‘These price hikes could drive upside to both revenue and earnings vs. our current estimates,’ Morgan Stanley analyst Erik Woodring said.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Scott Melker discusses rumors surrounding Saylor's Strategy, the brutal crypto week that took place, Kraken, bitcoin, and other big crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) both posted record quarters, then collided with opposing forces: AI memory demand. Apple confirmed sweeping hardware price increases tied to a 20% “chipflation” tax, while Amazon collects rent on the data center buildout causing it. Apple Sells the Device. Amazon Rents the Cloud. Apple’s March quarter was its ... Apple’s Massive 20% Hardware Price Hikes Just Handed Amazon a Golden AI Ticket
They call it a ‘hundred-year flood.’ Is your nest egg already underwater?
Investing.com -- Apple's decision to raise Mac, iPad and accessories prices by 15% to 25% represents an unprecedented effort to defend gross margins amid record memory cost inflation, Morgan Stanley told investors in a note on Friday, adding that demand resilience and ecosystem lock-in could still drive revenue and earnings upside.
Apple Stock Sinks After MacBook and iPad Price Increases. Why Wall Street Is Concerned
Lingyi debuted strongly after raising HK$8.3 billion as it expands into AI hardware and humanoid robotics.
The FTSE 100 closed down 21.87 points, or 0.2%, at 10,508.02.
Apple's (AAPL) price increases for MacBook and iPad are not expected to affect the company's product
UBS Says June Quarter Upside Looks Less Likely
Global stocks plunged on Friday in a tech rout after Apple said it would increase prices by up to £300 because of AI costs.
Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
For most of the last decade, one promise held across the technology aisle. You paid a premium for the best-built hardware, and in exchange the number on the price tag held still. That stability was never an accident. It was a product, engineered as carefully as the devices themselves. Tariffs came ...
Apple has already raised prices on Macs and iPads as memory costs surge, but analysts say the bigger question is whether iPhone buyers will absorb higher prices.
Apple (NASDAQ: AAPL) is raising prices on its Macs and iPads (as well as the Vision Pro) by between $100 and $500. Demand for these is already mediocre. This decision will make the demand weaker. Two examples of the increase in the price of the 13-inch MacBook Air from $1,299 from $1,099. The price of ... Apple Should Raise Prices On iPhones
Strategy faces pressure as the price of its Stretch preferred stock continues to slide and Bitcoin, the world’s largest crypto, endures a slump.
Samsung may unveil a 1,000 trillion won spending plan as South Korea pushes chips, AI data centers, and physical AI.
US stocks are set for another difficult session on Friday, with the Nasdaq on course for a fifth straight day of losses as investors continue to rotate out of technology shares ahead of the quarter-end. Nasdaq futures were down 1.2% ahead of the opening bell, while S&P 500 and Dow Jones...
This is a dominant chip foundry with pricing power.
South Korean chip stocks tumble as Samsung and SK Hynix volatility raises investor concerns.