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.
/ 77 items
#AAPL↓
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.
Rothschild Sees 30% Upside for Apple Stock on Foldable iPhone Ultra and AI Reset
An Nvidia partnership for open-source AI models could fix Apple Intelligence and drive 30% upside.
Jefferies Downgrades Apple to Underperform After Cancelling 20th-Anniversary All-Glass iPhone
Apple scraps planned 20th-anniversary all-glass iPhone over production issues. Jefferies cuts rating and EPS estimates.