"Among tech’s megacap companies, Apple held up the best, notching a slight gain for the week."
Read More In the big tech free-fall this week, Apple stood out
"I am getting a weird feeling it's 1984 all over again." — Asymco's Horace Dediu
Read More Jensen Huang: All software companies will become agentic
Apple not on Iran's hit list
3 weeks ago
3 weeks ago"According to Al Jazeera, the companies include Google, Microsoft, Palantir, IBM, Nvidia, and Oracle."
What's keeping Wedbush's Daniel Ives up at night
2 months ago
2 months ago"It's the growing pressure on these companies — from Nvidia to Open Ai to Oracle to Google to Microsoft — in terms of CapEx, and the worry that investors are growing increasingly concerned."
"It does not take a genius to figure out that this model leaves no room for profit, paying back debt or equity investors."
Read More Richard Windsor: The GenAI business model is broken
Apple, which once held a dominant position on TSMC’s customer list, now needs to fight for production capacity.
Read More Tim Culpan: Apple can't get all the TLC from TSMC it needs
A tour of San Francisco in a self-driving Mercedes, excerpted from Jensen Huang's CES keynote Sunday.
Read More Watch Nvidia do what Apple's Project Titan couldn't (video)
A place for Apple traders and investors to share their best ideas.
It's not about AI. It's about replacing general-purpose computing with what Jensen Huang calls "accelerated computing."
Read More The trillions spent on new computing infrastructure suddenly makes sense to me
Jim Cramer is sticking with Apple and Nvidia
4 months ago
4 months ago"Some people seem dedicated to scaring you out of Apple."
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