Notícias

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

Sonos expects Q4 revenue growth to stay intact, but a $35 million memory-cost hit could sharply pressure gross profit and adjusted EBITDA.

Redburn models 14 million foldable units at $2,199

Dividend growth ETFs offer investors a steadily growing stream of passive income and exposure to quality companies.

Sonos is regaining revenue momentum as new products and overseas growth boost demand, but rising memory costs threaten margins into fiscal 2027.

Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR

Big funds are clinging to Google.

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Wall Street's two most-watched Apple analysts agree a foldable iPhone is coming, but they disagree sharply on what it will do to the stock. Understanding that divide is the key to knowing whether AAPL's current rally has room to run.

Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following his lead.

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.

Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.

Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.

Apple (AAPL) just opened an Advanced Manufacturing Center in Houston, adding domestic production capacity for Mac mini and AI servers at a time when supply constraints and product mix decisions are in sharp focus for investors. See our latest analysis for Apple. Apple’s new Houston center and the focus on higher priced iPhone models come as the stock consolidates after recent gains, with the share price down 8.43% over 30 days but still showing a 12.76% year to date share price return and a...

Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.

On Thursday, Apple Inc. CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year....

Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.

A number of stocks jumped in the afternoon session after Commerce Secretary Howard Lutnick told The Wall Street Journal the Trump administration opposes Apple buying Chinese memory chips.

Another quiet day on Wall Street led to a rally in chips and energy stocks, but the rest of market languished in the August sun. The Dow Jones Industrial Average fell 272 points, or 0.5%, on Monday. The S&P 500 dropped 0.5%.

Money pros explain when they embrace the Oracle of Omaha’s investing wisdom and when they encourage clients to take a different approach.

US Secretary of Commerce Howard Lutnick says the Trump administration does not want Apple (AAPL) to purchase memory chips from China. Yahoo Finance Technology Editor Dan Howley explains why this presents issues for Apple.

The move could help Meta and other advertisers.

Apple is heading into September with KeyBanc’s latest survey showing spending picking up ahead of its biggest product launch.

Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.

Berkshire Hathaway’s second-quarter portfolio moves show Warren Buffett remains a major force behind its investments even as Greg Abel settles in as CEO.

Apple Inc. has reportedly partnered with Alibaba Group Holding Ltd. to create an AI model specifically designed for the Chinese market. The AI model will fuel Apple’s AI toolkit, Apple Intelligence, which is slated to debut in China in the...

Trump Administration Warns Apple Over Chinese Memory Chips as Supply Crunch Deepens

Collaborating with tech giants like Nvidia, AMD and Apple, Teradyne stock etches a new buy point as these clues bode well.

The Google Parent Is Now Berkshire’s 3rd Biggest Stock Holding