Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an ...

We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in ...

The bottom line: We maintain our $200 fair value estimate for wide-moat Apple. We believe our long-term thesis for slowing ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...