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Nvidia
(NVDA)
Updated 6 hours ago
Nvidia reclaimed the top spot in market value in June, surpassing Microsoft Corp. with a valuation of $3.86 trillion.
However, Nvidia has yet to surpass Apple Inc's record high of $3.92 trillion set in December 2024, while Apple ranked third with a market capitalization of $3.1 trillion.
Analysts predict that both Nvidia and Microsoft will reach the $4 trillion market cap club this summer and focus on the $5 trillion club in the next 18 months due to the tech bull market driven by the AI Revolution.
Intel's new CEO, Lip-Bu Tan, is considering a significant shift in the company's chip manufacturing business strategy by potentially no longer marketing certain chipmaking technology to external customers.
This move could result in a write-off for processes like 18A and 18A-P as Intel aims to focus more resources on its 14A chipmaking process to compete with rivals like TSMC and attract big customers such as Apple and Nvidia.
The decision on whether to continue marketing 18A to new clients will be discussed by Intel's board, impacting the company's financial position and roadmap.
Tan's strategic review also includes considerations for fulfilling commitments to clients like Amazon and Microsoft through existing processes, as he works on strengthening Intel's position in the industry by making key decisions regarding its manufacturing capabilities and customer relationships.
Nvidia reclaimed the top spot in market value in June, surpassing Microsoft Corp. with a valuation of $3.86 trillion.
However, Nvidia has yet to surpass Apple Inc's record high of $3.92 trillion set in December 2024, while Apple ranked third with a market capitalization of $3.1 trillion.
Analysts predict that both Nvidia and Microsoft will reach the $4 trillion market cap club this summer and focus on the $5 trillion club in the next 18 months due to the tech bull market driven by the AI Revolution.
Intel's new CEO, Lip-Bu Tan, is considering a significant shift in the company's chip manufacturing business strategy by potentially no longer marketing certain chipmaking technology to external customers.
This move could result in a write-off for processes like 18A and 18A-P as Intel aims to focus more resources on its 14A chipmaking process to compete with rivals like TSMC and attract big customers such as Apple and Nvidia.
The decision on whether to continue marketing 18A to new clients will be discussed by Intel's board, impacting the company's financial position and roadmap.
Tan's strategic review also includes considerations for fulfilling commitments to clients like Amazon and Microsoft through existing processes, as he works on strengthening Intel's position in the industry by making key decisions regarding its manufacturing capabilities and customer relationships.
Apple
(AAPL)
Updated 8 hours ago
Apple, along with Alphabet and Tesla, is currently hindering the S&P 500 rally due to various issues.
Apple's shares have dropped 17% this year due to tariff concerns and challenges in developing AI services.
In contrast, companies like Microsoft, Nvidia, and Meta Platforms have seen gains driven by AI technology utilization.
Apple is considering using AI technology from startups Anthropic or OpenAI to enhance Siri, which led to a 2% stock jump.
Meanwhile, Tesla faced a 7% stock drop following Elon Musk's feud with President Trump.
Small US businesses like boutique guitar-pedal manufacturers are struggling with tariffs imposed by Trump, while Apple plans to invest in domestic manufacturing.
Despite efforts to raise awareness about these challenges, there is a perception gap making it difficult to gain traction with lawmakers and the public.
Apple, along with Alphabet and Tesla, is currently hindering the S&P 500 rally due to various issues.
Apple's shares have dropped 17% this year due to tariff concerns and challenges in developing AI services.
In contrast, companies like Microsoft, Nvidia, and Meta Platforms have seen gains driven by AI technology utilization.
Apple is considering using AI technology from startups Anthropic or OpenAI to enhance Siri, which led to a 2% stock jump.
Meanwhile, Tesla faced a 7% stock drop following Elon Musk's feud with President Trump.
Small US businesses like boutique guitar-pedal manufacturers are struggling with tariffs imposed by Trump, while Apple plans to invest in domestic manufacturing.
