Apple (NASDAQ: AAPL) stock is moving lower in Tuesday's trading amid strong bearish action for the broader market. The company's share price was down 4.5% as of 12:55 p.m. ET. The S&P 500 was down 2% at the same point in the daily session, and the Nasdaq Composite had fallen 3.9%. Apple's share price is under pressure today following some negative reactions to the company's recent developers confe...
Apple (NASDAQ: AAPL) stock is moving lower in Tuesday's trading amid strong bearish action for the broader market. The company's share price was down 4.5% as of 12:55 p.m. ET. The S&P 500 was down 2% at the same point in the daily session, and the Nasdaq Composite had fallen 3.9%. Apple's share price is under pressure today following some negative reactions to the company's recent developers conference. The market's wavering confidence in the artificial intelligence (AI) chip trade and nervousness ahead of SpaceX's IPO are also factoring into the sell-off. Image source: Getty Images. Continue reading
Palantir (NASDAQ:PLTR) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different. Palantir closed Q4 2025 as a capital-light software shop riding U.S. commercial adoption. Oracle finished Q3 FY2026 as a balance-sheet-heavy hyperscaler pouring tens of billions into GPUs and concrete. AIP Floods ... Palantir vs Oracle: T...
Palantir (NASDAQ:PLTR) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different. Palantir closed Q4 2025 as a capital-light software shop riding U.S. commercial adoption. Oracle finished Q3 FY2026 as a balance-sheet-heavy hyperscaler pouring tens of billions into GPUs and concrete. AIP Floods ... Palantir vs Oracle: Two AI Plays, One Winner
McDonald’s (NYSE:MCD) has structural characteristics suited to multi-decade ownership, because its franchise-fee economics, dividend track record, and counter-cyclical value positioning make it one of the few consumer businesses that compounds quietly through every type of market. For an investor in their 50s or 60s who is tired of being whipsawed by every AI cycle, currency ... 1 Unstoppable Fast...
McDonald’s (NYSE:MCD) has structural characteristics suited to multi-decade ownership, because its franchise-fee economics, dividend track record, and counter-cyclical value positioning make it one of the few consumer businesses that compounds quietly through every type of market. For an investor in their 50s or 60s who is tired of being whipsawed by every AI cycle, currency ... 1 Unstoppable Fast-Food Giant to Buy Hand Over Fist and Hold for 25 Years
Samuel Corum/Getty Images News U.S. President Donald Trump on Tuesday promised to retaliate against Iran for downing an American military helicopter, a development poised to further strain relations with the country. “I have just been informed by our Great Military that last night the Iranians shot down one of our highly sophisticated Apache Helicopters while patrolling over the Strait of Hormuz,”...
Samuel Corum/Getty Images News U.S. President Donald Trump on Tuesday promised to retaliate against Iran for downing an American military helicopter, a development poised to further strain relations with the country. “I have just been informed by our Great Military that last night the Iranians shot down one of our highly sophisticated Apache Helicopters while patrolling over the Strait of Hormuz,” Trump posted on social media. “There were two pilots involved, both are safe and uninjured. Nevertheless, the United States must, of necessity, respond to this attack.” Earlier on Tuesday, U.S. Central Command said that a U.S. AH-64 Apache went down near the coast of Oman on Monday evening. While the incident remains under investigation and Centcom has not officially blamed Iran, both crew members were successfully rescued within two hours by Navy and 82nd Airborne units. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the Markets Downside Risks Rise As Tech Volatility Spikes Iran Escalates: Is Oil About To Soar? U.S. March Oil Production Flat Prediction markets see low odds of Hormuz traffic returning to normal this year Oil closes modestly higher after Iran, Israel hold off from further strikes
US President Donald Trump gestures as he speaks with the press aboard Air Force One as he flies from Joint Base Andrews in Maryland to Eau Claire, Wisconsin, June 5, 2026. Saul Loeb | AFP | Getty Images President Donald Trump on Tuesday said the U.S. will "respond" as he accused Iran of shooting down an Apache helicopter that was patrolling over the Strait of Hormuz. The two pilots involved in the...
