri overhaul was the centrepiece of Apple's annual Worldwide Developers Conference on Monday, with the world's most valuable smartphone maker betting on the feature to keep pace with rivals including OpenAI's ChatGPT, Google's Gemini and Anthropic's Claude.