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Apple trades around $320 with analysts recommending a Hold. Despite solid revenue growth and massive buybacks, high forward valuation (33x P/E), memory cost pressures, and looming supply constraints …
Nvidia reported strong earnings and forecasts, securing massive supply components to meet AI demand. However, the company is taking significant financial risks by providing backstops for customers an…
Oil prices are trading higher as renewed Middle East tensions and doubts over a potential Iran deal threaten supply chains via the Strait of Hormuz. Investors remain cautious as they anticipate upcom…
Semiconductor sector sold off amid valuation concerns and pre-earnings nervousness ahead of Nvidia's report. Investors retreated from richly valued chip stocks, with NVDA declining 0.72% as market qu…
Semiconductor sector declined amid valuation concerns and nervousness ahead of Nvidia's earnings report. NVDA rose 0.50% while competitors like Sensata, Nova, and Photronics fell sharply. Supply chai…
US industrial output exceeded expectations with a 0.7% rise, while the Empire State manufacturing index surged to 19.6, signaling robust factory activity. However, rising input prices and supply chai…
Nvidia announced a $2 billion investment and partnership with Marvell, bolstering its AI ecosystem and lifting semiconductor stocks. The AI chip leader’s strategic move signals strong sector growth d…
Amazon reportedly plans to move Prime Day from July to June, aiming to boost Q2 earnings and counter competition from Walmart amid potential supply chain concerns.
Tesla's 2025 report shows revenue and net income declines amid increased R&D investments, new product launches, and expanded manufacturing. Challenges persist in supply chain and regulatory risks, bu…
Raymond James restarts Apple coverage with a Hold rating, citing strong iPhone 17 cycle and service growth but concerns over rich valuation and supply chain risks.
Apple is set to report Q4 earnings with investor focus on iPhone sales, AI initiatives, and holiday guidance amid strong prior momentum and potential cost pressures.
Amazon's Prime Big Deal Days increased traffic and spending, but shares dropped 4% due to tariff concerns affecting sellers and supply chains.