US President Donald Trump gestures as he speaks with the press aboard Air Force One as he flies from Joint Base Andrews in Maryland to Eau Claire, Wisconsin, June 5, 2026. Saul Loeb | AFP | Getty Images President Donald Trump on Tuesday said the U.S. will "respond" as he accused Iran of shooting down an Apache helicopter that was patrolling over the Strait of Hormuz. The two pilots involved in the attack "are safe and injured," Trump wrote in a Truth Social post . "Nevertheless, the United States must, of necessity, respond to this attack." U.S. Central Command earlier Tuesday revealed that the American AH-64 Apache had gone down "near the coast of Oman" on Monday evening ET. Centcom did not initially blame Iran for the downing, saying in a statement that the incident is under investigation. The two soldiers involved in the crash were rescued within about two hours by U.S. Naval Forces Central Command and the 82nd Airborne Division, Centcom's post said. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Apple (NASDAQ:AAPL) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped negative at the top of the hour, as investors concluded the long-awaited AI reveal landed roughly on par with what Alphabet (NASDAQ:GOOGL) already offers through ... Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision P...
Apple (NASDAQ:AAPL) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped negative at the top of the hour, as investors concluded the long-awaited AI reveal landed roughly on par with what Alphabet (NASDAQ:GOOGL) already offers through ... Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?
We’re only a few days since the SwitchBot Smart E Ink Weather Station launched, and you can already save $25 on the smart home gadget. Visit Amazon and clip the on-page coupon to bring the price down to $85 at checkout, or use coupon code APAP23 on the SwitchBot site. The 7.5-inch framed panel shows information like current date and time, sunrise and sunset, and current weather, as well as the for...
We’re only a few days since the SwitchBot Smart E Ink Weather Station launched, and you can already save $25 on the smart home gadget. Visit Amazon and clip the on-page coupon to bring the price down to $85 at checkout, or use coupon code APAP23 on the SwitchBot site. The 7.5-inch framed panel shows information like current date and time, sunrise and sunset, and current weather, as well as the forecast for up to six days — all on a contrasty E Ink screen. SwitchBot Weather Station Where to Buy: $109.99 $84.99 at Amazon $109.99 $84.69 at SwitchBot The Weather Station has a built-in AI assistant that provides practical insights and inspirational quotes based on the weather. However, the display is good for more than just showing weather-based information. It can sync up with iCal, Google, and Outlook to display calendar information for up to five people. It also integrates with the SwitchBot Hub to control compatible smart devices using the configurable buttons embedded in the frame. window.HYPE_DESK_CONFIG = { productImageUrl: "https://platform.theverge.com/wp-content/uploads/sites/2/2026/06/bambuhypedesk.jpg", productImageAlt: "Bambu Lab A2L", productTitle: "Bambu Lab A2L", shortDescription: "A large-format 3D printer built for your biggest ideas.", longDescription: "If you have been waiting for a 3D printer that can match your ambition, the A2L is it. The extra-large build volume handles projects most machines cannot touch, and a modular ecosystem lets you add blade cutting and pen plotting alongside multi-color printing. Full-auto calibration means you are up and running straight out of the box, and adaptive vibration compensation keeps tall and heavy models printing with precision. Starts at $469.", purchaseUrl: "https://go.skimresources.com?id=1025X1701640&xs=1&url=https%3A%2F%2Fus.store.bambulab.com%2Fproducts%2Fa2l&xcust=BambuLabHypedeskArticle4", purchaseLinkText: "Buy at Bambu Lab" }; Other deals to consider The 80,000mAh / 256Wh Jackery Explorer 240D batter...
Sumala Chidchoi/iStock via Getty Images FuelCell Energy, Inc. ( FCEL ) is operating in a growing market as demand for power far outpaces utilities’ ability to scale grid power production to support US reindustrialization and large-scale data center developments. With a targeted 4GW of capacity in the pipeline, FuelCell will need to execute its sales plan in order to gain more traction in the marke...
