• AAPL
• QCOM

Qualcomm shares down after report of Apple’s in-house modem debut

Qualcomm shares fell 1% after reports of Apple debuting in-house modems in the iPhone SE, potentially impacting Qualcomm's profits significantly by 2027.

• AAPL
• GOOGL

US appeals court upholds TikTok law forcing its sale

A U.S. appeals court upheld a law requiring ByteDance to divest TikTok by January 19 or face a ban, citing national security concerns.

• AAPL

KeyBanc remains bearish on Apple stock as latest data 'appears modestly negative'

KeyBanc reiterates Underweight rating on Apple, citing negative trends, high valuation, and slow growth across product lines, with concerns about revenue estimates being too optimistic.

• 005930
• AAPL
• GOOGL
• INTC
• NKE

Vietnam's soaring US trade surplus stokes new fears of Trump tariffs

• AAPL

Apple to invest $1 billion in new Indonesia plant- government

Apple plans a $1 billion investment in Indonesia for manufacturing, responding to local content requirements after a ban on iPhone 16 sales due to non-compliance.

• AAPL
• AMD
• NVDA
• TSM

TSMC in talks with Nvidia to produce Blackwell AI chips at Arizona plant - report

TSMC is negotiating with Nvidia to produce Blackwell AI chips in Arizona, starting production in early 2024 and expanding domestic semiconductor manufacturing with significant investments and subsidies.

• AAPL

Apple plans $1 billion manufacturing plant investment in Indonesia, minister says

Apple plans to invest $1 billion in a manufacturing plant in Indonesia after facing a ban on iPhone 16 sales due to local content requirements.

• AAPL
• AMD
• NVDA
• TSM

Exclusive-TSMC in talks with Nvidia for AI chip production in Arizona, sources say​

TSMC is in talks with Nvidia to produce Blackwell AI chips in Arizona, while packaging will remain in Taiwan. TSMC's Arizona facility aims to begin production next year.

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• AAPL

Foxconn says Nov revenue +3.47% y/y, Q4 outlook strong

Foxconn reported a 3.47% revenue increase in November, reaching T$672.6 billion, with expectations for significant growth in the fourth quarter.

• AAPL
• GOOGL
• V

Trump picks Gail Slater to head Justice Department's antitrust division

Trump appointed Gail Slater to lead the DOJ antitrust division, focusing on enforcing competition laws against major companies like Google and Apple, amidst ongoing scrutiny of Big Tech.