iPhone’s Big Comeback: Morgan Stanley Sees Apple Gaining Market Share in 2026
Morgan Stanley’s survey shows iPhone upgrades at record highs, switching to Apple at 5-year peak. Apple set to be only major brand gaining share in 2026.
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Himax: The Hidden Supplier Powering Nvidia's AI Revolution and Apple's Smart Glasses
Hunterbrook report reveals Himax as stealth supplier of key optical components for Nvidia's AI data centers and possibly Apple's smart glasses. Stock jumps amid massive upside potential in CPO and AR tech.
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.
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.