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Performance risk is the larger issue moving forward with Berkshire and its stock portfolio.
Market Catalyst's Brooke DiPalma talks with TECHnalysis Research President Bob O'Donnell about the biggest hardware changes and AI integrations that could be coming to Apple as John Ternus prepares to take the reins from CEO Tim Cook on Sept. 1.
Apple just laid off over 100 people from Siri and machine learning teams while simultaneously betting its future on a rebuilt Siri that has already missed its own reliability bar once. Whether this is smart pruning or a dangerous gamble depends on what comes next.
Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the next decade of enterprise technology.
Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.
The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
A major hardware test is now less than two weeks away
Fourfold AI-performance gains give Apple a device-led answer to rivals spending hundreds of billions on data centers.
The company is expected to unveil its first foldable iPhone under new CEO John Ternus.
Apple's next CEO has a deep background in product design, working under Steve Jobs.
Nvidia is picking up its cash handouts to shareholders finally.
Nvidia is picking up its cash handouts to shareholders finally.
Apple investors were just reminded of how challenging the bottom-line outlook for the iPhone maker is in the near term, thanks to surging memory chip prices.
Memo to Apple investor from Nvidia.
Venture capitalist Jason Calacanis predicts Tesla Inc. will turn its Optimus humanoid robot into a product bigger than Apple Inc.’s iPhone, forecasting 1 billion Optimus robots worldwide by 2036. Calacanis Says Optimus Could Eclipse iPhone Speaking on the This Week...
The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
Apple confirms its September 9 'Surprise and shine' keynote, where the iPhone 18 Pro and a foldable iPhone should debut.
Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.
Apple Inc.’s (NASDAQ:AAPL) "Surprise and shine" teaser for its Sept. 9 event has sparked fresh iPhone 18 Pro speculation, with Mark Gurman reading possible clues to a mechanical camera aperture and a new blue finish. Apple Sept. 9 Event: What to Expect On Wednesday, Apple confirmed that its "Surprise and shine" event will begin at 10 a.m. PT on Sept. 9, with the presentation expected to take place at Apple Park and stream online. The event will be particularly significant because John Ternus wil
Apple just made a major bet on where your AI should live
Apple stock has more than doubled over the past five years, yet the latest valuation checks point to a share price that sits above one common estimate of intrinsic value while traditional market multiples look closer to fair. Apple has returned 110.7% over the past five years, which puts extra focus on whether current cash flow expectations justify today’s valuation. Excitement around Apple’s push into AI centric hardware and services, including new M6 and M5 series chips and on device AI...
Apple's premium brand provides it with tremendous pricing power and a loyal customer base, which has resulted in impressive bottom-line performances.
Released on August 14, Berkshire Hathaway’s second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter in 14 quarters. The shift was driven primarily by an 83% increase in its Alphabet Inc. (NASDAQ:GOOGL) stake, to about 106 million shares worth $37.8 billion, making it Berkshire’s […]
International Data Corporation (IDC) projects that Apple’s premier foldable iPhone will spark a major market resurgence at launch, with over 10 million shipments in its first year.
Apple’s new AI-powered Macs are adding another growth angle to AAPL stock. But with shares already pricey, is the stock still worth buying now?
Jim Cramer highlighted Sandisk Corporation (NASDAQ:SNDK) capital-return plans on the August 24 episode of Mad Money, as he said: I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to […]
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