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#apple #ai #tim-cook #intel #john-ternus #technology #ceo-transition #stock-market #ai-chips #nvidia #leadership
#nvidia
Business
from24/7 Wall St.
5 hours ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
from24/7 Wall St.
2 days ago

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.
Business
from24/7 Wall St.
5 hours ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
from24/7 Wall St.
2 days ago

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.
more#nvidia
#apple
fromTechCrunch
1 day ago
Apple

Apple under Ternus: what comes next for the tech giant's hardware strategy | TechCrunch

fromFast Company
7 hours ago
Apple

Apple's CEO transition is one of the most carefully choreographed in corporate history. Here's what comes next

Apple
fromWIRED
2 days ago

Apple's Next CEO Needs to Launch a Killer AI Product

Apple's new CEO, John Ternus, is expected to launch a revolutionary AI product that simplifies technology for the masses.
Apple
fromComputerworld
2 days ago

Apple may be the only laptop vendor to grow in 2026

Apple's strategic focus on services and ecosystem integration has strengthened its market position and profitability despite a small share of the PC market.
Apple
fromThe Verge
2 days ago

AirPods, Touch Bars, and the rest of Tim Cook's legacy

Tim Cook's succession by John Ternus may lead to significant changes at Apple.
Apple
fromTechCrunch
1 day ago

Apple under Ternus: what comes next for the tech giant's hardware strategy | TechCrunch

Apple's new CEO John Ternus will focus on AI-powered hardware and product innovation as the company navigates competitive pressures.
Apple
fromFast Company
7 hours ago

Apple's CEO transition is one of the most carefully choreographed in corporate history. Here's what comes next

Tim Cook will step down as CEO of Apple, succeeded by John Ternus, marking a carefully planned leadership transition.
Apple
fromArs Technica
2 days ago

Six things I'll remember when I think about Tim Cook's version of Apple

Under Tim Cook, Apple achieved significant financial success but became less innovative in product announcements.
Apple
fromWIRED
2 days ago

Apple's Next CEO Needs to Launch a Killer AI Product

Apple's new CEO, John Ternus, is expected to launch a revolutionary AI product that simplifies technology for the masses.
Apple
fromComputerworld
2 days ago

Apple may be the only laptop vendor to grow in 2026

Apple's strategic focus on services and ecosystem integration has strengthened its market position and profitability despite a small share of the PC market.
more#apple
#framework
Tech industry
fromZDNET
3 hours ago

Framework Laptop 13 Pro vs. MacBook Neo: These Windows rivals are more similar than expected

Framework's Laptop 13 Pro offers a modular alternative to Windows PCs, appealing to consumers seeking customization and repairability.
Gadgets
fromEngadget
4 days ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
4 days ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
Tech industry
fromZDNET
3 hours ago

Framework Laptop 13 Pro vs. MacBook Neo: These Windows rivals are more similar than expected

Framework's Laptop 13 Pro offers a modular alternative to Windows PCs, appealing to consumers seeking customization and repairability.
Gadgets
fromEngadget
4 days ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
4 days ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
more#framework
Artificial intelligence
fromTNW | Insights
4 hours ago

Sequoia distributes 200 engraved Mac Minis at AI event as OpenClaw becomes the infrastructure layer VCs cannot own

Sequoia Capital distributed 200 custom Mac Minis at an event, positioning itself at the forefront of the emerging agentic AI landscape.
Intellectual property law
fromFuturism
4 hours ago

Devious New AI Tool "Clones" Software So That the Original Creator Doesn't Hold a Copyright Over the New Version

Generative AI challenges copyright by using copyrighted material without permission, creating tools that bypass existing licenses.
European startups
fromFortune
2 days ago

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.
Venture
fromwww.businessinsider.com
22 hours ago

AI is igniting a love affair between Silicon Valley and the consulting industry

Consulting firms are increasingly partnering with AI startups to adapt to rapid technological changes in the industry.
Mobile UX
fromGSMArena.com
1 day ago

Samsung Galaxy Book6 Edge with Snapdragon X2 Elite chip leaks

Samsung introduced the Galaxy Book6 Edge, an ARM-powered laptop featuring Snapdragon X2 Elite processor and 16-inch OLED display.
fromTNW | Opinion
1 day ago
Business intelligence

How web intelligence is powering the next wave of AI Infrastructure

The web intelligence industry is evolving to support AI's growing demands for multimodal data processing, particularly in handling video content.
#tim-cook
Podcast
fromWIRED
2 days ago

Apple's Next Chapter, SpaceX and Cursor Strike a Deal, and Palantir's Controversial Manifesto

Tim Cook's departure as CEO of Apple raises questions about the company's future direction.
Apple
fromwww.businessinsider.com
3 days ago

Tim Cook had bold visions for Apple. See which ones came true.

