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Apple Investors Get Fresh iPhone Warning

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is facing a fresh product-cycle risk after Jefferies downgraded the iPhone maker to Underperform from Hold, arguing that the apparent cancellation of a planned all-glass iPhone could limit Apple's ability to push customers toward higher-priced devices. …

Samsung's HBM4 Push Just Got Much Stronger

This article first appeared on GuruFocus. Samsung Electronics Co. (SSNLF, Financials), the South Korean memory-chip giant, has reportedly pushed its HBM4 production yield to about 80%, reaching a target it originally expected to hit only by the end of the year. Warning! GuruFocus has …

Memory chip crunch could last 2 more years, JPMorgan says

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 …

Apple Stock Downgraded to Sell as Analyst Claims All-Glass iPhone Is Dead

Jefferies analyst Edison Lee believes Apple has scrapped its all-glass iPhone, citing supply chain checks. Continue Reading

If You Invested $1000 in Sony a Decade Ago, This is How Much It'd Be Worth Now

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. The fear of missing out, or FOMO, …

The Memory Shortage Pushes Apple Toward China's CXMT

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) has been testing memory chips from China's CXMT across product lines including iPhones and MacBooks, according to the Wall Street Journal, as a shortage driven by AI demand pushes up memory prices. Apple has held early …

Sony and TSMC to Spend $6.3 Billion on Next-Generation Sensors

This article first appeared on GuruFocus. TSMC (NYSE:TSM) and Sony (NYSE:SONY) plan to spend around 1 trillion yen ($6.3 billion) to jointly produce next-generation image-sensor chips, according to Nikkei Asia. The joint venture would be owned roughly 60% by Sony and 40% by TSMC, …

Apple's iPhone 18 Costs Could Jump 38%

This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, could face a much more expensive product cycle as soaring memory prices push up the cost of building its next flagship phones. Warning! GuruFocus has detected 6 Warning Sign with TSM. …

Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal

This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, …

What TSMC Sales Growth Means for Apple and Nvidia Stocks

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading

Micron Stock Rises Despite Apple China Chip Threat

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies. Continue Reading

Sony and TSMC plan $6.4 billion image sensor factory in Japan

Sony Group and Taiwan Semiconductor Manufacturing Co. are in talks to invest a combined ¥1 trillion ($6.4 billion) in a joint image sensor factory in Japan, targeting the start of production in 2029, according to Bloomberg. The new facility will be located inside Sony's …

Inflation Data Will Be the Real Test for This AI Stock Rally

Berkshire’s stock buybacks climb, Apple may turn to China, why Coca-Cola is clobbering Pepsi, and more news to start your day. Continue Reading

Emerging-Market Stock Valuations Sink Below Half of S&P 500’s

(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies. Most Read from Bloomberg China Unleashes …

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

Airbnb CEO: Why AI is the best thing to happen to us

Airbnb CEO Brian Chesky reveals to Yahoo Finance Executive EditorBrian Sozzi how AI is driving the company's fastest growth in years, shares his bold predictions for the future of consumer tech, and confirms the existence of a secret internal AI lab. Video Transcript 0:02 …

Market Chatter: Apple Testing CXMT Memory Chips Amid Global Supply Crunch

Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other products as it seeks to ease a supply crunch driven by artificial intelligence demand, The Wall Street Journal reported Sunday, citing people familiar with the matter.The Silver …

Mobile Wallet Market Report, Till 2035 Now Available — Forecasts Growth from $15.65B to $177.31B, Profiles Apple, Google, PayPal, and 15 Other Key Players

Company Logo Global mobile wallet market poised for rapid expansion as biometric security, super apps, and emerging-market digital payment initiatives reshape the competitive landscape Mobile Wallet MarketMobile Wallet Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Mobile Wallet Market, Till 2035: Distribution by …

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

Sony, TSMC in talks to invest $6.4B in Japan chip plant: report

Sony Group (SONY [https://seekingalpha.com/symbol/SONY]) and Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) are in talks to spend a combined ¥1 trillion ($6.4 billion) on their planned image sensor factory in Japan, the _Nikkei ​_business daily said on Monday. A joint venture owned about 60% by Sony …

Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears

More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for …

Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Aug 9 (Reuters) - Apple has been testing memory chips from China's ‌CXMT across product lines including ‌iPhones and MacBooks, to mitigate a component shortage ​fueled by the AI boom, the Wall Street Journal reported on Sunday. Apple held early talks with CXMT, which …

Apple says Mac users in China can connect to Alibaba's Qwen AI service

By Eduardo Baptista BEIJING, Aug 8 (Reuters) - Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help …

Netlist (NLST) Reframes Its Story With Samsung As Valuation Questions Linger

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Netlist (NLST) is in focus after announcing a wide ranging alliance with Samsung, including a five year patent cross license, memory product supply …

Apple (AAPL) Tops $10 Billion in India Sales, But Wall Street’s Focus Is on Supply Constraints and Margins

Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple's long-term …

Apple and OpenAI escalate legal battle over devices

iPhone-maker Apple is suing OpenAI over allegations of stolen trade secrets (JUSTIN SULLIVAN) A legal battle between Apple and OpenAI over the ChatGPT-maker's secretive device project escalated this week when the artificial intelligence (AI) developer called the iPhone-maker's allegations "baseless" and asked for the …

Why Apple’s 10% Drop Fails to Tell the Whole Story

On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company's shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street's revenue estimates. …

OpenAI developing $300+ AI speaker to challenge Amazon Alexa

Yahoo Finance Tech Editor discusses reports that OpenAI (OPAI.PVT) is developing a $300+ puck-sized smart home device designed to compete directly with Amazon (AMZN) Alexa and Google Home Video Transcript 00:00 Speaker A We got to talk about Open AI because they are coming …

SK Hynix invests $38B in new plants amid AI memory shortages

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages. Video Transcript 00:00 Speaker A SK Hyx …

SK Hynix Drops $38 Billion on AI Chips. Here's Why Investors Are Watching

This article first appeared on GuruFocus. SK Hynix (NASDAQ:SKHY) is about to invest 54 trillion won ($38.1 billion) to build two new memory chip fabrication plants in South Korea as it expands production capacity to meet rising artificial intelligence-driven demand. SK Hynix said 35.2 …

Samsung Stock Edges Higher as Investors Demand $32 Billion Buyback

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the world's biggest memory-chip and consumer-electronics maker, delivered the small gain of 0.2% in Friday's Seoul trading. The earnings were a clear reminder that the AI boom is pouring cash into Samsung's business, but investors …

‘Your refund: $0’: Companies claim billions in tariff refunds, months after Trump floated $2,000 checks

Brandon Bell/Getty Images Companies that collected higher prices on everything from TVs to school clothes are now getting billions back in tariff refunds. Your refund: $0. Even though the tariffs in question are gone, as the Supreme Court threw them out in February, the …

Apple Stock (AAPL) Opinions on Recent Earnings Release

Apple stock price falls: 3 reasons why AAPL shares are down after a record-breaking quarter

Fecha de resultados, informes y noticias de resultados de Apple Inc (AAPL)

Samsung Electronics co-CEO shares 'Google plan' to increase Galaxy smartphone sale