Selling prices are causing “nosebleeds” in the middle of the artificial intelligence supply chain.
Alphabet is winning the AI revolution. Here’s how Mike Khouw is trading it
The takeaway could not have been clearer: Alphabet isn’t just surviving the AI revolution — in many ways, it’s leading it.
Apple proves once again it is the ultimate cash machine. How to trade the stock from here
While the rest of the ‘Mag 7’ is caught up in the artificial intelligence arms race, Apple remains the ultimate shareholder ‘Cash Machine.’
Apple reported stellar results. That could boost the shares of these suppliers
Apple’s strong fiscal second-quarter results are likely to boost names like chipmakers Cirrus Logic and Qorvo, among others, according to Stifel and KeyBanc.
A major shift could soon happen in the Mag 7
Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world’s most valuable company.
Here’s what major analysts are saying about Apple’s earnings
Apple is expected to gain more ground after its earnings report showed the iPhone maker has largely weathered headwinds like rising memory costs, analysts said.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Stocks ended April’s trading on a high note, with the S&P 500 closing above 7,200 for the first time and posting its strongly monthly performance since 2020.
Now is the time to rebalance your portfolio and snap up these bonds, UBS says
Government bond yields have crept higher, presenting a compelling entry point for investors, according to the bank.
These stocks reporting next week have a history of beating expectations
Companies including Repligen and HubSpot have historically beaten analysts’ earnings estimates and seen their shares rise as a result.
AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027
The overall cost has been causing heads to spin, but analysts say they’re seeing flowthrough from investments to revenue.