CounterPoint, the well-regarded electronics research firm, shows that, study after study, in China, the US, and globally, sales of the iPhone continue...
(Bloomberg) -- Donald Trump got the pageantry he craved during his trip to China. But the US president concluded the summit largely where he began, re...
Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committ...
Our Verizon (NYSE:VZ) call is straightforward: the stock is undervalued, the dividend is well covered, and the model points to meaningful upside over ...
Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...
Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...
I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our ...
Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuatio...
President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks...
The AI infrastructure build-out still has a long way to go.
Zacks.com users have recently been watching Apple (AAPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Experienced public-company legal executive joins Holley leadership team to support governance, compliance, and strategic growthNASHVILLE, Tenn., May 1...
Treasury yields are climbing as traders position for the Kevin Warsh appointment to the Federal Reserve, with markets pricing in a more growth-friendl...
Historical parallels for the artificial intelligence bubble are in no short supply.
TD Cowen analyst Joshua Buchalter maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $235 to $275.
The Musk v. Altman trial is moving to jury deliberations as Microsoft remains named in the case.
Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and sel...
Microsoft backed company eyes bigger compute and capital needs
Charles Lamanna, Microsoft EVP of Copilot, Agents and Platform, joins Jon Fortt on multi-model AI orchestration: layering models yields a 15-point res...
CNBC's Kate Rooney reports on the tense relationship between Apple and OpenAI.
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