"First, with memory costs rising sharply from C4Q25 onward, most hardware OEMs — except Apple — have already, or are expected to, raise product prices significantly in C1H26 to offset cost input pressure."
Read More Morgan Stanley's Erik Woodring is back from Taiwan with Apple takaways
5 months agoAs the buildout of AI infrastructure alarms communities, it is fast emerging as a potent electoral issue across the political divide.
A tour of San Francisco in a self-driving Mercedes, excerpted from Jensen Huang's CES keynote Sunday.
Read More Watch Nvidia do what Apple's Project Titan couldn't (video)
6 months agoFrom Bloomberg's "US Stock Rally Stalls as Rotation Gathers Pace" posted early Tuesday.
"Viewers will be able to watch each pass, shot, and block up close, with in-game graphics like player rosters, shot clocks, and scores in 3D as if they're floating right in front of the viewer."
Read More Apple to stream live immersive basketball games, starting with the Lakers
"Gaming remains the largest portion of App Store revenues at 44% of revenues and has been a headwind to overall growth in recent months" — Analyst Amit Daryanani
Read More Evercore: Apple App Store revenue was up in December, gaming revenue down
"Vision Pro remains an ultra-niche proof of concept with no commercial footprint to speak of, while Apple Intelligence is palpably behind the AI offerings of other companies. At least one of these needs to deliver in 2026."
Read More Macworld anticipates a 'wild ride' for Apple in 2026
6 months ago"F1 doesn’t just represent a hit — it cements Apple as a legitimate box-office contender."
6 months agoFrom CNBC's "Stock futures are higher after U.S. attacks Venezuela, captures Nicolas Maduro" posted early Monday.
Apple's supply chain runs on oil, and who knows what's next?
Read More What does regime change in Venezuela mean for Apple?
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