Apple Inc

Nvidia (NASDAQ: NVDA), which dominates the AI server market and earns roughly a fifth of its data-centre revenue from networking gear, is the most direct equity expression of that development: any Apple deal to adopt NVLink Fusion would add a new, large-volume customer while simultaneously confirming Nvidia’s strategy of monetising interconnect technology even as rival chips challenge its GPU franchise.

The White House's top economist built a statistical case that inflation is already dead, presented it as a hypothetical dissenter's argument, then handed it to no one. Whether the Fed agrees tomorrow determines what the next chapter looks like for equity investors sitting on double-digit gains.

​NEW YORK & LONDON, September 16, 2026--AI remained a key theme for global hedge funds in August, as the financing of the AI infrastructure buildout increasingly shifted from equity toward debt-financed structures. As AI-related corporate debt issuance accelerated, companies relying more heavily on external financing for AI investment showed early signs of greater sensitivity than those funding growth through internal cash generation, according to Data Insights, the institutional hedge fund mark

Both Alphabet and Apple just reported blowout quarters, but one of them is sitting on a regulatory time bomb aimed directly at its core revenue engine while the other faces little more than a rounding error.

A key expansion of Apple's ecosystem helped drive more than a 2,200% gain in Apple stock under Cook.

Given its $5 trillion market cap, the answer might surprise you.

Apple, Taiwan and Alphabet's have been highlighted in this Investment Ideas article.

Consumers are planning to replace their smartphones more frequently, with artificial intelligence features emerging as a factor in purchasing decisions, according to survey results released by Citi on Tuesday. The survey found that expected smartphone ownership periods had shortened to between 2.