Apple (NASDAQ:AAPL | AAPL Price Prediction) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock…
Vandita Jadeja The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have…
Rich Duprey AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT | MSFT Price Prediction) is the leading exception. So far this year, the stock is…
Live Updates Tech Headwinds10:27am ETJPMorgan is flagging a potential headwind for tech stocks, warning that retail investors are pulling back on leverage in options and margin accounts after reaching extreme levels. The…
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation…
Intel (NASDAQ:INTC | INTC Price Prediction) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside…
Tim Cook spent the back half of Apple’s recent earnings call telling analysts, in carefully chosen accountant language, that the things inside your next iPhone are about to get more expensive. “For…
Omor Ibne Ehsan Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report.…
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Dean Ball, formerly a White House Senior Policy Advisor and now working on frontier AI policy at OpenAI, delivered a pointed warning about where U.S. AI oversight may be heading on Nathan…
Thomas Richmond Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
Joel South June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
Intel (NASDAQ:INTC | INTC Price Prediction) has been one of the most explosive turnaround stories of 2026, with shares up 263.12% year to date through June 18. After a 12% single-day surge…
