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17.01.26 - 00:48
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Apple′s LCD demand gives Radiant room to expand into AR and OLED (Digitimes)
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Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED products as a long-term strategy, LCD devices remain in demand through 2026, giving Radiant room to expand into new business lines....
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16.01.26 - 21:36
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An AI Smart Pen from OpenAI Sounds Weird—Until You Consider These Use Cases (24/7 Wall St.)
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There's been a lot of buzz around OpenAI and the secret device(s) it's been working on behind the scenes with the expertise of an industry veteran like former Apple (NASDAQ:AAPL) chief design officer Jony Ive. While Ive is arguably the undisputed king of device design, there's no guarantee that OpenAI's AI gadgets will hit the ... An AI Smart Pen from OpenAI Sounds Weird—Until You Consider These Use Cases
The post An AI Smart Pen from OpenAI Sounds Weird—Until You Consider These Use Cases appeared first on 24/7 Wall St.....
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16.01.26 - 20:36
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Vanguard’s $10.8B ETF Made 19% Betting on AI Infrastructure (24/7 Wall St.)
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If you want to bet that Apple (NASDAQ:AAPL), NVIDIA (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) will continue dominating the market, Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) offers a straightforward way to do it. MGC takes a concentrated approach to mega-cap technology, with Apple, NVIDIA, and Microsoft representing nearly a quarter of the fund's assets. This ... Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure
The post Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure appeared first on 24/7 Wall St.....
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16.01.26 - 19:54
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Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) has delivered outstanding performance compared its hyperscaler peers such as Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT). Over the last 12 months, revenue growth hit 21.3%, far exceeding the low- to mid-teens rates for the others, such as with Alphabet at 13.4% and Amazon below that. And in the past ... Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers?
The post Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? appeared first on 24/7 Wall St.....
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16.01.26 - 15:36
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Stocks Rise As Tech Meltup Accelerates (ZeroHedge)
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Stocks Rise As Tech Meltup Accelerates
Futures are higher, and trading near record territory, led by tech as this year's great rotation shows no sign of slowing, broadening the base of names driving Wall Street's push back towards all time highs. As of 8:00am, S&P 500 futures were 0.3% higher with Nasdaq 100 contracts up 0.4% as the latest wave of enthusiasm for technology stocks carried into Friday. Overnight headlines were mostly muted. Pre-market, Mag 7 are mostly higher led by NVDA +1.1%; AI names (AMD +3.2%, AVGO +1.3%, MU +2%) continued their rally yesterday. Bond yields are unchanged. Commodities are mixed: oil added 1.2%, while silver fell -2.0%; ags are mostly higher. US session features industrial production data and three scheduled Fed speakers.
In premarket trading, Mag 7 stocks are mostly higher (Nvidia +0.8%, Tesla +0.6%, Meta +0.09%, Alphabet +0.5%, Microsoft +0.06%, Amazon +0.3%, Apple -0.2%
JB Hunt Transport Services Inc. (JBHT) falls 4% after the trucking firm reported...
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16.01.26 - 13:30
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Watch February Earnings From NVIDIA and Microsoft to Predict Where This Mag7 ETF Goes Next (24/7 Wall St.)
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The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) provides equal-weight exposure to the seven largest tech companies for investors seeking diversified exposure to this basket without selecting individual stocks. The fund holds NVIDIA Corporation (NASDAQ:NVDA), Alphabet Inc (NASDAQ:GOOGL), Microsoft Corporation (NASDAQ:MSFT), and Meta Platforms Inc (NASDAQ:META) in equal portions alongside Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), and ... Watch February Earnings From NVIDIA and Microsoft to Predict Where This Mag7 ETF Goes Next
The post Watch February Earnings From NVIDIA and Microsoft to Predict Where This Mag7 ETF Goes Next appeared first on 24/7 Wall St.....
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16.01.26 - 12:57
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Siri 2.0: Apple zahlt angeblich Milliarden für Googles KI-Modelle (Heise)
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Die Partnerschaft mit Google kehrt Apple gerne unter den Teppich. Mit dem Rückgriff auf Gemini-Modelle für die Apple-KI wird diese aber deutlich vertieft... --- Schon im Vorfeld war zu vernehmen gewesen, dass Apple für die KI-Modelle wohl rund 1 Milliarde US-Dollar pro Jahr an den Suchriesen zahlt..
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