Apple Jury Awards Taction a Record $5.7 Billion Over iPhone and Watch Haptics
A San Diego jury awarded Taction $5.72 billion after finding Apple’s Taptic Engine infringed two patents. Apple says it will appeal.
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Apple-Qualcomm Patent Renewal Draws Mixed Analyst Views After 2019 Legal Fight
Qualcomm renewed its Apple patent license from April 1, 2027. After their 2019 legal fight, Apple still needs the patents even as it builds its own modems. Analysts are split.
BofA Calls Stable iPhone Waits “Incrementally Positive”
Banks split on iPhone 18 Pro lead times. BofA calls stable-to-longer waits incrementally positive; UBS sees a slight demand lift. China is still weak.
Apple Considers a Return to the Server Business With M8 AI Machines
After ending Xserve in 2011, Apple may sell AI servers again. Two or four M8 Ultra chips. Possible Nvidia link. Launch window: 2029. Still unconfirmed.
Skyworks Shares Jump After CEO Says Qorvo Deal Is on Track to Close This Year
Investors pushed Skyworks higher after CEO Philip Brace said the $22 billion Qorvo combination is nearing a close.
Apple’s “Surprise and Shine” Launch: Wall Street Sees Prices In Line, Split on the Foldable Duo
JPMorgan, Citi, BofA and others weigh Apple’s new iPhones. Pricing looks measured; the foldable Duo draws both praise and caution.