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The Latest Breaking News from Samik Chatterjee

Gene Munster Calls Liquid Glass iOS 26 And iPhone 17 Hardware Refresh 'Good News' For Apple's Growth In FY 26

Apple Inc. (NASDAQ:AAPL) is entering what analysts describe as its biggest iPhone upgrade cycle in more than a decade, with Gene Munster highlighting iOS 26 and the iPhone 17 hardware refresh as catalysts for stronger-than-expected demand.

Benzinga

Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning

An Apple Inc (NASDAQ:AAPL) analyst tracking iPhone 17 lead times shows the new smartphone is outperforming its predecessor.

Benzinga

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga

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Dell Struggles To Protect Margins As Supply Chain Costs Mount

Dell Technologies (NYSE:DELL) reported a sharp rise in second-quarter revenue but tempered investor enthusiasm with profit guidance that fell short of expectations, sending shares lower on Friday.

Benzinga

What's Going On With Coherent Stock On Thursday?

Coherent Corp. (NYSE:COHR) shares plummeted on Thursday after the company announced it will sell its aerospace and defense unit to Advent for $400 million.

Benzinga

Is Super Micro Computer Stock Headed for $15 or $70 After Giant Post-Earnings Plunge?

Following a sharp post-earnings tumble, can Super Micro Computer still climb to $70, or will it crash further?

Barchart

Apple Stock Reports 'Surprisingly Strong' Quarter: Analysts Say iPhone, Services Offset Tariff Concerns

Could Apple Inc.‘s (NASDAQ:AAPL) surprise quarter be a turning point in the tech race, or is the giant simply playing catch-up with its AI-savvy rivals? Apple analysts highlight a better than expected quarter from the tech giant with third quarter results beating estimates and showing strength for products and services.

Benzinga

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Apple Gets Points For Good Behavior But Still In Investor Jail

Apple stock slid Friday despite the iPhone maker's better-than-expected June-quarter results, showing that it's still in the investor doghouse.

Investors Business Daily

iPhone Fold tipped for September 2026 release by JPMorgan — with a $2,000 price tag

A JPMorgan analyst has spoken about the expected launch timing and pricing for the iPhone Fold, backing up what previous leakers have said.

Tom’s Guide

iPhone Fold tipped to land alongside iPhone 18 with a MacBook Pro-sized price tag – here’s what to expect

The iPhone Fold will launch next year with a sky-high price tag, a new report predicts.

TechRadar

Analysts Are Backing Qualcomm: Is a Breakout Coming?

Qualcomm just got a major price target upgrade from JPMorgan. With earnings on the horizon and momentum building, this undervalued semi is heating up.

MarketBeat

Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings.

Benzinga

At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

Fortune

Apple Stock Gets Price-Target Cut On Mounting Challenges

Investment bank JPMorgan on Thursday cut its price target on Apple stock, citing growing challenges for the iPhone maker.

Investors Business Daily

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Investors Business Daily

What AI Slowdown? Nvidia Rallies As Meta, Microsoft Boost Data Center Spending.

Meta Platforms and Microsoft aren't slowing their spending on AI data centers, defying skeptics who have predicted a pullback.

Investors Business Daily

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

Apple Stock Rises On Limited Tariff Relief. Uncertainty Remains.

Apple stock rose Monday on news that smartphones, PCs and other electronics received an exemption from U.S. reciprocal tariffs.

Investors Business Daily

Supermicro Stock Not Out Of The Doghouse Yet

Super Micro Computer may have cleared up its financial reporting issues, but SMCI stock remains under pressure from competitive and demand concerns.

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Investors Business Daily

Nvidia Stock Falls Ahead Of GTC. Here's Why.

Nvidia stock dipped Monday ahead of the company’s GTC conference. Investors are focused on trade restrictions and other issues.

Barchart

What’s Next for Super Micro (SMCI) Stock After Q2 Earnings?

Super Micro stock missed Q2 estimates but issued an outstanding outlook for its fiscal 2026. Some analysts remain unimpressed.

Investors Business Daily

Apple 2025 Outlook: AI Gets IQ Boost, Possible Smart Home Products

Apple stock is down year to date ahead of its fiscal first-quarter earnings report. The company is facing business and regulatory challenges.

Kiplinger

Stock Market Today: Dow Adds 538 Points on First Trading Day of Second Trump Administration

Stocks rise while the White House issues a historic series of executive orders.

Investors Business Daily

Why Apple Stock Got Hit By Downgrades, Price-Target Cuts

Several Wall Street analysts have cut their ratings or price targets on Apple stock ahead of the company's earnings report next week.

Investors Business Daily

Arm, Qualcomm Shares Diverge After Lawsuit Verdict

Arm stock fell while Qualcomm stock rose in response to a jury verdict in a federal-court case over a technology licensing dispute.

Investors Business Daily

Apple Intelligence Still Not Driving iPhone Sales. AI Upgrade Cycle Yet To Arrive.

Apple's iPhone 16 sales are lagging last year's models possibly due to low consumer awareness of AI features.

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