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The Latest Breaking News from Wamsi Mohan

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

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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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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.

Fortune

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.

Investors Business Daily

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

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

Barchart

Apple Stock Sinks On Disappointing Sales Outlook

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

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

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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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Investors Business Daily

Apple Hopes To Stand Out As Privacy-Focused AI Company

Apple is looking to stand apart from other tech firms working on artificial intelligence by focusing on user privacy.

Investors Business Daily

Apple Stock Hits Record High On AI-Driven iPhone Upgrade Forecast

Artificial intelligence capabilities will drive a major upgrade cycle for Apple's iPhone business, two Wall Street analysts said Wednesday.

Barchart

2 Mega-Cap Tech Stocks to Grab This June

As the tech sector continues to drive growth, these two mega-cap stocks are catching analysts' attention as potential bullish picks this June.

Investors Business Daily

Dell Stock Plummets As Earnings Lag AI Sales Growth

Dell is seeing higher revenue from AI server sales but it's not leading to a corresponding increase in profits. Dell stock tanked on Friday.

International Business Times UK

Apple's AI-Powered 'IntelliPhones' Will Spark a Buying Frenzy, Analysts Say

BofA analysts predict AI-powered "IntelliPhones" will revolutionise smartphones and trigger a major upgrade cycle for Apple.

Fortune

Apple is getting a once-in-a-decade secret weapon in AI-enabled ‘intelliphones’—Bank of America sees its stock surging 20%

AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.

Investors Business Daily

Dell Stock Notches Record High On AI Momentum

Dell Technologies has strong momentum thanks to demand for AI servers, high-end storage gear and PCs, an analyst says.

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