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Apple Stock: Alpha Engine Or Portfolio Diversifier?
Trefis142d agoneutral
Apple Stock: Alpha Engine Or Portfolio Diversifier?

Apple (AAPL) stock has climbed 5% over the past five trading sessions and is now up 13% over the last month, driven by a broader rally in the Nasdaq-100, strong Q2 earnings, a fresh $100 billion share repurchase authorization, and growing optimism around generative AI integration across its devices.

Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race
24/7 Wall St.142d agoneutral
Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race

Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April. Apple delivered a record March quarter powered by the iPhone 17 cycle. Microsoft posted an AI annual revenue run rate of $37 billion, up 123%. Both beat. Only one is monetizing generative AI at scale today. iPhone 17 ... Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race

Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap
The Wall Street Journal142d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. The jobs report puts the Federal Reserve’s focus squarely on inflation data when it comes to determining its next move on interest rates.

Apple’s Higher R&D Signals Deeper AI Push And Investor Reassessment
Simply Wall St.143d agoneutral
Apple’s Higher R&D Signals Deeper AI Push And Investor Reassessment

Apple (NasdaqGS:AAPL) has allocated more than 10% of its revenue to research and development, the first time in roughly 30 years this ratio has reached that level. The company is accelerating work on AI powered devices, including advanced AirPods with cameras and major platform updates that integrate artificial intelligence features. Apple sits at the center of consumer hardware and software, with its ecosystem spanning iPhone, Mac, iPad, wearables, services and custom silicon. The...

AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg143d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks
24/7 Wall St.144d agoneutral
Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks

Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump. Yet as warning signs pile up, legendary investor Paul Tudor Jones says the same forces driving markets higher today may also be laying the groundwork for ... Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks