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AI memory demand remains robust ahead of Micron's earnings, supported by Nvidia's upcoming GPU architectures. However, enterprise budget constraints and efficiency-driven model optimizations raise co…
Apple opened pre-orders for the iPhone 18 Pro and Pro Max, with high-tier Pro Max delivery dates already slipping into October. The extended lead times signal healthy initial demand and higher averag…
Oracle confirmed massive full-year CapEx of $90 to $95 billion, sparking double-digit rallies across AI server makers HPE and Dell. The aggressive hyperscaler spending reaffirms robust demand for AI …
Apple unveiled the foldable iPhone Duo starting at $1,999, with pre-orders opening October 16. Analyst Gary Black anticipates strong demand, higher average selling prices, and a major upgrade cycle a…
Apple unveiled the $1,999 iPhone Duo, entering the foldable smartphone market directly against Samsung. IDC projects Apple will sell roughly 10 million units in its first year, generating $27 billion…
Apple officially entered the foldable smartphone market by unveiling the 'Duo', priced at $1,999 with pre-orders beginning October 16. Despite stock dipping slightly in a sell-the-news reaction, anal…
Apple shares face potential 'sell-the-news' pressure ahead of its hardware launch event. Analysts warn that an anticipated foldable iPhone is unlikely to act as an immediate catalyst, citing high pri…
Bank of America issued a Buy rating on SK hynix, noting severe memory supply shortages and strong demand for high-end applications. While low-end PCs and smartphones face memory de-specing, high-end …
Applied Materials reported surging semiconductor equipment demand driven by AI, with global cloud capex nearing $1 trillion. Robust growth in advanced packaging, DRAM greenfield projects, and leading…
Apple is reportedly developing its first foldable iPhone, expected to be priced between $2,000 and $3,000. While sporting advanced hardware and a thin chassis, concerns linger over consumer appetite …
Apple has reportedly adjusted its MacBook roadmap, canceling plans for two larger OLED models including a foldable laptop. The broader transition of its MacBooks and iPads to OLED remains on track, w…
Wedgewood Partners' Q2 2026 letter praises Meta's AMD warrant stake, now worth ~$90B, as an overlooked hedge against DRAM inflation, reinforcing bullish views on hyperscaler capex and semiconductor d…
SoftBank sold its entire Nvidia stake to fund major AI ventures, including OpenAI and data centers, highlighting strong commitment to AI despite reluctance to divest Nvidia shares.
Intraday market tick: Apple (AAPL) slipped 0.55% while industrial names CAT, GM, and LOW rose modestly; no substantive catalyst provided.
Apple launched upgraded iPhones, AirPods Pro and Apple Watch while holding prices amid U.S. tariffs that squeezed margins; the lack of any AI update disappointed analysts and shares slipped, down 6.3…