Apple's recent quarter showed strong iPhone revenue growth and a $100B buyback, but rising memory chip costs pose risks to its hardware-heavy business. Despite a 48% gain over the past year, insiders are selling shares, and the stock trades at a high valuation with limited free cash flow yield. Meanwhile, Alphabet presents a compelling alternative with faster revenue growth, stronger profitability, and less exposure to hardware inflation, trading at a much lower price-to-earnings ratio. Investors may want to consider Alphabet alongside Apple as the memory chip cost cycle impacts the market.
Nvidia leads the AI chip market with GPUs essential for AI infrastructure, yet its stock trades at a significant discount compared to peers like Apple and Microsoft. Bank of America projects Nvidia could generate over $400 billion in free cash flow o...
Apple's CEO Tim Cook received a total compensation of $74.3 million in 2025, which is 533 times the median employee pay of $139,483. Cook, who has led Apple since 2011, announced his retirement and will be succeeded by John Ternus, the senior vice pr...
Sam Parr holds 80% of his portfolio in the S&P 500 despite Howard Marks' warning that the index's high valuation could lead to low returns over the next decade. Parr argues that while Marks' forecast may be mathematically correct, the opportunity cos...
President Donald Trump announced that Nvidia CEO Jensen Huang is traveling with him to China, contradicting earlier reports that Huang was not invited. Huang, who recently criticized U.S. export controls that have hurt Nvidia's market share in China,...
Nvidia CEO Jensen Huang was invited by President Trump to join his trip to Beijing for a summit with China, despite initially being left off the official list of business leaders. Huang has been lobbying both US and Chinese officials to allow Nvidia ...
