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Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain
Insider Monkey44d agoneutral
Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the same time, Apple has held early discussions with CXMT about supplying […]

Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings
Simply Wall St.44d agoneutral
Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings

Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what its cash flows imply. The Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a premium, while earnings based multiples look closer to fair. Apple has delivered a 108.1% return over five years, which puts extra focus on whether the current price fairly reflects the company’s cash flow potential. Expectations...

Why Corning (GLW) Stock Is Trading Lower Today
StockStory44d agoneutral
Why Corning (GLW) Stock Is Trading Lower Today

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass.

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company
Barrons.com44d agoneutral
Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.