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The Latest Breaking News from William Kerwin

'Critical infrastructure for the AI era': Cisco’s CEO on the earnings beat that sent shares to a record

Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.

Dow, S&P 500 Rise to New Closing Highs: Stock Market Today

Dow, S&P 500 Rise to New Closing Highs: Stock Market Today

Will President Donald Trump match his Monroe Doctrine gambit with a new Marshall Plan for Venezuela?

Trump is playing a 'game of chicken' with Tim Cook over Apple's India production to pressure for 'full-blown' U.S. manufacturing, analyst says

Trump is playing a 'game of chicken' with Tim Cook over Apple's India production to pressure for 'full-blown' U.S. manufacturing, analyst says

“It's just saying, ‘I think we can squeeze a little bit more out of you,’” Morningstar technology analyst William Kerwin told Fortune.

From analysis to the latest developments in health,
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Apple's iPhone sales slump in China

The company's overall sales in China declined 11.1% during the quarter to $18.51 billion.

Experts say the surprising success of DeepSeek is a 'validation of Apple Intelligence'

Apple is well-positioned with its AI strategy as DeepSeek rocks the tech world, analysts and tech leaders told Fortune.

Apple's new chief financial officer will use the same 'CFO playbook' say top analysts—and that's good news for investors

Kevan Parekh, who first joined the company in 2013, begins his tenure as finance chief.

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