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#apple-earnings
fromwww.mercurynews.com
18 hours ago
Apple

Apple's upbeat forecast clouded by fears about rising costs

Apple reported record quarterly sales and raised Q2 revenue guidance to 13–16%, while warning rising memory prices and supply constraints could squeeze gross margins.
fromFortune
1 day ago
Apple

Apple's blowout Q1 results were a reminder of what makes the company so impressive-and why it's floundering in AI | Fortune

Apple posted stronger-than-expected holiday-quarter results driven by iPhone 17 demand and China growth, while offering little detail about its AI vision.
fromFortune
1 day ago
Apple

Apple's blowout Q1 results were a reminder of what makes the company so impressive-and why it's floundering in AI | Fortune

more#apple-earnings
Apple
fromBusiness Insider
1 day ago

A shortage in memory chips is hitting tech hard, and even Apple's not immune

Rising global memory chip prices are beginning to squeeze Apple's margins and are expected to weigh more heavily in the second quarter.
fromTheregister
1 month ago

Omdia expects datacenter capex to hit $1.6T by 2030

Datacenter capital expenditure is forecast to grow 17 percent annually through 2030, reaching $1.6 trillion, with supply chain constraints pushing up the price of components. The latest Cloud and Datacenter Market Snapshot [PDF] from analyst Omdia states that investment into AI infrastructure continues apace, despite all the talk of it being a bubble ready to burst. However, adoption of AI remains relatively low, it claims, with many more users and higher usage per user expected.
Silicon Valley
fromIT Pro
3 months ago

Is an 'AI' bubble about to pop?

On a number of measures, equity market valuations appear stretched, particularly for technology companies focused on Artificial Intelligence, it said. This, when combined with increasing concentration within market indices, leaves equity markets particularly exposed should expectations around the impact of AI become less optimistic.
UK news
Alternative transportation
fromSustainable Bus
5 months ago

"The coach market already offers a viable business case for electrification". Take Barbaros Oktay's word for it - Sustainable Bus

MAN Truck & Bus faces production and supply-chain challenges but strong demand; launching an electric coach first and relying on subsidies and frameworks for electrification.
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