What to Expect in the Week Ahead (MU, ACN, FDX Earnings; FOMC Decision)
Apple is going to release a foldable phone.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
Is Cook restless too? It has been reported that he dined with Trump at Mar-a-Lago...
① Apple CEO Cook dined with Trump at Mar-a-Lago, marking their first meeting since Trump's election win. ② Cook has become the latest technology giant executive to meet with the elected president, following contact with executives from OpenAI, Meta, Amazon, and others.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
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