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Investing.com -- Seagate Technology (NASDAQ) shares fell 11% on Friday, while Western Digital (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.

Morgan Stanley cut its Apple price target Thursday, but Cramer argued the firm is underestimating the iPhone Duo's long-term potential

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Broadcom just agreed to loan a customer tens of billions of dollars to buy Broadcom's own chips, putting the company on both sides of the deal at once. Whether that circles cash into guaranteed revenue or quietly shifts a borrower's risk onto shareholders is the question every AVGO investor needs to answer.

Investors are likely not happy with their investment in this tech stock.

Futures rose as crude oil prices fell solidly. The jobs report and Tesla deliveries loom. Seagate, Western Digital, Nike are early losers.

Investing.com -- Citi warned on Friday that bond market volatility has entered a more dangerous phase for risky assets, with the latest selloff driven by the long end of the curve rather than Fed expectations.

Nutanix (NasdaqGS: NTNX) said President and Chief Commercial Officer Tarkan Maner is leaving the business, with leadership changes across sales and marketing. The firm plans to shift Maner's responsibilities to CEO Rajiv Ramaswami, who will directly oversee global go to market and customer experience teams. Nutanix is restructuring its commercial leadership, consolidating sales, marketing, and customer experience under a redesigned reporting structure. The shift of Tarkan Maner's commercial...

Lattice Semiconductor has delivered strong multi year gains, which puts a spotlight on whether the current share price lines up with what its sales can reasonably support. With the stock now drawing fresh attention, the core issue is how much of the recent enthusiasm is already reflected in the revenue base. Over the past 5 years the stock has returned 95.2%, so any fresh money going in today is leaning heavily on what the sales line can justify from here. Lattice is leaning into AI...

Broadcom's biggest headlines drew the biggest crowds, but buying on those moments produced wildly different outcomes depending on which milestone you picked. One entry turned $1,000 into a fortune, another turned it into a loss.

According to Bloomberg, banks are preparing a syndication for a $42 billion senior-secured tranche as Broadcom seeks financing to help Anthropic and other AI companies access chips and infrastructure.