Independent thinking for complex markets and current events
President Trump has touched down in Beijing today for a high-stakes summit with Xi Jinping, but the real story is the manifest on Air Force One. In a move that signals a pivot from “decoupling” to “deal-making,” the President has brought a $870 billion delegation of America’s most powerful billionaires. This is not a diplomatic …
“Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.” https://www.bloomberg.com/news/articles/2026-05-05/apple-explores-using-intel-and-samsung-to-build-main-device-chips-in-the-us
Apple is pulling a classic “stealth hike” to protect their 48% margins, and the market is just starting to wake up to the trick. Yesterday’s guidance of 14-17% revenue growth looked like a miracle given the 9% consensus, but the math didn’t add up until the Mac Mini update dropped. By killing off the $599 …
Apple News stories from conservative outlets rise to a paltry 2% in February from 0%: ‘Damage control’ Less than 2% of the top stories on Apple News last month came from right-leaning news outlets — a paltry increase from 0% a month earlier that amounts to “damage control” in the face of a possible federal …
Wow, why is Buffett & team selling out of these massive names? https://t.co/oWLHPOhKzx — Jon Brooks (@jonbrooks) February 17, 2026 ‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd …
Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just …
Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis. The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. https://www.cnbc.com/2026/01/29/apple-aapl-earnings-report-q1-2026.html Investors question …
You could see in the syringe that it was the color of apple cider vinegar too. pic.twitter.com/D9Fb3h4NTp — 🦉𝕁.𝕁. ℝ𝕖𝕖𝕧𝕖𝕤📚 (@AuthorJJReeves) January 28, 2026
Apple CEO Tim Cook has sent his staff a personal memo following a backlash after he attended a VIP party with Donald and Melania Trump at the White House. Cook, 65, went to a private premiere of the Melania documentary on Saturday night, just hours after the brutal death of ICU nurse Alex Pretti, who …
High memory prices prompt Apple to visit South Korean factories daily, causing hotel boom Samsung and SK hynix factory workers are likely tired of seeing the same faces every day. Apple has reportedly kept executives stationed in hotels near the factories. The memory shortage may impact smartphone prices, prompting the company to lobby for long-term …
PRIVACY, YOU’RE DOING IT WRONG: Italy antitrust agency fines Apple $116 million over privacy feature; Apple announces appeal. Italy’s antitrust authority fined Apple 98.6 million euros ($116 million) on Monday after determining that operating one of its privacy features restricted App Store competition. Apple said it would appeal the sanction. Apple abused its dominant position with …
Apple spent $750B on buybacks for 10yrs and Tim Cook is overrated. by inwallstreetbets “Just imagine Apple had reduced buybacks and spent more on focused R&D in order to deliver on-device AI with more intelligent Siri…. The market cap. would be higher than $4T (Probably, a lot higher than NVDA). Given the fact that Microsoft, …
BREAKING: The End of Apple As We Knew It In 72 hours, Apple lost four senior executives. But that is not the story. The story is this: Nearly every designer who worked under Jony Ive has now left the company. The team that built the iPhone, the Apple Watch, the iPad, the AirPods. Gone. Where …
This news is totally insane CEOs of Walmart and Amazon want Americans to receive stimulus again. They want it so bad! h/t @LockedUpLarry
🚨BREAKING: Apple launches Digital ID in the U.S. pic.twitter.com/UGnqBTDd7W — Spencer Hakimian (@SpencerHakimian) November 12, 2025 iPhone and Apple Watch owners in the United States will now be able to carry a copy of their U.S. passport on their device, which they can then use at TSA checkpoints across more than 250 U.S. airports when …
[NEWS] GM is officially cutting Apple CarPlay and Android Auto: CEO Mary Barra confirmed the phase-out, saying GM will move to a single, native in-car system built on a new centralized computing platform. Meaning, by 2028, every GM vehicle will run its own interface. And will… — Car Dealership Guy (@GuyDealership) October 24, 2025 Both …
https://www.theverge.com/news/805387/warner-bros-sale-netflix-amazon-apple-interested Three of the rumored potential buyers for entertainment titan Warner Bros. Discovery are tech companies. Netflix, Amazon, and Apple are all interested in buying Warner Bros. Discovery as a whole or acquiring pieces of the company, like its content libraries and production assets, according to Bloomberg. Earlier this week, Warner Bros. Discovery announced it …
