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The deal could reshape a highly profitable part of Apple

Western Digital's expanding margins and forecast-beating outlook gave investors fundamental support beyond Monday's broader storage rally.

Apple Inc. (NASDAQ:AAPL) received a major vote of confidence from Rothschild Redburn today, with the firm upgrading the stock from Neutral to “Buy” and raising its price target to $400 from $260. The upgrade rests on two major catalysts for Apple: its entry into premium foldables and a strategic reset to the Apple Intelligence platform. The […]

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.

For nearly two decades, September has usually meant one thing for Apple investors: a new iPhone cycle. That pattern may be about to change. Apple (AAPL) is reportedly planning to launch the iPhone 18 Pro series this fall and delay the standard iPhone 18 to the first quarter of 2027, according to ...

Management no longer opens on cloud migrations, and what replaced them is billed in a different way.

Micron Technology (NasdaqGS:MU) faces fresh competitive risk as Apple considers buying memory chips from Chinese suppliers despite US government requests to avoid them. The potential shift in Apple's procurement approach highlights growing uncertainty for US memory manufacturers that compete for large scale contracts. US government pressure on corporate sourcing from China is now intersecting with core components such as memory, which is a key product area for Micron. Investors are assessing...

President Trump just gave Western Digital stock a big boost.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...

Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.

Did President Trump accidentally start a rally in a Korean memory chip stock?

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

Micron Technology (NASDAQ:MU) shares gained 2. 6% ahead of Monday’s opening bell as pressure from the Trump administration on Apple not to source memory chips from Chinese manufacturers strengthened the outlook for U.

Netflix's revenue growth is cooling, and the line that actually compounds for shareholders has been running far ahead of it.

Apple just posted its strongest June quarter ever and still watched shares sink 7% in a single day. Something underneath the headline numbers is quietly breaking down, and the October earnings report could expose it.

Micron is the direct beneficiary of Washington’s stance: a U.S. Commerce Department block on Apple sourcing DRAM from China’s ChangXin Memory Technologies (CXMT) effectively funnels Apple back toward domestic and allied suppliers, with Micron as the leading American producer.

Wall Street is pricing Alphabet like a company losing the AI race, but a quiet milestone suggests the market may be making a very expensive mistake.

GF sees stronger yields and broader customer interest.

A dramatic hardware shift could reshape Apple's premium strategy

Alphabet becomes Berkshire's third-largest holding

Many S&P 500 investors don't pay much attention to the number of letters in their stocks' symbols. But maybe they should.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

Micron Technology was gaining early on Monday. Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares were up 3.5% at $1,005.65 in premarket trading.

(Updates to include additional details in the third paragraph) Apple (AAPL) will modify its App T

Google's parent company is now the third-largest holding in Berkshire's equity portfolio, worth around $36.6 billion

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and Micron ahead of the open Monday.

According to TheFly, Rothschild & Co. Redburn analyst Timm Schulze-Melander upgraded Apple to ‘Buy’ from ‘Neutral’.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.