Sumala Chidchoi/iStock via Getty Images FuelCell Energy, Inc. ( FCEL ) is operating in a growing market as demand for power far outpaces utilities’ ability to scale grid power production to support US reindustrialization and large-scale data center developments. With a targeted 4GW of capacity in the pipeline, FuelCell will need to execute its sales plan in order to gain more traction in the market, particularly as peers like Caterpillar, Baker Hughes, and Bloom Energy establish substantial footholds in the behind-the-meter power market. With a dwindling backlog and a planned $200-275mm capital investment in expanding production capacity, I believe FuelCell may face significant financial headwinds if top-line growth remains challenged. Given the market and competitive risks, I am recommending FCEL shares with a Strong Sell rating and a price target of $9.58/share at 2.91x eFY27 price/sales. FuelCell Energy Operational Update As for FuelCell’s growth strategy, the company is targeting large-scale data center developments to facilitate behind-the-meter power generation. In support of this, FuelCell sees a pipeline of 4GW of capacity driven by increased power demand in the market. Thematically, FuelCell could realize appealing growth over the coming years, driven by long lead times for industrial-scale gas turbines and utility interconnects, which may open a window for early power generation and, in time, standby power sources. FuelCell closed q2’26 with a backlog of $1.14b, slightly down from the previous year’s quarter of $1.26b, resulting from revenue recognition on long-term contracts. The majority of the backlog in the quarter was attributable to the generation segment, providing a 15-year runway for durable revenue generation from its installed capacity. Corporate Filings With the pipeline of potential deals requiring 130MW of capacity, FuelCell believes that its 12.5MW modular blocks can present an appealing case for behind-the-meter power generation for industr...
At midday, the S&P 500 (SNPINDEX:^GSPC) had fallen 1.46% to 7,297.54, and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.52% to 25,246.14 on renewed artificial intelligence (AI) weakness. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.59% to 50,488.59 as cyclicals underperformed growth. Apple declined more than 3% this morning after yesterday’s “Apple Intelligence” reveal underwhe...
At midday, the S&P 500 (SNPINDEX:^GSPC) had fallen 1.46% to 7,297.54, and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.52% to 25,246.14 on renewed artificial intelligence (AI) weakness. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.59% to 50,488.59 as cyclicals underperformed growth. Apple declined more than 3% this morning after yesterday’s “Apple Intelligence” reveal underwhelmed investors. Micron Technology , Qualcomm , and Advanced Micro Devices slumped as semiconductor stocks came under pressure again. Redwire sank over 18% on a $500 million at‑the‑market equity plan. Chip stocks lead the declines this morning as yesterday’s optimism faded and investors weighed the impact of high inflation and the possibility that the Federal Reserve might raise interest rates this year. Continue reading
Zscaler (NASDAQ: ZS) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will soon outnumber human users on corporate networks, and each needs security. On a recent Motley Fool Money segment titled The Invisible Layer Protecting the World’s Biggest Companies, ... Zscaler CEO: AI Will Create ‘Billion...
Zscaler (NASDAQ: ZS) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will soon outnumber human users on corporate networks, and each needs security. On a recent Motley Fool Money segment titled The Invisible Layer Protecting the World’s Biggest Companies, ... Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection
Apollo and Blackstone are teaming up on a massive $35 billion AI financing deal that could reshape how artificial intelligence infrastructure gets funded. Bloomberg’s Emily Graffeo joins Bloomberg Open Interest to explain why Wall Street is creating new financing models for expensive AI chips, how Anthropic and Broadcom fit into the deal, and why this could be the beginning of an entirely new AI i...
Apollo and Blackstone are teaming up on a massive $35 billion AI financing deal that could reshape how artificial intelligence infrastructure gets funded. Bloomberg’s Emily Graffeo joins Bloomberg Open Interest to explain why Wall Street is creating new financing models for expensive AI chips, how Anthropic and Broadcom fit into the deal, and why this could be the beginning of an entirely new AI investment category. (Source: Bloomberg)
hanhanpeggy/iStock via Getty Images SLB ( SLB ) said Tuesday it signed a memorandum of understanding with Qualcomm Technologies ( QCOM ) aimed at bringing edge artificial intelligence capabilities closer to oilfield operations, enabling real-time decision-making across wells, production facilities, and energy infrastructure. The collaboration will combine Qualcomm's ( QCOM ) low-power edge computi...
