"Investors have frequently rotated from software into chips, and sometimes vice versa, this year. But with both sectors surging ahead of the open Thursday, the money has to be moved somewhere."
Apple dominated June quarter smartphone sales
15 hours ago
15 hours ago"Apple’s iPhone 17 was the world's best-selling smartphone in Q2 2026, capturing 6% of global smartphone unit sales."
Evercore: 'The Little Mac That AI Can'
16 hours ago
16 hours ago"We view the new Mac mini as another example of Apple using its own silicon to push the Mac portfolio further into higher-value AI workflows." — Analyst Amit Daryanani
Apple event: Found in translation
17 hours ago
17 hours ago"In the U.S. and several other countries, Apple used 'Surprise and Shine' as its tagline for the event, but in other countries, the tagline isn't a literal translation."
Premarket: Apple is red
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18 hours agoFrom CNBC's "Nasdaq futures jump as Nvidia earnings lift chip stocks" posted early Thursday.
Don't miss John Ternus' first big iPhone event.
Apple's August bombshells (videos)
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2 days agoNew Macs and new M-series chips before the big September iPhone event. What can it mean?
Premarket: Apple was red, turned green
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2 days agoFrom Barron's' "Stock Futures Fall as Market Braces for Crunch Nvidia Earnings, PCE Report" posted early Wednesday.
"On-device AI has been in your pocket for a decade. It just wasn't sold as AI. It was sold as a camera."
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"The new desktop will debut as soon as the coming days, potentially putting the unveiling ahead of a September event to introduce the next iPhones."
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