AAPL news sentiment

Paramount Skydance willing to sell CNN to clinch Warner Bros. merger

[CNN Logo at Headquarters] A CNN sale is "on the table," according to the chief legal officer of Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]), which is seeking to complete its $110B acquisition of parent company Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]). Makan Delrahim made the comments at _Politico's_ California Agenda conference, saying a potential deal would be in the cards if it would make a lingering antitrust lawsuit [https://seekingalpha.com/news/4613234-multiple-states-are-expected-to-file-suit-against-warner-brosparamount-today---cnbc] go a

EverSource Wealth Advisors LLC Has $64.66 Million Holdings in Apple Inc. $AAPL

The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

Tim Cook Warned of a "100-Year Flood" in Memory Chip Pricing on His Last Earnings Call. Should Apple Investors Be Worried About Margins?

Key Points Apple demonstrated robust growth and strong margins, with iPhone sales up 22% in the third quarter. Gross margins were wider in the quarter, but that included a tariff benefit. Management expects memory prices to continue rising and is planning price increases to offset some of the impact.10 stocks we like better than Apple › Tim Cook is finishing his last stint as CEO of Apple(NASDAQ: AAPL). John Ternus will be taking over on Sept. 1, and he'll be coming in at a challenging time for the iPhone maker. Although the company has been reporting outstanding performance, there are headwin

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research. The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but beating out U.S. rival Micron and Japan's Kioxia, Counterpoint data released Wednesday showed. That's when looking at the NAND memory segment, which contributes about one-fourth of Micron's revenue. NAND chips retain data even when devices are powered off but are slower than DRAM memory chips, which operate more quickly

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from th

Google’s Pixel 11 isn’t the story; Gemini AI is

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're making in in the consumer space when it comes to AI. They allow their Gemini AI models to be used on Samsung phones, also in the new Apple Siri AI. Uh that is also going to be powered by some aspects of Gemini. But I think that's really the the biggest upgrade here. Uh the idea is that you'll be able to tell your phone to uh, okay

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?

PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit growth. Management said Venmo and Braintree were growing TPV in the mid-teens, as PayPal seeks to diversify growth beyond branded checkout. Venmo Debit Card monthly active accounts (MAA) grew more than 50% year over year, while Pay with Venmo MAA rose about 30%. Pay with Venmo grew 44%, well above PayPal's 2% currency-neut

Why Corning (GLW) Stock Is Trading Lower Today

Why Corning (GLW) Stock Is Trading Lower Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass. The news originated from a Jefferies report which downgraded Apple after supply-chain checks revealed the cancellation, citing poor production yields as the reason. The high-profile phone had been scheduled for a September 2027 launch. The potential loss of

Foxconn's AI Business Just Overtook iPhones

This article first appeared on GuruFocus. Foxconn, or Hon Hai Precision Industry Co. (FXCOF, Financials), said second-quarter profit increased 35% as artificial intelligence servers became a bigger market than the consumer electronics sector that includes iPhones.Net profit was T$59.97 billion, or nearly $1.86 billion, compared with the T$58.8 billion expectation of analysts. The biggest change was in the revenue mix.Cloud and networking goods comprising AI servers contributed for 51% of the quarterly revenue, exceeding 50% for the first time. Only 29% was smart consumer electronics, including

Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time the holding has been revealed.The investment comes after record first-half earnings of almost $184.9 billion and an overall return of 9.4% announced by Norges Bank Investment Management.Technology stocks were a big driver. The fund claimed Asian semiconductor holdings were particularly crucial, with major positions including Nvidia, Apple, Microsoft, Samsung, SK Hynix and TSMC.Its Nvidia share alone was valued at around $61.8 billion as of June 30.The stake in SpaceX is quite minor compared to those holdings but it's interesting given the fund already owns around 1% of Tesla.The revelation adds another big institutional name to SpaceX's shareholder base at a time when the stock has been volatile in the wake of its June market debut, good news for investors. View Comments

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading

OpenAI vs. Anthropic: Which AI giant is the better IPO bet?

