Apple Inc. is a market leader of technology products and services, and one of the largest companies in the world by market cap. Investors closely watch Apple's key decisions as they can impact the other major US listed companies connected to Apple in this list. These companies are involved in the development, production, and distribution of Apple products and services. Investing in these companies offers exposure to the potential growth opportunities of Apple's products and services. As Apple continues to innovate and release new products, investors see potential for more growth in revenue and earnings, and higher stock prices.
Likely buy, come Tuesday ~;-)
$NXP Semiconductors (NXPI.US)$
"Being able to run the full DeepSeek-R1 671B model — not a distilled version — at SambaNova's blazingly fast speed is a game changer for developers. Reasoning models like R1 need to generate a lot of reasoning tokens to come up with a superior output, which makes them take longer than traditional LLMs. This makes speeding them up especially import...
Compared Q4 2024 PCsShippingData and AMD,IntelAccording to the CPU sales situation during the same period, it is found that the PC industry once again has obvious excess inventory, and the supply in the channel has exceeded the...
2. Potential Valuation Under TSMC or Broadcom
Scenario A: Intel Foundry Spin-Off & Partnership (TSMC + Broadcom Investment)
• If Intel Foundry Services (IFS) is spun off and operated under a TSMC partnership, while Broadcom helps monetize chip design IP, it could unlock value.
• Intel’s Design Business (Core CPU, AI, Networking, etc.) could be valued at 2-3x revenue (~$80-120B).
• IFS under TSMC’s efficiency could be valued at 1.5-2x revenue (~$30...
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