hanhanpeggy/iStock via Getty Images SLB ( SLB ) said Tuesday it signed a memorandum of understanding with Qualcomm Technologies ( QCOM ) aimed at bringing edge artificial intelligence capabilities closer to oilfield operations, enabling real-time decision-making across wells, production facilities, and energy infrastructure. The collaboration will combine Qualcomm's ( QCOM ) low-power edge computing and AI processing capabilities with SLB's ( SLB ) Agora edge AI and Internet of Things platform that was developed for remote and operationally complex environments. "Together, SLB and Qualcomm Technologies aim to help operators apply AI more effectively across energy infrastructure," SLB's ( SLB ) president of Digital Rakesh Jaggi said. "AI systems designed around the realities of energy operations can help support more consistent and autonomous workflows across those environments." The collaboration reflects growing industry interest in bringing AI closer to operations to support more autonomous and resilient energy systems, SLB ( SLB ) said. More on SLB SLB: A High-Tech Way To Play The Oil Industry SLB: Geographical Diversification May Deliver Growth, But Expect Near-Term Headwinds SLB: Cheap Valuation On Long-Term Fundamentals
Nuthawut Somsuk/iStock via Getty Images Markets reflect the economic and geopolitical landscapes. While the leading stock market indices have risen to record highs, the backdrop remains highly volatile. The S&P 500 is the most diversified U.S. stock market index. Daily Year-to-Date Chart of the S&P 500 Index (Barchart) The daily year-to-date S&P 500 chart shows the index rose to a record high of 7...
Nuthawut Somsuk/iStock via Getty Images Markets reflect the economic and geopolitical landscapes. While the leading stock market indices have risen to record highs, the backdrop remains highly volatile. The S&P 500 is the most diversified U.S. stock market index. Daily Year-to-Date Chart of the S&P 500 Index (Barchart) The daily year-to-date S&P 500 chart shows the index rose to a record high of 7,620.90 on June 2, 2026. VIX futures are a sentiment indicator, as they are a composite of the implied volatilities of call and put options on S&P 500 stocks. Implied volatility is the future expectation of the S&P 500 price variance and is the primary determinant of option prices. Options are priced insurance. During bullish trends, market participants tend to sell options to earn income. Option sellers act as the insurance company. During corrections, market participants often purchase price insurance for their portfolios. Therefore, implied volatility declines during bullish trends and increases during bearish stock market trends. The VIX rises and falls with the S&P 500 index. The ProShares Ultra VIX Short-Term Futures ETF ( UVXY ) turbocharges the daily performance of the VIX index by 1.5 times. The VIX Had Dropped Into The Buy Zone The VIX index rose to a 2026 high of 35.30 on March 9, 2026, after the hostilities between the United States/Israel and Iran began in late February. While the S&P 500 index reached its 2026 low on March 30, the VIX rose to a lower high of 31.52 on March 30. Since late March, stocks have rallied, and the VIX has dropped. Daily Chart of the VIX Index (Barchart) The daily chart shows that the VIX index fell to a low of 15.19 on June 4, then rose to 21.57 on Friday, June 5, as a drop in the stock market lifted it. The 5-year monthly chart of the VIX highlights the buy zone over the past few years. Five-Year Monthly Chart of the VIX Index (Barchart) Since 2021, buying the VIX between 15 and 20 has limited downside risk and offered upside opportu...
A trust fund that helps to finance Social Security benefits is expected to run out of money in less than seven years — unless Congress acts to patch the system before that. (Image credit: Kevin Dietsch)
A trust fund that helps to finance Social Security benefits is expected to run out of money in less than seven years — unless Congress acts to patch the system before that. (Image credit: Kevin Dietsch)
The World Cup is poised to deliver a massive economic impact in Dallas and help boost soccer's popularity in the US, according to FC Dallas President Dan Hunt. He speaks with Bloomberg's Julie Fine. (Source: Bloomberg)
The World Cup is poised to deliver a massive economic impact in Dallas and help boost soccer's popularity in the US, according to FC Dallas President Dan Hunt. He speaks with Bloomberg's Julie Fine. (Source: Bloomberg)
Rawf8/iStock via Getty Images Investment Thesis Intel Corporation ( INTC ) is not a story about a turnaround in manufacturing alone anymore. It is now more about the structural change in the underlying AI infrastructure. The move towards AI inference and agentic AI is seeing CPUs serve as an orchestration engine for agents and memory. This is reducing GPU/CPU ratios and increasing demand for Intel...
