Dan Gallagher

Apple never, ever talks about future products. Some of its suppliers have no choice. Cirrus Logic is one of those. The chipmaker gets more than 80% of its annual revenue from Apple, so small shifts in the company’s product plans can have an outsized impact. That was apparent last month, when [influ

Broader theatrical lineup raises hopes after last year was saved by “Top Gun: Maverick.”

Disney jolted investors with record subscriber loss following a price increase at its streaming business in the second quarter—showing the trade-off between growth and profits.

Wall Street says company’s AI latest announcements should clear overhang on the stock.

Amazon is still barely scratching the surface of the grocery market despite years of efforts. Stepping it up will require the e-commerce pioneer to get a lot more physical.

Google, Microsoft and other big techs are slowing capital spending while also launching generative AI services that require the most expensive chips.

OnSemi boosts growth and margin targets despite rising capex requirements.

After long delay, investors see a big payout coming from the sequel to the blockbuster franchise

Tesla caused a brief moment of panic for OnSemi investors in early March when one of its executives took the stage at the company’s analyst meeting and proclaimed a new design for a coming power train that uses 75% fewer silicon-carbide chips than current models. Silicon carbide also happens to be one of the markets that OnSemi had decided to “double down” on, in the words of Chief Executive Hassane El-Khoury in describing a strategic shift 18 months earlier. OnSemi’s share price fell less than 2% the following day before fully recovering the next.

Weaker outlook for Zoom’s enterprise segment offsets signs that the consumer side has stabilized.