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Lenovo's 43% revenue surge and record server sales, driven by AI infrastructure demand, lifted Dell and HP premarket, while Cisco fell despite a beat-and-raise due to flat services revenue and high i…
Apple faces rising memory costs, iPhone 18 price pressures, and disappointing all-glass iPhone prospects. Decelerating revenue growth, high 35x valuation, and AI reliance on Google's Gemini raise con…
Apple beat Q2 2026 earnings with $111.2B revenue (+17% YoY) and strong guidance (+14-17%), driven by iPhone 17 momentum, Services growth, and China recovery. CEO transition to John Ternus planned for…
Apple shares dropped 5% due to regulatory scrutiny over its news product, potential delays in Siri AI upgrades, and rising memory costs threatening hardware margins.
Apple's earnings call highlights cost pressure on memory chips, not supply issues, implying manageable risks but rising expenses in the hardware supply chain.
Apple reported a record quarter with strong iPhone demand but faces near-term risks from tight supply and rising memory costs, limiting stock gains despite strong sales and growth.
Apple beat revenue expectations with strong iPhone 17 demand, but supply-chain issues, rising memory costs, and a divisive Google AI partnership raise investor concerns about future margins and strat…
Nvidia shares dropped 1.2% amid reports of semiconductor GPU price hikes starting early 2026, driven by cost pressures from rising memory prices and AI demand, though significant demand risk appears …
Apple aims for record smartphone shipments in 2025 driven by strong iPhone 17 demand and China rebound but faces a 2026 decline due to rising memory costs and delayed base-model iPhone launch.