PATRICK SEITZ

Microsoft announced new AI software agents capable of performing more complex tasks at its Build conference in Seattle. Source link PATRICK SEITZ

Apple stock rose after the U.S. and China agreed to a cooling-off period on tariffs. But services business challenges remain an overhang. Source link PATRICK SEITZ

Apple iPhone owners are waiting longer to upgrade their handsets, according to a new study. And that is a negative for Apple stock. Source link PATRICK SEITZ

Apple reportedly is in the process of placing orders for about $1 billion in Nvidia GB300 NVL72 systems for an AI data center. Source link PATRICK SEITZ

Analysts are cutting their forecasts for Apple iPhone sales this year as the company delays adding AI features. Apple stock is down on the news. Source link PATRICK SEITZ

Investment bank Morgan Stanley cut its price target on Apple stock, citing a lack of compelling AI features to drive iPhone sales. Source link PATRICK SEITZ

Apple dominates the still-small market for smart tags – those little devices used to locate missing items like keys and luggage. Source link PATRICK SEITZ

Apple stock fell on reports that the consumer electronics giant has delayed the release of an AI-powered upgrade to its Siri digital assistant. Source link PATRICK SEITZ

Marvell Technology failed to meet Wall Street’s lofty “whisper number” with its sales guidance, disappointing many MRVL stock investors. Source link PATRICK SEITZ

Potential new China AI trade restrictions from the Trump administration could impact Nvidia stock and other AI chipmakers, an analyst says. Source link PATRICK SEITZ