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Nvidia holds a slight edge in this battle of tech titans, but both represent premier AI opportunities.

The stock's price has risen nearly 50% this year.

Bernstein managing director & senior analyst Stacy Rasgon and Lopez Research founder Maribel Lopez comment on Qualcomm's (QCOM) position in the AI data center landscape.

AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.

LONDON, July 29 (Reuters) - Apple said on Wednesday that proposed UK rules governing its App Store would amount to price ‌regulation, arguing that plans to loosen its control over in-app payments ‌could undermine innovation and investment. In a submission to Britain's Competition and Markets Authority, the iPhone maker ​said proposed "steering" requirements would go beyond promoting competition and give the regulator a "highly intrusive" role in managing its business.

Robotaxis are projected to maintain a 71.9% CAGR through 2034, but the field is getting more crowded.

Apple is edging closer to ending Wednesday’s trading session with a market value above $5 trillion for the first time in the company’s history.

Apple customers may start upgrading more frequently, and the company providing the financing could be the big winner.

The Tim Cook era was a highly profitable one for Apple shareholders.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Nvidia is now trading for just 16 times next year's profit target. Things could get even better.

Apple just crossed a threshold no American company has ever reached, and Wall Street is split on whether the stock can keep climbing from here or whether the milestone itself signals a ceiling.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Steady iPhone pricing and restrained AI spending could drive its strongest June-quarter growth in five years.

YouTube, Netflix, Spotify, Apple and others keep investing in the video podcast business. This activity also grows alongside "video shorts" platforms like YouTube Shorts, Reels and TikTok.

JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where your money actually sits.

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Apple Earnings Loom as Wall Street Braces for Historic CEO Shift

Apple reported its Q3 earnings on Thursday.

Apple reported its Q3 earnings on Thursday.

Apple will report its third quarter earnings on Thursday.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

The chip maker is acting as a combination of venture capitalist and central bank for the most important AI companies. The rewards outweigh the risks.

The mainstream index funds don’t offer attractive dividend yields, but that doesn’t mean you need a fortune to retire on dividend income.

By Amanda Cooper July 29 (Reuters) - Shares in companies driving the AI boom have been under pressure for weeks.

During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

Apple's decision to hold iPhone prices steady is set to power its strongest June-quarter sales growth in five years, but investors will want to know how long it can resist an increase. The consumer ‌electronics giant raised iPad and MacBook prices last month as it sought to offset cost increases from a shortage of ‌memory and storage chips caused by massive AI datacenter buildouts. Apple's decision paid off: iPhone shipments rose 3% and the company's market share climbed to nearly a fifth, estimated research firm Counterpoint.

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.