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Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.
Apple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most investors are not pricing in right now.
<body><p>STORY: From Apple losing out against landmark EU rules to solar-powered EVs...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Apple lost its challenge against landmark EU rules.</p><p>The tech giant tried to refute the designation of its app stores and operating system as gatekeepers. </p><p>It means Apple is subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of big fines if they don't follow along.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect over three years ago.</p><p>Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and hurt demand.</p><p>Memory chip prices have soared as suppliers focus on AI data center customers over consumer electronics.</p><p>It’s forced smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>And an electric vehicle made by Renault completed a 1,000-mile journey using only solar power. </p><p>Easee CEO, Anthony Fernandez, said the vehicle was charged at solar installations along the route from the UK’s Land's End to John o' Groats…</p><p>As well as portable lithium-ion battery units that had been charged using only solar power.</p><p>"I think what's going on in the world at the moment is really forcing people to rethink where their energy comes from, and I think people are gravitating more and more towards renewable technology. And also to reduce the dependency that we have on the grid, which in many parts of the world is aging quite rapidly."</p><p>The car's five-day trip was backed by Easee and Renault.</p></body>
Investing.com -- Morgan Stanley expects Apple (NASDAQ:AAPL) to raise iPhone prices by approximately $200 in September, a move the firm estimates could deliver 2–4% upside to F3Q26 EPS and roughly 1% upside to FY27 EPS estimates. All else equal, Morgan Stanley analysts see a bullish setup that the market has not fully priced in.
Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.
One of Warren Buffett's largest and longest-held bets has been a steady winner. But the easy money may already be gone.
Apple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.
Apple, Tesla and Intel have been highlighted in this Investment Ideas article.
Apple sued OpenAI last week, alleging that OpenAI encouraged Apple employees to share information about upcoming products and other insider information.
China's smartphone shipments fell 4.3% to 66 million units in the second quarter from a year earlier, as many manufacturers hiked prices to reflect rising memory and component costs, research firm IDC said on Tuesday. It was the fifth straight quarterly decline, and first-half shipments were down 4.2% from a year earlier. Huawei Technologies and Apple were the only vendors to post growth in the quarter, with shipments up 19.4% and 24.4%, respectively.
In early July 2026, Broadcom Inc. announced that it and Apple Inc. had expanded their long-running technology collaboration through 2031 with new multi-year agreements for Broadcom to develop and supply custom ASIC silicon across multiple generations of Apple products. This long-dated Apple deal, alongside Broadcom’s rapidly growing AI semiconductor business and deepening relationships with major cloud and AI customers, reinforces its role as a key infrastructure supplier to some of the...
(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
The artificial intelligence boom has been nothing but a headache for Apple (AAPL) since it started. The stock quickly gained a reputation as an AI laggard. The company recently had to raise prices for some of its products due to the skyrocketing memory prices, caused by the AI buildout. The ...
Investors backed strong catalysts, including analyst upgrades, biotech trial results and improving freight outlooks.
Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...
Apple almost never sues, so when Tim Cook personally greenlit a complaint accusing OpenAI of stealing trade secrets and smuggling hardware prototypes out the door, Wall Street and Silicon Valley both took notice. The question now is whether the case disrupts OpenAI's IPO plans before a single share is priced.
The technology company needs to overcome doubts over the cost of its AI infrastructure build out ad its reliance on OpenAI.
While Tesla's price action has been lackluster lately, history proves that these frustrating lulls are often the quiet before the bull storm.
A global memory component crisis has pushed second-quarter smartphone shipments to their lowest level since 2013, according to a report from Counterpoint.
Wildfires have become one of the costliest natural disasters in the world, destroying homes, businesses and critical infrastructure while leaving governments and insurers with massive bills. The sooner a fire is detected, the better the chances of containing it before...
‘The bad blood between Apple and OpenAI plays into Google’s hands,’ says Paul Meeks, head of technology research at Freedom Capital Markets.
Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do with performance.
Apple would not comment on the "security breach," which allegedly allowed a former employee to download sensitive files from Apple's network long after he departed the company for rival OpenAI.
<body><p>STORY: Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and dampened demand.</p><p>Memory chip prices have soared as suppliers prioritize AI data center customers over consumer electronics, forcing smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>Among the world's top five smartphone companies, mid-tier firms Xiaomi, Oppo and Vivo posted the steepest declines.</p><p>Apple and Samsung, however, bucked the downward trend.</p><p>:: Samsung</p><p>Samsung reclaimed the top spot with a 24% share of the smartphone market, while Apple took its global market share to a record 20% in the quarter.</p><p>And while the memory chip shortage has hurt many smartphone makers, it has helped the chip's suppliers.</p><p>South Korea's SK Hynix, one of the largest memory chip makers, debuted on the Nasdaq last Friday after its shares in South Korea rose more than sevenfold over the past 12 months.</p><p>:: Micron</p><p>Meanwhile, shares of its American rival Micron Technology soared nearly 650% over the past year.</p><p>That's made many investors bullish on both stocks, says Ross Mayfield, investment strategist at Baird Private Wealth Management.</p><p>"The reality is the demand for memory is so large and so bottlenecked that both companies are in tremendous positions, have tremendous margins, tremendous pricing power. And while there are slight differences, you could really take or pick either and probably be very satisfied over the coming year or two as an investor."</p><p>But the investor euphoria cooled on Monday as shares of Samsung, SK Hynix and Micron all tumbled amid a broader market selloff.</p></body>
Apple's Pricing Power Wins Praise as Citi Raises Price Target
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