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07.05.26 - 01:06
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Intel targets entry-level advanced packaging, draws interest from Google and Amazon (Digitimes)
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Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip orders. This view assumes that semiconductor manufacturing advantage is determined primarily by transistor density, particularly in the system-on-chip era....
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06.05.26 - 22:54
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The smartphone era is ending the way it started: with Apple (24/7 Wall St.)
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In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple...
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06.05.26 - 22:12
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How NASA′s Chief Plans to Bring Back the Moonwalk — And Beat China (Bloomberg)
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On today's Big Take podcast, NASA Administrator Jared Isaacman sits down with Bloomberg's Tim Stenovec to talk about why the US needs to beat China to the moon, how he plans to vie with SpaceX and Blue Origin for top talent and what exactly he thinks alien life looks like. Listen to The Big Take podcast on Apple, Spotify or wherever you get your podcasts. (Source: Bloomberg)...
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06.05.26 - 20:30
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Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era (24/7 Wall St.)
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Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple's quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era...
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06.05.26 - 20:18
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Apple to Let Users Choose Rival AI Models (Bloomberg)
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Apple will let users choose from a range of outside AI services to power features across its software, according to sources. Bloomberg's Mark Gurman explains how this builds on a strategy to turn its devices into a comprehensive AI platform. He joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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06.05.26 - 16:18
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Ostasien-Indizes mit Rekorden (Börsen-Zeitung)
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Halbleiteraktien stehen so hoch im Kurs wie nie: Nach Apple- und Nvidia-Zulieferer TSMC tritt nun der KI-Speicherchiphersteller Samsung Electronics als zweites Unternehmen in Ostasien in den 1-Billion-Dollar-Aktienklub ein....
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06.05.26 - 16:12
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While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech (24/7 Wall St.)
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The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech...
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