Many analysts underappreciate Apple's services segment, which alone is worth $2 trillion, in my view. Read why AAPL stock is ...
Apple's revolutionary iPhone 16e delivers substantial upgrades over SE 3, featuring the crucial A18 chip. Read why we're ...
We foresee the semiconductor silicon wafer market to grow at 6% per year in the next decade in terms of area and another 2%-4% in pricing coming from more advanced semiconductors. Like other ...
Value of AI investment, the $20 billion investment 2 years ago results in $10 billion per year on average for the next 3 years. They are getting positive return BUT they are reloading with $80-90 ...
While Best Buy's growth narrative is effectively spent, we view the firm's investments in omnichannel ordering, closer customer relationships, and adjacent sales layers as sufficient to catalyze ...
Q4 2025 Management View CEO Corie Barry highlighted better-than-expected sales and earnings for Q4, with $13.9 billion in revenue, a 4.9% adjusted operating income rate, and adjusted EPS of $2.58.
A sound business model but the shares are expensive.
Burlington Stores (NYSE:BURL), a prominent off-price retail company, showcased a strong fourth-quarter performance for 2024, ...
Apple's $500 billion investment underscores the value of technical skills, long-term talent and innovation—even amid economic ...
Apple may have trumpeted a large number in its press release, but that doesn't necessarily mean it's making a big change to its business model or its strategy. In April 2021, it announced a similarly ...
Citi lowered the firm’s price target on Volaris (VLRS) to $11 from $13 and keeps a Buy rating on the shares. The company’s 2025 margin guidance ...
Could health concerns and legislation pose a threat to Australia's biggest liquor retailing and gaming group? Our analyst ...