A Closer Look at FY1Q26 (December) ResultsRevenueApple reported total revenue of $143.76 billion (up 16% y/y) above the Street's $138.39 billion estimate and well above the company’s guidance of 10% y/y – 12% y/y growth with the company’s installed base surpassing 2.5 billion and the company seeing
We would also point out that to date, China has invested over $15B in its domestic quantum ecosystem, compared to just under $8B in the US (per QED-C State of Global Quantum Industry), once again highlighting the need for additional Federal funding of the US' quantum ecosystem.Given the vested inte
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
MU, Memory, SNDK: Breaks ground on ~$24B advanced wafer fab in SingaporeView: MU broke ground yesterday on an advanced wafer fabrication facility located within the company's existing NAND manufacturing complex in Singapore. This new facility represents a planned investment of approximately $24B ov
The report deals with the statistical and graph (non technical) analysis of Apple stock. It includes analysis of stock returns, analysis of volume patterns and the stock’s beta coefficient. Moreover, the report provides information about Apple stock’s listing and participation in indices, and the stock’s shareholder structure. Apple Inc. is a leading global technology company headquartered in Cupertino, California, best known for its consumer electronics, software and online services. Its p...
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