What Apple investors should be watching for (video)

By Steven M. Peters

Published March 25, 2019, 1:05pm ET · 1 min read

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Six quick interviews ahead of Apple’s event.

In order of appearance: Jim Dalrymple, Jason Snell, Horace Dediu, Carolina Milanese, Bob O’Donnell, Sara Tibken.

[youtube=https://www.youtube.com/watch?v=V0jj1em1ueo&w=840&h=473]

Contact [email protected] for any questions or corrections.

Steven M. Peters

All articles →

Continue Reading

7 Cybersecurity Stocks Riding the AI Security Boom

Anthropic and OpenAI's warnings about AI agents acting outside their boundaries sent cybersecurity stocks surging, but the companies investors rushed to buy face very different odds of turning that urgency into real contracts and…

Dr. Robert Castellano · 2 months ago

3 Chip Stocks Set to Win TSMC’s Packaging Boom

TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where…

Dr. Robert Castellano · 2 months ago

Nvidia’s AI CPU Push Threatens Intel and AMD

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the scenes reveal a quiet battle reshaping which semiconductor companies actually…

Dr. Robert Castellano · 2 months ago

A conceptual art piece showing a giant robot towering over a sad worker, surrounded by symbols of global industry, protest, and economic change.

Francis Fukuyama Has a Warning About AI That Has Nothing to Do With Job Numbers

Francis Fukuyama thinks the real danger from AI will show up long before unemployment numbers spike, and it has everything to do with what a paycheck actually means to the person cashing it.

Trey Thoelcke · 2 months ago

Micron Technology: Record DRAM Pricing Meets A Stock In Retreat

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be…

Dr. Robert Castellano · 4 months ago

A long, brightly lit corridor within a data center is lined on both sides by tall server racks. Vibrant blue lines and small, glowing digital squares stream across the foreground and along the racks, conveying a sense of rapid data flow and connectivity. A bright white light emanates from the far end of the corridor, enhancing the depth and futuristic, high-tech atmosphere.

South Korea’s $576 Billion AI Bet Shows Why Vertiv Is More Than a Cooling Company

Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price Prediction) did none of those things on June 30, yet its shares climbed 9.1%,…

Dr. Robert Castellano · 4 months ago

Why Investors Are Finally Separating Quantum Computing Winners From Losers

For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued trapped-ion systems, superconducting qubits, quantum annealing, or photonic architectures mattered less than the fact…

Dr. Robert Castellano · 5 months ago

ASML May Benefit More From the AI Memory War Than TSMC

ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at the 5nm…

Dr. Robert Castellano · 5 months ago

A futuristic data center with glowing neon server racks surrounding a central luminous microchip processor with digital data lines connecting them.

Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia…

Dr. Robert Castellano · 6 months ago