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Apple at $3.5 Trillion: Innovation, Loyalty, or Just Buybacks?
Apple’s valuation now rests on a delicate balance between financialization and its ability to monetize loyalty.
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Big Tech
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Big Tech
Market Analysis
Magnificent Seven Earnings this Week: Pitfalls and Tailwinds Examined
Diverging fundamentals in AI, batteries, and capital discipline are beginning to separate future winners from momentum trades.
Market Analysis
Tech Stocks Rise as Meta, Microsoft Report Better than Expected Quarterly Results
Meta and Microsoft have posted strong quarterly earnings, driven by advancements in AI and advertising revenue.
Market Analysis
US AI Equities Amid Global Trade Tensions: A Forward Look
Only this framework makes sense of the heavy AI investment push.
Market Analysis
Magnificent Seven Stocks Primed for Growth Post-Price Correction
It is worth investing in established players. But even more so in players on the rise.
Market Analysis
Tesla and Nvidia Lead Market Decline as S&P 500 Plunges
Technology stocks, including the "Magnificent Seven" megacaps, experienced a significant downturn, causing the S&P 500 to fall over 1.2%.
Market Analysis
The NVDA Concentration Risk: Should Retail Investors Be Worried?
Given Nvidia's market dominance and AI potential, such risk is subdued.
Market Analysis
Big Tech to Keep Spending Tens of Billions on AI as DeepSeek Impact Fades
Amazon and Google are significantly increasing their AI investments, with Amazon planning $100 billion and Google $75 billion by 2025.
Best Stocks
MSFT, AMZN, GOOGL, META Earnings this Week: What to Expect
Tech firms are set to report their Q3 earnings this week, with analysts largely expecting strong EPS and revenue growth.
Market Analysis
Ten Companies Account for 35% of the S&P 500 Market Cap
Most of the S&P 500 quarterly gains came from the biggest ten firms in it.
Market Analysis
Despite Massive Layoffs, Most Tech Firms Have More Employees Now than Pre-COVID
The majority of tech companies still have more workers than at the start of Covid despite the recent massive layoffs.
Policy
Apple Stocks Fall 3.77% as DoJ Prepares an Antitrust Suit
While Apple has been under DoJ investigation, no concrete action has been taken so far. This might change soon, according to some sources.
FinTech
Will TechFin Rise Beyond FinTech to Become the New Power Broker?
Big Tech has the data banks want