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Market leadership has rarely felt this concentrated, with Apple and Nvidia together now carrying more than 15% of the S&P 500 and pulling a tight circle of suppliers into the spotlight. That kind of focus can magnify both upside and risk, which is exactly why investors are watching every product launch and guidance update so closely. This article walks through three stocks closely exposed to that story, and why each one could matter for your portfolio. The stocks below are just a starting...

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

Something happened to Apple stock on Sept. 23 that has not happened since Tim Cook was running the company.

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

Some consumer, technology and industrial components form a solid core of possibilities for investors.

Meta Platforms Inc.‘s new Muse AI agent could become the most widely used consumer artificial intelligence app since OpenAI‘s ChatGPT, according to analysts at JPMorgan, after the app quickly climbed to No. 1 on Apple‘s U.S. App Store following its...

Qualcomm Shares Drop After Apple Extends Long-Running Licensing Pact

Apple stock still looks like a long-term winner.

Here’s what’s next for Qualcomm and its AI ambition.

Bernstein analyst Stacy Rasgon wrote that the lack of “specificity” in the renewal announcement “gives us a little bit of pause.”

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

Klarna keeps sliding weeks after a guidance cut rattled investors, while Affirm moves in the opposite direction as traders rally around its AI underwriting push. The widening gap between two of fintech's biggest names raises a pointed question about which side of this trade holds up.

Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

Chip stocks fell along with the broader market on Thursday as the U.S. and China held trade talks in Washington, D.C.

Amazon.com, Inc. is reportedly reaching out to its former employees, including those who were previously laid off, to fill vacant roles in its cloud-computing and AI sectors. Amazon’s AI agent organization, spearheaded by AWS VP Swami Sivasubramanian, has launched the...

Devices that can listen and record us are becoming more popular, raising privacy concerns.

Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian break down the biggest market and business stories driving the day's conversation. From the latest moves in stocks and bonds to key corporate news and economic developments, the 8:30 panel delivers the essential headlines and market context you need to start your day informed.

The renewal with Apple comes as Qualcomm expands its latest Snapdragon lineup around agentic AI and lands its new Reality Elite processor in Meta’s upcoming VR glasses.

Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to be reliable.

Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.

Meta (META) unveiled several new products at its Meta Connect event on Wednesday, including a handheld Muse AI agent device, virtual reality (VR) glasses, and more. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss more in the video above.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bentley (VWAGY) debuting its first electric car, the Torcal, an SUV with an estimated starting price of $250,000.

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

After Nvidia, AMD and Apple design the AI chips and TSMC makes them, TSE Technology steps in to complete the process.

Apple and Nvidia have truly become the straws that stir the stock market's drink.

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.