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STMicroelectronics Leads Chip Stocks Higher, While Investors Await Intel Results
Qualcomm at Embedded World: Accelerating Digital Transformation With Edge AI
The pressure of tariffs cannot suppress the wave of device replacement driven by AI. Are Apple (AAPL.US) and the "Apple supply chain" stock prices entering a climax in their counterattack?
Goldman Sachs stated that the market's excessive focus on the slowdown in revenue growth for Apple products is overshadowing the strong bargaining power and demand expansion brought by the Apple ecosystem, along with the resulting performance sustainability and visibility; the unparalleled robustness brought by Apple's large installed base of devices, as well as the strong revenue growth visibility from additional sales of more services and products, are key to supporting its 3 trillion dollar Market Cap.
Scott Bessent Offers a Gentler Message, Saying 'America First' Does Not Mean 'America Alone'
SK Hynix Posts Strong First Quarter Earnings on AI Chip Demand
Rosenblatt Adjusts Price Target on QUALCOMM to $225 From $250