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2024-06-24 04:57:09 ET More on Apple Apple's OpenAI Deal Requires In-House Innovation To Boost Growth Apple: Sell The AI Hype (Rating Downgrade) Apple: AI With Privacy And Security, A Unique Combination AI adds $30-$40 to Apple's stock price - Dan Ives ...
2024-06-23 20:39:26 ET Summary Harris Associates' 13F portfolio value increased from $58.03B to $61.82B this quarter, with around 200 positions reported. The top five stakes in the portfolio are Alphabet, IQVIA, Capital One Financial, Fiserv, and Intercontinental Exchange, totalin...
2024-06-23 15:28:19 ET More on Apple and AI Apple's OpenAI Deal Requires In-House Innovation To Boost Growth Microsoft is the AI Bugatti, Amazon is the minivan: Wedbush's Dan Ives at SA Summit Apple: Sell The AI Hype (Rating Downgrade) Downstream AI software ...
2024-06-23 01:38:44 ET Summary Vanguard's S&P 500 ETF has been an "AI winner," as top AI stocks are among the fund's biggest holdings. However, the fund has enough non-tech stocks to thrive after the AI party ends. Although the growth of generative AI is a long-term secula...
2024-06-23 00:26:07 ET Summary Stock market in 2024 has rallied without major pullbacks, concentrating returns in a few companies, and lagging performance in other sectors. 10 companies alone in the market-weighted S&P 500 are responsible for 71% of the YTD returns. Two of...
2024-06-22 20:07:00 ET Summary I’ve long hated Facebook with the heat of 10,000 suns, waffled on Instagram, and didn’t know what to make of the other apps. But it’s never too late to learn and change… Instagram can be fun, and I’m now finding goo...
2024-06-22 18:45:00 ET Alphabet 's (NASDAQ: GOOG) (NASDAQ: GOOGL) stock has rallied by more than 40% over the past 12 months and is currently hovering near its all-time high. The tech giant impressed investors with the accelerating growth of its advertising and cloud businesses,...
2024-06-22 12:00:00 ET More on Spotify Spotify: Price Hike Is Bullish Spotify: Price Increases Are Helping To Mask Weaker User Growth Spotify: Unconvincing Business Model Spotify to introduce higher priced music plan later this year: report Biggest st...
2024-06-22 06:45:00 ET Nvidia (NASDAQ: NVDA) is a great artificial intelligence (AI) stock. However, it has gotten a bit expensive from a valuation standpoint, which has some investors looking elsewhere for AI investments. I'm in that camp, but fortunately, plenty of AI companies ar...
2024-06-21 17:58:50 ET Summary Micron Technology, Inc. is benefiting from the AI enterprise wave, with revenue forecasts for 3Q 2024 higher than originally anticipated. Micron's HBM3E products cater to high-bandwidth memory market demand, allowing for higher profit margins. Mi...
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ASML, the leading equipment supplier of lithography machines needed for the manufacture of semiconductors, is set to record a significant increase in its orders after its second-quarter results are announced. This comes as the demand for artificial intelligence (AI) chips continues to increase....
2024-07-18 16:00:00 ET Are you a cautious investor? If you are, then you might fret about what to do with artificial intelligence (AI) stocks. On the one hand, these stocks seem revolutionary, with virtually unlimited growth potential. On the other hand, most of them look very expensive, wi...
2024-07-17 04:46:00 ET The U.S. economy has a centurylong history of producing the world's most valuable companies: Microsoft , Nvidia , Amazon , Meta Platforms , and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have since joined Apple in the trillion-dollar club....