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Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company History
24/7 Wall St.82d agoneutral
Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company History

Tim Cook has less than two months left as Apple CEO. On Wednesday, he announced the largest domestic manufacturing commitment in company history: a multi-year deal with Broadcom expected to exceed $30 billion, the biggest single commitment ever made under Apple’s American Manufacturing Program. It closes a fifteen-year tenure defined by supply-chain mastery. Inside the ... Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company History

Broadcom (AVGO) Lands Apple Deal Worth Over $30 Billion Through 2031
Simply Wall St.82d agoneutral
Broadcom (AVGO) Lands Apple Deal Worth Over $30 Billion Through 2031

Apple and Broadcom (NasdaqGS:AVGO) have entered a multi-year chip supply agreement valued at more than US$30b. The deal runs through 2031 and covers custom silicon and wireless connectivity components for multiple Apple product generations. As part of the agreement, Apple plans to invest US$1.5b to expand and modernize Broadcom's Fort Collins, Colorado manufacturing facility. For investors tracking Broadcom, this fresh agreement with Apple highlights how central the company is to high...

JEPI vs. JEPQ: Which Is the Better Buy in July?
24/7 Wall St.82d agobullish
JEPI vs. JEPQ: Which Is the Better Buy in July?

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold
24/7 Wall St.82d agoneutral
Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

The three most valuable companies in the world, NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and sit at the center of the AI capex boom. Each enters the second half of 2026 with a very different risk/reward setup. Here is a Buy, Sell, ... Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

Apple’s $100 Billion Buyback Machine Keeps Wall Street Watching
24/7 Wall St.82d agobullish
Apple’s $100 Billion Buyback Machine Keeps Wall Street Watching

$100 billion. That is the size of the fresh share buyback authorization Apple’s board approved alongside its fiscal Q2 2026 earnings, disclosed in the company’s 8-K filed April 30, 2026. This announcement represents a reload of the existing program. Apple (NASDAQ:AAPL) has now returned over $1 trillion to shareholders since the program began, of which ... Apple’s $100 Billion Buyback Machine Keeps Wall Street Watching

Intel’s Breakout Was Violent and It May Still Be in its Early Innings
24/7 Wall St.82d agoneutral
Intel’s Breakout Was Violent and It May Still Be in its Early Innings

Intel‘s (NASDAQ:INTC) historic breakout came fast and from out of nowhere, as the chip laggard made massive leaps to win back many investors amid the AI revolution. With a competitive slate of chips and a foundry business that could help the tech world diversify away from the likes of Taiwan Semiconductor (NYSE:TSM), perhaps Intel isn’t ... Intel’s Breakout Was Violent and It May Still Be in its Early Innings

Why Apple’s $30 Billion Broadcom Chip Deal Has Both Stocks Falling
Barrons.com82d agoneutral
Why Apple’s $30 Billion Broadcom Chip Deal Has Both Stocks Falling

Apple plans to invest more than $30 billion in an extended partnership with Broadcom to produce custom chips it said Wednesday. Apple said the new agreement was the largest so far under its ‘American Manufacturing Program’ and would enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. Apple shares were down 0.6% in premarket trading.

Can Apple Stock Reach $400 This Year? 3 Catalysts That Can Make It Happen
24/7 Wall St.82d agoneutral
Can Apple Stock Reach $400 This Year? 3 Catalysts That Can Make It Happen

Apple (NASDAQ:AAPL) is trading within striking distance of a psychologically important round number. With shares at $312.66 and momentum accelerating, the real question is whether Apple can sprint another 28% higher to hit $400 in the next twelve months. Our proprietary model has an opinion, and it’s bullish, but stops short of that headline figure ... Can Apple Stock Reach $400 This Year? 3 Catalysts That Can Make It Happen

Apple loses challenges against EU rules to curb Big Tech
Reuters Videos82d agoneutralVIDEO
Apple loses challenges against EU rules to curb Big Tech

<body><p>STORY: Apple lost its challenge against landmark EU rules on Wednesday.&nbsp;</p><p>The tech giant tried to refute the General Court's designation of its app stores and operating system as gatekeepers.&nbsp;</p><p>Apple is now subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of fines of as much as 10% of global annual turnover.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect in May 2023.</p><p>The ruling by the Luxembourg-based General Court will strengthen the position of EU antitrust regulators.</p><p>That’s as they try to make space for rivals and give Europeans more choice.</p><p>Apple first took its protests to the Court in 2024.</p><p>It again criticized&nbsp;the DMA on Wednesday, saying its mandate “goes beyond what is lawful and proportionate”.&nbsp;</p><p>Apple can appeal on matters of law to the Court of Justice of the European Union, Europe's highest.</p></body>

4 Brilliant Vanguard ETFs to Buy in July
24/7 Wall St.82d agobullish
4 Brilliant Vanguard ETFs to Buy in July

July is shaping up as a pivotal month for index investors. The S&P 500 has cooled a bit, with Vanguard S&P 500 ETF (NYSEARCA:VOO) down 1.36% since its year-to-date high on June 2 as the 10-year Treasury yield has eased to 4% and the VIX has settled at 17.65. With the Fed funds rate parked ... 4 Brilliant Vanguard ETFs to Buy in July

AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development
Simply Wall St.82d agobullish
AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development

Certara has announced a partnership with NVIDIA to enhance its AI platform for drug discovery and development by incorporating the NVIDIA BioNeMo Agent Toolkit. This collaboration aims to unify Certara's biosimulation software, regulatory expertise, and datasets with AI-driven agents that provide specialized insights for life sciences. The toolkit enables AI agents to function autonomously, complementing biosimulation models and scientific expertise to accelerate the drug development process...

The Cloud Backlog That Changed Everything For Google Stock
Trefis82d agoneutral
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.