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Tim Cook spent the back half of Apple’s recent earnings call telling analysts, in carefully chosen accountant language, that the things inside your next iPhone are about to get more expensive. “For the June quarter,” he said, “we expect significantly higher memory costs… beyond the June quarter, we believe memory costs will drive an increasing ... Your Next iPhone Is About to Cost More. Tim Cook Just Told You Why

Apple Inc (NASDAQ:AAPL, XETRA:APC)’s WWDC 2026 announcements represent a "material positive reset" of the company's artificial intelligence strategy, according to Bank of America analysts. The firm wrote that Apple has repositioned Siri as a context-aware, multimodal assistant capable of...

Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu

Manulife John Hancock Investments co-chief investment strategist Matt Miskin shares his take on the recent market (^DJI, ^IXIC, ^GSPC) rally.

Super Micro Stock Jumps After Analyst Cites Massive SpaceX Opportunity

NVIDIA (NASDAQ:NVDA) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every other megacap competing for capital. The stock sits roughly 11% below its 52-week high of $236.26, a drawdown that historically arrives with a thesis-breaking event. This time, ... Nvidia Still Down From Its High. History Says This Is the Buy Window Investors Beg For

Each of these stocks— Nvidia Tesla Apple Meta Platforms Alphabet Amazon.com and Microsoft —is down, but many indicators show that dip-buyers should come in soon. Nvidia has underperformed the rest of the chip universe since mid May, partly because other chip makers are selling general purpose artificial intelligence chips for companies’ data centers, threatening Nvidia’s market share. Apple is trying to prove it can maintain respectable sales growth (maybe its new AI strategy can help).

ServiceNow (NYSE:NOW) grew revenue 20.88% for the full year with CEO Bill McDermott promising to build “the AI control tower for business reinvention.” Yet shares sit at $95.04, down 37.96% YTD despite Q4 cRPO growth of 25% YoY and Now Assist ACV more than doubled. McDermott calls it “the AI-defining enterprise software company in the ... Price Prediction: ServiceNow Stock Will Be Worth This Much In 2027

The competition in the AI chip space is fierce and continues to ramp up.

McDonald's stock has fallen 11% this year, and it's now near its 52-week low.

Looking for a stock outside the AI, semiconductor, or space realms? Try these five promising niche leaders.

The Dutch lithography leader remains a strong long-term investment.

Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL), a position valued at approximately $2.65 billion. The disclosure landed alongside full exits from Amazon (NASDAQ:AMZN), UnitedHealth (NYSE:UNH), and Domino’s Pizza (NASDAQ:DPZ), which makes the airline buy the loudest signal of a ... Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

From Sleepy Chip Shops to AI Infrastructure Pillars Ten years ago, Marvell Technology (NASDAQ: MRVL) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling. Marvell’s reset began when ... Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now

For an investor in their 50s or 60s who wants one technology holding that does not require monitoring, ASML Holding (NASDAQ:ASML) warrants long-term research attention because it is the only company on earth that manufactures the lithography machines required to print advanced chips, and that structural position compounds quietly regardless of which AI winner emerges. ... Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.

KKR has sold off due to concerns about private credit.

On a recent episode of the Peter Schiff Show, economist Peter Schiff took aim at a wealth redistribution proposal floated by Sen. Adam Schiff, using Tesla (NASDAQ:TSLA) CEO Elon Musk as his case study. Adam Schiff pointed to calculations suggesting that $1 trillion could provide roughly $7,500 to every U.S. household or eliminate student debt ... Redistributing Elon Musk’s $1 Trillion Fortune Would Likely Give Each U.S. Household Just $1,500. Here’s the Math

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

Sandisk looks positioned to profit from DRAM demand -- even if it doesn't make DRAM at all!

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

Which of these unloved altcoins deserves a bit more love?

SpaceX's rally has put space stocks in the spotlight, but it may not be the only stock worth watching.

Reflection AI will pay SpaceX $150 million a month starting July 1 for access to Nvidia GB300 chips inside the Colossus 2 data center

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

A bond sale pressured shares even as SpaceX announced a new AI contract.

Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming physical capacity — power, land, and data centers. The latest global data center report from CBRE shows that demand continues to outpace supply across nearly every ... Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens

The Nasdaq Composite and S&P 500 were down, while the Dow Jones Industrial Average was up in late-mo

Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware from the SpaceX Colossus 2 data center.