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Kevin Warsh’s ‘Bear Steepener’ Is No Goldilocks Moment for Stocks
The Wall Street Journal5d agoneutral
Kevin Warsh’s ‘Bear Steepener’ Is No Goldilocks Moment for Stocks

Everyone knows that interest rates affect stock prices. The Fed’s decision Wednesday to keep overnight rates unchanged sounds like it would have been clearly bullish, but stocks sold off just after Chair Kevin Warsh’s press conference. Also following Warsh’s Q&A, long-term Treasury yields hit a 19-year high.

What Could Push GOOGL Stock Higher From Here?
Trefis5d agoneutral
What Could Push GOOGL Stock Higher From Here?

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Apple Stock Is Sinking Friday: What's Going On?
Benzinga5d agoneutral
Apple Stock Is Sinking Friday: What's Going On?

Apple Inc. (NASDAQ:AAPL) stock fell more than 7% in premarket trading Friday as investors locked in profits despite the company’s better-than-expected fiscal third-quarter results. The decline came even as Nasdaq futures rose 1.39% and S&P 500 futures gained 0.62%. The stock is also testing its 50-day moving average after retreating from July highs. That level could determine whether the recent pullback remains part of a longer-term uptrend or develops into a deeper correction. Apple reported fi

Apple slides as supply snags cloud outlook, putting iPhone demand in focus
Reuters5d agoneutral
Apple slides as supply snags cloud outlook, putting iPhone demand in focus

Apple shares dropped 7.3% before the bell on Friday as the tech giant warned that supply ‌constraints would hurt growth, prompting investors to look beyond near-term shortages to ‌gauge the hit from an expected iPhone price hike. The decline puts Apple on track to shed ​roughly $361.6 billion in market value, if the losses hold. The company's outlook highlighted a broader industry challenge, with AI-driven demand tightening supplies of advanced chips and memory, driving up costs and prolonging supply-chain bottlenecks across the technology sector.

Forkast News5d agoneutral
DeepSeek’s 1GW Ulanqab Pivot Signals China’s Sovereign Compute Escalation

Sovereign compute has moved beyond theoretical policy, manifesting as a tangible race to secure massive, state-integrated infrastructure. DeepSeek’s 1-gigawatt (GW) data center project in Ulanqab, Inner Mongolia, exemplifies this shift, signaling that the next phase of the US-China technology competition will be defined less by individual model performance and more by the sheer scale of […]

Apple Underestimated Its Own Customers: AAPL CEO Tim Cook Blames 'Demand Forecast Issue' for Q4 Supply Bottlenecks
Benzinga5d agoneutral
Apple Underestimated Its Own Customers: AAPL CEO Tim Cook Blames 'Demand Forecast Issue' for Q4 Supply Bottlenecks

Apple Inc.’s (NASDAQ:AAPL) record-breaking fiscal third quarter is being overshadowed by looming fourth-quarter supply shortages. The surprising culprit? The tech giant underestimated consumer demand for its own products, contributing to a weaker-than-expected September-quarter outlook and a sharp drop in after-hours trading. ‘A Demand Forecast Issue’ Despite posting its strongest June quarter ever, Apple expects its September-quarter revenue growth to decelerate to 9% to 11%. The company projec

Apple warns of memory chip shortage for key devices
Sky News5d agoneutral
Apple warns of memory chip shortage for key devices

Apple has warned it is seeking alternative memory chip suppliers as "very significant" constraints threaten future sales of its key devices. Shares in the world's most valuable listed company fell by more than 5% in US after-hours trading last night when the maker of the iPhone, MacBook and iPad's forecasts for revenue growth came in weaker than expected. Chief executive Tim Cook admitted that well publicised bottlenecks in advanced chips meant it was struggling to get the parts needed to deliver products.

iPhone Prices to Go up as Memory Chip Costs Keep Climbing? Tim Cook Says Apple Is 'Evaluating All Options'
Benzinga5d agoneutral
iPhone Prices to Go up as Memory Chip Costs Keep Climbing? Tim Cook Says Apple Is 'Evaluating All Options'

Apple Inc. (NASDAQ:AAPL) is facing rising memory chip costs that could pressure its business beyond the September quarter, with outgoing CEO Tim Cook saying the company is exploring ways to manage the impact without revealing whether higher costs could eventually affect product pricing. Apple Warns Memory Costs Are Rising Again During Apple’s fiscal third-quarter earnings call, Evercore analyst Amit Daryanani asked Cook whether the company’s efforts to secure more memory supply were aimed at pro