Despite efforts to raise awareness about these challenges, there is a perception gap making it difficult to gain traction with lawmakers and the public.
Alphabet
(GOOG)
Updated 8 hours ago
Alphabet, along with Apple and Tesla, is holding back the S&P 500 rally due to concerns impacting their stock performance.
Alphabet's shares are down 7% amid fears of AI chatbots affecting its Google search business.
If these companies were to erase their losses for the year, the benchmark would be about two percentage points higher.
The Magnificent Seven stocks, including Alphabet, have diverged in 2025 with some seeing gains while others struggle with integrating AI features.
Despite a broadening market rally, underperforming stocks like Apple could continue to drag down the index in the second half of the year.
Alphabet's CEO recently faced challenges due to volatile trade policies, highlighting the struggles of smaller businesses in the US.
Small manufacturers are turning to each other for support and cost-cutting tactics amid tariff hikes that threaten their survival.
The Pedal Builders Support Group has become a platform for these companies to discuss their struggles and advocate for relief from tariffs.
Alphabet, along with Apple and Tesla, is holding back the S&P 500 rally due to concerns impacting their stock performance.
Alphabet's shares are down 7% amid fears of AI chatbots affecting its Google search business.
If these companies were to erase their losses for the year, the benchmark would be about two percentage points higher.
The Magnificent Seven stocks, including Alphabet, have diverged in 2025 with some seeing gains while others struggle with integrating AI features.
Despite a broadening market rally, underperforming stocks like Apple could continue to drag down the index in the second half of the year.
Alphabet's CEO recently faced challenges due to volatile trade policies, highlighting the struggles of smaller businesses in the US.
Small manufacturers are turning to each other for support and cost-cutting tactics amid tariff hikes that threaten their survival.
The Pedal Builders Support Group has become a platform for these companies to discuss their struggles and advocate for relief from tariffs.
Meta
(META)
Updated 10 hours ago
The news about Meta involves the rejection of an attempt to prevent states from regulating artificial intelligence, a move supported by major technology companies like Meta Platforms Inc.
The company is likely monitoring the developments closely as the bill faces opposition and challenges in the House due to tax cuts and spending cuts that impact sectors like healthcare and renewable energy.
There are concerns about the bill's effects on Medicaid and other social safety net programs as Republicans work to secure enough votes for it to pass.
The news about Meta involves the rejection of an attempt to prevent states from regulating artificial intelligence, a move supported by major technology companies like Meta Platforms Inc.
The company is likely monitoring the developments closely as the bill faces opposition and challenges in the House due to tax cuts and spending cuts that impact sectors like healthcare and renewable energy.
There are concerns about the bill's effects on Medicaid and other social safety net programs as Republicans work to secure enough votes for it to pass.
Nike
(NKE)
Updated 11 hours ago
Nike's stock surged by nearly 3.6% after news of Trump's trade deal with Vietnam, which includes a reduced 20% tariff on imports from the country.
Nike manufactures about half of its footwear in Vietnam and expects tariffs to increase its costs by around $1 billion, but plans to mitigate the impact over time.
The trade deal also involves a 40% levy on trans-shipments from third countries and provides the U.S. with more market access in Vietnam.
Other retailers like Under Armour and Levi Strauss also saw gains due to the trade deal, while Best Buy factored in Trump's base tariff rate of 10% in its annual forecast.
Investors are optimistic that the trade deal could lead to rescinded tariffs on imports from various countries, benefiting companies like Nike in the long term.
Nike's stock surged by nearly 3.6% after news of Trump's trade deal with Vietnam, which includes a reduced 20% tariff on imports from the country.
Nike manufactures about half of its footwear in Vietnam and expects tariffs to increase its costs by around $1 billion, but plans to mitigate the impact over time.
The trade deal also involves a 40% levy on trans-shipments from third countries and provides the U.S. with more market access in Vietnam.
