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Rogers Communications (TSX:RCI.B) Moved, So What Is Drawing Attention Now?
Simply Wall St.9d agoneutral
Rogers Communications (TSX:RCI.B) Moved, So What Is Drawing Attention Now?

Rogers Communications (TSX:RCI.B) just paired a new Apple hardware lineup with its premium 5G+ plans, while also raising long dated subordinated debt and refinancing older notes. That mix puts both consumer offerings and capital structure in focus. Despite the fresh Apple lineup and debt issuance news, Rogers Communications’ recent share price momentum has been soft, with the stock down 4.9% over the past 90 days and 4.2% year to date. The 1 year total shareholder return of 5.3% points to a...

TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
Insider Monkey9d agoneutral
TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

What Happens To Alphabet Stock If Free Cash Flow Stays Negative?
Trefis9d agoneutral
What Happens To Alphabet Stock If Free Cash Flow Stays Negative?

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Is Apple (AAPL) Fully Priced On Its iPhone Duo And AI Launches?
Simply Wall St.9d agoneutral
Is Apple (AAPL) Fully Priced On Its iPhone Duo And AI Launches?

Apple (AAPL) just rolled out the iPhone Duo foldable alongside the iPhone 18 Pro family, Apple Watch Series 12 and AirPods 5, giving investors a fresh hardware and AI driven catalyst to assess. The recent product wave comes amid a strong run in Apple’s market value. The share price stands at $333.08, with a 30-day share price return of 8.87% contributing to a 22.9% year-to-date gain and a 41.24% total shareholder return over the past year. This performance suggests momentum has been building...

Would You Still Want Dell If The AI Orders Slowed?
Trefis9d agoneutral
Would You Still Want Dell If The AI Orders Slowed?

Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.

Gene Munster Says iPhone 18 Pre-Order Wait Times Are Climbing, Calls It a 'Favorable Sign for Demand'
Benzinga10d agoneutral
Gene Munster Says iPhone 18 Pre-Order Wait Times Are Climbing, Calls It a 'Favorable Sign for Demand'

Deepwater Asset Management’s Gene Munster said Monday that Apple Inc.’s (NASDAQ:AAPL) iPhone 18 pre-order wait times have climbed sharply since the weekend, a trend he calls an early, favorable signal of demand across major markets worldwide. Longer Lead Time a Favorable Sign In a post on X, Munster said that average lead times across eight countries reached 2.6 weeks three days into pre-orders, up from 1.6 weeks the day before, matching where Pro models stood at this point last year. He said pa

Amazon Could Buy Up to $60 Billion From Qualcomm Just as Apple Brings Modems In-House. Is the AI Pivot Real?
Insider Monkey10d agobullish
Amazon Could Buy Up to $60 Billion From Qualcomm Just as Apple Brings Modems In-House. Is the AI Pivot Real?

QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]

Apple iPhone 18 Pro pre-orders point to mixed demand signals, brokers say
Proactive10d agoneutral
Apple iPhone 18 Pro pre-orders point to mixed demand signals, brokers say

Apple Inc (NASDAQ:AAPL, XETRA:APC) iPhone 18 Pro pre-order delivery times are running shorter than last year's iPhone 17 cycle, according to two Wall Street brokers tracking the launch, though the firms disagree on what that signals for demand. Bank of America and Jefferies both monitored...