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Apple (AAPL) Stock Could Be 32% Overpriced After Fresh AI Cost Warnings
24.09.2026 05:14
Apple Inc. has powered to fresh highs, and with the stock up 141.9% over the past 5 years, the real question for you is whether that price still lines up with the cash the business can generate. With attention on Apple’s role in AI, payments and devices, the focus now shifts to what those themes actually mean for the company’s long term cash flows. A 141.9% return over 5 years puts a lot of future cash generation on the line. The key issue is how much of that cash story is already reflected...
Meta Puts Apple Firmly in Its Sights With New VR Glasses
24.09.2026 01:54
Meta Platforms wants to dominate the personal AI space with smartglasses as the primary means of interacting with it.
Gary Cohn on Meta's Muse: 'I'm not comfortable giving up my personal data'
23.09.2026 15:59
Not everyone is excited about Muse.
Charles Schwab Stock Fell 6% on AI Fears. The Rate Hike Everyone Feared Actually Helps It
23.09.2026 15:22
Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.
MoonPay to Acquire North Capital in $60M Deal to Expand Tokenization
23.09.2026 15:21
Cryptocurrency payments firm MoonPay is set to acquire private-markets infrastructure platform North Capital in an ...
Jamf Takes Apple Management into the AI Era at JNUC 2026
23.09.2026 15:00
KANSAS CITY, Mo., September 23, 2026--Jamf, the standard in managing and securing Apple at work, today unveiled a slate of new platform innovations at its 17th annual Jamf Nation User Conference (JNUC) in Kansas City. Joined on stage by Apple, Anthropic and AWS, Jamf showcased new ways to gain deeper visibility into the AI tools running across corporate Mac fleets, build and manage Apple environments through APIs, automate app deployment and updates, and identify and resolve device health issues
Apple Takes AI Fight Straight to Nvidia and Microsoft
23.09.2026 14:46
A different AI economics model is starting to take shape
What Microsoft's Trailing Multiple Leaves Out
23.09.2026 14:37
Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.
AI magic sends markets higher, plus one-on-one with IBM vice chair
23.09.2026 14:32
Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.
EXCLUSIVE: AI Data Center Boom Is ‘Overkill,’ Defense AI CEO Warns Compute Demand Will Drop
23.09.2026 14:31
Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told Benzinga. “I think what will happen is AI will...
Why Apple's stock chart is probably putting a smile on the face of new CEO John Ternus
23.09.2026 13:53
Apple stock hit $345 on Tuesday, marking a new all-time high for the iPhone maker.
Meta’s Muse is a game changer—but can it win consumers' trust?
23.09.2026 13:29
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss how Meta's (META) new AI agent, Muse, could pose challenges to user trust and why being first may not be enough, as rivals like Apple (AAPL) and Google (GOOG) could prepare their own responses.
One of These S&P 500 Funds Has Trailed for 10 Years. Its Fans Say That’s the Point.
23.09.2026 13:10
Two S&P 500 funds hold nearly identical stocks, yet their returns have drifted so far apart over a decade that the gap itself tells a story about what most investors misunderstand about diversification.
GridX, Apple Bring Electricity Data and Insights to Southern California Edison Customers in Apple’s Home App
23.09.2026 13:00
WALNUT CREEK, Calif., September 23, 2026--GridX, the Enterprise Rate and Data Platform provider to utilities and energy providers, today announced its role in supporting the delivery of electricity usage information to residential electric customers of Southern California Edison (SCE). Beginning today, SCE customers with an iPhone, iPad, Mac or an Apple Watch running software version 27 can use the Home app to access, understand and make informed decisions about their electricity usage.
Apple’s iPhone 18 Demand Improves At The Margin, China Remains Weak Spot, Says UBS — Latest Target Implies 13% Downside Potential
23.09.2026 11:55
Early iPhone 18 delivery data are becoming less negative outside China, but Wall Street remains divided over whether Apple is entering a stronger upgrade cycle.
The Stock Market Is Sleeping on the Next Big AI Catalyst
23.09.2026 11:37
Meta’s annual conference kicks off today, and the latest on Anthropic's IPO, but this is the next big AI catalyst.
Recent Filing Shows That Rep. Pete Sessions Sold Over $100K Worth of Apple Stock
23.09.2026 11:00
A September filing shows that Representative Pete Sessions reported a sale in Apple (NASDAQ:AAPL), valued between $100,001 and $250,000. The transaction date is listed as September 22, 2026, with the report published on
The hidden tech trap destroying your portfolio
23.09.2026 11:00
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the "concentration trap" catching retail investors off guard, and share the ultimate gut-check to know if you are carrying too much risk
Amazon Turns To Former Employees, Including Those Laid-Off, For AI, Cloud Jobs Amid ‘Boomerang’ Hiring Push: Report
23.09.2026 07:39
Amazon is reportedly rehiring former employees for AI and cloud roles, with faster hiring paths and renewed focus on its “boomerang” hiring strategy.
Amazon, Apple, Micron, Check Point Software On CNBC’s ‘Final Trades’
23.09.2026 07:20
CNBC's Final Trades featured Amazon, Check Point Software, Micron and Apple; Micron rose 5% and Check Point gained 2.2%.