Stripe and a private-equity giant are circling PayPal with billions in committed financing, but at least one famous short-seller says the offer price insults the company's true worth and he is not…
Shares of Apple (NASDAQ:AAPL | AAPL Price Prediction) were stopped in their tracks when KeyBanc’s Brandon Nispel issued a downgrade to underweight from equal weight, citing valuation concerns. Indeed, it’s been quite…
Joey Frenette Two tech titans sit within striking distance of each other at the top of the market, but their growth engines could not be more different. Which one deserves your attention before Apple's…
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped…
Rich Duprey Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically…
Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and…
Apple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most…
Trey Thoelcke Apple almost never sues, so when Tim Cook personally greenlit a complaint accusing OpenAI of stealing trade secrets and smuggling hardware prototypes out the door, Wall Street and Silicon Valley both took…
Thomas Richmond Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do…
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding…
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
One stock keeps earning a larger slice of my portfolio every quarter, and it is not because the thesis is obvious. Here is the specific combination of forces that keeps pulling my…
Apple just hit an all-time high, and the same forces that once looked like threats to its business may now be the very things that push it past Nvidia to become the…
Apple just accused OpenAI of running a coordinated theft operation targeting its most sensitive hardware secrets, and the lawsuit landed at the worst possible moment for a company quietly preparing the most…
John Ternus is stepping into the Apple CEO role at a moment that could define the company's next decade, but whether his product instincts and a bold on-device AI strategy are enough…
Joey Frenette 
