Trillion-dollar conglomerate Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) entered 2026 in uncharted territory for the first time in more than half a century. On Dec. 31, Warren Buffett, the company's longtime CEO, who oversaw a greater-than-6,000,000% outperformance of the benchmark S&P 500 since the mid-1960s, retired as CEO. His successor, Greg Abel, is now in charge of Berkshire's $350 billion investment portfolio.
While the Oracle of Omaha had a knack for spotting amazing deals hiding in plain sight, he wasn't infallible. Decisions made in the years leading up to his retirement with No. 1 holding Apple (NASDAQ:AAPL) have cost Berkshire Hathaway up to $112 billion in would-be gains.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
Warren Buffett began building a position in the "Apple" of his eye in the first quarter of 2016. While artificial intelligence is all the rage today, Buffett was more interested in consumers' draw to the brand when he initially invested. Apple has an exceptionally loyal customer base that's shown a willingness to pay premium prices for its physical products (iPhone, iPad, and Mac).

#warren

BURBANK, CALIFORNIA − Dhar Mann doesn't consider other digital content creators his competition.
The filmmaker behind Dhar Mann Studios, whose inspirational videos reach hundreds of millions of viewers each week, has his sights set on something bigger: Hollywood.
"I actually see other major studios as the competition," Mann tells USA TODAY during a tour of his Burbank, California, studios. "I don't really see a difference between any of the big studios and what they've built and the trajectory that we're on."
It's an ambitious outlook for a company that started nearly eight years ago in Mann's downtown LA apartment, where he filmed videos on iPhones.
Today, Dhar Mann Studios has more than 170 million followers across social media and a team of about 250 people. The content, drawing nearly 300 million views a week, has expanded beyond social platforms through partnerships with Samsung, Fox and Disney, including a recently announced 20-episode order from Disney.

#mann

On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.

#iphone #aapl

Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.

#reason #phone #veteran

Apple's (NASDAQ: AAPL) new iPhones are here, and this could be just the ticket to get the consumer tech ******* an back on top of the market cap throne. It doesn't have far to go to get there.
The stock's recent gains now place it within 2% of hitting a market cap of $5 trillion. Perhaps even more intriguingly, Apple is now less than 10% away from overtaking Nvidia (NASDAQ: NVDA) to become the market's most valuable company by market capitalization.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Apple's business isn't growing as quickly as Nvidia's these days, but it is closing the gap in market cap. Nvidia investors can't feel too bad, with the stock up 26% over the past year. It's just that Apple stock has soared by more than 40% in that time. Momentum is on its side, and that's before a bar-raising device hits the market.
For more than a dozen years, Apple has fallen into a predictable pattern. It delivers double-digit revenue growth in a fiscal year in which it rolls out a revolutionary iPhone model. Then it follows that with two -- and lately more than two -- years of single-digit or negative top-line growth, settling for merely evolutionary smartphone updates.

#NASDAQ

One of the world's largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.
With Apple (AAPL) stock trading near $337 a share, an owner might ask a simple question. The company has returned a fortune in cash while the stock has dramatically outperformed the market; was holding worth it, and can this machine keep running?
Over the last five years, Apple sent $510.4 billion in cash back to its shareholders. That sum, equal to about 10.3% of the company's current market value, is the largest capital return of any U.S. company Trefis tracks over that period. The question is what that extraordinary payout says about the business today.
The money printer is Apple's core business, which generated $136.68 billion in free cash flow over the last twelve months. In its most recent quarter, the company reported record June-quarter revenue, with iPhone sales growing 22% and Mac sales growing an impressive 29% from a year ago. Management noted that the iPhone and Mac were "both doing remarkably better than we thought they would do."
That operational strength funds the shareholder returns. The five-year payout was heavily weighted toward share repurchases, which totaled $434.5 billion, with another $75.9 billion paid in dividends. Apple's absolute dollar payout stands alone, even though the 10.3% of market value it returned sits well below the 16.9% median for S&P 500 companies.

#market

The Magnificent 7 stocks are having a tough ride in 2026, and only Apple (AAPL) is outperforming the Nasdaq 100 Index ($IUXX). Digging deeper, Nvidia (NVDA) is the only other constituent that is up in double digits. Despite its recent rally, Tesla (TSLA) is still down over 18% year-to-date (YTD) and is the worst-performing Mag 7 stock.
The price action is not difficult to explain. Investors are now getting increasingly wary of tech companies' ever-rising capex to build artificial intelligence (AI) infrastructure. Apple was an outlier in the AI buildout race and is now sitting pretty as investors realize that waiting it out wasn't exactly a bad move on the iPhone maker's part.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike

#aapl #iuxx

While he stepped down as CEO of Berkshire Hathaway at the end of last year, Warren Buffett's wealth, and thus his portfolio, is still tied to the conglomerate and its stock portfolio. On that end, Berkshire's top-three positions -- consisting of Apple (NASDAQ: AAPL), American Express (NYSE: AXP), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) (Nasdaq) -- make up more than half of its equity portfolio.
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.

