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The Latest Breaking News from William Kerwin

Investors Grapple with an Extraordinary Memory Chip Boom

The historically cyclical memory chip market is in the middle of a sustained global sales boom. Will there ever be a bust?

Apple's Price Hikes Signal Costlier Electronics for Years to Come

Apple's Price Hikes Signal Costlier Electronics for Years to Come

Consumers and businesses should brace for sticker shock when buying PCs, smartphones, tablets and other electronics. Relief may have to wait until 2029.

'Critical infrastructure for the AI era': Cisco’s CEO on the earnings beat that sent shares to a record

'Critical infrastructure for the AI era': Cisco’s CEO on the earnings beat that sent shares to a record

Record $15.8 billion in revenue and a near-doubling of AI orders to $9 billion sent shares soaring.

From analysis to the latest developments in health,
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Dow, S&P 500 Rise to New Closing Highs: Stock Market Today

Will President Donald Trump match his Monroe Doctrine gambit with a new Marshall Plan for Venezuela?

Trump is playing a 'game of chicken' with Tim Cook over Apple's India production to pressure for 'full-blown' U.S. manufacturing, analyst says

“It's just saying, ‘I think we can squeeze a little bit more out of you,’” Morningstar technology analyst William Kerwin told Fortune.

Apple's iPhone sales slump in China

The company's overall sales in China declined 11.1% during the quarter to $18.51 billion.

Experts say the surprising success of DeepSeek is a 'validation of Apple Intelligence'

Apple is well-positioned with its AI strategy as DeepSeek rocks the tech world, analysts and tech leaders told Fortune.

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Apple's new chief financial officer will use the same 'CFO playbook' say top analysts—and that's good news for investors

Apple's new chief financial officer will use the same 'CFO playbook' say top analysts—and that's good news for investors

Kevan Parekh, who first joined the company in 2013, begins his tenure as finance chief.

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