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What does the year of transformation for the iPhone mean for the Apple supply chain?
Nomura believes that the iPhone 16 series launched this year does not fully adapt to AI applications in terms of hardware. The iPhone 17 series, expected to be launched in the second half of next year, may be Apple's first true AI phone, at which point Apple may readjust its product line. It is anticipated that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material and increase heat dissipation components.
Fed's Kugler Says Immigration, Productivity Gains Have Strengthened Economy
AAPL Stock Hits New High Despite Sales Slowdown: Tech Bull Says 'Street Is Realizing' iPhone 16 Marks The 'Start Of A Super Cycle' For Apple
Apple Exec Touts Amazon's AI Chips in Rare Endorsement - Report
Jeff Bezos' Amazon Unveils Powerful AI Chip Clusters To Supercharge Anthropic's Models, Challenging Nvidia And OpenAI's Dominance
Enemies to Friends? Mark Zuckerberg Wants 'Active Role' in Trump's Tech Policies
Tesla Car Crash In New York Claims 2 Lives, Cause Unclear: Report
S&P 500's Record-Breaking Streak In 2024 Could Signal Caution For Investors In 2025, Warn Analysts: 'Stocks Do Not Go Up Forever'
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Saxo Bank's "shocking predictions" for 2025 have arrived! Trump 2.0 destroys the dollar, nvidia's market cap skyrockets to twice that of apple, OPEC collapses...
This year, Shengbao Banks has once again made a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; nvidia's stock price will be well above $250; the first 3d printed heart will be introduced; oil prices will plummet, and OPEC will disintegrate...
Tesla's Global Sales Could Witness A Decline Due To Slowdown In Europe And US, Even As China Set To Rise This Year, Warns Expert
Following other technology giants, Meta has also set its sights on nuclear energy.
On Tuesday, Meta announced plans to add 1-4 gigawatts of nuclear energy generation capacity in the early 2030s to meet the power demands of datacenters and the surrounding community. Unlike other technology giants, Meta is open to various reactor sizes, technologies, and locations, with some views suggesting that this means the company is "casting a wider net."
S&P 500 Hits Another High As Apple Tops $242 For The First Time: Fear Index Remains In 'Greed' Zone
Fed's Powell Is Speaking Today in Last Chance to Signal Next Move on Rates
The U.S. FTC has intensified its antitrust investigation into microsoft! This time, the focus is on its trade with OpenAI.
① The USA Federal Trade Commission (FTC) is intensifying its comprehensive antitrust investigation against microsoft, focusing on its partnership with OpenAI; ② Last week, there were reports that the FTC is conducting a wide-ranging investigation into microsoft and disclosed details of the investigation; ③ Microsoft accused the FTC management of leaking details, violating the agency's code of ethics, and requested that the USA FTC inspector general investigate the matter.
[Video] AWS CEO: Talks about new chips, NVIDIA, and ambitions in AI.
Matt Garman, the CEO of AWS (Amazon Web Services), shared his thoughts on Amazon's new ai chip array and a large-scale language model called "Nova". Garman mentioned partnerships with intel and nvidia during an appearance on "Bloomberg The Close." Amazon's new chip array, named "Project Rainier," is set to be equipped with hundreds of thousands of "Trainium2" semiconductors, aiming to enhance the current processing power of the ai startup Anthropic, in which Amazon is investing, by five times.
Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling'
Sony-Honda EV Dream Collides With Trump-Backed Policy Shift Reality Ahead Of 2026 US Launch
Google's Veo Video Generator Arrives On Cloud: How Oreo Maker Mondelez Is Using AI For Creative Content
Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.