High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
China is coming for Micron's market share. It's time to start worrying.
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.
At least one analyst thinks the reaction is misplaced. KC Rajkumar of Lynx Equity Research published a note Monday morning calling the selloff in MU and SNDK "an overreaction," arguing that supply constraints and qualification gaps make the China memory threat to Apple far smaller than the headlines imply. Micron (NASDAQ: MU), as the dominant U.S. supplier of the high-density lpDDR5x DRAM that Apple requires for iPhones and Macs, is the most direct equity expression of any shift in Apple’s memor
This week's major tech news
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
Apple's revenue swings wildly with holiday seasons, while Adobe's climbs steadily quarter after quarter—a tale of two growth strategies.
Apple (NasdaqGS:AAPL) is cutting over 200 jobs in its Siri and Vision Pro units as it redirects resources toward artificial intelligence and smart glasses development. The restructuring shifts focus away from immersive video and gaming features in Vision Pro toward AI driven capabilities and new hardware. Apple is concentrating affected roles within its core AI efforts, signalling a reallocation of talent and spending across key product teams. The move is expected to influence Apple's future...
NVIDIA sells the infrastructure powering the AI era while Apple bets the compute battle gets won at the edge, and right now both strategies are printing money. Which position actually controls the stack that matters most?
LULU shares have fallen more than 40% this year, leaving the stock well below its recent highs.
Bloomberg reports key details about the form factor based on interaction with people who have used it.
Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.
Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.
A DIY-repairable smartphone is entering the market.
Nvidia isn't that far away from being the first to reach this milestone.
A four-fund portfolio can cover every major slice of the US market while keeping fees so low they barely register, but the real trick is knowing which funds belong together and why the combination matters more than any single pick.
The new terms defuse a two-year fight with Brussels. The money involved is smaller than the headlines suggest.
Apple Inc. (NASDAQ:AAPL) is one of Cramer’s favorite stocks. The shares are up by 35.8% over the past year and by 14% year-to-date. In 2026, the consumer electronics giant has suffered from the ongoing shortage in the memory industry due to the AI data center buildouts. The shortage forced Apple Inc. (NASDAQ:AAPL) to raise prices […]
No company has bought back more of its shares than Apple over the last decade.
Apple and Meta have been laggards in the AI arms race.
Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average of $8.80 and the Visible Alpha consensus of $8.83, a narrow beat that the broker tied to an expected strong iPhone upgrade cycle driven by the need for the latest hardware to enable generative AI features.
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