‘The bad blood between Apple and OpenAI plays into Google’s hands,’ says Paul Meeks, head of technology research at Freedom Capital Markets.
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SK Hynix, Sandisk, AppLovin, Intuit, Meta, SpaceX, and More Stocks That Explain Today’s Market
1 days agoAI stocks tumble as investors wonder how much longer Big Tech companies can maintain their aggressive spending plans.
Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do with performance.
Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...
Apple would not comment on the "security breach," which allegedly allowed a former employee to download sensitive files from Apple's network long after he departed the company for rival OpenAI.
Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET
A $270 million program for first-time buyers covers vehicles up to $50,000, favoring Tesla's volume models over Rivian's current lineup
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.
Oh, how the mighty have fallen.
This Is Why I Keep Buying Meta Stock
1 days agoMost AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Backed by historic corporate profits, insider buying, and bargain valuations, tech stocks are proving that the 2026 rally is built on rock-solid fundamentals, not hot air.
It's time to start thinking about ways to diversify away from tech concentration while maintaining equity market upside.
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
Amazon's P/E ratio is near multiyear lows.
The company's fourth-quarter earnings are set to come out later this month.
Broadcom Insiders Sell Millions in Stock After Landmark Apple Chip Deal
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
One of these funds has averaged annual gains of 25% over the past decade.
TSMC Revenue Tops Forecasts on AI Strength
1 days agoJune growth strengthens expectations ahead of full earnings
Quarterly revenue matched estimates as investors await earnings and 2026 capital spending guidance.
Stocks to Watch: SK Hynix, SpaceX, Intel
1 days ago↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, after its ADRs’ Nasdaq debut on Friday. Its U.S.-listed shares also slumped. Rival Samsung Electronics (KR: 005930) tumbled 11%.
Market share grows despite global shipment decline in Q2
Robinhood Chain traders are reaching for Tendies over Apple.
Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.