$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment  🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

Cantor Fitzgerald today reiterated its Overweight rating a $230 price target on Amazon $Amazon (AMZN.US)$
Cantor Fitzgerald reiterated its Overweight rating a $660 price target on Facebook $Meta Platforms (META.US)$
Cantor Fitzgerald reiterated its Neutral rating a $245 price target on Tesla $Tesla (TSLA.US)$

$Amazon (AMZN.US)$ & $PayPal (PYPL.US)$ have expanded their collaboration, integrating Buy with Prime with PayPal -- enabling Prime members to seamlessly use PayPal for purchases on participating merchants' websites 😏

$NVIDIA (NVDA.US)$ AI Tailwinds in Semis. Broadcom is targeting $12 billion in AI revenue in fiscal 2024, with roughly two-thirds coming from its custom chip business (which co- develops Google’s TPUs and Meta’s MTIA accelerators) and one-third related to its Ethernet networking solutions (Jericho, Trident, Tomahawk, PCIe, NICs). We see room for continued steady growth going into fiscal 2025 and 2026 driven by increasing custom chip demand, improved soft...

On this day in 2020 Nvidia $NVIDIA (NVDA.US)$ announced it had agreed to acquire Arm Holdings for $40 Billion
The deal ultimately fell apart due to regulatory scrutiny
Arm Holdings $Arm Holdings (ARM.US)$ is currently worth more than $160 BILLION

Microsoft $Microsoft (MSFT.US)$ , Amazon $Amazon (AMZN.US)$ , Alphabet $Alphabet-C (GOOG.US)$ and Meta $Meta Platforms (META.US)$ are estimated to spend more than $700 billion combined in capex from 2024 through 2026, per BofA.

$Apple (AAPL.US)$
Luca Maestri will transition from his role as Apple CFO on January 1, 2025.
Kevan Parekh, VP of Financial Planning and Analysis, will become the new CFO.
Maestri will continue to lead Corporate Services teams under CEO Tim Cook.
Tim Cook praised Maestri’s role in doubling Apple’s revenue and instilling financial discipline.
Parekh has been with Apple for 11 years, leading key financial departments.
...

$NVIDIA (NVDA.US)$
It's been a bumpy ride for Wall Street lately, especially for tech enthusiasts, with all three major U.S. stock indexes taking a hit on Thursday. The Nasdaq, home to many tech giants, bore the brunt of the sell-off, largely due to the so-called "Magnificent Seven" megacap growth stocks dragging it down. But amidst the turbulence, there's always an opportunity to spot potential winners, and today, ...

$Apple (AAPL.US)$
iOS 18.1 introduces NFC contactless transactions via the Secure Element within apps.
Developers can offer payments, car keys, transit, IDs, and more using NFC and SE APIs.
Transactions can be initiated directly in-app or by setting a default contactless app in iOS Settings.
Secure Element ensures sensitive information is stored securely on the device.
Apple requires a commercial agreement, NFC/SE ...

$Intel (INTC.US)$
With earnings season underway and a slew of companies set to report this week, investors may be honing in on specific stocks in favor of others. However, Intel’s upcoming second-quarter earnings report on Thursday, Aug. 1, could be among the most pivotal to watch. Today, INTC stock is down along with most tech stocks as investors appear to continue to rotate out of large-cap growth names into more value-oriented smaller-cap stock...