I am upgrading my previous Buy rating on Apple ( AAPL ) stock to a Strong Buy based on its Capital-Light AI Arbitrage strategy. The strategy decouples monetization from infrastructure intensity. Apart from that, the Q1-FY2026 all-time-high [ATH]Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

I am upgrading my previous Buy rating on Apple ( AAPL ) stock to a Strong Buy based on its Capital-Light AI Arbitrage strategy. The strategy decouples monetization from infrastructure intensity. Apart from that, the Q1-FY2026 all-time-high [ATH]Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Qualcomm Inc. (NASDAQ:QCOM) is one of the best cheap stocks to buy for 2026. On January 26, Mizuho trimmed its price target on Qualcomm Inc. (NASDAQ:QCOM) to $160 from $175 and kept a Neutral rating on the shares. The investment bank tied the update directly to a weaker outlook for global handset demand and related industry pressures. Qualcomm Inc. (QCOM): Navigating Global Smartphone Challenges with 5G and IoT Strength Mizuho stated that it expects global handset shipments in calendar year 2026 to decli ...

Alphabet reports earnings Wednesday, and investors will be looking for more details on the company's deal with Apple to revamp the Siri virtual assistant with Google's Gemini artificial intelligence technology.While Wall Street is expecting Google to report a 15% year-over-year increase in its fourth-quarter revenue, much of the attention during the company's earnings call will be on any new details about the Siri-Gemini deal, analysts told CNBC. The earnings on Wednesday will be the first time Alphabet's l ...

JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51) This is an abridged transcript. Palantir Technologies (PLTR) is up 10% in premarket action after reporting fourth-quarter results and guidance that topped Wall Street's estimates. Fo ...

Central Bancompany delivers community banking, wealth management, and financial services across nine states with a diversified portfolio.Central Trust Co established a new position in Central Bancompany, Inc. (CBC +3.32%) during the fourth quarter, acquiring 7,338,237 shares worth an estimated $177.00 million trade based on quarterly average pricing.What happenedAccording to a SEC filing dated February 2, Central Trust Co initiated a new holding in Central Bancompany, Inc. during the fourth quarter, buying ...

Core Insights - Microsoft CEO Satya Nadella's shift in focus to AI highlights the necessity for tech leaders to master AI for continued success [1] - The trend of long CEO tenures in Silicon Valley is changing, with AI playing a significant role in determining how long these leaders remain in their positions [2][3] - The average global CEO tenure has decreased to 7.2 years, indicating a growing demand for adaptability and effectiveness in response to AI advancements [3] Group 1: CEO Tenure and AI - The average tenure of current CEOs in 2025 is projected to be down 14% from 2023, reflecting the pressures of adapting to AI [8] - Industry observers expect the next generation of CEOs to be younger and more fluent in AI, as boards seek leaders who can navigate rapid changes [4] - The urgency for CEOs to possess AI-oriented sensibilities is not limited to tech companies, as every industry is poised for transformation by AI [10] Group 2: CEO Adaptability and Strategy - CEOs are expected to demonstrate a beginner's mind and adaptability, moving away from traditional approaches to leadership [4][13] - The complexity of AI's impact has led to an increase in co-CEO arrangements, as companies seek to blend diverse skill sets [16] - CEOs must be prepared to reinvent their businesses rapidly in the face of AI advancements, as exemplified by the rapid evolution of technologies like ChatGPT [18] Group 3: Industry Examples - Walmart and Target's new CEOs emphasize their comfort with AI, reflecting the technology's growing influence on retail [11] - Delta Air Lines and United Airlines are leveraging AI for operational improvements, showcasing its critical role in various sectors [11] - The mention of AI in S&P 500 earnings calls has surged, indicating that investors are increasingly focused on AI's impact on business performance [11]

These Buffett stocks could easily beat the market over the next 12 months.Sure, Warren Buffett has passed the torch as Berkshire Hathaway's (BRK.A +0.96%) (BRK.B +1.35%) CEO to Greg Abel. However, I still view all of the stocks currently in Berkshire's portfolio as Buffett stocks. They were all either personally picked by the legendary investor or by someone else operating under his watchful eye.Quite a few of the stocks Berkshire Hathaway owns are good picks right now. Here are three Buffett stocks to buy ...

No one mentioned Micron in Apple's latest earnings call. They didn't have to.When Apple (AAPL +4.12%) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies.That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (MU +5.42%) investors. App ...

Join our daily newsletter At The Bell to receive exclusive market insightsWith more than seven million users on the HotCopper forums, every discussion and speculation can move Australian markets, which is why getting out in front of those trends is so important for any trader worth their salt. In this daily HotCopper Trends column, we break down the top three Aussie stocks talked about on any given trade day, and why they’ve drawn a daily focus intraday.Listen to the HotCopper podcast for in-depth discussio ...