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Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?
Insider Monkey1h agoneutral
Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?

Apple Inc. (NASDAQ:AAPL) entered September with two things to prove: that it could still surprise consumers with new hardware and that its slow start in generative AI had not left it permanently behind. Its first major product event under CEO John Ternus offered an answer to both. Apple (NASDAQ:AAPL) unveiled the iPhone Duo, its first […]

What Changed In Dell's Story?
Trefis2h agoneutral
What Changed In Dell's Story?

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

3 Stocks Tied To Apple And Nvidia Supply Chain Demand
Simply Wall St.4h agoneutral
3 Stocks Tied To Apple And Nvidia Supply Chain Demand

Market leadership has rarely felt this concentrated, with Apple and Nvidia together now carrying more than 15% of the S&P 500 and pulling a tight circle of suppliers into the spotlight. That kind of focus can magnify both upside and risk, which is exactly why investors are watching every product launch and guidance update so closely. This article walks through three stocks closely exposed to that story, and why each one could matter for your portfolio. The stocks below are just a starting...

The era of AI wearables focused on listening is here
Yahoo Finance Video4h agoneutralVIDEO
The era of AI wearables focused on listening is here

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

The era of AI wearables focused on listening is here
Yahoo Finance Video4h agoneutralVIDEO
The era of AI wearables focused on listening is here

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

A New Brand Of Inflation Slams This Smartphone Segment
Investor's Business Daily8h agoneutral
A New Brand Of Inflation Slams This Smartphone Segment

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

The 8:30: The stories driving markets September 24
Yahoo Finance Video10h agoneutralVIDEO
The 8:30: The stories driving markets September 24

Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian break down the biggest market and business stories driving the day's conversation. From the latest moves in stocks and bonds to key corporate news and economic developments, the 8:30 panel delivers the essential headlines and market context you need to start your day informed.

Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog
Trefis11h agoneutral
Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

Investing.com12h agoneutral
Qualcomm secures long-term Apple patent deal, easing revenue fears

Investing.com -- Qualcomm (NASDAQ:QCOM) shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. The deal secures a critical, long-term revenue stream for Qualcomm, helping the stock pare earlier losses amid a broader Nasdaq 100 sell-off.