🚨🚨RED ALERT!!! Texas just opened the gates to digital tyranny. SB2420, a dystopian UK-style online ID law, will force Texans by Jan 2026 to verify their age to access the most basic online services marking the first step towards nationwide Digital ID. pic.twitter.com/wCBUIq6TWy — ZeeeMediaOfficial (@zeeemedia) October 16, 2025 Starting on January 1, 2026, Apple …
While Americans are told to wait for the mythical return of domestic manufacturing, Apple and Google are quietly building the future but not here. Apple is moving its next wave of smart home hardware to Vietnam. Google is investing $15 billion in a massive AI data hub in India. The United States gets press releases, …
https://imgur.com/gallery/unigate-mHj9XFT#4Ded6Wn iPhone 17 Pro series breaking right at the antenna joint! 😱 Apple calls it a “unibody” design, but the camera module is first attached to a plastic antenna and then to the main body. No wonder it snaps here when kept in the back pocket! 📱 Better network & Wi-Fi, but fragile build—handle with …
https://www.telegraph.co.uk/business/2025/09/14/apple-blocks-daily-mail-from-news-app/ The Daily Mail has called for a crackdown on Apple amid accusations that the tech giant has shut the publisher out of its news app. Apple has refused to allow the Mail to feature its articles on Apple News, Britain’s most widely used news app, the news group has told the Competition and Markets …
Apple did not deliver innovation. It delivered a thinner phone with weaker specs, a higher price, and hidden compromises disguised as features. The iPhone 17 Air costs $999, has a single rear camera, and offers less battery life than the cheaper iPhone 17. Apple described it as “a paradox you have to hold to believe” …
He said $600bn because Tim quoted that number; Zuck hates Apple, so he is unable to say a lower number. CFO in shambles — martin (@rev1ck) September 5, 2025 How much money are you spending in America Zuck? 🇺🇸 $META Probably $600 billion, the exact same amount as $AAPL… pic.twitter.com/WUqKwbEtmF — Special Situations 🌐 Research …
Berkshire Hathaway now owns 5.04 million shares of UnitedHealth Group, worth $1.57 billion as of June 30. https://www.msn.com/en-ca/money/topstories/berkshire-invests-in-unitedhealth-trims-apple-stake/ar-AA1KxN2n and, another one MICHAEL BURRY ADDS $115M OF $UNH pic.twitter.com/69BNEvrdXX — amit (@amitisinvesting) August 14, 2025 The position was built quietly over two quarters. “Warren Buffett’s Berkshire Hathaway revealed a new stake in troubled insurer UnitedHealth after …
Meta, Google, and Apple are not really protecting kids. They are racing to control who scans them first. This is about power, not safety. New laws in Utah, Texas, and Louisiana force platforms to check user ages, get parental consent, and block harmful content. The tech giants are at odds. Meta wants app stores to …
Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Cook appeared with President Donald Trump in the White House on Wednesday. At the White House on Wednesday, Cook appeared with Trump to announce Apple’s plans to spend $100 billion on American companies and American parts over …
🚨 BREAKING: President Trump will announce a whopping $100 BILLION APPLE investment into the United States for manufacturing. That is an increase in Apple's total investment plans to $600 BILLION. Wow. pic.twitter.com/qgQuLtYvIH — Eric Daugherty (@EricLDaugh) August 6, 2025 BREAKING: President Trump to make announcement from Oval Office today at 4:30 PM ET. — Leading …
On Friday morning, former President Donald Trump took to Truth Social to address Apple CEO Tim Cook directly. His message was unmistakable: "I expect their iPhones, sold in the United States of America, to be manufactured and built in the United States—not India or anywhere… pic.twitter.com/eZLD8WeWiQ — Jackson (@Jackson_00j) August 3, 2025 Whatever was said …
Apple delivered $94 billion in revenue in Q3 2025, up nearly 10 percent year‑on‑year, and posted earnings per share of $1.57, above expectations. “Apple shares fell after the company trimmed its stock buyback program … ‘The $100 billion buyback announced is below the $110 billion announced a year ago, which we found as a bit of a head‑scratcher,’” said …
On July 30 2025 the Trump administration held a White House event called “Make Health Tech Great Again” to unveil what is being billed as a digital health ecosystem. Over 60 organizations including Google, Amazon, Apple, Cleveland Clinic, UnitedHealth Group, Oracle and Anthropic signed on to voluntary data‑sharing and interoperability frameworks managed through CMS. The initiative promotes …