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The Latest Breaking News from Wamsi Mohan

IBM Earnings On Deck. AI Push, 'Safe-Haven' Status, DOGE Cuts In Focus.

IBM stock was gaining in trades ahead of its Q1 report. Some analysts expect the tech giant's shares will be seen as a "safe haven."

Investors Business Daily

Apple plans to hire 20,000 workers over the next four years but faces competition for AI talent

Companies across every sector are pursuing top tech talent.

Fortune

Trump Tariffs Hammer Tech Hardware Stocks. Nvidia Gaps Lower.

Tech hardware stocks tumbled Monday after President Trump instituted tariffs on goods imported from Canada, Mexico and China.

Investors Business Daily

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Analysts: Buy These 6 Stocks Now to Profit From the DeepSeek Selloff

Amidst the market chaos, these six stocks could present much-needed opportunity.

Barchart

Apple Stock Sinks On Disappointing Sales Outlook

Apple stock retreated Friday after the consumer electronics giant offered weak sales guidance for the December quarter.

Investors Business Daily

Apple Stock Downgraded To Sell Ahead Of Earnings. Here's Why.

A Wall Street analyst on Friday downgraded Apple stock to the equivalent of a sell rating ahead of the company's earnings report.

Investors Business Daily

HPE To Showcase 'Liquid Cooling' Tech For AI Servers, Takes On Super Micro

When HPE hosts an artificial intelligence event Thursday, one analyst expects its "liquid cooling" technology for AI servers to be showcased.

Investors Business Daily

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HPE Wins Bank Of America Upgrade To Buy Amid Juniper Deal

Hewlett Packard Enterprise won an upgrade to buy from Bank of America on views that profit margins will improve and cost synergies from the acquisition of Juniper Networks.

Investors Business Daily

Apple Begins Taking Preorders For AI-Enabled iPhone 16 Handsets

Apple began taking preorders for its iPhone 16 smartphones and delivery wait times stretched into October for some models.

Investors Business Daily

Apple Stock Rises On Fall Product Launch Event Anticipation

Apple stock rose Tuesday after the consumer electronics giant announced a date for its annual fall product launch event.

Investors Business Daily

IBM Stock Gains As Earnings Beat Expectations, AI Bookings Jump

IBM stock Rose after the company reported second quarter earnings and sales ahead of analyst expectations.

Investors Business Daily

Apple stock might soar thanks to old iPhones

“An aging installed base and GenAI features…should provide a boost to customers' intentions to upgrade,” BofA’s Wamsi Mohan wrote Thursday.

Fortune

Apple Hopes To Stand Out As Privacy-Focused AI Company

Apple is looking to stand apart from other tech firms working on artificial intelligence by focusing on user privacy.

Investors Business Daily

Apple Stock Hits Record High On AI-Driven iPhone Upgrade Forecast

Artificial intelligence capabilities will drive a major upgrade cycle for Apple's iPhone business, two Wall Street analysts said Wednesday.

Investors Business Daily

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Barchart

2 Mega-Cap Tech Stocks to Grab This June

As the tech sector continues to drive growth, these two mega-cap stocks are catching analysts' attention as potential bullish picks this June.

Investors Business Daily

Dell Stock Plummets As Earnings Lag AI Sales Growth

Dell is seeing higher revenue from AI server sales but it's not leading to a corresponding increase in profits. Dell stock tanked on Friday.

International Business Times UK

Apple's AI-Powered 'IntelliPhones' Will Spark a Buying Frenzy, Analysts Say

BofA analysts predict AI-powered "IntelliPhones" will revolutionise smartphones and trigger a major upgrade cycle for Apple.

Fortune

Apple is getting a once-in-a-decade secret weapon in AI-enabled ‘intelliphones’—Bank of America sees its stock surging 20%

AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.

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news in one place.

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Investors Business Daily

Dell Stock Notches Record High On AI Momentum

Dell Technologies has strong momentum thanks to demand for AI servers, high-end storage gear and PCs, an analyst says.

Barchart

This 'Mag 7' Stock Could Rise Another 21%, Says Bank of America

A Bank of America analyst believes Apple’s growth and fiscal strategies will continue to work in its favor, boosting the stock price.

Investors Business Daily

IBM Earnings Preview: Can Big Blue Build On AI Excitement?

IBM stock is a hot pick on Wall Street for the first time in a decade. Analysts are looking for signs of further AI progress.

Investors Business Daily

Dell, IBD Stock Of The Day, Offers Possible Buy Point After Pullback

Dell Technologies is the IBD Stock Of The Day as the computer hardware giant flirts with a buy point from a short consolidation.

Investors Business Daily

Apple Vision Pro Wows Consumers, But High Price To Limit Demand

The first weekend of availability for Apple Vision Pro saw consumers lined up at Apple retail stores to try out the new spatial computing headset.

Kiplinger

Stock Market Today: Nasdaq Outperforms as Chip Stocks Pop

Well-received earnings from Taiwan Semiconductor generated a halo effect on other semiconductor stocks.

Investors Business Daily

Apple Stock Gains A New Bull On AI, Vision Pro Prospects

Apple stock rose Thursday after BofA Securities turned positive on the consumer electronics maker, citing AI and Vision Pro as sales drivers.

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