Investment strategy
What’s next for Apple stock after big iPhone sales everywhere, even China
Apple on Thursday evening reported a blowout holiday quarter, driven by a 23% increase in iPhone sales. A strong revenue guide for the current March quarter suggests this strong device cycle will continue. Revenue in Apple’s fiscal 2026 first quarter, which ended back on Dec. 27, rose 16% year over year to $143.76 billion, exceeding […]
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Russia and China control a key metal for military use. This company is helping the U.S. find a solution
One American company is working to replace a key, rare earth mineral used by the military by using a technology of its own. LightPath Technologies , an Orlando, Florida-based optics and photonics provider that came public 30 years ago, won a buy rating as Canaccord Genuity began research coverage of the $600 million microcap on […]
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What top analysts expect to see from Apple’s results out after the bell
“Magnificent Seven” player Apple is slated to post its fiscal first-quarter results after the bell on Thursday. All eyes are on the iPhone maker’s artificial intelligence strategy and product cycle. Apple stock has long been sitting out of the AI-fueled bull market rally. Shares are down more than 5% this year after posting a lackluster […]
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Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11% Thursday
In this article ASUR Follow your favorite stocksCREATE FREE ACCOUNT ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David Paul Morris | Bloomberg | Getty Images Software stocks on Thursday slid deeper into an ongoing intense sell-off this year as investors recoiled from the sector on […]
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‘Climate of fear’: ICE violence in Minnesota forces CEOs to weigh the risks of speaking out against Trump
Key Points Corporate leaders broke their near year of silence on President Donald Trump’s policies after the fatal shooting of Alex Pretti by federal immigration agents in Minneapolis. Yet it’s clear business leaders are treading carefully as they face possible retribution from the White House or risk backlash from a divided American public. “They don’t […]
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Buy ASML as demand surges from growing semiconductor foundry competition, says Barclays
Barclays sees more gains ahead for ASML after a big earnings beat Wednesday coupled with better than expected guidance. The bank upgraded the Dutch semiconductor equipment overweight from equal weight Thursday. Shares rose more than 3.5% in premarket trading following the rating change. Barclays analyst Simon Coles said demand for ASML’s product — extreme ultraviolet […]
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Powell’s press conference, Big Tech earnings, U.S. dollar volatility and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. It seemed like Federal Reserve Chair Jerome Powell’s go-to answer yesterday was “I have nothing for you on that,” which he told reporters at least five times during his press conference. Stock futures are little changed this morning. The three […]
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Why Singapore is becoming a refuge for investors
An aerial view of Singapore’s skyline. Tong Thi Viet Phuong | Moment | Getty Images When KPMG executive Anton Ruddenklau moved to high-rise Singapore from the leafy streets of a London commuter town, one of the first things he noticed was how easy it was to do business in the Southeast Asian nation. “People are […]
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DoubleLine’s Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell
watch now VIDEO4:0004:00 Center portfolio around dollar being secularly week even if economy weakens: DoubleLine’s Gundlach Closing Bell DoubleLine Capital CEO Jeffrey Gundlach said Wednesday he expects the Federal Reserve to stay on hold for the remainder of Jerome Powell’s term as chair with a more balanced outlook for the economy. “I think I would […]
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Powell says Cook Supreme Court case is the most important in the Fed’s 113-year history
Key Points Federal Reserve Chair Jerome Powell offered his first explanation into his controversial decision to attend Fed Governor Lisa Cook’s Supreme Court hearing. He said it was among the most important legal cases that the central bank has ever seen. Source
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