#NASDAQ #revenue #best #alphabet

Apple (NASDAQ:AAPL) is reportedly considering a big move that could reshape the company. The Information reported on Wednesday that the iPhone maker was considering developing its own artificial intelligence server, which would be Apple's first activity in the enterprise server market since 2011.
The proposal would combine Apple's custom silicon with networking technology supplied by Nvidia (NASDAQ:NVDA) to develop AI servers that could be offered with either two or four M8 Ultra chips, which are Apple's top-performing processors, and geared specifically for AI inference.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Such a move, the first major action under new CEO John Ternus, would signal that Apple is ready to invest in AI architecture to use its custom-made chips in products beyond its consumer devices, which would be a significant shift in company strategy.
Image source: Getty Images.

#flashing

OpenAI acquired Glass Imaging, a startup developing AI-powered smartphone camera technology, in a deal valued at over $300 million, according to The Wall Street Journal. The purchase price represents a significant jump from the roughly $100 million valuation Glass Imaging carried in a funding round last year.
Glass Imaging was founded in 2019 by Ziv Attar and Tom Bishop, two former Apple engineers who worked on the company's Portrait Mode feature. The Los Altos, California-based company had raised about $30 million from investors including GV, Alphabet's venture arm, and Insight Partners before the acquisition.
Glass Imaging's approach differs from conventional AI photo editing: instead of processing images after the fact, the company teaches neural networks the specific optical properties of each camera system so that picture quality is improved as the shot is taken, according to The Wall Street Journal. The company's goal is to produce image quality comparable to a DSLR camera from a smartphone. Its zoom-imaging technology was featured in a line of phones from Chinese smartphone brand Honor.
OpenAI's plans for Glass Imaging are unclear. The company is also developing a device with Jony Ive, the former Apple designer behind the iPhone. OpenAI brought on Ive in 2025 through its $6.5 billion purchase of io Products, and his responsibilities span hardware development alongside broader efforts to define how AI products will look and function.
A spokesperson for OpenAI had not provided a statement by the time of publication, according to TechCrunch. The company has made several other acquisitions recently, including an internet talk show called TBPN and an open-source developer tools startup, according to The Wall Street Journal. OpenAI is also preparing for an initial public offering expected next year.

#according #journal

Apple (NASDAQ:AAPL) recently unveiled its new iPhone Duo, a foldable phone priced at a whopping $1,999 — and that's the starting price. The phone is priced at a premium for a company already known for premium-priced products.
If sales for the Duo take off, it could prove to be a massive growth catalyst for the business. But here's why I wouldn't hold my breath, and why I think there could be challenges ahead for the tech company.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
The Duo may look enticing to consumers who love Apple products or foldable phones, but I don't think it'll capture a huge subset of the market, at least not right away. There have been many issues with foldable phones in the past, including screen creases after prolonged use, and repair costs can be high.

#signal #foldable

The fashion-forward influencer was honored with the Virgil Abloh Award at Harlem's Fashion Row's 19th Annual Awards Show.
If you've been deep in Black fashion over the past few years, you've likely seen Wisdom Kaye.
The Nigerian-American model has essentially redefined digital fashion, taking on requests from fans to essentially style everything from flags to even piecing together outfits based on a set financial amount. In sum, the Houston native emerged as one of the more daring men on social media, amassing more than two million TikTok followers in 2020 alone and curating various looks from whatever inspires him for more than nine million followers on Instagram.
That hard work was rewarded during New York Fashion Week as Kaye was presented with the Virgil Abloh Award at Harlem's Fashion Row's 19th Annual Awards Show.
"I never thought that with an iPhone and the corner of my room that I would inspire people all over the world," Kaye said. "I never thought that my ideas were really that great… I'm incredibly fortunate."

