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14.08.25 - 10:18
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Technologie: KI treibt den Gewinn des Apple-Zulieferers Foxconn (Handelsblatt)
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Der wachsende Bedarf an Hochleistungsrechnern für Künstliche Intelligenz (KI) hat Foxconn einen überraschend deutlichen Gewinnsprung beschert. Das Nettoergebnis sei im zweiten Quartal um 27 Prozent auf umgerechnet 1,27 Milliarden Euro gestiegen, teilte der weltgrößte Auftragsfertiger für elektronische Geräte am Donnerstag mit. Das im Juli bekanntgegebene Umsatzplus fiel mit knapp 16 Prozent auf 51,29 Milliarden Euro ebenfalls höher aus als erwartet. Dabei übertrafen die Einnahmen der Cloud- und Netzwerksparte erstmals diejenigen des Konsumelektronik-Geschäfts.. --- Für das laufende Quartal stellte Foxconn ein signifikantes Wachstum in Aussicht. Der Umsatz mit KI-Servern werde um 170 Prozent wachsen..
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14.08.25 - 06:06
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Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades (Digitimes)
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The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain confirms that Apple's early procurement in the first half of 2025 is outperforming initial forecasts by approximately 10%. The third quarter peak season looks promising, and rumors are circulating about a significant redesign of the high-end Apple Watch slated for 2026....
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04.08.25 - 14:18
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Futures Rise, Recovering From Friday′s Dump On Rising Rate Cut Expectations (ZeroHedge)
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Futures Rise, Recovering From Friday's Dump On Rising Rate Cut Expectations
Futures are higher as markets rebound from last week's sell-off amid increased expectations the Fed will ride to the rescue with rate cuts following Friday's dismal US jobs data. As of 7:45am ET, S&P 500 and Nasdaq futures climbed 0.7% after the index had its biggest decline since May on Friday. Pre-market, Mag7 and Semis are outperforming with Cyclicals over Defensives. Bond yields are 2-3bp higher as the USD falls again. Commodities are weaker with Energy underperforming as OPEC+ approves another supply hike. This is a catalyst-light week with tomorrow's ISM the most important and heightened focus on weekly claims with the Fed spotlighting the unemployment rate.
In premarket trading, all Magnificent Seven stocks are higher alongside index futures (Amazon +1.8% after a Friday selloff, Nvidia +1.2%, Meta Platforms +1.1%, Tesla +1%, Alphabet +0.8%, Microsoft +0.8%, Apple +0.8%). here are the other notable premarke...
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01.08.25 - 08:36
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Apple′s China sales rise with subsidy boost, but Huawei threat looms (SCMP)
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Apple reported a sales boost in mainland China, Hong Kong and Taiwan in the June quarter, aided by Beijing's consumer subsidies, following a prolonged decline in the region amid intense competition and weak consumer spending.
In the three months ended June 28, Apple's Greater China revenue grew nearly 4.4 per cent year on year, rising to US$15.37 billion from US$14.73 billion, according to the company's latest financial results released on Thursday.
CEO Tim Cook attributed the quarterly growth,......
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