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Apple’s iPhone cost problem reveals AI’s hidden bill
TheStreet34d agoneutral
Apple’s iPhone cost problem reveals AI’s hidden bill

Apple’s next iPhone problem may not be demand. It may be the price of making demand profitable. Hardware costs are rising, and Apple has drastically decreased its demand projections for the regular iPhone 17, according to a recent report from MacRumors, citing the Weibo account Fixed Focus Digital. ...

This Stock is My Biggest Bet For 2026
24/7 Wall St.34d agoneutral
This Stock is My Biggest Bet For 2026

One stock keeps earning a larger slice of my portfolio every quarter, and it is not because the thesis is obvious. Here is the specific combination of forces that keeps pulling my money back.

Jim Cramer Says “Don’t Sell Apple”
Insider Monkey34d agobearish
Jim Cramer Says “Don’t Sell Apple”

Apple Inc. (NASDAQ:AAPL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s AI strategy, as he said: You know what held back Apple for ages? Its lack of data centers spending, lack of it… See, all that’s […]

Investing.com34d agoneutral
Apple stock target raised as Citi sees continued market share gains

Investing.com -- Citi has increased its price target on Apple (NASDAQ: AAPL) to $365 and maintained its Buy rating on the stock in a note on Monday, citing the company's ability to gain market share in a challenging devices environment and its capacity to implement selective price increases to protect margins.

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch
Reuters34d agoneutral
Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

Global smartphone shipments fell 11% in the second quarter to their lowest level ‌for the period since 2013, as a prolonged ‌memory chip shortage drove up handset prices and dampened demand, according ​to early estimates from Counterpoint Research. Apple bucked the trend with a 3% rise in shipments, taking its global market share to a record 20% in the quarter ‌on resilient demand for ⁠its premium iPhone lineup and keeping prices unchanged. However, analysts expect price increases in ⁠the coming months.

Bloomberg34d agobullish
Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Bloomberg34d agoneutral
Intel Invests €5 Billion in Irish Hub to Keep Up in AI Chip Race

(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor