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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

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

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

From analysis to the latest developments in health,
read the most diverse news in one place.

Cisco Systems Q1 Preview: Analyst Says AI Demand Driving 'Multi-Year Growth Cycle'

Technology giant Cisco Systems Inc (NASDAQ:CSCO) is likely to highlight new products and growth through AI-related launches when the company reports first-quarter financial results on Wednesday after market close.

Benzinga

Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

Kiplinger

Analysts Say Apple Intelligence Isn’t Coming in 2025. Does That Mean It’s Time to Ditch AAPL Stock?

UBS warns Apple Intelligence delays may hurt iPhone demand. Is AAPL still a strong long-term play, or should investors rethink their position?

Barchart

Apple's $500 Billion Investment Is 'Unrealistic' According To Analysts: Here's Why It 'Lacks Substance'

Apple's $500 billion US investment plan faces scepticism. Analysts question its feasibility, citing cash flow concerns and past similar pledges.

International Business Times UK

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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

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

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

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

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

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

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

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