Yahoo Finance Tech Editor Dan Howley, Breaking News Reporter Jake Conley, and Julie Hyman join on Morning Brief to break down the looming IPO race between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) IPOs. Video Transcript 00:00 Speaker A Anthropic, uh, you know, they they have obviously done better than Open AI as far as messaging and and appearing as though everything is kind of on the up and up. Um not 00:09 Speaker B And also valuation. 00:10 Speaker A Valuation, yes, they have the higher valuation. That's a result of Claude Code. Uh they kind of took the coding kind of thing by storm. Uh Open AI still has caught up with Codex. And that's not to say that things aren't on the up and up with with Open AI either. It's just that they've had all of these public issues, whether that's the Elon Musk lawsuit or now this Apple lawsuit or, you know, some defections. Um, I think the Elon Musk lawsuit really brought out a lot of the dirty laundry. Uh and so that that had people kind of asking questions. But you also have, you know, uh anthropic, they're going out and saying, uh they've kind of become a pariah almost uh in Silicon Valley because of the way that they talk about AI where in Silicon Valley it's AI, it's awesome. But 01:10 Speaker C Yes. 01:11 Speaker A you know, Anthropic is saying, it's awesome, but we should also proceed with some sense of caution. And so, you know, we've seen these, these, let's also that the hacks recently have also not given a lot of people uh a lot of confidence in in what could happen uh with AI. There's the benefit of it uh where it could eventually make things safer, but in the interim, we're seeing these things just kind of break out and you know, hack into individual companies. So, I I do think uh, you know, on balance it does appear as though Anthropic is the the the safer company at this point, which is so interesting just because Open AI kicked all of this off, right. 01:46 Speaker C Yeah. Well, and the other question is will investors see all of this, see it that way. 01:51 Speaker B Right. 01:51 Speaker A Right. 01:52 Speaker C once the companies eventually come public. 01:53 Speaker B But here's last thing here for me. Every single or almost every single money manager we talk to, almost every single trigger puller says about these IPOs, not buying them. 02:02 Speaker C Well, not buying them at least initially, right? 02:05 Speaker B Right. 02:05 Speaker C Maybe down the road. 02:06 Speaker A I mean, I wonder if 02:07 Speaker B But it does say something. 02:08 Speaker C Yes, I wonder if some of those folks would buy any IPO for that matter, right? Like if it's just a policy that they're not buying IPOs. But it's true that they're waiting certainly to find out how these things are going to look. 02:15 Speaker B Exactly. 02:15 Speaker A That's fair. 02:16 Speaker B That's fair. View Comments

Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone

Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and rumored first foldable iPhone next month. They're also landing as smartphone makers are contending with the ongoing AI-driven memory and storage shortage driving up component costs. Each of the Pixel phones gets a $100 price increase, though the Pixel 11 and Pixel 11 Pro also get more starting storage. Samsung (005930.KS) has also increased the cost of its Android-based smartphones, and Apple is widely expected to do the same next month. Google's smartphones aren't volume sellers. The company doesn't break out revenue from unit sales, and instead nests it under its Google Subscriptions, Platforms, and Devices segment. According to Counterpoint Research, Google captured just 3% of the US market share in Q1 2026. Samsung grabbed 26%, while Apple had 58% of the market. But the phones do serve as an idealized version of what a Google smartphone could be. The Pixel lineup also provides a gateway for hardcore Google fans to take advantage of the company's Gemini AI platform and other services.The Pixel 11 Pro XL·Google From a design standpoint, the Pixel 11 family carries over the same styling as the Pixel 10 lineup. All four phones get three rear cameras and Google's latest Tensor G6 processor. The Pixel 11 sports 12GB of memory, while the 11 Pro and 11 Pro XL get your choice of 12GB or 16GB of memory and between 256GB and 1TB of storage. The Pixel 11 Pro Fold gets 16GB of memory and between 256GB and 1TB of storage. Google says the Pixel 11's Gemini Intelligence services can perform certain agentic tasks, such as booking you a ride and ordering groceries on its own. The phones are also context-aware, with Google saying they will surface the information you need when you need it. According to the company, this includes things like pulling up your calendar availability when someone asks you to grab dinner via text. In addition to the Pixel 11 line, Google unveiled its Pixel Watch 5, which the company says can now help users track their blood pressure and insulin resistance. Google, however, notes that the features aren't meant to diagnose or treat medical conditions, making them more of a kind of advisory tool.Sign up for Yahoo Finance's Week in Tech newsletter.·Yahoo Finance Email Daniel Howley at dhowley@yahoofinance.com. Follow him on X at @DanielHowley. Click here for the latest technology news that will impact the stock market. Read the latest financial and business news from Yahoo Finance View Comments

