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Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’

"Is there an AI bubble?" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the …

Zeta Global Holdings (ZETA) Refreshes Its Leadership Team With Two Senior Roles

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Zeta Global Holdings (NYSE:ZETA) appointed Leah Pope as Chief Marketing Officer, bringing experience from firms such as Salesforce and Adobe. The company promoted Candace Dean …

LegalZoom.com (LZ) Could Be 32% Undervalued Following Copilot Launch And Guidance Cut

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue …

Sony, TSMC in talks to invest $6.4B in Japan chip plant: report

Sony Group (SONY [https://seekingalpha.com/symbol/SONY]) and Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) are in talks to spend a combined ¥1 trillion ($6.4 billion) on their planned image sensor factory in Japan, the _Nikkei ​_business daily said on Monday. A joint venture owned about 60% by Sony …

Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday's unexpectedly weak US employment report. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

Why Palantir Stock Skyrocketed This Past Week

Key Points Palantir is helping its customers reap the benefits of AI without sacrificing control over their data. Management says its fast-growing U.S. commercial business has plenty of room for further expansion.10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies …

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and …

Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears

More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for …

Micron Technology Just Bounced 10% Off Its Lows. History Reveals What a $5,000 Investment Will Be Worth by Mid-2027.

Key Points The massive demand wave from AI is pushing Micron's stock higher. Micron could deliver huge returns over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) has had an odd year. It started off red-hot, and …

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question

1 Nasdaq 100 Stock for Long-Term Investors and 2 We Question The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts …

3 Mega-Cap Stocks to Research Further

3 Mega-Cap Stocks to Research Further Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them. Sound complicated? With StockStory, it …

3 Growth Stocks Set to Flourish

3 Growth Stocks Set to Flourish Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our …

5-star analyst resets AMD stock price target

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from …

Unpacking the Latest Pullback in Micron Stock

Key Points Some investors are worried that Micron and other semiconductor stocks won't enjoy the AI spending boom for long. But there's little evidence right now that large tech companies are backing away from massive AI capex spending.10 stocks we like better than Micron …

‘Spider-Man: Brand New Day’ stays atop box office as ‘Odyssey’ passes Nolan milestone

Jamie McCarthy/Getty Images Entertainment Sony’s (SONY [https://seekingalpha.com/symbol/SONY]) “Spider-Man: Brand New Day” continued its record-setting run at the domestic box office this weekend, while Christopher Nolan’s “The Odyssey” crossed another milestone and a pair of new comedies had modest debuts. “Spider-Man: Brand New Day” led …

Corning (GLW) sube un 19,8 % tras unos sólidos resultados del segundo trimestre y unas previsiones optimistas para el tercero: ¿qué ha cambiado?

Solar tariffs are major boost for First Solar, analysts say

New U.S. tariffs on imported solar panels are likely to raise industry costs, but analysts at UBS and BNP Paribas see several factors that could cushion the effect on solar installations. Both firms also view First Solar (FSLR [https://seekingalpha.com/symbol/FSLR]) as a major beneficiary of …

Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more. Continue Reading

Micron Has Surged 207% This Year. Brace for a Steep Pullback.

Key Points AI-driven demand for HBM and tight memory supply have powered Micron’s exceptional earnings growth. Slower DRAM and NAND price increases could make current growth expectations harder to sustain. Micron’s low forward valuation may soon change if earnings upgrades begin to fade.10 stocks …

Watts Water Technologies Q2 Earnings Call Highlights

ABB's Rotork Deal Could Put These Flow Control Stocks Back in Focus Watts Water Technologies (NYSE:WTS) reported record second-quarter sales, operating income and earnings per share, driven by pricing, data center demand and contributions from recent acquisitions. The company raised its full-year sales and …

TechCrunch Mobility: Zoox prepares for launch and Uber’s AV empire

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! In just a few …

Nvidia and Micron Have Driven the S&P 500’s 2026 Rally to Record Highs. History Says It’s Not Over

Quick Read The S&P 500's 25 all-time highs in 2026 mark its seventh-best start in 33 years, fueled by 29% year-over-year earnings growth. Micron's 208% YTD return generated nearly as much S&P 500 index impact as Nvidia despite holding just a fraction of Nvidia's …

Salesforce to lay off 59 employees in Seattle and Bellevue

Salesforce, a major customer relationship management platform based in San Francisco, is laying off 59 workers in Seattle and Bellevue. The layoffs will occur at the company's worksites located at 929 108th Ave. NE in Bellevue and 744 N. 34th Street in Seattle, according …

Palantir vs. Salesforce: Two Visions of Enterprise AI, One Clear Winner

Quick Read PLTR's 93% revenue surge and 149% U.S. commercial growth contrast sharply with CRM's steadier 13% lift and a P/E of 139 versus 22. Salesforce's Agentforce ARR hit $1.2 billion, up 205%, signaling a real product pivot beneath what looks like modest topline …

Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

QUALCOMM (QCOM) sube un 13,7 % tras los resultados del tercer trimestre de 2026 y sus medidas de diversificación centradas en la IA: ¿qué ha cambiado?

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more (NASDAQ:SMCI)

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Aug 9 (Reuters) - Apple has been testing memory chips from China's ‌CXMT across product lines including ‌iPhones and MacBooks, to mitigate a component shortage ​fueled by the AI boom, the Wall Street Journal reported on Sunday. Apple held early talks with CXMT, which …

'Very little to like': Wall Street assesses surprise July jobs report as stocks jump

Wall Street is increasingly betting the latest jobs report will take a Fed rate hike off the table and give stocks room to climb. The Bureau of Labor Statistics' July labor market report showed the economy lost 23,000 jobs, far short of expectations. The …

AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a …

Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer …

2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, …

SpaceX Lost $2 Billion in the First Half of 2026. Micron Made $28 Billion in Profits in Its Latest Quarter. But the Better Stock Pick Isn't as Obvious as Those Numbers Suggest.

Key Points SpaceX is a cash-burning furnace, while Micron is a cash-printing machine. SpaceX has an astronomical valuation compared to Micron's bargain valuation However, there are reasons why Wall Street is more bullish about SpaceX than Micron.10 stocks we like better than Space Exploration …

Monograph Wealth Advisors LLC Increases Position in Apple Inc. $AAPL