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Apple gains on strong high-margin Services revenue, soaring demand for Mac AI hardware, and aggressive AI investment plans. Operational updates highlight supply chain diversification toward India and…
South Korea's government selected three tech consortia for its 'AI for All' initiative, utilizing up to 512 of Nvidia's high-end B200 chips. This state-led program aims to provide free premium AI ser…
Apple is reportedly preparing an early refresh of its Mac mini desktop, potentially featuring M5 or M6 chips. Strong demand from developers utilizing local AI tools has constrained supply, positionin…
Amazon has entered a multibillion-dollar deal with Corning to secure optical fiber and connectivity hardware, bolstering its data center infrastructure to support surging artificial intelligence dema…
Citi forecasts a 17% global smartphone shipment decline in 2026 due to memory-chip cost pressures, but expects Apple’s shipments to remain resilient amid market weakness impacting many Android brands.
Corning's multiyear supply deal with Meta boosts expectations for Meta and supports Apple, amid AI-driven demand for glass and optical products powering data centers.
Nvidia shares rose after news of growing AI infrastructure investments from Amazon and large chip orders from South Korean firms and government, supporting sustained demand for Nvidia's AI hardware o…
Jabil beat Q4 estimates and raised 2026 revenue and profit forecasts above Street views, citing AI-driven data center demand; the electronics supplier serves Apple (AAPL).