Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...
Apple Inc.’s iPhone was the only smartphone line to register growth in China sales in January, according to Counterpoint Research. Every major Chinese mobile maker, from Huawei Technologies Co. to ...
In the aftermath of the AI-fueled software plunge, JPMorgan makes the case for investors to buy the dip. Analysts named several top stock picks that are positioned for dip buyers after the sell-off.
At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...
Counterpoint Research reports that Apple dominated 2025 smartphone sales, with the iPhone 16 topping the list and iPhones claiming 7 of the top 10 spots, while Samsung secured the remaining three with ...
New data from Counterpoint Research says China’s smartphone shipments declined 1.6% year-over-year (YoY) in quarter four (Q4) of 2025 and 0.6% YoY for the full year, primarily due to weak demand ...
Netflix's attempt to acquire Warner Bros. Discovery has set off alarms about market power and cultural reach. However, the real issue isn't this single merger; it's the extent to which American media ...
So there’s a scene in one of the old “Star Trek” movies in which James Kirk is trying to persuade the bad guy to beam Spock onto his ship. When the bad guy refuses, Kirk asks why. “ Because you wish ...
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according to research firm ...
Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, according to Morningstar analysts, and many have sound fundamentals ...
Wes, Mike, and Larry go point-for-point on the pros and cons of one of the NFL's most debated plays. Mike and Larry are down in Indianapolis for the 2026 NFL Scouting Combine, and they've got three ...
Apple shares rallied after the iPhone 17 series outsold the iPhone 16 series in China and the U.S. within the first 10 days of availability, according to Counterpoint research. Loop Capital upgraded ...