The Latest Breaking News from David Vogt

The Market and UBS Saw Celestica’s $3 Billion Raise Very Differently. Here’s Who I Think Is Right.

Celestica's $3 billion raise scared investors, but it funds the AI capacity driving UBS's upgrade, making the selloff look more like an entry point.

Barchart · Aug 27

S&P 500 Hits a New High as Sandisk, Micron Soar: Stock Market Today

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

Kiplinger · Aug 13

AI Unwind Takes 2% Off the Nasdaq: Stock Market Today

Markets are paying more and more attention to hyperscalers' plans to spend more and more money on artificial intelligence.

Kiplinger · Feb 12

Trump takes a victory lap on Apple's $500 billion U.S. investment, but one analyst calls it 'completely unrealistic'

Another analyst said, “Cook continues to prove that he is 10% politician and 90% CEO,” referring to the Apple chief executive.

Fortune · Feb 24, 2025

Is Apple Stock a Buy, Sell, or Hold on Plans to Invest $500 BILLION in American Innovation?

Apple announced plans to invest $500 billion in the U.S., but UBS analyst David Vogt continues to recommend caution before buying AAPL shares.

Barchart · Feb 24, 2025

Apple is looking for its next iPhone-like hit. Can they find it before losing momentum?

The tech giant failed to wow the masses in 2024, and 2025 isn't shaping up to be much different.

Fortune · Jan 30, 2025

Dell Stock Plunges Despite Q1 Beat: What To Know

Dell stock is tanking after the PC maker beat Q1 estimates but issued a mixed outlook for its second quarter. Here's what you need to know.

Kiplinger · May 31, 2024

HP Stock Pops on Earnings Beat, Strong Outlook: What To Know

HP shares are soaring Thursday after the PC maker beat earnings expectations and issued solid guidance for its fiscal third quarter.

Kiplinger · May 30, 2024

What’s behind Apple’s $100 billion market-cap loss today? A major downgrade that has investors worried about slowing iPhone sales is the key culprit

Barclays warned on Tuesday that iPhone sales aren't living up to the hype—but that’s not the only factor dragging down America’s most valuable company.

Fortune · Jan 2, 2024

Over $200 billion of Apple's market cap has been vaporized since Thursday. Here's what's going on

“The gravity of a challenging smartphone market particularly in developed regions that should continue…is a headwind for the stock,” UBS analyst David Vogt said.

Fortune · Aug 7, 2023