#annual

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Excluding Tariff Refunds, Apple's Margin Slips As iPhone And Mac Set June-Quarter Records
Demand is not the worry. iPhone revenue rose 22% from a year earlier in the June quarter and Mac revenue rose 29%, both June-quarter records. Management says the brake on sales is supply of the advanced nodes its chips are made on.
Reported gross margin was 50.1% in the June quarter, but tariff refunds supplied about two points of it. Without them, the margin fell 120 basis points from 49.3% in the March quarter, and the September-quarter guide takes off another 160 basis points at its midpoint. On $466.8 billion of revenue over the past year, each point of gross margin is worth about $4.7 billion of gross profit.
And Management Says Memory Prices Explain All Of That Slide

#gross #tariff #year

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Phones Still Bring In About Half The Sales
In fiscal Q3 2026, handset chip revenue was $5.1 billion, about half of the $9.9 billion total. The CEO says unprecedented memory prices, plus supply shortages driven by data center demand, are pulling revenue down across mobile and consumer electronics. Management puts the net effect at a 20% drop in its Android chip revenue in 2026 from 2025.
And Apple Revenue Is Exiting Faster Than Planned
Apple is the second drag. Citing its own supply constraints, Qualcomm said on its fiscal Q3 2026 call that it expects materially lower share in new iPhone launches than its prior 20% estimate. An ****** yst put fiscal 2026 Apple product revenue at about $7.5 billion, and management called that a fair range.

#revenue #Apple #fiscal #management

If you purchase an independently reviewed product or service through a link on our website, Rolling Stone may receive an affiliate commission.
Boxing superstar Ryan Garcia is back in the ring this weekend to defend his WBC welterweight ***** le against Conor Benn. It'll be Garcia's first welterweight ***** le defense since beating Rolando Romero in May to nab the vacant belt.
More from Rolling Stone
How to Watch Today's Oklahoma vs. Michigan Football Game Online for Free
The Best iPhone 18 Pro Deals From T-Mobile

#welterweight #boxing #garcia #benn

(Bloomberg) -- A record jump in the price of cellular phone services helped tip a key measure of US inflation above forecasts, likely sealing the deal for a Federal Reserve interest-rate increase next week.
Most Read from Bloomberg
Trump's $5,000 Payout Promise Underscores GOP Midterm Peril
Apple to Unveil $2,000 Foldable iPhone Duo at High-Stakes Event
Toyota Unveils $2,500 Go-Kart in Bid to Grow Motorsports Fans

#reserve #midterm

Listen
(3 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)

#listen #market #talks #technology

Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition. A September 2 report from MacRumors highlighted a key milestone: Apple notified developers that universal Mac App Store apps requiring macOS 13 or later can now drop support for Intel-based Macs. Removing Intel binary slices simplifies app development and reduces download sizes. While symbolic, the move underscores Apple's completed transition to Apple Silicon and highlights Intel's diminishing footprint within Apple's high-margin ecosystem.
Financially, Apple is faring significantly better than Intel.
For Q3 2026 (ended June 27, 2026), Apple reported record quarterly revenue of $109.4 billion, up 16% year-over-year, driven by double-digit growth across iPhone, Mac, and Services. The company's gross margin reached 50.1%, supported by a 2 percentage point favorable impact from tariff refunds. Diluted earnings per share (EPS) surged 29% year-over-year to $2.02, which included a $0.11 favorable boost from tariff refunds. Operating cash flow and active installed base both set new June quarter records.
Intel's Q2 2026 financial results (ended June 27, 2026) delivered $16.1 billion in quarterly revenue, up 25% year-over-year, marking its fastest top-line growth in over 15 years. Intel reported a GAAP net loss of $11.0 billion (GAAP EPS of -$2.16), largely driven by non-cash charges and mark-to-market adjustments. However, on a non-GAAP basis, net income reached $2.2 billion ($0.42 diluted EPS), nearly doubling consensus expectations. Non-GAAP gross margin expanded to 41.8% (40.4% GAAP) on strong product mix and factory yields.
Apple's bull case centers on expanding Services margins, strong ecosystem lock-in, and the potential for Apple Intelligence to drive further demand and engagement across iOS and macOS devices, supporting high-margin growth. On the other hand, Apple faces risks from elevated valuation multiples, sluggish growth in Greater China, where Q3 revenue reached $14.7 billion, and ongoing global antitrust scrutiny over App Store fees.

#revenue

Last Updated: Sept. 9, 2026 at 7:57pm ET
Updated 2026년. 9월 9일 오후 4:37 New York 시간
By
WSJ Staff
🔍 Apple (AAPL): The tech giant unveiled its first foldable iPhone. It's the first big product launch event for new CEO John Ternus. Shares inched 0.3% lower.

#york #ternus

Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.

#iphone #foldable #launch #aapl

Wall Street rarely changes its mind about a stock on the day a new phone gets announced. The number an ****** yst publishes is a bet on earnings two or three years out, and a keynote does not move that math on its own.
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.

