Apple and Nvidia have truly become the straws that stir the stock market's drink.
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.

Turney Duff chats with The Wealth Consulting Group chief market strategist Talley Léger, StockBrokers.com director of investor research Jessica Inskip, and Yahoo Finance Executive Editor Brian Sozzi about what cheaper AI stocks mean for consumers, humanity, and more.

Netflix (NFLX) stock trades near $71, about 43% below its high of the past year, and it lost 6.6% in the past week. The market did not fall with it: The S&P 500 returned 16.5% over the past twelve months. So without any shock at all, Netflix is already down more than its average fall in past market shocks. What would a real crash add.

Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told Benzinga. “I think what will happen is AI will...

The day after Meta Connect.

Apple Inc. has powered to fresh highs, and with the stock up 141.9% over the past 5 years, the real question for you is whether that price still lines up with the cash the business can generate. With attention on Apple’s role in AI, payments and devices, the focus now shifts to what those themes actually mean for the company’s long term cash flows. A 141.9% return over 5 years puts a lot of future cash generation on the line. The key issue is how much of that cash story is already reflected...

The early Bitcoin backer says holding only dollars in times like these is “irresponsible” and urges big tech to keep four weeks of expenses in BTC.
When Meta launched Muse in September 2026, the promise was seamless utility: an agent capable of handling purchasing, booking, and email tasks on behalf of a user. Similar capabilities arrived with Apple’s Siri AI and the beta release of SpaceXAI’s GrokBot. These tools represent a shift from passive software to active agents that make real-world […]

Some iPhone owners may be eligible to receive money from Apple Inc., as the claim window for a recent settlement is now open. The settlement was from “a class action lawsuit brought on behalf of consumers who alleged that they purchased Eligible Devices expecting to receive certain Siri Apple Intelligence features that they allegedly did […]
Premium demand looks steady, but China complicates the picture
Meta Platforms (META) has a problem: The narrative right now is built around AI…but AI isn’t actually generating any meaningful revenue for the company. Case in point: Muse, Meta’s new AI agent, just became the #1 free app on the Apple and Google app stores, sending shares soaring 11% on Monday.

Jessica Inskip, StockBrokers.com director of Investor Research, explains to the Market Hang panel how social media algorithms are great for gauging investor sentiment and consumer demand.

Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst.
Apple's local-AI pitch targets selected workloads, not Nvidia's dominant data-center training business.
Local AI replaces variable cloud charges with expensive hardware whose utilization determines the actual savings.
Apple iPhone 18 Pro Max Wait Times Drop as BofA Highlights Improving Trend
Apple's (AAPL) average wait times for iPhone 18 availability rose about 3 days for the Pro model and
Not everyone is excited about Muse.
Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.
A different AI economics model is starting to take shape

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.
Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.

Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told Benzinga. “I think what will happen is AI will...
Apple stock hit $345 on Tuesday, marking a new all-time high for the iPhone maker.



