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Apple unveiled its first foldable smartphone, the iPhone Duo, alongside the iPhone 18 Pro lineup powered by 2nm A20 Pro chips. The launch marks new CEO John Ternus's first major keynote, targeting hi…
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…
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…
Apple shares rose following its product event featuring the new foldable iPhone Duo and price increases on Pro models. While UBS kept a Neutral rating citing memory costs, other firms like Bank of Am…
Apple unveiled the $1,999 foldable iPhone Duo, prompting analyst Gene Munster to double his fiscal 2027 revenue share estimate to 10%. While retail sentiment surged and price hikes could boost ASPs, …
Apple unveiled its first foldable iPhone starting at $1,999 under new CEO John Ternus. The company also raised broader iPhone prices to offset rising memory and storage chip costs. Apple shares slipp…
Harbor Capital's Mid Cap Value Fund highlighted TD SYNNEX as a top Q2 contributor amid surging AI infrastructure demand. The broader S&P 500 saw strong quarterly gains led by tech hardware spending, …
John Ternus takes over as Apple CEO ahead of the iPhone 18 and foldable iPhone launch. Apple faces rising memory costs, price hikes, intense foldable competition from Huawei and Xiaomi, and reduced E…
AMD shares dipped nearly 1% on Friday amid reports of potential new semiconductor tariffs under the incoming Trump administration. Investors are concerned these tariffs could increase costs and slow …
Micron's CEO declared that AI infrastructure has permanently altered the memory market, ending traditional boom-and-bust cycles. Data center memory demand currently exceeds supply by 50%, driven by m…
A review of Google's Pixel 11 Pro highlights solid camera upgrades and pure Android performance. However, Google maintains less than 1% Indian smartphone market share compared to Apple, leaving Apple…
Dell posted massive AI server demand, booking $24.4 billion in quarterly orders with a $51.3 billion backlog. The surging demand and multi-year customer commitments signal robust, sustained hardware …
Apple's iPhone sales surged 23% in China despite overall market declines, aided by a strong supply chain and stable pricing. The launch of the affordable MacBook Neo further positions Apple for growt…
Nvidia's aggressive AI infrastructure investments have driven an extraordinary 84% ROIC, strong free cash flow conversion, and projected EPS growth, making NVDA one of the most capital-efficient hard…
Apple's Mac business gains from the new macOS Tahoe 26 and M5 chip, boosting market share and revenue growth despite supply chain pressures and rising memory costs impacting PC vendors like HP.
Qualcomm beats Q4 expectations and forecasts strong Q1 sales amid premium smartphone demand recovery, but faces reduced modem share from Samsung and Apple’s shift to in-house chips.
Amazon’s hardware VP Lindo St. Angel is leaving amid ongoing device division restructuring and slow AI integration, while the company continues to revamp its unprofitable devices lineup to boost appe…