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The Latest Breaking News from Amit Daryanani

Supermicro Warning Takes Down AI Data Center Stocks

A negative preannouncement from Supermicro pulled down stocks tied to the buildout of AI data centers on Wednesday. SMCI stock and others fell.

Investors Business Daily

Trump Tariffs Spark 'Demand Destruction' Concern For Electronics Makers

As the Trump tariffs kick in, makers of tech products face the prospect of "demand destruction" curbing sales of those goods.

Investors Business Daily

IBM Stock Falls Below Key Level On Accenture Warning About Slowing U.S. Government Tech Spending

IBM stock fell Thursday after tech consulting rival Accenture warned of slowing U.S. tech spending.

Investors Business Daily

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Nvidia, AI Chip Peers Tumble On DeepSeek Implications

Reports that Chinese AI lab DeepSeek has created an AI model that rivals U.S. models sent shockwaves through AI chip stocks on Monday.

Investors Business Daily

Vertiv Stock Rises Sharply After Investor Event

Vertiv stock received a flurry of bullish reports after the data center infrastructure provider raised its long-term outlook.

Investors Business Daily

Dell Poised To Gain Market Share Amid Super Micro's Troubles

Dell Technologies likely will be a major beneficiary of troubles at rival Super Micro Computer, analysts say. Dell stock jumped Wednesday.

Investors Business Daily

Western Digital Stock Jumps On Better-Than-Expected Earnings, Strong Cloud Demand

Western Digital stock jumped Friday, after the data storage company reported earnings ahead of expectations for its September quarter.

Investors Business Daily

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Why Apple Stock Was Added To 'Tactical Outperform' List Ahead Of Earnings

A Wall Street analyst added Apple stock his firm’s “tactical outperform” list ahead of the company’s fiscal fourth-quarter earnings report.

Investors Business Daily

IBM Stock Gets Price-Target Hike As Big Blue Returns To Record Territory

IBM stock is nearing a return to record territory for the first time in a decade amid rising AI excitement.

Investors Business Daily

Copper Prices Are A Can't-Miss Bet; Why Power-Hungry AI, EVs Will Fuel FCX, TECK

China is weighing on copper prices, but surging demand for AI and electric vehicles and looming supply shortfalls should make FCX and TECK big winners.

Investors Business Daily

Apple iPhone 16 Sales Likely 'Stronger For Longer'

Apple's iPhone 16 sales are likely to be "stronger for longer" because of the gradual rollout of AI functions, a Wall Street analyst says.

Investors Business Daily

Apple's Big AI Reveal: Will The Game Plan Impress Wall Street?

Apple stock has lagged the market, hurt by its lack of a clear AI strategy. Company watchers hope for big news at its upcoming WWDC event.

Investors Business Daily

Is This Underperforming AI Stock a Buy Ahead of Earnings?

HPE is a tech stock that has underperformed the broader markets by a wide margin since its spin-off in late 2015. Priced at an attractive multiple, is HPE stock a good buy right now?

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IBM Earnings Preview: Can Big Blue Build On AI Excitement?

IBM stock is a hot pick on Wall Street for the first time in a decade. Analysts are looking for signs of further AI progress.

Investors Business Daily

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IBM Stock Added To 'Tactical Outperform' List Ahead Of Q1 Earnings

IBM stock gained early Monday after analysts at Evercore ISI added the tech giant to their "tactical outperform" list.

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Is Apple Stock a Buy Ahead of Its Big AI Reveal?

Apple stock has delivered outsized gains for long-term shareholders. But is the tech giant a good buy right now?

Investors Business Daily

AI Data Centers Seen Driving Demand For Copper. These Stocks Could Benefit.

Nvidia's pivot to copper cables from optical fiber in AI data centers signals a major increase in copper demand ahead.

Investors Business Daily

Analysts Downplay DOJ Suit Impact On Apple: 'A Distraction'

The U.S. Department of Justice antitrust lawsuit against Apple faces a long slog through the court system.

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Investors Business Daily

What's It Going To Take To Get Apple Stock Out Of Its Funk?

With Apple stock down 10% year to date, investors are wondering what it will take to break the consumer electronics giant out of its funk.

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Apple's AI Strategy Could Include More Useful Virtual Assistant, Siri 2.0

Apple stock investor focus is shifting to the company’s upcoming announcements on artificial intelligence, analysts say.

Investors Business Daily

IBM Is Trading At Its Highest Levels In More Than A Decade. Here's Why.

IBM stock is trading at an 11-year high after the company posted strong Q4 earnings.

Investors Business Daily

What Buying Juniper Networks Means For HPE Stock

Hewlett Packard Enterprise's $14 billion all-cash acquisition of Juniper Networks will shake up the computer networking market, analysts say.

Investors Business Daily

Apple Stock's Post-Earnings Rally Stalls Amid Soft iPhone Sales Data

Apple stock rose after the company's fiscal fourth-quarter earnings report earlier this month. But the rally has stalled.

Investors Business Daily

Apple iPhone 15 Pro Lead Times Shorten As Supply Catches Up With Demand

Apple stock rose Monday amid reports that iPhone 15 sales remain strong and are largely on par with year-ago sales trends for the iPhone 14 series.

Investors Business Daily

Apple iPhone 15 Launch Called 'Mildly Disappointing,' Gets 'Meh' Stock Reaction

Apple's iPhone 15 debut might have been a yawner but it provided enough product updates to spark upgrades, analysts said.

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