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Article compares SOXX and FTEC tech ETFs, highlighting semiconductor sector's strong 1-year returns (119%) versus broader tech ETF's diversification and lower volatility. Both funds hold Nvidia; SOXX…
Apple faces rising memory costs, iPhone 18 price pressures, and disappointing all-glass iPhone prospects. Decelerating revenue growth, high 35x valuation, and AI reliance on Google's Gemini raise con…
Apple stock hits record highs on strong iPhone 17 demand and 16.6% revenue growth, but elevated P/E of 39.5 raises valuation concerns. Analyst suggests waiting for better entry point despite robust f…
Apple beat EPS for 8th straight quarter, announced $100B buyback, and keeps capex low ($12.7B) versus AI hyperscalers spending $2.1T through 2027, straining cash flows and pushing some into debt.
Meta's Q1 2026 revenue surged 33% to $56B with 62% ad EBITDA margins absorbing AI capex fears. Custom silicon with Broadcom/AMD lowers costs, while wholesale GPU rental turns idle capacity into reven…