Browsing Tag
Apple
54 posts
Why Comcast (CMCSA) finally split: inside the NBCUniversal and Sky spinoff
Comcast (CMCSA) splits in two: NBCUniversal and Sky to spin off into a separate public company under Cavanagh; Angelakis returns as Comcast CEO. Read inside.
Globalstar (NASDAQ: GSAT) $10.9bn Amazon deal hinges on Apple veto resolution
Globalstar (NASDAQ: GSAT) signed a USD 10.9B Amazon merger at USD 90 per share. The real question is whether Apple's 20 percent stake blocks the deal.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.
Intel surges 9% after Trump says Apple agreed to build chips with Intel in America
Intel (INTC) surges 9 percent after Trump says Apple agreed to build chips with Intel in America, though the companies have not confirmed terms. Full analysis.
Dell Technologies revives XPS 13 at $699 as Apple MacBook Neo reshapes entry-level premium laptops
Apple made affordable premium laptops dangerous. Dell now answers with a $699 XPS 13. Read how this could reset the Windows PC fight.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Tim Cook steps aside as Apple CEO: Why John Ternus is a safe choice in a dangerous AI moment
Apple names John Ternus as CEO replacing Tim Cook from September 2026. What it means for AAPL investors, Apple's AI strategy, and the hardware-first era ahead. Read more.
AMZN stock rises 3.8% as Amazon seals $11.6bn Globalstar acquisition to expand Amazon Leo satellite network ahead of SpaceX IPO
Amazon to acquire Globalstar for $11.6bn to add direct-to-device satellite capability to Amazon Leo and power Apple's iPhone satellite services. What it means for markets and Starlink. Read more.
Moonbounce thinks AI safety is being solved the wrong way. Its $12m launch says that loudly
Moonbounce launches with $12 million to help enterprises control AI behavior in real time. Read why this emerging category could reshape AI governance.