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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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