Apple's newest MacBook grabs headlines, but the real debate is happening somewhere else entirely. With the stock trading above its consensus target, a leadership transition underway, and memory costs threatening margins, the…
Alex Sirois Pre-Market Stock Futures: Futures are trading higher after a rough week in which sellers moved hard against the big tech companies, which reported mostly solid results. Still, massive spending on AI, free…
Buying the entire Nasdaq instead of just the top 100 sounds like a safer, more diversified bet, but one stock quietly dominates both funds in a way that could catch retirees off…
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from…
Tech stocks and reliable dividends rarely belong in the same sentence, but a handful of Nasdaq blue chips have quietly built decade-long streaks of raises backed by massive free cash flow, and…
Three engineers hatched a plan at a Denny's booth in East San Jose, then watched their first product come back in nearly every box shipped. What kept the company alive long enough…
Most people who buy Invesco QQQ Trust (NASDAQ:QQQ) want broad exposure to the NASDAQ-100. That portfolio leans heavily on a few chipmakers and tech platforms. Retirees and near-retirees who like the growth…
Apple just posted record iPhone and Mac demand, authorized another $100 billion in buybacks, and sits at a valuation that punishes any misstep. Before you decide what to do with a $1,000…
Vandita Jadeja Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.
AI hyperscalers have quietly flipped the power dynamic in flash memory, and Apple now faces a cost surge with no contract protection heading into a pivotal earnings call under a brand-new CEO.
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
NVIDIA's quarterly revenue just doubled year over year and management is already supply-constrained on future demand, yet the risks hiding inside that explosive growth story could reshape what a 10-share stake is…
For the first time in four decades, Apple has stopped moving with the index that carries its name, and the reason behind that break reveals a deeper fault line running through the…
Qualcomm just posted a 61% automotive surge and quietly signed two hyperscaler custom silicon deals, yet the market still prices it like a handset company. Here is why that gap may not…
John Ternus steps onto his first earnings call as Apple's CEO carrying nine straight beats, a 40x multiple, and a margin story that depends on benefits about to disappear. Whether he can…
Alex Sirois 
