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Apple's 2027 hardware refresh sends Wall Street a warning
TheStreet33d agoneutral
Apple's 2027 hardware refresh sends Wall Street a warning

Apple (AAPL) is reportedly prepping for a 2027 hardware push that will go beyond the usual chip refresh. The Cupertino giant is testing new iPad Pro models and working on a redesigned MacBook Pro, a Bloomberg report cited by Seeking Alpha noted, setting up what could become one of its more ...

VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
24/7 Wall St.34d agoneutral
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

Bloomberg34d agoneutral
Chip Industry Urges US to Avoid Moves That Distort Memory Market

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

Trump’s Brokerage Accounts Made Big Trades Around ‘Liberation Day’ Tariffs
The Wall Street Journal34d agoneutral
Trump’s Brokerage Accounts Made Big Trades Around ‘Liberation Day’ Tariffs

President Trump’s “Liberation Day” tariffs in April 2025 pushed financial markets into a tailspin, sending Wall Street and everyday investors scrambling to shield themselves from the fallout. In a series of trades on April 3 and April 4—the days after Trump announced global tariffs in the Rose Garden—his investment accounts bought and sold hundreds of individual stocks, according to financial disclosures released this week. Trump posted on social media the next morning that it was “a great time to buy” and paused much of his tariff regimen that afternoon.

Bloomberg35d agoneutral
Trump Financial Disclosure Shows 21,000 Trades in 2025

(Bloomberg) -- President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO

Bloomberg35d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Apple’s India supply-chain bet has hidden risk
TheStreet35d agoneutral
Apple’s India supply-chain bet has hidden risk

Apple (AAPL) is in the middle of its largest supply-chain shake-up in years, a strategy that could be solving one problem while creating another. The corporation is working for years to shift more iPhone production to India to minimize its reliance on China. For investors, the approach was easy to ...

Bloomberg35d agoneutral
Cboe Seeks to List Prediction Market Type Options on Earnings Metrics

(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS

Bloomberg35d agoneutral
AI Money and Anxiety Are Powering This Election Cycle

(Bloomberg) -- Never miss an episode. Follow The Big Take daily podcast today.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsIn the 2026 elections, artificial intelligence is the backdrop for just about everything.The

Investing.com36d agoneutral
SpaceX teases AI device post-IPO; QCOM gains, Apple unfazed

Investing.com -- Fresh off its historic debut on the public markets, Elon Musk’s SpaceX is keeping the momentum going. The newly public aerospace and tech giant has reportedly showcased a prototype AI-interaction device to investors. The hardware, described as sleeker and thinner than an Apple iPhone, marks an ambitious consumer tech play for the company. SpaceX presented the prototype to key stakeholders and institutional investors in a series of private meetings, according to a report from the

EU tech chief and Apple CEO had a constructive talk on topics of common interest
Reuters36d agoneutral
EU tech chief and Apple CEO had a constructive talk on topics of common interest

European Technology Commissioner Henna ‌Virkkunen had a "constructive" talk ‌with Apple's Chief Executive Tim Cook ​during a video call held on Monday, said a Commission spokesperson. They spoke ‌about "topics of ⁠common interest" on which work continues, the ⁠spokesperson added on Wednesday. The iPhone maker has said ​its Siri ​AI would ​not be ‌available initially in the EU on iPhones or iPads and faulted the European Commission for refusing to engage ‌constructively with ​them to ensure ​privacy ​and security on ‌their devices, while the ​Commission ​blamed Apple, saying the company had been unable to ​develop "interoperability" ‌to meet EU standards.

Investing.com37d agoneutral
Wolfe sees higher memory prices adding to U.S. inflation pressures

Investing.com -- Wolfe Research said surging memory chip prices driven by the artificial intelligence buildout have already added meaningfully to core inflation, with further upside likely as costs continue to filter through the consumer electronics supply chain.

UK regulator proposes easing Apple, Google app store payment rules
Reuters37d agoneutral
UK regulator proposes easing Apple, Google app store payment rules

Britain's competition regulator on Tuesday proposed allowing app developers to steer ‌users to alternative payment options outside Apple ‌and Google's app stores to cut fees and boost competition. The ​Competition and Markets Authority said the proposals would remove restrictions that currently prevent UK developers from directing users to off-platform payment options, which are banned ‌by Apple and ⁠restricted by Google.

China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Reuters37d agoneutral
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale

China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a ‌Hong Kong share sale, an exchange filing ‌showed on Tuesday. The chip firm is offering 216.2 million shares at ​maximum HK$32.30 each and expects dealing of H shares to begin on July 10, the filing showed. Nexchip's raising follows a slew of Chinese technology firms seeking ‌to raise funds ⁠in Hong Kong's red-hot capital markets, with Apple supplier Luxshare Precision Industry revealing on ⁠the day an up to $3.10 billion share sale.

Apple’s gamble just exposed the AI bubble’s fatal flaw
TheStreet37d agoneutral
Apple’s gamble just exposed the AI bubble’s fatal flaw

On June 25, Apple (AAPL) raised prices on iPads and MacBooks due to skyrocketing memory chip costs, according to Reuters. The stock dipped that same day, closing 6% lower and losing more than $260 billion in market cap. The price increases hit Apple’s MacBook Neo, raising its starting price to $699 ...

Google and Tesla Wrap Up a Magnificent Day
The Wall Street Journal37d agoneutral
Google and Tesla Wrap Up a Magnificent Day

It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.

Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
Reuters38d agoneutral
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak

Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro models are part of files posted on the dark web by the ransomware group that stole data from the U.S. ‌firm's Indian supplier Tata Electronics, according to documents and a source. The exposure threatens the carefully negotiated business of building the iPhone, which Apple assembles ‌from a thicket of suppliers worldwide. It could also upset Apple and its relationship with Tata given most of the supplier arrangements are fiercely protected by Apple, and could also hand rivals, counterfeiters and ​its own vendors a view of who makes what.