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape with investors trimming borrowed risk rather than exiting AI exposure entirely. For global hedge funds, this translated into less about reducing risk and more about refining it, according to Data Insights, the institutional hedge fund market intelligence platform, a division of Hazeltree. ​The Data Insights Crowding Report July 2026 (formerly known as the Hazeltree Crowding Report) shared that, within the Magnificent Seven, Tesla and Amazon experienced modest increases in the number of funds holding long positions month-over-month, while Apple, Meta and Nvidia experienced meaningful declines. Apple, Meta and Nvidia saw increases in short holders, while Microsoft and Tesla saw decreases. ​Semiconductors held steady interest from hedge funds following the half-year mark. Data Insights track activity through the PHLX Semiconductor Sector Index™, which includes 30 of the largest U.S.-traded semiconductor companies. The share of constituents holding net long positioning held at 70%, unchanged from June. Two securities that demonstrated contrasting shifts included: Intel, which flipped from short-biased to long-biased in July as net long exposure crossed above 50%, while its long-to-short fund count ratio also improved toward parity. Marvell moved in the opposite direction, slipping from long-biased to short-biased. On the long side, crowding remained most pronounced in Applied Materials, followed by Lam Research and Nvidia. On the short side, ON Semiconductor remained the most crowded name, followed by Microchip Technology and Intel. The Data Insights Crowding Report provides a look back at hedge fund long and short crowding across the Americas, EMEA, and APAC during July of 2026, based on Data Insights' analysis of anonymized data from approximately 16,000 securities on its proprietary securities‑finance platform, representing more than 700 global funds. It includes the ten most crowded regional long and short positions, broken out by large-, mid-, and small-cap categories.​ Story Continues ​Data Insights defines the crowding score as a relative metric that normalizes the number of funds in Hazeltree's community that are long or short a given security within a predefined group (by region and market cap) relative to its peers. When a fund longs a stock, it generally means it either expects the stock's price to rise or is using longs to hedge its exposure to shorts. On the contrary, when a fund shorts a stock, it generally means it either expects the stock's price to drop or is hedging its long exposure. ​"Last month, we observed global hedge funds navigating the market rotation with measured adjustments rather than broad de-risking," commented Tim Smith, managing director, Data Insights, Hazeltree. "We believe that as investors considered AI securities, they may have given more weight to fundamental considerations such as earnings, revenue growth and commercialization." ​Smith added, "One of the biggest IPOs and security stories this year continues to be SpaceX, and we noted its long-to-short fund count ratio declined meaningfully from 2.8 in June to 0.55 in July, along with a falling stock price of 31% from July 1 to July 31." Further Highlights at the Single-Name Level ​North America: Top Movers (>10% MoM Change in Fund Counts) ​Long crowding increases Mid Cap: Darling Ingredients, Monday.com, EXL Service, Patterson-UTI and Kirby Small Cap:

