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SanDisk's massive multi-quarter rally has distorted index construction, causing Apple and Microsoft to screen as value stocks. Consequently, value-oriented and defensive ETFs have increased their tec…
Apple surged 3.56% to record highs following the debut of its first foldable, the iPhone Duo, alongside robust Q3 revenue of $109 billion. Supported by a 2.5-billion device installed base and a $30 b…
Apple unveiled its foldable iPhone Duo priced from $1,999 to $3,199, targeting personal AI and productivity. Counterpoint projects Apple could capture nearly 25% of the foldable market by selling 6 m…
U.S. stocks surged as falling crude oil prices overshadowed firm core CPI inflation and rising Fed rate-hike odds. Tech titans Apple and Alphabet led market gains, pushing the Nasdaq and S&P 500 high…
Sticky inflation and rising oil prices pushed bond yields higher as markets repriced Fed hike odds. Despite macro pressure, Apple gained ahead of its foldable iPhone Duo pre-orders, lifting key suppl…
Skyworks CEO Phil Brace confirmed the $22 billion Qorvo merger is in its final stages, with only two regulatory approvals remaining. Shares of both chipmakers jumped amid broader semiconductor streng…
Skyworks Solutions confirmed its proposed merger with Qorvo is on track to close this year after clearing key U.S. antitrust waiting periods. The combined semiconductor company targets $500 million i…
Apple raised prices for the iPhone Pro models by $100 to partially offset rising component costs, notably memory. Compared to steeper increases from rivals, Apple's modest price hike demonstrates pri…
Apple has reportedly contracted Samsung to supply foldable displays for its upcoming iPhone Duo at $250 per unit. Citi projects year-one sales of 7.3 million units, generating nearly $1.8 billion for…
Apple shares rose over 2% following the unveiling of the foldable iPhone Duo and iPhone 18 lineup. Under new CEO John Ternus, the company re-centered its strategy on the iPhone as an AI hub, sparking…
August annual inflation remained steady at 3.4% while core monthly CPI exceeded forecasts, pushing odds of a Federal Reserve rate hike to 90%. Surging energy costs and AI-driven memory chip shortages…
InMobi-owned Glance is pivoting toward AI-powered agentic commerce, making the US its primary revenue market. The platform has secured a partnership with Apple to integrate its commerce agents into S…
Analysts Gene Munster and Dan Ives project a strong multiyear iPhone upgrade cycle for Apple, driven by artificial intelligence enhancements, hardware innovation, and an anticipated foldable model, d…
Kalshi plans to seek regulatory approval from the SEC and CFTC to launch U.S. perpetual futures on roughly 60 major stocks and ETFs, including Apple, Tesla, and Nvidia. The move introduces 24/7 lever…
Apple could experience a robust Apple Watch upgrade cycle driven by new health sensing features, steady pricing, and older model obsolescence, according to Counterpoint Research. Despite a broader sm…
U.S. stock futures edge higher as investors await the August CPI report. Geopolitical tensions intensify as Houthi forces seize Yemen's Mocha port, driving WTI above $102 and Brent above $107. Meanwh…
Apple's newly unveiled foldable iPhone Duo is projected to capture 24.8% of the foldable market by 2026. Starting at $1,999, analysts expect the premium device to substantially elevate average sellin…
Apple unveiled its first foldable device, the iPhone Duo priced at $1,999, and announced John Ternus as CEO. Analysts project Apple could capture significant foldable market share, while in-house wir…
Apple unveiled its new $1,999 foldable iPhone Duo alongside the iPhone 18 lineup, driving expectations for a powerful upgrade cycle and higher average selling prices. Crypto prediction markets also p…
Morgan Stanley sees the iPhone 18 as a major upgrade cycle, shifting supply chain favor toward assemblers like Luxshare and AAC Technologies while downgrading select lens makers on valuation grounds.