#America #analyst #launch

Apple's (AAPL) rivals in China are not waiting for it to make the first move. Just days before Apple's anticipated debut of its first foldable iPhone at its Sept. 9 event, Huawei and Xiaomi (XIACF) rolled out premium foldable devices of their own.
The timing gives both companies a chance to grab attention before Apple's launch. Huawei is launching the Mate XT 2, a trifold device that packs a phone and a tablet-sized screen into one body, while Xiaomi is close behind with the Xiaomi 18 Fold, a passport-style handset that looks a lot like what Apple is expected to show. So, both companies are trying to enter the high-end foldable market before Apple arrives.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock

#xiaomi #huawei #aapl

Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.

#foldable #street

(Bloomberg) -- The global refining sector's diesel crunch is likely to result in tight supply for the coming months, keeping prices high and weighing on demand, according to ****** ysts and traders.
Most Read from Bloomberg
Apple's $2,000-Plus Foldable iPhone Was a Decade in the Making
EU and Canada Plan Deal to Boost Trade, Security as US Ties Fray
Bessent Dares Traders to Bet Against Yen: 'I Am the House Now'

#traders #plus #making

(Bloomberg) -- Oil traders are growing increasingly cautious about longer-term positions as the wars in Iran and Ukraine cloud the outlook beyond the next few months.
Most Read from Bloomberg
Apple's $2,000-Plus Foldable iPhone Was a Decade in the Making
EU and Canada Plan Deal to Boost Trade, Security as US Ties Fray
Bessent Dares Traders to Bet Against Yen: 'I Am the House Now'

#ukraine #foldable #plan

Apple's (AAPL) stock historically likes the annual iPhone reveal day, at least in the months after the tech giant unveils its latest pricey whiz-bang product.
Shares of the tech giant have often exhibited a modest sell-the-news reaction immediately following launch events before recovering in the subsequent 30-60 days, according to new ***** ysis from Bank of America ***** yst Wamsi Mohan on Tuesday.
Apple's stock has gained in the 60 days following an iPhone reveal day 17 times, dating back to the 2007 smartphone launch, Mohan's research found.
The biggest gain was 20%, recorded 60 days after the iPhone 11 reveal in 2019.
Apple stock wavered on Wednesday ahead of its event.

#reveal #days #shares

Tech stocks kicked off the holiday shortened weak lower on Tuesday, as the Nasdaq fell 0.14%. On Wednesday, Apple (AAPL) will enter a new era as CEO John Ternus hosts his first iPhone event at the company's headquarters in Cupertino, Calif.
Ternus took over from former CEO Tim Cook on Sept. 1 and he'll have some rather large shoes to fill after Cook helped turn Apple into a $4.6 trillion behemoth.
The company is widely expected to debut its first foldable iPhone during the presentation, as well as its iPhone 18 Pro and Pro Max models and the Apple Watch Series 12 and Ultra 4.
Elsewhere, Wall Street is waiting with bated breath for Anthropic (ANTH.PVT) to publicly drop its S1 investing prospectus. The filing with the Securities and Exchange Commission will provide potential investors with their first look at the AI startup's financials and outlook, as well as more information about its data center spending.
Rumors have swirled that the paperwork could come as early as this week, though more recent rumblings point to October.

#Apple #Tech

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.

#samsung #category

Synopsys (SNPS), a leading provider of software used to design, verify, and test semiconductor chips, remains one of the most dominant players in electronic design automation (EDA). Its EDA software and semiconductor intellectual property (IP) solutions play a critical role in the development of increasingly sophisticated chips.
Moreover, the company has expanded its capabilities with its approximately $35 billion acquisition of Ansys, bringing semiconductor design and engineering simulation under one roof. However, the integration has also brought restructuring and workforce reductions.
Micron Stock More Than Tripled in 2026. Now Taiwan Strike Threat Could Shake the AI Boom.
Dear Adobe Stock Fans, Mark Your Calendars for September 10
Apple Stock: September Surprise Could Be Bigger Than a New iPhone

#Stock #synopsys

Micron Technology (MU) is facing an unusual problem after one of the strongest stretches in the company's history. Workers in Taiwan are threatening to strike over Micron's bonus structure, with two unions representing roughly 10,000 employees at the company's Taoyuan and Taichung facilities pushing for changes. More than 80% of participating union members backed strike action in an August survey, although a formal strike has not yet been authorized.
The timing is awkward for Micron. Its Taiwan operations are central to its memory manufacturing network just as artificial intelligence (AI) demand has pushed DRAM and high-bandwidth memory (HBM) into an extraordinary upcycle.
How to Play SNPS Stock as Layoffs Hit Synopsys
Dear Adobe Stock Fans, Mark Your Calendars for September 10
Apple Stock: September Surprise Could Be Bigger Than a New iPhone

#memory #taichung