As the AI trade welcomes a variety of new participants and infrastructure components in 2025, Creative Strategies CEO and Principal Analyst Ben Bajarin shares several of his Big Tech predictions for this year with Asking for a Trend's Josh Lipton. Bajarin names several of the typical players in the AI semiconductor space contributing to infrastructure, namely Nvidia (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD), and Marvell Technology (MRVL). "A ton of growth still going on the infrastructure side, so I imagine that that that will continue," Bajarin states. "We're going to continue to see a tremendous amount of demand for compute, that's not going away. But I think what I'm looking for in 2025 is the software monetization of those stocks." Bajarin also weighs in on the reported boost in productivity from executives after deploying AI agents across several industries, as well as what is to be expected on cloud computing spend and Apple's (AAPL) AI-enabled computers and smart devices. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Luke Carberry Mogan...
Continue ReadingMajor corporations — including the likes of Amazon (AMZN), Meta (META), and Uber (UBER) — have each committed at least $1 million to President-elect Donald Trump's inauguration fund. Gautam Mukunda, Yale School of Management executive fellow and author of "Picking Presidents," joins Market Domination Overtime to analyze the growing corporate support for Trump's second term. Mukunda asserts that companies are being pragmatic in their support for Trump, pointing out Trump's historical willingness to use federal government power against those he perceives as political enemies or threats. He references Trump's previous conflicts with Jeff Bezos during his first term, when Trump targeted Bezos over his ownership of the Washington Post. Mukunda observes, "Trump is very transactional, and these companies are making a transaction." However, he warns, "When you have said 'I will pay up if you threaten me,' the incentive you have created is to keep threatening you in order to get more payouts," adding that these companies "will learn the hard way." To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith...
Continue ReadingApple stock sank Thursday on news reports that the consumer electronics giant cut iPhone prices in China to compete with domestic rivals such as Huawei...
Continue ReadingThe S&P 500 dropped 0.2% on Thursday, Jan. 2, marking a slow start to a new year of trading following last year's strong stock market performance...
Continue ReadingApple (AAPL) has agreed to pay $95 million as part of a settlement in a privacy lawsuit concerning its digital assistant Siri listening in on and recording people's conversations. Josh Lipton reports the latest on this story. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan...
Continue ReadingThe US market averages (^DJI, ^IXIC, ^GSPC) close the first trading day of 2025 in negative territory, their fifth straight session of losses. The Dow Jones Industrial Average fell the most, dropping by 0.35%; the day's showing nearly breaking Wall Street's hopes for a last-minute Santa Claus rally. Market Domination Overtime host Julie Hyman examines several of 2024's top stock performers as they close out the first session of 2025. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Luke Carberry Mogan...
Continue ReadingApple has agreed to pay $95 million to settle a lawsuit accusing the privacy-minded company of deploying its virtual assistant Siri to eavesdrop on people using its iPhone and other trendy devices. The proposed settlement filed Tuesday in an Oakland, California, federal court would resolve a 5-year-old lawsuit revolving around allegations that Apple surreptitiously activated Siri to record conversations through iPhones and other devices equipped with the virtual assistant for more than a decade. The alleged recordings occurred even when people didn't seek to activate the virtual assistant with the trigger words, “Hey, Siri."...
Continue ReadingShares of iPhone and iPad maker Apple (NASDAQ:AAPL) fell 3.2% in the afternoon session after UBS cut its iPhone sales estimates for Q4 2024. Analyst David Vogt expects iPhone revenue to fall 5%, year on year, below consensus expectations. Separately, there are reports that Apple will be offering discounts to customers in China from January 4 to 7, 2025, amid heightened competition, further dampening the sales outlook...
Continue ReadingUBS analysts led by David Vogt slashed their iPhone sales estimates even further below Wall Street’s consensus amid China weakness...
Continue ReadingApple Faces Tough Start to 2025 with iPhone Sales Decline, Analysts Lower Estimates...
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