Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Morgan Stanley’s Erik Woodring said Apple’s price hikes “could drive upside” to both sales and profit versus current estimates, even as the market reacted negatively to the announcement.
THE APEX TIMES
THE APEX TIMES
The chipmaker’s stock fell on Friday amid a broader technology selloff, with traders citing difficulty in finding a near-term trading floor.
THE APEX TIMES
A sharp one-day decline in Apple stock has been linked in media coverage to weakness tied to the computer memory chips that power phones and other devices, including DRAM and NAND flash.
THE APEX TIMES
A new market note argues that Apple’s higher pricing is unlikely to meaningfully unsettle buyers in the near term, even as investors watch for proof that the upgrades can sustain demand.
THE APEX TIMES
A market report says PLTR rebounded from recent weakness, with attention focused on increased buying tied to ARK Invest.
THE APEX TIMES
A June 26 analysis pointed to Nvidia as a primary beneficiary of upgrades and expansion tied to AI data centers, framing the opportunity around the “next generation” of infrastructure rather than the current build cycle.
THE APEX TIMES
A weekly split in U.S. stock indexes showed the Dow gaining roughly 1% while the Nasdaq lost about 4%. In the trading day’s move, market coverage pointed to heavyweights Microsoft and Micron as major influences.
THE APEX TIMES
Palantir (PLTR) moved higher on Friday as part of a broader bounce in software stocks, even while investors digested a sell-off in semiconductors and other tech areas. A close higher would end the company’s recent stretch of declines.
THE APEX TIMES
In a note that runs counter to recent market weakness, Wedbush argued that beaten-down “Magnificent 7” names could see renewed momentum, singling out Microsoft and Nvidia.
