APPLE Aktie

 

The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging: high-end electronic-grade glass fiber cloth, a core reinforcement material used in chip substrates and printed circuit boards (PCBs)....

Teure Speicherchips setzen die günstigen Smartphonehersteller unter Druck. Apple ist dagegen resistenter und wächst deutlich, während der Absatz der chinesischen Konkurrenz einbricht....

Apple Inc. retook the top spot in China after iPhone shipments jumped 28% during the holiday quarter despite a worsening shortage of vital memory chips, according to Counterpoint Research....

Die jüngste Saison hält für Börsianer mit Spannung erwartete Bilanzen bereit. Besonders im Fokus stehen die US-Tech-Giganten wie NVIDIA, Microsoft, PayPal, Facebook-Mutter Meta Platforms, Amazon, Google-Konzern Alphabet, Tesla und Co. Ein Überblick....

Die jüngste Saison hält für Börsianer mit Spannung erwartete Bilanzen bereit. Besonders im Fokus stehen die US-Tech-Giganten wie NVIDIA, Microsoft, PayPal, Facebook-Mutter Meta Platforms, Amazon, Google-Konzern Alphabet, Tesla und Co. Ein Überblick....

Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile, Bloomberg reported that Apple may pay roughly US$1 billion annually to use a customized Gemini model developed by Google, which runs on Apple's own servers to maintain user privacy....

Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early upgrade cycles driven by expectations of future price increases....

The largest bank in the U.S. is going to work with what is arguably the world's strongest consumer brand....

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The tech round-up highlights OpenAI testing ads in ChatGPT's free tiers, Taiwan Semiconductor expanding U.S. chip manufacturing, internal shifts at AI startups, Trump administration plans to address data center power demands, and fresh criticism of Apple's AI strategy. read more...

Ahead Of Mass Adoption Cycle: A Full Supply-Chain Breakdown Of Smart Glasses Smart glasses took center stage at CES 2026 in Las Vegas last week, highlighting a new generation of AI-enabled eyewear integrated with real-time assistants. In Meta's case, the push is clearly toward affordability and mass adoption, positioning these glasses as everyday consumer electronics rather than super expensive niche hardware for elites. A lesson for smart glasses manufacturers is not to repeat Apple's misstep with the prohibitively priced Vision Pro, which crushed any chance of widespread adoption and eventually led to the exodus of developers. Before affordable smart glasses hit the consumer market this year and next, Goldman analyst Jerry Shen published a clear, straightforward view of the AI and AR glasses supply chain, breaking it down by the companies that supply the critical components behind these devices. We suspect demand will accelerate this year after a Bloomberg report earlier this week revealed...

From rare Steve Jobs memorabilia to fresh debate over Apple's AI strategy, these were some of the biggest Apple stories of the week. read more...

Ob News, True Crime oder Comedy – Podcasts begleiten uns überall. Wir haben uns die wichtigen Clients für iPhone, iPad und Apple Watch angesehen....

Apple has officially confirmed a strategic collaboration with Google to use the Gemini AI model to enhance Siri and other Apple Intelligence features. The two tech giants have revealed limited details about the arrangement, with internal sources shedding light on key aspects of the cooperation that carry broad implications for Apple's AI development and competitive positioning....

Some of the earliest checks and financial records in the history of Apple and personal belongings of Steve Jobs are up for auction. read more...

Barry speaks with Richard Thaler and Alex Imas award winning economists and co-authors of "The Winner's Curse: Behavioral Economics Anomalies". They discuss the psychology of spending at auctions, and the effects of draft picks on NFL team spending. They also discuss the anomalies of human behavior and decision making that challenge classical economic theories. Listen to the people, ideas and conversations that shape markets on the Masters in Business podcast: Apple: http://bit.ly/43wa4F4 Spotify: http://bit.ly/3qj7LqO Anywhere: http://bit.ly/3OPAL3n (Source: Bloomberg)...

Barry speaks with Richard Thaler and Alex Imas award winning economists and co-authors of "The Winner's Curse: Behavioral Economics Anomalies". They discuss the psychology of spending at auctions, and the effects of draft picks on NFL team spending. They also discuss the anomalies of human behavior and decision making that challenge classical economic theories. Listen to the people, ideas and conversations that shape markets on the Masters in Business podcast: Apple: http://bit.ly/43wa4F4 Spotify: http://bit.ly/3qj7LqO Anywhere: http://bit.ly/3OPAL3n (Source: Bloomberg)...

Berkshire Hathaway hat seine Apple-Position in den letzten Jahren um 74 % reduziert. Dabei macht der Abverkauf durchaus Sinn. Der Artikel Apple-Position um 70 % reduziert: Deshalb verkauft Buffett seine frühere Lieblingsaktie ist zuerst erschienen auf Aktienwelt360....

Peter Thiel recently sold his stake in Nvidia and rotated capital into Apple and Microsoft....

Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated that fluctuations in component costs like memory have a limited impact and remains optimistic about product lines such as high-end smartphones and PCs....