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Mark Gurman claims Apple dissolved the Vision Products Group in 2025, but that contradicts the fact that this group is still active and hiring new employees as of April 27 2026. Mark Gurman is pretty much the main source…
Why give all your cash to Nvidia? Why not make your own chips? Then why not sell them? Google said that it plans to sell its custom Tensor Processing Units (TPUs) to select customers who will install the chips in their…
Supply disruptions strengthen the strongest Global smartphone system-on-a-chip (SoC) shipments declined 8% year-over-year (YoY) in quarter one (Q1) of 2026, according to Counterpoint Research’s latest Global Smartphone…
On March 18, 2026, Bernstein SocGen Group reaffirmed its “Outperform” rating and $340 price target for Apple Inc. Comparing it to Samsung’s 2009–2013 strategy, which saw Samsung increase its global smartphone share from…
Expectations are low due to memory pricing, apparently. Apple has multiple catalysts for strong revenue growth, so investors shouldn’t be spooked by any margin pressure from rising memory… “Memory inflation will pressure…
Neo and Claw incrementals Apple is set to report fiscal second-quarter results on April 30, and investment firm UBS is expecting a “slight” upside to the consensus, based on Mac and iPhone-related strength. “Supply chain…
Share gains in both smartphones and PCs TD Cowen analyst Krish Sankar reiterated a Buy rating and a $325 price target on AAPL stock. He expects Apple to report over 15% year-over-year revenue growth for the March quarter…
“Apple’s new boss needs to restore its magic for the AI era” If Mr Ternus does “nothing but keep the ship on course”, Apple could almost double its number of devices from 2.5bn globally to 4.5bn over the next 15 years,…
AI makes the strong stronger. That is the opposite of disruption. The iPhone appears stronger than ever despite Apple’s AI struggles, and that’s not a coincidence, says Perplexity CEO Aravind Srinivas. Speaking on the…
EPS: To $2.05 from $1.96 “Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones… as well as better demand for Macs.” — Analyst…