Other retailers like Under Armour and Levi Strauss also saw gains due to the trade deal, while Best Buy factored in Trump's base tariff rate of 10% in its annual forecast.
Investors are optimistic that the trade deal could lead to rescinded tariffs on imports from various countries, benefiting companies like Nike in the long term.
Palantir
(PLTR)
Updated 11 hours ago
Palantir Technologies Inc. has been recognized as a significant contributor to the S&P 500's gains this year, alongside companies like Netflix Inc. and Broadcom Inc.
However, concerns have been raised about the underperformance of influential stocks like Apple, Alphabet, and Tesla affecting the index.
The divergence in tech companies' performance in 2025 is attributed to factors such as AI integration and revenue growth strategies.
Palantir is positioning itself as the next Amazon Web Services (AWS) by offering superior solutions for complex enterprise problems.
The company's focus on ontology and specialized development has helped overcome challenges like lengthy sales cycles and system integrations.
Palantir has seen a surge in its stock price by 426% over the past year, despite high valuation risks.
Global Head of Commercial at Palantir, Ted Mabrey, highlighted that Palantir's technology enables startups to address higher-value problems without rebuilding basic infrastructure, encouraging them to build on Palantir's platform rather than compete with it.
Palantir Technologies Inc. has been recognized as a significant contributor to the S&P 500's gains this year, alongside companies like Netflix Inc. and Broadcom Inc.
However, concerns have been raised about the underperformance of influential stocks like Apple, Alphabet, and Tesla affecting the index.
The divergence in tech companies' performance in 2025 is attributed to factors such as AI integration and revenue growth strategies.
Palantir is positioning itself as the next Amazon Web Services (AWS) by offering superior solutions for complex enterprise problems.
The company's focus on ontology and specialized development has helped overcome challenges like lengthy sales cycles and system integrations.
Palantir has seen a surge in its stock price by 426% over the past year, despite high valuation risks.
Global Head of Commercial at Palantir, Ted Mabrey, highlighted that Palantir's technology enables startups to address higher-value problems without rebuilding basic infrastructure, encouraging them to build on Palantir's platform rather than compete with it.
Tesla
(TSLA)
Updated 12 hours ago
Tesla, along with Apple and Alphabet, is holding back the S&P 500 rally due to declining stock performance.
Tesla's shares have dropped by 26% amid slumping electric vehicle sales.
If these influential stocks were to erase their losses for the year, the benchmark would be about two percentage points higher.
While other tech companies like Microsoft, Nvidia, and Meta have seen gains in 2025, the underperformance of Tesla and others is impacting the overall market.
Elon Musk has been vocal about his opposition to the Trump tax bill, criticizing its impact on jobs and green energy investments.
Musk's concerns align with economists warning about rising long-term interest rates due to excessive federal borrowing.
Despite criticisms and threats from President Trump regarding subsidies, Tesla's stock remains volatile due to shifting policies and disagreements between Musk and the government.
Analysts believe changes in regulations under Trump could significantly impact Tesla's profits.
Tesla, along with Apple and Alphabet, is holding back the S&P 500 rally due to declining stock performance.
Tesla's shares have dropped by 26% amid slumping electric vehicle sales.
If these influential stocks were to erase their losses for the year, the benchmark would be about two percentage points higher.
While other tech companies like Microsoft, Nvidia, and Meta have seen gains in 2025, the underperformance of Tesla and others is impacting the overall market.
Elon Musk has been vocal about his opposition to the Trump tax bill, criticizing its impact on jobs and green energy investments.
Musk's concerns align with economists warning about rising long-term interest rates due to excessive federal borrowing.
Despite criticisms and threats from President Trump regarding subsidies, Tesla's stock remains volatile due to shifting policies and disagreements between Musk and the government.
Analysts believe changes in regulations under Trump could significantly impact Tesla's profits.
