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The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.
Reports suggest TSMC plans to hike chip prices by up to 10% in 2027, a change that could ripple into the cost of nearly every device you buy.
For those seeking cash-generators, both Visa (V) and Apple (AAPL) fit the criteria nicely, with each also soon to report quarterly results.
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Apple, Microsoft, Meta Platforms, Amazon.com headline a massive earnings wave. The Federal Reserve meets, with a rate hike a possibility.
With a highest possible IBD Composite Rating of 99, here's why Apple is back on top of our swing trading setup list in the megacap universe. Like for many tech stocks, June was a rough month for Apple. On July 2, Apple bounced strongly from its 50-day line and overcame resistance around 300 (1).
Apple has built something most companies only dream about: a product ecosystem so sticky that billions of users choose to pay more rather than walk away. Here is why one investor keeps loading up, and what it would actually take to stop.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
<body><p>STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.</p><p>That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.</p><p>If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google," Reyle said.</p><p>"I think the real trick will be, one of these guys is going to finally say 'enough's enough' and they will finally cut back on spending," he added. "And guess what? Their stock price will react positively to that."</p><p>To that point, Reyle noted that Apple, which has avoided massive AI spending, has seen its stock rise more than 20% this year. </p></body>
FDVV markets itself as a dividend ETF, but a quarter of its portfolio sits in tech giants that barely yield anything. Whether that tradeoff quietly undermines your income strategy depends on what is actually holding the distribution together.
(Bloomberg) -- President Donald Trump threatened new tariffs on products from the European Union in retaliation to the bloc’s $1 billion (€890 million) fine of Alphabet Inc.’s Google. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on S
Alphabet's (GOOG, GOOGL) Google said Friday it is signing the EU AI Act Code of Practice on Transpar
JEPI's monthly distributions look like income, but the IRS sees them very differently from the dividends in your S&P 500 fund, and that distinction quietly reshapes the math for anyone holding this fund in a taxable account.
Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.
7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.
Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Once critical about the company's slow AI push, investors have bid shares 22% higher in 2026.
(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo
Citigroup just called the Magnificent Seven dead, and the charts of some members make it hard to argue. But one Wall Street analyst sees something hiding inside the carnage that most investors are completely missing.
(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest
Stocks are facing a multipronged attack this month, and investors are looking for a reason to buy the dip.
The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.
(Bloomberg) -- Spiking energy prices, more US tariffs and mushrooming spending on artificial intelligence are reawakening investors’ inflation fears.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA week that began with s
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