Key Points AI’s demand for memory chips has put pressure on consumer electronics device makers like Apple. Apple warned that its gross margin will contract next quarter and remain under pressure next year. Reduced demand could help ease pricing in the near term, but investors should focus on Apple’s long-term potential. Motley Fool Issues Rare…
Key Points Nvidia’s shares are down 13% over the past month as investors question AI spending. But Nvidia’s customers are seeing strong sales growth as a result of their ramp-up in AI spending. Nvidia should continue to benefit from the AI boom, especially as a result of data center expansion. 10 stocks we like better…
Key Points Rivian has proven it can build desirable vehicles at scale, with the R2 proving it can also sell them to the mass market. The company still needs to produce more vehicles, but a successful R2 moves it one step closer to profitability. Rivian isn’t Tesla, but when Tesla turned sustainably profitable, its stock…
Key Points Qualcomm’s handset chip revenue fell 26% year over year in the quarter that ended Sept. 27. Corning expects to make all the cover glass for iPhones sold worldwide in Kentucky by the end of 2026. Arm’s royalty revenue fell to $670 million in the September quarter from $715 million three months before. 10…
Key Points Last year, Elon Musk stressed his priority of regaining majority voting control over Tesla (NASDAQ: TSLA). His biggest concern at the time was control over new products — humanoid robots, in particular — that Tesla is expected to produce en masse over the coming years. “My fundamental concern with regard to how much…
The bulk of the Q3 earnings season is now behind us, with results from only about 12% of S&P 500 members still to come at this stage. This week brings results from more than 700 companies, including 12 index members. The notable companies reporting this week include Applied Materials, Cisco Systems, and Berkshire Hathaway, to…
Key Points The Nasdaq officially entered correction territory this week after falling more than 10% from its peak. Warren Buffett has lived through many elections, and his investing strategy is surprisingly simple. History says there’s one move that could set you up for lucrative long-term returns. Motley Fool Issues Rare “Total Conviction” Buy Alert ›…
Key Points Democrats won control of both the House of Representatives and the Senate in the 2026 midterms. One of the biggest talking points for Democrats on the campaign trail was heavier oversight over AI data centers. While more regulation could impact the hyperscalers, Apple is in a unique position to benefit no matter who…
Key Points Broadcom (NASDAQ: AVGO) is one of the fastest-growing AI chipmakers in the world, but it usually doesn’t attract as much attention as Nvidia (NASDAQ: NVDA). Unlike Nvidia, which produces general-purpose GPUs for data centers, Broadcom produces customized AI accelerators (XPUs) for hyperscalers. When deployed at scale, Broadcom’s XPUs can process AI inference tasks…
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in NVIDIA Corp (Symbol: NVDA), where a total of 3.8 million contracts have traded so far, representing approximately 377.1 million underlying shares. That amounts to about 334.4% of NVDA’s average daily trading volume over the past month of 112.8…