US Core Inflation Comes in Subdued, Easing Pressure on Fed

(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances The consumer price index, excluding often-volatile food and energy categories, increased 0.2% from a month earlier, according to Bureau of Labor Statistics data out Wednesday. On an annual basis, it advanced 2.5%, matching the slowest pace since March 2021. Overall, consumer prices rose 0.1% from the prior month and 3.4% from a year earlier. Follow the reaction in real time here on Bloomberg's TOPLive blog The report suggests the impact of the energy-price shock from the Iran war continued to fade in July. The figures may give the Fed more room to weigh inflation pressures against a recent slowdown in hiring as it debates whether to lift borrowing costs at its Sept. 15-16 meeting. Policymakers will see additional reports on employment and inflation before the September meeting, and investors will be listening closely to Fed Chairman Kevin Warsh's expected remarks at the central bank's annual Jackson Hole symposium later this month. US stock futures rose and Treasury yields fell as investors pared bets on a September rate hike. Energy and gasoline prices fell for a second month, while grocery prices fell for the first time since March, thanks in part to a record decline in lettuce prices amid the cyclospora outbreak. US gasoline prices rose above $4 a gallon again in July after a US-Iran ceasefire collapsed and hostilities reignited, but remained lower on average across the entire month than in June. Services prices, excluding energy and rents, rose a modest 0.2% following a decline the month before, according to data compiled by Bloomberg. Goods prices, excluding food and energy commodities, rebounded following two months of declines. Shelter prices rose 0.1%, accounting for two-thirds of the overall increase, according to the BLS. Medical care and airfares were among other services categories that saw rising prices. Computer Inflation Computer software and accessories prices rose a record 21.2% from a year earlier, while computers, peripherals and smart home assistants advanced by the most in more than four years. Economists are monitoring the impact of price increases announced in June on popular consumer tech products like Apple Inc.'s Macs and iPads, which have been driven by a global shortage of memory chips amid a race to build data centers. Story Continues Figures on producer prices due Thursday will offer insights on additional categories that feed directly into the Fed's preferred measure of inflation, based on the price index for personal consumption expenditures, which will be released later this month. Core inflation by that measure has generally been running faster than in the CPI this year. In September, the Bureau of Economic Analysis will implement changes to how prices are calculated for certain categories in the PCE index, including legal services, computer software and investment advice. A separate report Wednesday that combines the inflation figures with recent wage data showed that real average hourly earnings declined 0.2% in July from a year earlier, extending a string of weak readings since the Iran war began. --With assistance from Augusta Saraiva, Jeffrey Sparshott and Julia Fanzeres. (Updates with more details beginning in eighth paragraph.) Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Suno Says AI Is the Future of Music. Record Labels Say It's Theft Lululemon Is At War With Itself With EV Sales Slowing, Hybrid C

CPI Inflation Data Cools As Expected, May Keep Fed Rate Hikes On Hold (Live Coverage)

CPI inflation data for July cooled as expected. That could ease odds of a Fed rate hike next month. S&P 500 futures are higher. Continue Reading

1 Consumer Stock for Long-Term Investors and 2 We Avoid

1 Consumer Stock for Long-Term Investors and 2 We Avoid Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry's 4.4% return has lagged the S&P 500 by 6.6 percentage points. The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. Taking that into account, here is one consumer stock boasting a durable advantage and two we're steering clear of. Two Consumer Discretionary Stocks to Sell: Oxford Industries (OXM) Market Cap: $552.3 million The parent company of Tommy Bahama, Oxford Industries (NYSE:OXM) is a lifestyle fashion conglomerate with brands that embody outdoor happiness. Why Should You Sell OXM? 11.6% annual revenue growth over the last five years was slower than its consumer discretionary peers Waning returns on capital from an already weak starting point displays the inefficacy of management's past and current investment decisions High net-debt-to-EBITDA ratio of 6× could force the company to raise capital on unfavorable terms if market conditions deteriorate Oxford Industries is trading at $37.01 per share, or 13.7x forward P/E. Dive into our free research report to see why there are better opportunities than OXM. Travel + Leisure (TNL) Market Cap: $4.7 billion Formerly known as Wyndham Destinations, Travel + Leisure (NYSE:TNL) is a global vacation company that provides travelers with vacation ownership, exchange, and travel services. Why Do We Avoid TNL? Sluggish trends in its tours conducted suggest customers aren't adopting its solutions as quickly as the company hoped Eroding returns on capital from an already low base indicate that management's recent investments are destroying value 7× net-debt-to-EBITDA ratio shows it's overleveraged and increases the probability of shareholder dilution if things turn unexpectedly Travel + Leisure's stock price of $76.70 implies a valuation ratio of 9.3x forward P/E. To fully understand why you should be careful with TNL, check out our full research report (it's free). One Consumer Discretionary Stock to Watch: Apple (AAPL) Market Cap: $4.57 trillion Creator of the iPhone and App Store, Apple (NASDAQ:AAPL) is a legendary developer of consumer electronics and software. Why Should AAPL Be on Your Watchlist? Apple's revenue base is so large because nearly everyone in the U.S. has an iPhone, but this is a double-edged sword. Growth must now come from upgrades, a harder pitch that has resulted in sluggish top-line performance recently. Still, Apple's devices have endured for decades, speaking to its brand, design ethos, and technological chops. Its success is rare in the world of consumer electronics, which is fraught because of commoditization, competition, and obsolescence risk. The company may not have the best gross margin because of its hardware orientation, but it still manages to produce elite operating and free cash flow margins. This shows it doesn't need over-the-top marketing campaigns to convince people to buy its products. Story Continues At $313.21 per share, Apple trades at 34.2x forward price-to-earnings. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. Stocks We Like Even More ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% be

5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading