Tim Cook called it a hundred-year flood in memory pricing, and now Apple is betting a $2,400 foldable iPhone can keep margins intact while rivals have already lapped the category twice.
Omor Ibne Ehsan Berkshire Hathaway's latest 13F reveals a level of concentration that would make most financial advisors uncomfortable, yet it keeps compounding. Find out which three consumer giants Buffett trusts enough to carry half…
Apple's newest CEO walked into the top job with a $55 million equity target and eight days to prepare before stepping onto the keynote stage to pitch the most expensive iPhone the…
Gerelyn Terzo AI data centers are pulling memory capacity away from smartphones, and the winners and losers splitting across the semiconductor complex reveal a supply war that could reshape device prices for years to…
Big banks are demanding AI systems they can physically disconnect from the internet, and the CEO of one of Nvidia's newest partners says that changes everything about where the next trillion dollars…
Jim Cramer called the JNJ dip a buying opportunity live on air, but the data behind his reasoning had already been published hours earlier, and the stock's recent performance tells a very…
Berkshire Hathaway's latest 13F reveals a stock portfolio far more concentrated than most investors realize, with the bulk of its equity weight sitting in just three consumer franchises that Buffett has held…
West Virginia's attorney general just called Meta's $17 billion child safety settlement a smart business move, then pointed directly at Apple as the next target. What he says Apple's iCloud is hiding…
Gerelyn Terzo Apple just delivered its strongest June quarter ever, and one investor sees a clear path to $400 that gets easier to defend with every earnings report. Here is what the numbers reveal…
Alex Sirois The satellite race everyone is watching plays out on launchpads, but the contest that determines who profits runs through a far less visible battlefield: the radio frequencies fighting to reach the phone…
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund…
Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.
Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly…
Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding…
Most retirees assume a forced IRA withdrawal means selling shares whether they want to or not, but a little-known IRS rule lets you satisfy the requirement without liquidating a single position, even…
