Amazon’s AWS strength and Apple’s iPhone sales are driving market optimism, but Meta’s 11% plunge reveals underlying tech sector fragility. Investor rotation patterns suggest changing market dynamics ahead.
Apple just delivered a stunning $102.47 billion quarter despite supply constraints. The real story isn’t the numbers—it’s the AI transformation brewing beneath the surface. Here’s what comes next.
Apple’s latest quarterly results reveal a concerning iPhone revenue miss despite overall beats. The company’s services and wearables segments are picking up the slack as product sales slow.
Apple has achieved a historic $4 trillion market cap despite AI delays. Strong iPhone 17 demand, tariff diplomacy, and a favorable Google ruling have bought crucial time. But can Apple deliver on AI before patience runs out?
Samsung is reportedly preparing major upgrades for the Galaxy Z Fold 8, including crease-eliminating technology and S Pen revival. The strategic moves come as Apple prepares its own foldable iPhone for 2026, setting up a high-stakes battle in the premium smartphone market.
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Apple’s highly anticipated large-screen foldable iPad faces significant delays as engineers grapple with technical challenges. The device’s launch has reportedly been pushed to 2029 due to unresolved issues with display panels and overall weight.
Apple’s ambitious plans for a large-screen foldable iPad have encountered significant engineering obstacles, pushing the anticipated launch timeline to 2029 or later, according to reports from Bloomberg. The technology giant had originally targeted a 2028 release for what sources describe as an “18-20 inch foldable device” that would represent a new category in Apple’s product lineup.
Apple reportedly has a secret AI chatbot project called Veritas that’s creating buzz in Silicon Valley. According to analyst Josh Brown, this internal tool could significantly impact Apple’s stock performance if released to consumers.
Apple investors may be underestimating the potential impact of the technology giant’s artificial intelligence initiatives, according to analysis from Ritholtz Wealth Management CEO Josh Brown. Sources indicate the company has been testing an internal AI chatbot called Veritas that reportedly provides contextual responses based on users’ personal information and circumstances.
