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Investing.com64d agoneutral
Trump faces Apple-Micron clash over Chinese memory chips - WSJ

Investing.com -- Apple and Micron Technology are pressing the Trump administration to take opposing positions on the use of Chinese memory chips, forcing the president to weigh lower consumer prices against his goal of expanding domestic semiconductor production, The Wall Street Journal exclusively reported.

Meta quits clean energy pledge amid gas-powered data center push
AFP64d agoneutral
Meta quits clean energy pledge amid gas-powered data center push

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy. 

Rotation Hits Magnificent 7: How Strong Ratings Sparked Apple Stock Swing Trade
Investor's Business Daily64d agoneutral
Rotation Hits Magnificent 7: How Strong Ratings Sparked Apple Stock Swing Trade

With a highest possible IBD Composite Rating of 99, here's why Apple is back on top of our swing trading setup list in the megacap universe. Like for many tech stocks, June was a rough month for Apple. On July 2, Apple bounced strongly from its 50-day line and overcame resistance around 300 (1).

AI spending restraint will reward Magnificent 7 shares, expert says
Reuters Videos64d agoneutralVIDEO
AI spending restraint will reward Magnificent 7 shares, expert says

<body><p>STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.</p><p>That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.</p><p>If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google," Reyle said.</p><p>"I think the real trick will be, one of these guys is going to finally say 'enough's enough' and they will finally cut back on spending," he added. "And guess what? Their stock price will react positively to that."</p><p>To that point, Reyle noted that Apple, which has avoided massive AI spending, has seen its stock rise more than 20% this year.&nbsp;</p></body>

Bloomberg64d agoneutral
Trump Vows Fresh Tariffs on European Union Over Google Fine

(Bloomberg) -- President Donald Trump threatened new tariffs on products from the European Union in retaliation to the bloc’s $1 billion (€890 million) fine of Alphabet Inc.’s Google. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on S

Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?
Benzinga64d agoneutral
Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?

Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.

1 S&P 500 Stock to Target This Week and 2 Facing Headwinds
StockStory64d agoneutral
1 S&P 500 Stock to Target This Week and 2 Facing Headwinds

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.