|
|
|
|
|
|
|
11.02.26 - 00:42
|
DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations (Digitimes)
|
|
|
Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy. The advanced node has attracted significant attention amid speculation that major customers like Apple and Nvidia could adopt it for high-volume production. However, recent developments suggest these optimistic timelines may need recalibration....
|
|
|
|
|
|
|
|
|
03.02.26 - 06:06
|
iPhone gains in China squeeze MediaTek, Qualcomm revenues (Digitimes)
|
|
|
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....
|
|
|
|
|
|
|
30.01.26 - 20:01
|
Warsh Tapped for Fed as Busy Earnings Week Wraps Up | Open Interest 1/30/2026 (Bloomberg)
|
|
|
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."
President Trump taps Kevin Warsh to lead the Fed, a choice viewed as more hawkish than other contenders. A busy week for earnings season wraps up with a bullish forecast from Apple and strong results from Big Oil. Gold and silver suffer their biggest slide in years as wild swings rock the commodities market. Plus, Starbucks CEO Brian Niccol discusses what's fueling growth at the coffee giant. (Source: Bloomberg)...
|
|
|
30.01.26 - 18:54
|
Apple Bear Weighs In on iPhone Maker′s Record Results (Bloomberg)
|
|
|
Apple's quarterly sales record and upbeat outlook are being overshadowed by rising component costs. Tim Long, a Barclays senior equity research analyst who has an underweight rating on Apple, joins "Bloomberg Open Interest" to discuss the company's results. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
30.01.26 - 14:36
|
Apple: Gute Zahlen allein reichen nicht (Der Aktionaer)
|
|
|
Apple hat das stärkste Weihnachtsquartal seit Jahren geliefert. Umsatz, Gewinn und iPhone-Verkäufe haben die Erwartungen deutlich übertroffen. Analysten erhöhen ihre Kursziele spürbar. Doch steigende Kosten und Chip-Engpässe trüben den Blick auf 2026 – und bremsen die Aktie....
|
|
|
|
|
|
|
30.01.26 - 11:42
|
Aktien Schweiz: Leichtes Plus - Swatch nach Zahlen im Aufwind (Cash)
|
|
|
- Der Schweizer Aktienmarkt zeigt sich ist am Freitagvormittag dank positiver Vorgaben aus den USA etwas fester. Dabei hätten Zahlen und Ausblicke einiger grosser US-Tech-Konzerne gewisse Fragezeichen hinterlassen. Wenigstens hätten die nach US-Börsenschluss von Apple vorgelegten Quartalszahlen die Stimmung im Tech-Sektor nicht weiter getrübt, meint ein Händler. Unterdessen sackten Gold und Silber nach ihrem jüngsten Höhenflug deutlich und abrupt ab. «Hier wurde in rund 30 Minuten eine Marktkapitalisierung im Gegenwert von rund 2500 Milliarden Dollar vernichtet», kommentierte eine Händlerin....
|
|
|
|
|
30.01.26 - 11:06
|
China gives Apple ′best iPhone quarter in history′ with 38% revenue growth (SCMP)
|
|
|
China has emerged as the brightest spot in Apple's quarterly earnings, as the US tech giant achieved record iPhone revenue in the world's largest smartphone market.
Revenue in Apple's Greater China region, which comprises mainland China, Hong Kong and Taiwan, surged 38 per cent from a year earlier in the first quarter of fiscal 2026, which ended December 27, the Cupertino-based company said on Friday.
That growth, more than double the company's overall 16 per cent quarterly revenue increase,......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
