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38 articles tagged Apple.
Apple posts record $144B revenue driven by iPhone 17 sales in China. Blackstone launches its largest IPO pipeline in history, signaling a reopening of the private capital exit market. Geopolitical tensions push Brent crude above $70, while Canadian oil producers diversify exports to China.
Apple defies AI capex norms with record margins, while Tesla pivots to robotics. Sandisk's earnings signal a memory supercycle driven by AI data centers.
Apple's record holiday quarter triggers a strategic rotation into Asian tech equities, particularly Korea and China. Analysts highlight the shift from US-centric AI portfolios to APAC markets, driven by valuation gaps and strong earnings recovery. The episode also examines the impact of Fed leadership changes and geopolitical risks on global currency and commodity trends.
Apple secures its second-largest acquisition to bolster AI capabilities while SAP faces a significant valuation correction due to cloud backlog concerns. The episode also highlights the late-stage success of Italian tech entrepreneur Giuseppe Criper and strong earnings from DWS and SanDisk.
Meta and Microsoft diverge in market reaction to massive AI capital expenditures. Meta's revenue acceleration offsets spending concerns, while Microsoft's cloud slowdown triggers sell-off. Apple faces margin pressure from rising memory costs.
