Microsoft: AI CapEx Is A Good Problem To Buy
3 months ago
Stanely Druckenmiller rotated into Amazon, AMD and AI infrastructure while dumping Broadcom, Intel and Micron.
Maryland tax court voids digital ad tax, orders refunds to Apple, Google and Peacock TV
3 months agoA Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax mon...
Jefferies sees pressure from rising component costs and fewer opportunities to lift iPhone pricing through radically differentiated hardware.
Google’s Pixel 11 puts Gemini at the heart of its smartphone strategy as Alphabet looks to expand AI adoption and challenge Apple’s ecosystem.
KeyBanc Has Message For Apple Stock Investors
3 months agoA stronger demand signal hides a tougher long-term question
Maryland Strikes Down Digital Ad Tax
3 months agoA Maryland court on Friday struck down a 2021 law that imposed taxes on digital ad sales and ordered the state to provide refunds to Google, Peacock a...
Apple Makes Crucial Move in China AI Race
3 months agoApple is tackling one of iPhone's biggest competitive gaps
Apple is asking a federal judge to push Epic Games into settlement talks over their long-running dispute over App Store rules and fees.
Third Point Dissolves Share Stake In NVIDIA
3 months ago-SEC Filing
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VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.
Trade Tracker: Bill Baruch buys more Nvidia
3 months agoBill Baruch, Founder & President Blue Line Capital, joins CNBC’s 'Halftime Report' to explain why he's buying more Nvidia at these levels.
Apple has Biggest Streaming Hit Ever: How ‘Ted Lasso’ Could Help Company’s Undervalued Segment
3 months agoTed Lasso is back on AppleTV and already breaking records early into season four.
Alphabet and Amazon Are Spending $420 Billion on Infrastructure. These 2 Stocks Are Primed to Cash in on It.
3 months agoNvidia and Micron are making a ton of money from the AI build-out.
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