Tim Cook's leadership at Apple saw significant growth, with predictions about tablets and smartwatches shaping the company's direction.
Apple
fromTechCrunch
4 days ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromFast Company
5 days ago

5 ways Tim Cook remade Apple

Tim Cook will transition to executive chairman, with John Ternus becoming Apple's next CEO, marking the end of Cook's leadership era.
Podcast
fromWIRED
2 days ago

Apple's Next Chapter, SpaceX and Cursor Strike a Deal, and Palantir's Controversial Manifesto

Tim Cook's departure as CEO of Apple raises questions about the company's future direction.
Apple
fromwww.businessinsider.com
3 days ago

Tim Cook had bold visions for Apple. See which ones came true.

Tim Cook's leadership at Apple saw significant growth, with predictions about tablets and smartwatches shaping the company's direction.
Apple
fromTechCrunch
4 days ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromFast Company
5 days ago

5 ways Tim Cook remade Apple

Tim Cook will transition to executive chairman, with John Ternus becoming Apple's next CEO, marking the end of Cook's leadership era.
more#tim-cook
Gadgets
fromThe Verge
4 days ago

Anker made its own AI chip

Anker's Thus chip introduces local AI to audio devices, starting with earbuds, offering smaller size and lower power consumption for complex computations.
fromwww.businessinsider.com
1 day ago

You can thank Tim Cook for the large iPhones

Steve Jobs once stated, 'You can't get your hand around it. No one's going to buy that,' referring to smartphones larger than 4 inches. However, Tim Cook proved him wrong by expanding the iPhone's size significantly.
Apple
#intel
Business
from24/7 Wall St.
2 days ago

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.
Business
fromFortune
1 day ago

Intel's blowout quarter just sparked its best day since 1987 | Fortune

Intel's strong profit report drove U.S. stock market records, while oil prices fluctuated amid ongoing tensions related to the Iran war.
Tech industry
fromFortune
2 days ago

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.
Tech industry
from24/7 Wall St.
2 days ago

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.
Tech industry
fromTechzine Global
2 days ago

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.
Business
from24/7 Wall St.
2 days ago

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.
Business
fromFortune
1 day ago

Intel's blowout quarter just sparked its best day since 1987 | Fortune

Intel's strong profit report drove U.S. stock market records, while oil prices fluctuated amid ongoing tensions related to the Iran war.
Tech industry
fromFortune
2 days ago

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.
Tech industry
from24/7 Wall St.
2 days ago

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.
Tech industry
fromTechzine Global
2 days ago

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.
more#intel
Tech industry
fromTechCrunch
2 days ago

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.
fromTechzine Global
3 days ago

TSMC: Faster chips without a new ASML machine

"This is where I think our R&D has done exceptionally well in terms of leveraging existing EUV technology while setting an aggressive technology scaling roadmap," says Kevin Zhang, deputy co-chief operations officer and senior vice president at TSMC. "This is definitely a strength."
European startups
#ai
more#ai
Intellectual property law
fromTNW | China
22 hours ago

The US wants to cut off China's chip equipment. China says the supply chain will break for everyone.

