Apple is reportedly testing CXMT memory chips for iPhones and MacBooks sold in China but needs White House approval under U.S. restrictions.
In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while als...
Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal posit...
For much of the last two years, Apple (AAPL) has been attempting to convince investors that artificial intelligence will be the next big motivation fo...
Apple could be making a major change to its plans for a future iPhone lineup, which could push back future price increases, according to one group of ...
The 'Fast Money' traders react to Jefferies' downgrade of Apple.
Apple Inc (NASDAQ:AAPL, XETRA:APC) shares fell about 2% on Monday after Jefferies downgraded the stock to Underperform, citing challenges in Apple’s e...
(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly
AMD beat earnings with 50% revenue growth and strong Q3 guidance; Data Center surged 107% and server demand stays bullish. Click for more on AMD stock...
A major analyst is claiming that Apple has canceled its all-glass 20th anniversary iPhone.
According to The Financial Times, Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR are working with Nvidia on ...
Investing.com -- Nvidia (NASDAQ: NVDA) is reportedly assembling a staggering $500 billion AI infrastructure funding package in partnership with some o...
CNBC's MacKenzie Sigalos reports on the firm's concerns around rising memory costs, Apple's ability to command higher iPhone prices, and a setback to ...
Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance
Nvidia Corporation stays a Strong Buy ahead of Q2 earnings as Data Center growth and ~75% gross margins support the bull case. Click for this NVDA upd...
Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data a...
Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a colli...
Apple's All-Glass iPhone Plan Hits a Wall: Jefferies Downgrades Stock
The downgrade puts Apple's innovation pipeline, component costs and premium-device strategy under a harsher spotlight before its next iPhone launch.
The company could unveil Maia 300 as soon as September and is reportedly seeking TSMC capacity for more than 300,000 chips.
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