Once the face of the AI trade, Nvidia's valuation has compressed to levels not seen since 2013 while Apple shares continue to power higher

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ: MU) carried a 5.7% weighting in QQQ (NASDAQ: QQQ) while Meta (NASDAQ: META) sat at just 2.6%, even though Meta's total market cap was... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Apple (NASDAQ:AAPL).

When an ecosystem controls its own processing architecture, it dictates its financial destiny. The industry-wide pivot toward custom silicon has transformed semiconductor manufacturing from a cyclical necessity into the ultimate defensive macroeconomic moat.

Apple Inc (NASDAQ:AAPL ) shares are edging slightly lower Tuesday as big-cap technology names face a difficult session with the Nasdaq and the broader S&P 500 down. Here's what you should know.

Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade.

Apple Inc (NASDAQ:AAPL, XETRA:APC)'s App Store revenue growth slowed in the June 2026 quarter, according to an analysis by UBS, which tracked third-party App Store data from Sensor Tower. UBS analysts wrote that the App Store recorded approximately 3% year-over-year growth on a reported basis during the quarter, while growth was around 2% on a foreign exchange-neutral basis.

I keep hitting the buy button on Apple (NASDAQ:AAPL | AAPL Price Prediction), and the July 30 earnings report is not slowing me down.

Shares of Apple Inc. (NASDAQ:AAPL) are trading higher on Tuesday. The iPhone maker's stock price gained almost 15% in just one week.

I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and the pullback to $373.90 from the 52-week high of $494.18 gave me another window to add.