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The Latest Breaking News from Samik Chatterjee

Forget the iPhone. Apple's AI Story May Belong to Macs

Everyone is debating whether consumers will pay more for the next iPhone. But JPMorgan analyst Samik Chatterjee thinks investors may be looking in the wrong place. While Wall Street’s attention has shifted to Apple’s expected hardware price increases and the upcoming iPhone 18 cycle, the bank believes the company’s most…

Benzinga

As Qualcomm Diversifies, Growth Acceleration Will Support Stock Upside

Qualcomm is in discussions to acquire AI chip startup Tenstorrent

Barchart

Qualcomm Drops 25%, But Investor Day Could Reverse the Slide

Qualcomm's brutal pullback has collided with a major catalyst on the horizon, and if its investor day delivers, the current dip could prove a rare gift.

MarketBeat

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Qualcomm Is Striving for a Bigger Piece of AI Infrastructure. Here’s What That Means for QCOM Stock.

J.P. Morgan released a bullish note on Qualcomm despite its core business facing headwinds in the short term.

Barchart

A $1.24 Trillion Reason to Buy Dell Stock Now

Dell is riding powerful AI and server tailwinds, steadily expanding market share while growth forecasts keep moving higher.

Barchart

Extreme Networks Bets on AI Platform to Win Bigger Enterprise, Government Deals

Extreme Networks (NASDAQ:EXTR) is positioning its AI-driven networking platform as a central part of its push into larger enterprise and government accounts, Chief Executive Officer Ed Meyercord said during a JPMorgan fireside chat hosted by analyst Samik Chatterjee. Meyercord said the company rece

MarketBeat

JPMorgan Says Data Center Demand Will Lift Seagate Stock Even Higher. Should You Buy STX Now?

Stronger demand conditions and upgraded sentiment are reinforcing a bullish outlook for Seagate. Is now the right time to enter STX?

Barchart

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Should You Buy Apple Stock Now for Record iPhone Sales?

Apple shares slip even after the company reports record Q1 sales on exceptional iPhone demand. JPMorgan analyst explains why AAPL stock is worth buying on the dip.

Barchart

Could a Wearable AI Pin Be the Next Big Thing for Apple Stock?

A wearable AI pin may be niche, but it hints at Apple's plans to weave AI deeper into its ecosystem.

Barchart

Apple Layoffs November 2025: Should You Buy, Sell, or Hold AAPL Stock Amid ‘Rare’ Job Cuts?

Apple stock prints an all-time high as the iPhone maker announces dozens of layoffs to improve operational efficiency. Here’s what investors should expect from AAPL shares in 2026.

Barchart

China Crowds Rush Apple Stores Again After iPhone 17 Launch

Apple Inc.'s (NASDAQ:AAPL) latest iPhone lineup is fueling a rapid rebound in China, signaling that premium demand remains resilient despite broader smartphone market weakness.

Benzinga

Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets

Shares of Cisco Systems Inc (NASDAQ:CSCO) climbed in early trading on Wednesday, after it reported upbeat fiscal first-quarter results.

Benzinga

Qualcomm Set To Supply 90% Of iPhone 17 Modems, Analyst Says

Qualcomm Inc (NASDAQ:QCOM) is gaining momentum as robust smartphone demand, stronger Apple Inc (NASDAQ:AAPL) iPhone 17 chip share, and expanding AI opportunities position the company for near-term growth.

Benzinga

Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs

Technology giant Apple Inc (NASDAQ:AAPL) will share initial demand and revenue figures for the iPhone 17 when the company reports fourth-quarter financial results Thursday after market close.

Benzinga

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news in one place.

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Benzinga

Apple's Upcoming Foldable iPhone Model Will Drive Major Upside: Analyst

Growing enthusiasm around Apple Inc‘s (NASDAQ:AAPL) iPhone 17 demand and anticipation for next year's foldable iPhone 18 has analysts optimistic about the company's multi-year growth outlook.

Benzinga

HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints

Tech companies are increasingly under pressure to balance growth expectations with realistic earnings forecasts as market conditions evolve. While Hewlett Packard Enterprise Co's (NYSE:HPE) TAM (total addressable market) outlook for the next three years highlights mid-teens underlying growth, the fiscal 2026 guidance disappointed investors due to "lower Networking revenue driving…

Benzinga

HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming

HP Inc (NYSE:HPQ) faces a tougher outlook as the strong sales boost from the Windows 10 replacement cycle comes to an end, creating difficult growth comparisons for the year ahead.

Benzinga

Base iPhone 17 Sells Nearly Twice As Fast As iPhone 16 In China

Apple Inc.'s (NASDAQ:AAPL) iPhone 17 series outsold the iPhone 16 lineup by 14% in the first 10 days of sales across China and the U.S., Apple's two largest markets, according to Counterpoint Research's China and U.S. third-quarter 2025 Smartphone Sell-Out Tracker.

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news in one place.

100's of premium titles.
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Benzinga

Gene Munster Calls Liquid Glass iOS 26 And iPhone 17 Hardware Refresh 'Good News' For Apple's Growth In FY 26

Apple Inc. (NASDAQ:AAPL) is entering what analysts describe as its biggest iPhone upgrade cycle in more than a decade, with Gene Munster highlighting iOS 26 and the iPhone 17 hardware refresh as catalysts for stronger-than-expected demand.

Benzinga

Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning

An Apple Inc (NASDAQ:AAPL) analyst tracking iPhone 17 lead times shows the new smartphone is outperforming its predecessor.

Benzinga

Apple Services Revenue Trajectory Signals Softness With Weaker App Store Downloads: Analyst

Sensor Tower data showed that Apple’s (NASDAQ:AAPL) App Store revenue and downloads grew in August, but slower than historical trends.

Benzinga

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga

Forget AI, Apple Bets On 'Air' Power—And It Might Just Work

Apple Inc's (NASDAQ:AAPL) fall iPhone event is shaping up to be less about AI fireworks and more about a bold hardware gamble.

Benzinga

Dell Struggles To Protect Margins As Supply Chain Costs Mount

Dell Technologies (NYSE:DELL) reported a sharp rise in second-quarter revenue but tempered investor enthusiasm with profit guidance that fell short of expectations, sending shares lower on Friday.

Benzinga

Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts

Pure Storage Inc (NYSE:PSTG) shares rallied in early trading on Thursday, after the company reported upbeat fiscal second-quarter results.

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