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Nvidia’s China Defeat

Nvidia says it has “zeroed out” its revenue forecast for China. Nvidia is caught in a brutal battle between China and the United States for the upper hand in AI development.

Douglas A. McIntyre · 11 months ago

Apple Is Failing in China

Apple just posted excellent quarterly results, which boosted the stock. Yet, its performance in China is poor for two main reasons.

Douglas A. McIntyre · 11 months ago

Apple Crushed by Other Tech Stocks

Apple stock is trading near its all-time high. Yet it has underperformed most of the other Magnificent 7 stocks this year.

Douglas A. McIntyre · 11 months ago

Nvidia Market Cap Nears $5 Trillion

Nvidia’s market cap is poised to hit $5 trillion after a flurry of new deals were announced. CEO Huang may announce more deals on his South Korea trip.

Douglas A. McIntyre · 11 months ago

iPhone 17 Is a Big Win for Apple

The iPhone 17 has been a big success in both China and the United States. Apple investors have been heartened by the news.

Douglas A. McIntyre · 11 months ago

Apple Can’t Fold a Foldable Phone

Rumors hint that Apple will launch a foldable phone with the iPhone 18 late next year. It is trying to catch up to archrival Samsung.

Douglas A. McIntyre · 11 months ago

IBM Is America’s Worst Tech Company

IBM announced terrible quarterly results, and its stock promptly dropped sharply. It is too small to play an important role in the future of AI.

Douglas A. McIntyre · 11 months ago

Cramer Recommends Apple

News of brisk sales of the iPhone 17 boosted Apple stock. So did Jim Cramer’s comments about the company’s strong brand and promising future.

Douglas A. McIntyre · 11 months ago

AI Has Destroyed Apple’s Future

Apple is not only behind in the artificial intelligence (AI) race but so far behind that it cannot catch up.

Douglas A. McIntyre · 11 months ago

Is Some of Nvidia’s Revenue Fake?

Nvidia’s $100 billion investment in OpenAI is raising questions. Will the chipmaker have to defend itself?

Douglas A. McIntyre · 11 months ago

Can Apple Sell 90 Million iPhones?

Apple needs to sell 90 million iPhone 17s this year for it to be considered a success. Can it do so without its own AI features?

Douglas A. McIntyre · 11 months ago

IBM Is America’s Worst Tech Company

IBM is the latest company to cut an artificial intelligence deal. However, it is too small to be a significant player in the new AI landscape.

Douglas A. McIntyre · 11 months ago

Nvidia CEO Huang Richer Than Warren Buffett

Warren Buffett is the 11th richest man in the world. Nvidia CEO Jensen Huang recently passed Buffett to become the world's ninth richest person.

Douglas A. McIntyre · 11 months ago