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The Latest Breaking News from Samik Chatterjee

Apple Intelligence Still Not Driving iPhone Sales. AI Upgrade Cycle Yet To Arrive.

Apple's iPhone 16 sales are lagging last year's models possibly due to low consumer awareness of AI features.

Investors Business Daily

Stock Market Today: The Dow Slides Into Its First 9-Day Losing Streak Since 1978

A Santa Claus rally is on hold as markets wait for more information about monetary policy.

Kiplinger

Amphenol, IBD Stock Of The Day, Showing Accelerating Growth

Amphenol is the IBD Stock Of The Day as the electronic components maker notches a record high on accelerating sales and earnings growth.

Investors Business Daily

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Supermicro Customers Staying Put While Investors Flee

Data center operators appear to be sticking with Super Micro Computer as the AI server maker deals with financial reporting issues.

Investors Business Daily

HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts

Hewlett Packard Enterprise Co (NYSE: HPE) reports Q4 results, beating estimates with EPS of 58 cents and sales of $8.46B. Analysts raise price targets and expect growth from AI servers and recovery in traditional servers.

Benzinga

What's Going On With Super Micro Computer (SMCI) Stock?

Super Micro Computer shares are trading higher by 25% since Monday's open. The company this week released findings from an internal investigation led by its Special Committee.

Benzinga

Super Micro Probe Finds No Misconduct, But Analyst Says 'Visibility Into Compliance' Remains Low

SMCI clears hurdle in investigation, with no evidence of fraud/misconduct. JPMorgan cautious due to low compliance visibility. Underweight rating maintained.

Benzinga

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HP Faces Margin Pressure But Analysts See AI PCs Driving Growth In 2025

HP's fiscal Q4 results beat estimates, but weak Q1 EPS guidance caused stock to fall. Analysts maintain ratings, but revise price targets.

Benzinga

Analysts Abandon Super Micro After Negative Quarterly Update

More Wall Street analysts downgraded or pulled their ratings on Super Micro Computer stock after the beleaguered company's business update.

Investors Business Daily

Top analysts revisit Apple stock outlook ahead of key Q4 earnings

The demand for the iPhone 16 will be crucial to Apple's earnings and holiday-quarter results this week.

The Street

Apple Stock Buoyed By Reassuring iPhone 16 Sales Data

Wall Street analysts say Apple iPhone 16 sales trends appear solid a month after the retail launch.

Investors Business Daily

Apple may have a big problem on its hands

This is what could happen next to Apple shares.

The Street

Analysts revise Corning stock price targets after investor meeting

Here’s what could be next for Corning stock.

The Street

Apple iPhone 16 Early Demand Deemed Healthy

Early sales data suggests “healthy demand” for Apple’s iPhone 16 family overall, JPMorgan said. Apple stock dipped on Monday.

Investors Business Daily

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Investors Business Daily

Apple's Hoped-For iPhone 16 Supercycle Isn't Looking So Super Now

Apple stock fell Monday after several analysts said iPhone 16 preorders were lower than expected.

Barchart

What's Behind the Latest Super Micro Computer Stock Downgrade?

As skepticism swirls around Super Micro Computer, leading investment bank JPMorgan’s dramatic reversal on its earlier stance has become the latest headline.

Investors Business Daily

Apple Intelligence Won't Be Available For iPhone 16 Launch

The lack of Apple Intelligence for the iPhone 16 launch and the slow rollout of AI features disappointed Apple stock watchers.

Investors Business Daily

Super Micro Computer Stock Downgraded Amid Growing Uncertainty

Super Micro Computer saw its shares fall Friday after getting their second downgrade this week from a Wall Street analyst.

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Investors Business Daily

AI Computer Sales Fuel Dell's Better-Than-Expected Q2 Results

Robust data-center hardware sales helped Dell Technologies beat expectations for its fiscal second quarter. The news drove Dell stock higher on Friday.

Investors Business Daily

SMCI Stock Plunges As Super Micro Computer Delays 10-K Filing

SMCI stock plunged Wednesday after Super Micro Computer announced that it is delaying the filing of its annual report on form 10-K.

Investors Business Daily

Apple Stock Seen Rising On AI Replacement Cycle

JPMorgan put Apple stock on its "positive catalyst watch" ahead of the consumer electronics giant's June-quarter earnings report.

Kiplinger

Five Stocks With Solid Growth History and a Promising Outlook

Five reasonably priced stocks with solid growth history and a good chance of delivering earnings even if the economy softens.

Investors Business Daily

AI PCs Are Here. Let The Upgrades Begin, Computer Makers Say

Personal computer makers are hoping excitement over generative artificial intelligence will spur an upgrade cycle as AI PCs hit the market.

Investors Business Daily

Apple AI iPhone Upgrade Cycle Forecast For Next Two Years

Apple stock remained near record-high territory after JPMorgan said the AI trend will boost sales of iPhones and services.

Investors Business Daily

Apple Stock Breaks Out After Investors Reconsider AI News

Apple's WWDC news was good enough to keep the tech giant in the conversation about generative AI, analysts said.

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