Jefferies just downgraded Apple with a two-part bear case, but one leg collapsed within 24 hours and the other runs headfirst into the strongest June quarter the company has ever posted.
Joel South Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.
Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins as AI spending reshapes the entire tech landscape?
Bulls are stacking up price targets that tower above current levels while a famous short seller is betting against the memory giant. The case for each side is stronger than you might…
Three businesses have quietly turned patient shareholders into millionaires over multiple decades, and the competitive moats that drove those returns are facing their biggest tests yet in 2026.
Apple just posted its strongest June quarter ever, yet the stock sits 7% lower and traders put even odds on it closing August above $310. Here is why that tension could matter…
Alex Sirois Apple is approaching another iPhone launch with a $4.5 trillion market cap and nearly two decades of stock gains that have crushed the broader market at every turn. The question now is…
Trey Thoelcke Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a collision of forces that could force its…
Douglas A. McIntyre Intel's surprise stock offering rattled tech investors just as rising oil prices and Strait of Hormuz tensions gave the broader market fresh reasons to pull back from last week's record highs.
Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about…
Apple just got slapped with an Underperform rating while Trade Desk faces a brutal price target, but some names on Monday's analyst radar are picking up surprise upgrades that could shift the…
VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the…
VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure…
Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and…
Apple just posted one of its strongest quarters in years, yet the stock tanked within the hour. The headline numbers hide a set of pressures that will force a definitive verdict next…
Alex Sirois 