US chip export legislation threatens global semiconductor supply chains, prompting China's Ministry of Commerce to issue a warning about severe disruptions.
Mobile UX
fromGSMArena.com
4 days ago

Qualcomm's Snapdragon 8 Elite Gen 6 might be made by Samsung

Qualcomm is considering Samsung for manufacturing its upcoming Snapdragon 8 Elite Gen 6 SoCs using a 2nm process.
Gadgets
fromTheregister
4 days ago

Framework punts modular 13in laptop with Core Ultra Series 3

Framework has launched redesigned modular laptops with customizable features and improved performance, emphasizing user requests and the right to repair.
fromTNW | Business
2 days ago
Tech industry

Intel's revival is real: $13.6B in Q1

Q1 revenue of $13.6 billion exceeded expectations, driven by strong Data Centre and AI growth, resulting in significant stock gains.
fromTNW | Artificial-Intelligence
22 hours ago
Business

AI stocks vs dot-com bubble: CAPE at 38, concentration above 2000 levels, but companies are actually profitable

The Shiller CAPE ratio is at 38-40, indicating potential market risks similar to the dot-com bubble.
#ai-chips
Artificial intelligence
from24/7 Wall St.
3 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
Artificial intelligence
from24/7 Wall St.
3 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
Tech industry
fromwww.businessinsider.com
4 days ago

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.
more#ai-chips
Apple
fromThe Verge
1 day ago

The US gets the worst phones

Apple and Samsung's slow innovation has created a gap in the US smartphone market compared to global competitors.
#meta
Tech industry
fromTNW | Amazon
1 day ago

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.
Tech industry
fromComputerworld
1 day ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Tech industry
fromInfoWorld
1 day ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Tech industry
fromTNW | Amazon
1 day ago

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.
Tech industry
fromComputerworld
1 day ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Tech industry
fromInfoWorld
1 day ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
more#meta
#google
fromTNW | Deep-Tech
4 days ago
Tech industry

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Tech industry
fromTNW | Deep-Tech
4 days ago

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.
Tech industry
fromTheregister
2 weeks ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
more#google
European startups
fromwww.dw.com
6 days ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
Apple
fromTechCrunch
2 days ago

Marked-up Mac minis flood eBay amid shortages driven by AI | TechCrunch

Mac mini shortages have led to inflated prices on eBay amid increased demand for AI applications.
Business
from24/7 Wall St.
2 days ago

SanDisk Climbs 295% YTD as AI Fuels Memory Mania: Can Q1 Results Justify the Run?

SanDisk shares are down 5% but have rallied 295% YTD, driven by AI demand and upcoming earnings expectations.
fromYanko Design - Modern Industrial Design News
6 days ago

Two Makers Just Built the Pocket Linux PC Big Tech Refused To Make - Yanko Design

The CyberFold is a foldable clamshell cyberdeck that bears a striking resemblance to an oversized Nintendo Game Boy Advance SP. Inside is a surprisingly capable Linux computer, complete with a touchscreen, a full QWERTY keyboard, stereo speakers, and a proper port selection.
Gadgets
Business
from24/7 Wall St.
3 days ago

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan and Goldman Sachs raised price targets for Lam Research, citing strong AI-driven chip demand and a positive long-term outlook.
#ai-infrastructure
Artificial intelligence
from24/7 Wall St.
4 days ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
Tech industry
from24/7 Wall St.
2 weeks ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Artificial intelligence
from24/7 Wall St.
4 days ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
Tech industry
from24/7 Wall St.
2 weeks ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
more#ai-infrastructure
Business
from24/7 Wall St.
6 days ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
Apple
fromGSMArena.com
1 day ago

iPhone 18 now rumored to get one key upgrade after all

iPhone 18 will feature 12GB of RAM and an A20 chipset, but may have some downgrades to reduce costs.
Tech industry
from24/7 Wall St.
3 days ago

Marvell's AI Story Just Got Stronger With Google - But Is it Too Late to Buy?

Marvell's shares surged 96% in three months, positioning the company as a strong contender in the custom silicon market.
Tech industry
fromwww.businessinsider.com
2 days ago

A former ByteDance engineer says China's AI industry is 'far behind' the US and the gap is getting worse

China is falling further behind the US in AI development, according to a former ByteDance engineer.
Apple
fromArs Technica
2 days ago

Apple's M4 Mac mini, including the $599 one, is gradually becoming impossible to buy

MacBook models are currently available, but Mac desktops face significant availability issues and longer shipping times.
Tech industry
fromTheregister
3 days ago

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.
Tech industry
from24/7 Wall St.
2 weeks ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
fromEngadget
6 days ago

The next Mac Studio and MacBook Pro releases could be postponed by several months

At least two of the company's upcoming machines could debut a little later than the company initially planned, referencing the refreshes to Apple's desktop and its laptop that's expected to get a touchscreen.
Apple
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