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Amazon reported 37% AWS revenue growth alongside massive AI investments, including £4.25 billion in sterling bonds and a $1.6 billion Texas server manufacturing push. Growth initiatives in satellite …
TSMC's strong revenue surge and expanding advanced-node capacity highlight robust AI demand from key customers Nvidia and Broadcom. While 2nm ramp costs and geopolitical tail risks pose challenges, I…
Bank of America maintained its Buy rating on Apple but lowered its price target to $370 from $380. The launch of the foldable iPhone Duo is expected to boost unit sales, though lower pricing and risi…
Apple faces scrutiny as it pivots toward high-priced foldable hardware rather than aggressive AI expansion. With a $2,000 foldable iPhone Duo and delayed base models, analysts caution that lagging in…
Apple unveiled the iPhone 18 Pro lineup and its new foldable iPhone Duo at higher price points, potentially expanding average selling prices. Meanwhile, Brent crude surged past $100 amid Middle East …
Apple is hiking Apple TV and bundle subscription fees while preparing substantial price increases of $200 to $500 on upcoming iPhones due to surging memory costs. Investors face risks of consumer pus…
Apple is unveiling its iPhone 18 lineup, spotlighting its first foldable phone and 2nm A20 Pro chips. Reports suggest Pro models will see $150 to $200 price increases, boosting average selling prices…
Analyst commentary favors Broadcom over AMD, citing Broadcom's custom AI chip partnerships with hyperscalers, faster growth, and expanding revenue guidance compared to AMD's stretched valuation.
An analysis compares Alphabet and Meta, favoring Alphabet due to direct cloud computing monetization from AI investments. While Meta is currently cheaper and growing faster, skepticism surrounds its …
Apple prepares to unveil the iPhone 18 Pro lineup and its first foldable iPhone at a September 9 event. While standard models are delayed due to supply constraints, high-end foldable devices and reva…
Alphabet posted quarterly revenue of $119.8B with CapEx rising to $44.9B to support AI infrastructure. Simultaneously, Google launched Gemini-powered paid features across Workspace apps like Gmail an…
Apple's upcoming foldable iPhone Ultra could start above $2,000, though early production faces tight supply constraints. Citi projects major upgrades across the iPhone 18 lineup, anticipating higher …
Apple faces margin pressures as soaring memory costs may force 10% to 20% price hikes on the upcoming iPhone 18 lineup. TrendForce notes upgraded models and Apple's first foldable device lack breakth…
Analysts highlight high-growth tech stocks positioned for long-term AI expansion. Marvell Technology is challenging Broadcom's ASIC dominance following a major custom chip deal with Alphabet, while d…
Marvell reported strong quarterly results but dropped after revenue from its massive custom silicon partnership with Google was projected for fiscal 2029 and beyond. The multi-billion-dollar deal sig…
Cisco Systems is seeing accelerating demand from hyperscalers in the AI networking supercycle, securing $9.3 billion in AI orders. Analysts target $134.21, citing strong revenue beats, operating leve…
Berkshire Hathaway expanded its stake in Alphabet with a $17 billion addition, making it the conglomerate's third-largest equity holding. CEO Greg Abel praised Alphabet's leading AI position, citing …
Google launched 'Google Pics,' an AI-powered image creation and editing tool integrated into Google Workspace, directly challenging rivals Adobe and Canva. The feature will roll out to Google AI Pro,…
Palo Alto Networks beat fiscal Q4 earnings and long-term guidance, yet shares retreated as analysts debated organic growth versus acquisition reliance.
Microsoft secured a 20-year power purchase agreement with Chevron's subsidiary for a 2.67 GW Texas project starting in 2028. The deal provides reliable natural gas-backed electricity to alleviate AI …