Rawf8/iStock via Getty Images Investment Thesis Intel Corporation ( INTC ) is not a story about a turnaround in manufacturing alone anymore. It is now more about the structural change in the underlying AI infrastructure. The move towards AI inference and agentic AI is seeing CPUs serve as an orchestration engine for agents and memory. This is reducing GPU/CPU ratios and increasing demand for Intel’s Xeon platform once again. Since my last coverage , INTC is up 34%, bringing total gains to approximately 200% following my December buy rating. Given the increase in AI spending by hyperscalers, growth momentum in the Xeon 6 generation, and success in capturing design wins for next-gen AI systems, I continue to believe that Intel has more upside ahead. seekingalpha.com The Agentic AI-Driven Structural Resurgence Of x86 Architecture In my view, Intel’s main strength is more than its manufacturing turnaround; it is the shift of AI workloads from training to Agentic AI and inference that has re-formed Intel’s CPUs as the main part of the orchestration layer of the AI stack. I believe, for years, the Street consensus viewed Intel’s x86 product as a legacy asset being marginalized by GPU-heavy training clusters. However, Intel’s earnings reject this assumption and are now showing a large shift in data center architecture that needs Intel’s core IP. As per the management, this shift through the tightening ratio of GPUs to CPUs is important to note, as historically, in training-centric solutions, the ratio was 8 GPUs to 1 CPU. In the current inference-led environment, that ratio has compressed to 4:1 and 3:1. As per CEO Lip-Bu Tan, for Agentic AI (autonomous agents plan, act, and use tools), the ratio is moving toward 1:1 or even " flipping in the other direction" to be CPU-heavy (e.g., 4 CPUs to 1 GPU). With that, there is a strong DCAI segment performance that had a Q1-FY26 topline boost of 22% Y/Y to $5.1 billion with operating margins hitting 30.5% . Q1 Earnings Moreover, I...
Rawf8/iStock via Getty Images Investment Thesis Intel Corporation ( INTC ) is not a story about a turnaround in manufacturing alone anymore. It is now more about the structural change in the underlying AI infrastructure. The move towards AI inference and agentic AI is seeing CPUs serve as an orchestration engine for agents and memory. This is reducing GPU/CPU ratios and increasing demand for Intel...
Rawf8/iStock via Getty Images Investment Thesis Intel Corporation ( INTC ) is not a story about a turnaround in manufacturing alone anymore. It is now more about the structural change in the underlying AI infrastructure. The move towards AI inference and agentic AI is seeing CPUs serve as an orchestration engine for agents and memory. This is reducing GPU/CPU ratios and increasing demand for Intel’s Xeon platform once again. Since my last coverage , INTC is up 34%, bringing total gains to approximately 200% following my December buy rating. Given the increase in AI spending by hyperscalers, growth momentum in the Xeon 6 generation, and success in capturing design wins for next-gen AI systems, I continue to believe that Intel has more upside ahead. seekingalpha.com The Agentic AI-Driven Structural Resurgence Of x86 Architecture In my view, Intel’s main strength is more than its manufacturing turnaround; it is the shift of AI workloads from training to Agentic AI and inference that has re-formed Intel’s CPUs as the main part of the orchestration layer of the AI stack. I believe, for years, the Street consensus viewed Intel’s x86 product as a legacy asset being marginalized by GPU-heavy training clusters. However, Intel’s earnings reject this assumption and are now showing a large shift in data center architecture that needs Intel’s core IP. As per the management, this shift through the tightening ratio of GPUs to CPUs is important to note, as historically, in training-centric solutions, the ratio was 8 GPUs to 1 CPU. In the current inference-led environment, that ratio has compressed to 4:1 and 3:1. As per CEO Lip-Bu Tan, for Agentic AI (autonomous agents plan, act, and use tools), the ratio is moving toward 1:1 or even " flipping in the other direction" to be CPU-heavy (e.g., 4 CPUs to 1 GPU). With that, there is a strong DCAI segment performance that had a Q1-FY26 topline boost of 22% Y/Y to $5.1 billion with operating margins hitting 30.5% . Q1 Earnings Moreover, I...
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the ... Wall Street Strategist: This Industry is “Bigger Than AI” And ...
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the ... Wall Street Strategist: This Industry is “Bigger Than AI” And a Massive Buying Opportunity After Friday’s Sell-Off