Amazon Eyes Globalstar Takeover to Challenge Starlink
Amazon is negotiating to acquire Globalstar to speed up its satellite internet project and compete with Elon Musk’s Starlink. Apple’s 20% stake adds complexity to the deal.
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Apple Adds Bosch, Cirrus Logic, TDK & Qnity to Boost American Production
Apple is adding Bosch, Cirrus Logic, TDK, and Qnity Electronics to its American Manufacturing Program with a $400 million investment through 2030.
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.
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.