Record Smartphone Slump Ahead: Shipments Hit Lowest Since 2013 Amid Chip Chaos
Global smartphone shipments plunge 12-13% in 2026—the worst drop ever—due to AI-driven memory chip shortages pushing prices sky-high, per IDC & Counterpoint.
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Apple Boosts U.S. Chip Purchases: TSMC Arizona Plant Secures Major Order, Stock Hits Record High
Apple plans to purchase well over 100 million chips from TSMC’s Arizona factory in 2026—a major increase that signals strong demand for advanced U.S.-made semiconductors and has pushed TSMC shares to record highs.
Berkshire Hathaway's Last Buffett Quarter: Trims Apple and BofA, Adds New York Times Stake
Berkshire Hathaway, under Warren Buffett's last quarter as CEO, sold big chunks of Bank of America and Apple shares while starting a new stake in The New York Times.
Danaher to Acquire Masimo in $9.9 Billion Deal – Boosting Patient Monitoring Tech
Danaher Corporation announces a major $9.9 billion acquisition of Masimo, a leader in pulse oximetry and patient monitoring. The cash deal at $180 per share strengthens Danaher's diagnostics business and aims to improve patient care in hospitals.
TSMC's January Revenue Surges 37% on Booming AI Chip Demand
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.