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03.02.26 - 06:06
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iPhone gains in China squeeze MediaTek, Qualcomm revenues (Digitimes)
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Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments grew 23% year over year, with particularly standout performance in the Chinese market. Apple CEO Tim Cook said the number of users switching from Android to Apple far exceeded expectations. Considering that China's overall smartphone market did not actually grow in the previous quarter, this implies a relative decline in market share for other Chinese smartphone brands. This undoubtedly adds revenue pressure for other SoC vendors such as MediaTek and Qualcomm....
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02.02.26 - 22:30
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Apple-Aktie zieht an: Alles besser als gedacht? (Sharedeals)
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Die Aktie von Apple ist mit Rückenwind in das neue Geschäftsjahr gestartet und schließt heute nach einer Kursrallye bei gut 4% Plus. Der Konzern hatte die Erwartungen der Wall Street letzte Woche klar übertroffen, der Kurs konnte jedoch in einem schwachen Umfeld zunächst kaum Boden gutmachen. Klar ist: Die Zahlen und ein optimistischer Ausblick unterstreichen […]
The post Apple-Aktie zieht an: Alles besser als gedacht? first appeared on sharedeals.de....
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02.02.26 - 21:55
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Apple Prioritizes Premium iPhone Rollout As ′Great Memory Crunch′ Tightens Global Supply (ZeroHedge)
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Apple Prioritizes Premium iPhone Rollout As 'Great Memory Crunch' Tightens Global Supply
We have repeatedly warned about the "Great Memory Crunch," driven by AI data center buildouts absorbing a growing share of global memory supply, and industry insiders now telling consumers and enterprises (read here) should accelerate purchases of electronics that use high-bandwidth memory before prices accelerate further, as supply shortages are expected through 2027.
One key signal that the memory shortage is worsening is that Apple, one of the world's most valuable companies, is having to prioritize the production and shipment of its three most premium new iPhone models due to the memory crunch, according to a new report by Nikkei Asia.
Not even Apple can mitigate the threat of the HBM shortage.
Here's more from the report based on industry insiders:
The U.S. tech giant will focus on delivering its first-ever foldable iPhone as well as two non-folding models with higher-end cameras and larger displ...
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02.02.26 - 16:06
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Apple′s New AirTag Tracker Is Better, But Not Upgrade-Worthy (Bloomberg)
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Apple Inc.'s new second-generation AirTag is basically a slightly better do-over of the original. At $29 for a single item tracker or $99 for a four-pack, it also costs the same. Upgraders can expect slightly better wireless range, a louder chime and the ability to pinpoint an item's location with their Apple Watch: no iPhone necessary....
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02.02.26 - 14:54
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Steve Jobs-Signed Apple Check No. 1 Sells for $2.4 Million at Auction (24/7 Wall St.)
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A Steve Jobs-signed check from Apple's earliest days just sold for $2.4 million at auction, more than doubling pre-sale estimates. The check, made out to Crampton, Remke & Miller for $175 on July 3, 1976, represents payment to the electronics parts supplier that helped build Apple's first computers. It's signed by Jobs, co-founder Steve Wozniak, ... Steve Jobs-Signed Apple Check No. 1 Sells for $2.4 Million at Auction
The post Steve Jobs-Signed Apple Check No. 1 Sells for $2.4 Million at Auction appeared first on 24/7 Wall St.....
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02.02.26 - 14:18
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Here Are Monday′s Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading lower after a big-time risk-off Friday, in which all major indices declined, as Thursday's selling carried through. The combination of end-of-month profit-taking, the announcement of President Trump's pick, Kevin Warsh, to be the next Chairman of the Federal Reserve, concerns about the direction of monetary policy with his appointment, ... Here Are Monday's Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More
The post Here Are Monday's Top Wall Street Analyst Research Calls: Apple, Autodesk, Chevron, Circle Internet, McDonalds, Microsoft, Micron Technology, Spotify, and More appeared first on 24/7 Wall St.....
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