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The Latest Breaking News from Samik Chatterjee

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

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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.

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.

Investors Business Daily

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.

Barchart

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.

Investors Business Daily

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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.

Kiplinger

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.

Investors Business Daily

Stock Market Today: The Dow Slides Into Its First 9-Day Losing Streak Since 1978

A Santa Claus rally is on hold as markets wait for more information about monetary policy.

Kiplinger

Amphenol, IBD Stock Of The Day, Showing Accelerating Growth

Amphenol is the IBD Stock Of The Day as the electronic components maker notches a record high on accelerating sales and earnings growth.

Investors Business Daily

Supermicro Customers Staying Put While Investors Flee

Data center operators appear to be sticking with Super Micro Computer as the AI server maker deals with financial reporting issues.

Investors Business Daily

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Benzinga

HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts

Hewlett Packard Enterprise Co (NYSE: HPE) reports Q4 results, beating estimates with EPS of 58 cents and sales of $8.46B. Analysts raise price targets and expect growth from AI servers and recovery in traditional servers.

Benzinga

What's Going On With Super Micro Computer (SMCI) Stock?

Super Micro Computer shares are trading higher by 25% since Monday's open. The company this week released findings from an internal investigation led by its Special Committee.

Benzinga

Super Micro Probe Finds No Misconduct, But Analyst Says 'Visibility Into Compliance' Remains Low

SMCI clears hurdle in investigation, with no evidence of fraud/misconduct. JPMorgan cautious due to low compliance visibility. Underweight rating maintained.

Benzinga

HP Faces Margin Pressure But Analysts See AI PCs Driving Growth In 2025

HP's fiscal Q4 results beat estimates, but weak Q1 EPS guidance caused stock to fall. Analysts maintain ratings, but revise price targets.

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news in one place.

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Investors Business Daily

Analysts Abandon Super Micro After Negative Quarterly Update

More Wall Street analysts downgraded or pulled their ratings on Super Micro Computer stock after the beleaguered company's business update.

Investors Business Daily

Apple Stock Buoyed By Reassuring iPhone 16 Sales Data

Wall Street analysts say Apple iPhone 16 sales trends appear solid a month after the retail launch.

Investors Business Daily

Apple iPhone 16 Early Demand Deemed Healthy

Early sales data suggests “healthy demand” for Apple’s iPhone 16 family overall, JPMorgan said. Apple stock dipped on Monday.

Investors Business Daily

Apple's Hoped-For iPhone 16 Supercycle Isn't Looking So Super Now

Apple stock fell Monday after several analysts said iPhone 16 preorders were lower than expected.

Barchart

What's Behind the Latest Super Micro Computer Stock Downgrade?

As skepticism swirls around Super Micro Computer, leading investment bank JPMorgan’s dramatic reversal on its earlier stance has become the latest headline.

Investors Business Daily

Apple Intelligence Won't Be Available For iPhone 16 Launch

The lack of Apple Intelligence for the iPhone 16 launch and the slow rollout of AI features disappointed Apple stock watchers.

Investors Business Daily

Super Micro Computer Stock Downgraded Amid Growing Uncertainty

Super Micro Computer saw its shares fall Friday after getting their second downgrade this week from a Wall Street analyst.

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