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The Latest Breaking News from Wamsi Mohan

Apple's iPhone 17 Impresses On Design, But Analysts Say AI Still Lags

Wall Street analysts praised Apple's (NASDAQ:AAPL) iPhone 17 event for delivering thinner designs, upgraded cameras, and tighter AI-health integration, but cautioned that innovation remains incremental.

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

Why Apple Stock Could Sell Off After iPhone 17 Reveal

Apple stock could sell off after the company announces its iPhone 17 series smartphones next month, a Wall Street analyst said Monday.

Investors Business Daily

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Dell Shares Dip Amid Market Jitters Despite Bullish AI Outlook

Dell Technologies Inc (NYSE:DELL) shares are trading lower Wednesday afternoon, caught in a broader market downdraft that has particularly impacted technology and AI-related stocks. The move comes just over a week before the company is scheduled to report its fiscal second-quarter earnings on Thursday, August 28.

Benzinga

Dell Unveils AI Platform Upgrades To Tackle Enterprise Data Complexity

Dell Technologies (NYSE:DELL) on Monday announced new updates to its Dell AI Data Platform to help enterprises manage the full AI workload lifecycle, from ingestion and transformation to agentic inferencing and AI-powered knowledge retrieval.

Benzinga

Apple's Smart Move May Save iPhone Sales–And The Stock Could Soar

Apple Inc.‘s (NASDAQ:AAPL) smart decision to add another $100 billion to its U.S. manufacturing commitment is being hailed on Wall Street as a tactical move to dodge steep tariffs under President Donald Trump‘s trade regime—and possibly reignite its stock, which is still down 12% year-to-date.

Benzinga

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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Can Apple's Slim iPhone And Cheaper Macs Reverse The 2025 Stock Slump?

Apple (NASDAQ:AAPL) is gearing up for a significant rebound in the second half of fiscal 2025, driven by the highly anticipated launch of new product cycles, including a ‘slim’ iPhone, and sustained momentum in its lucrative Services division, even as it contends with rising tariff costs and ongoing regulatory challenges.

Benzinga

IBM Stock Near Record Highs With Earnings Due Soon. Here's What To Watch.

IBM stock has had a strong run, with Wall Street buying the tech stalwart as an AI winner.

Investors Business Daily

Apple's App Store Just Had A Blowout Quarter—And That Might Be The Signal Bulls Needed

Apple Inc. (NASDAQ:AAPL) has been a rare laggard among the tech giants in 2025, down 15% year-to-date and underperforming peers like Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NYSE:MSFT).

Benzinga

IBM Gets Price-Target Hike With Eyes On 'Next Phase Of AI Growth'

IBM stock is at record highs and got a price target hike from Wedbush analyst Dan Ives.

Investors Business Daily

Apple Offers Little To Get Excited About At WWDC

The reviews are in for Apple's WWDC 2025 keynote presentation on Monday and they aren't good. And the news didn't help Apple stock.

Investors Business Daily

Amid the Tariff Turmoil, Here Are 3 Stocks Recently Defended by Analysts With More Than 10% Upside Potential

Here are three large-cap stocks that are well-positioned to deliver outsized gains to investors amid the tariff turmoil in 2025

Barchart

IBM Earnings On Deck. AI Push, 'Safe-Haven' Status, DOGE Cuts In Focus.

IBM stock was gaining in trades ahead of its Q1 report. Some analysts expect the tech giant's shares will be seen as a "safe haven."

Investors Business Daily

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Fortune

Apple plans to hire 20,000 workers over the next four years but faces competition for AI talent

Companies across every sector are pursuing top tech talent.

Investors Business Daily

Trump Tariffs Hammer Tech Hardware Stocks. Nvidia Gaps Lower.

Tech hardware stocks tumbled Monday after President Trump instituted tariffs on goods imported from Canada, Mexico and China.

Barchart

Analysts: Buy These 6 Stocks Now to Profit From the DeepSeek Selloff

Amidst the market chaos, these six stocks could present much-needed opportunity.

Investors Business Daily

Apple Stock Sinks On Disappointing Sales Outlook

Apple stock retreated Friday after the consumer electronics giant offered weak sales guidance for the December quarter.

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Investors Business Daily

Apple Stock Downgraded To Sell Ahead Of Earnings. Here's Why.

A Wall Street analyst on Friday downgraded Apple stock to the equivalent of a sell rating ahead of the company's earnings report.

Investors Business Daily

HPE To Showcase 'Liquid Cooling' Tech For AI Servers, Takes On Super Micro

When HPE hosts an artificial intelligence event Thursday, one analyst expects its "liquid cooling" technology for AI servers to be showcased.

Investors Business Daily

HPE Wins Bank Of America Upgrade To Buy Amid Juniper Deal

Hewlett Packard Enterprise won an upgrade to buy from Bank of America on views that profit margins will improve and cost synergies from the acquisition of Juniper Networks.

Investors Business Daily

Apple Begins Taking Preorders For AI-Enabled iPhone 16 Handsets

Apple began taking preorders for its iPhone 16 smartphones and delivery wait times stretched into October for some models.

Investors Business Daily

Apple Stock Rises On Fall Product Launch Event Anticipation

Apple stock rose Tuesday after the consumer electronics giant announced a date for its annual fall product launch event.

Investors Business Daily

IBM Stock Gains As Earnings Beat Expectations, AI Bookings Jump

IBM stock Rose after the company reported second quarter earnings and sales ahead of analyst expectations.

Fortune

Apple stock might soar thanks to old iPhones

“An aging installed base and GenAI features…should provide a boost to customers' intentions to upgrade,” BofA’s Wamsi Mohan wrote Thursday.

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