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12.08.26 - 06:42
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Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs (Digitimes)
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Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9 billion) for the first time. Investors are expected to focus on the shipment pace of AI servers and racks, plus how changes in the underlying transaction model are reshaping the company's operating structure....
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10.08.26 - 18:30
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Apple Downgraded at Jefferies on iPhone Outlook (Bloomberg)
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Apple is no longer the "king of the supply chain," and that has Jefferies analyst Edison Lee worried. He cut Apple from hold to underperform and lowered the price target to $263.66 from $285.56. Lee says introducing new form factors in the iPhone is harder than expected and plans for an all-glass iPhone model were cancelled. He speaks to Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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31.07.26 - 22:12
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Amazon AWS Growth, AI Demand Buoy 2Q Results (Bloomberg)
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Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, breaks down Amazon and Apple earnings from his latest outlook report: Post-2Q Earnings Outlook: Accelerating AI demand and stronger retail execution can keep Amazon.com's underlying momentum intact despite softer 3Q sales guidance tied partly to the Prime Day shift. The company's 2Q results showed broad-based strength, with Amazon Web Services, retail and advertising all outperforming expectations. Faster delivery and AI-powered shopping are also strengthening customer engagement. We expect Amazon Web Services sales growth to remain at or above 35% in 2H, supported by persistent AI demand and higher backlog. Amazon raised its 2026 cash-capital-outlay outlook to $220 billion from $200 billion because of higher memory prices. (Source: Bloomberg)...
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