The memory allocation split is defining today's session as artificial intelligence customers pull wafer capacity toward high-bandwidth chips and away from the conventional parts that phones need.
Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) filed its latest 13F for the quarter ended June 30, 2026, disclosed on August 14.
On the morning John Ternus took over as Apple CEO, the most consequential headline about the company had nothing to do with the iPhone cycle or Siri AI.
Longtime Apple executive Phil Schiller reportedly wanted no involvement with a push by the tech giant's new leadership to squeeze more money from the lucrative platform.
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 that Wall Street might still be underpricing.
Fans of the company's products widely believe it will unveil a folding smartphone at its annual launch event on Wednesday.
John Ternus has been Apple's CEO for all of eight days, counting weekends, which I'm sure he worked. This coming Wednesday he headlines his first keynote, an event Apple has titled “Surprise and shine.
Apple could be one day away from unveiling a new iPhone capable of generating $14 billion in quarterly revenue, but Wall Street thinks the event could become a sell-the-news moment. Morgan Stanley expects Apple's first foldable iPhone to ship about 6.5 million units in the December quarter, generating roughly $14 billion, or 16% of iPhone revenue.
Wall Street loves a rocket, but the real satellite race is being fought in radio waves.
It's finally happening — this week, we are (probably) about to see Apple's first foldable iPhone, more than five years after Samsung launched its first foldable phone.
Ahead of Wednesday's launch, AAPL faces a tricky mix: strong demand, rising costs, tight supply, and a premium stock valuation.
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 where the opportunity hides.