Stories
Apple, Alphabet and Tesla are Holding the S&P 500 Rally Back Bloomberg Negative
Commentary: Elon Musk is right about the Trump tax bill's failures Yahoo Finance Negative
Stock market today: S&P 500, Nasdaq pull back from record run as Senate passes Trump tax bill,... Yahoo Finance Negative
How Boeing, Walmart, and Tesla tell the stock story of 2025 Yahoo Finance
Trump Reprises Tesla Subsidy Threat as Musk Bashes Spending Bill Bloomberg Negative
Amazon
(AMZN)
Updated 13 hours ago
Palantir Technologies Inc. is positioning itself as a strong competitor to Amazon Web Services (AWS) by offering advanced solutions for complex enterprise issues.
The company's Global Head of Commercial, Ted Mabrey, advised startups to leverage Palantir's platform rather than competing with it, highlighting the company's expertise in data analytics and AI.
Palantir's focus on ontology and structured frameworks for data interpretation distinguishes it in solving valuable problems beyond AWS capabilities.
Palantir Technologies Inc. is positioning itself as a strong competitor to Amazon Web Services (AWS) by offering advanced solutions for complex enterprise issues.
The company's Global Head of Commercial, Ted Mabrey, advised startups to leverage Palantir's platform rather than competing with it, highlighting the company's expertise in data analytics and AI.
Palantir's focus on ontology and structured frameworks for data interpretation distinguishes it in solving valuable problems beyond AWS capabilities.
Microsoft
(MSFT)
Updated 14 hours ago
The news regarding Microsoft involves a Senate vote that rejected an attempt to prevent US states from regulating artificial intelligence, which was supported by major tech companies like Microsoft Corp.
The measure was aimed at avoiding state-level AI regulations and was backed by tech firms and venture capital companies.
In other tech news, there are updates on Netflix's high valuation and stock performance, with concerns about a potential sell-off due to its premium valuation.
Despite positive fundamentals and outlook, some investors are cautious about the stock's valuation.
Netflix is focusing on strategies like cracking down on password sharing and introducing live events to attract new subscribers.
Analysts are optimistic about the stock but question the sustainability of its rally given the high valuation.
Other tech news includes Chinese automakers expanding in Europe, Apple considering AI technology for Siri, Meta Platforms restructuring its AI group, Nintendo pulling products from Amazon, and a Microsoft sales executive planning a sabbatical amidst expected terminations in his organization.
The news regarding Microsoft involves a Senate vote that rejected an attempt to prevent US states from regulating artificial intelligence, which was supported by major tech companies like Microsoft Corp.
The measure was aimed at avoiding state-level AI regulations and was backed by tech firms and venture capital companies.
In other tech news, there are updates on Netflix's high valuation and stock performance, with concerns about a potential sell-off due to its premium valuation.
Despite positive fundamentals and outlook, some investors are cautious about the stock's valuation.
Netflix is focusing on strategies like cracking down on password sharing and introducing live events to attract new subscribers.
Analysts are optimistic about the stock but question the sustainability of its rally given the high valuation.
Other tech news includes Chinese automakers expanding in Europe, Apple considering AI technology for Siri, Meta Platforms restructuring its AI group, Nintendo pulling products from Amazon, and a Microsoft sales executive planning a sabbatical amidst expected terminations in his organization.
Intel
(INTC)
Updated 17 hours ago
Intel's new CEO, Lip-Bu Tan, is considering a significant shift in the company's chip manufacturing business strategy.
This potential change involves focusing on internal production rather than marketing certain chipmaking technology to external customers.
Intel may stop marketing its 18A and 18A-P manufacturing processes to new clients, which could lead to a substantial write-off.
Intel's new CEO, Lip-Bu Tan, is considering a significant shift in the company's chip manufacturing business strategy.
This potential change involves focusing on internal production rather than marketing certain chipmaking technology to external customers.
Intel may stop marketing its 18A and 18A-P manufacturing processes to new clients, which could lead to a substantial write-off.