Melissa Otto, Head of TMT Research at Visible Alpha, explains why underlying demand for hardware upgrades could be a boon for companies like Apple and Dell in 2025. Melissa speaks with Paul Sweeney and Jess Menton on Bloomberg Radio.
Chip stocks are surging in premarket trading Monday after Taiwan's Foxconn, which assembles Apple (AAPL) iPhones and Nvidia (NVDA) products, posted record fourth-quarter revenue—driven by the boom in demand for artificial intelligence (AI) technologies.
Joel Kulina, Head of Technology/Media Trading at Wedbush Securities, discusses the high expectations for NVIDIA's keynote at CES, highlighting the potential impact on the stock, which has lagged behind Marvell and Broadcom.
Apple (AAPL -0.20%) is back on top of the stock market. The tech giant peaked in December at a market cap of $3.9 billion as the iPhone maker has soared recently on hopes for Apple Intelligence, its generative AI tools that are now built into iOS, and the market's belief that the Trump administration will be more lenient on regulating big tech.
Diversification ranks among the most important components of many investment strategies. However, one of the world's greatest investors isn't gung ho about the idea.
Apple reportedly could release 20-plus products this year, even as services continue to lead growth. The new products include a new MacBook Air that could arrive sometime this month, along with the latest version of the iPhone, Seeking Alpha reported Sunday (Jan. 5).
Apple's (NASDAQ: AAPL) fortunes were troubled in China late last year.
The top stock in Berkshire Hathaway's (BRK.A 0.88%) (BRK.B 0.55%) equity portfolio remained Apple (AAPL -0.20%) at the end of the third quarter. But the Oracle of Omaha was selling huge chunks of this position throughout 2024, and it's possible this continued into the fourth quarter.
Apple (AAPL -0.20%) is one the world's largest publicly traded companies, with a market cap of $3.7 trillion and it continues to attract investor attention as it slowly steps into new areas of innovation, like artificial intelligence (AI).
Apple (AAPL -0.20%) has struggled to generate growth in recent years.
Apple had a market value of $3.7 trillion as of Dec. 31, making it the most valuable U.S. company, a title it has held for the better part of the last decade. But Apple has yet to demonstrate its ability to monetize artificial intelligence, at least not to the same degree as other big tech companies.
Equity analyst Dan Ives has made a quite a few prescient calls in his career. In the last year alone, he predicted the Nasdaq Composite would hit 20,000, and he remained bullish on Palantir despite widespread skepticism.