Apple is sitting on a mountain of cash, yet it just went to the bond market anyway. The reason points to a shift in strategy, and a trade-off shareholders paying a premium…
Omor Ibne Ehsan A Democratic Congress rattled the AI trade, and one megacap barely flinched while its chip-making rival got hammered. Apple's bond sale and Nvidia's suddenly cheap multiple hint at a twist investors may…
While capital-hungry tech braces for a political reckoning, Apple rents its servers and keeps its cash. But a memory crunch, a premium valuation, and a supply-starved new iPhone could still turn this…
Alex Sirois One company banks record profits while the other burns cash and issues stock to build its future. After a week of earnings and election relief, the market sees them very differently, and…
Nobody announced bad news, yet $2.3 trillion vanished from the Nasdaq-100 in a single session. The real story is what one fund's heavy bet on a few chipmakers means for retirement savers,…
Apple, Amazon and Tesla have all slammed the door on a blockchain stock venue backed by the NYSE's parent company. One short letter and a 30-day clock give them that power, and…
Qualcomm has known for years that Apple would leave, and now the CFO says it will rewrite the company's calendar. Can automotive and AI data centers fill the gap before the next…
The S&P 500 is headed for a near-flat start Thursday. As of about 8:20 a.m. ET, funds that track the index were up 0.1% before the bell. Under that calm number, the…
While the S&P 500 and Nasdaq surged, Nvidia lost its crown as the world's largest company to Apple in a single session. Analysts still see huge upside, but one political shift could…
Voters rejected data center projects at the ballot box, and Wall Street pounced on an unlikely beneficiary in Cupertino. Skeptics call it a positioning trade, so one number in Apple's next report…
Trey Thoelcke Apple and Tesla both just reported, and both are spending less than expected. Only one of them has a business that keeps paying when the economy turns, and the other may be…
Record profits, locked-in contracts through 2030 and a stock trading at five times forward earnings, yet Micron just shed billions in a single session. The real threat may come from the customers…
Berkshire's June quarter showed one big active move while Apple and the old-guard core sat still. As Greg Abel's first year closes, the next 13F will reveal whether that single bet was…
Two tax rules point a mother toward opposite choices when she wants to hand her daughter a six-figure stock position, and the wrong move could cost thousands of dollars that a single…
Vilma Rios Arm has shed more than a third of its value in a single month while Qualcomm stumbles through a handset slump, and both companies report earnings tonight. Which chip stock actually holds…
