AAPL Ticker Curator

Supply Chain Update

• 🔥 Broadcom Deal Extended: Broadcom extended its custom ASIC chip supply agreement with Apple through 2031, with Apple...

The Broadcom extension through 2031 secures Apple's custom ASIC chips for AI products and future iPhones.

• Apple perspective: Reinforces supply...

Apple has activated Siri voice customization in iOS 27 beta 3, unlocking Pace and Expressivity sliders with real-time previews that extend to Maps and...

Apple's new Home AI features demand the 2TB iCloud+ plan at $9.99/month, shutting out the 200GB tier despite its support for multi-camera setups. This feels like a cash grab to offset AI costs.

Apple regained the No. 2 spot in China’s smartphone market during the 618 festival via steep iPhone discounts, yet sales still fell 9% year over year as tougher comparisons and a slowing market exposed the limits of its pricing strategy.

• John Ternus succeeds Tim Cook on Sept. 1 with an inactive LinkedIn and no public social posts
• Tim Cook maintains millions of X followers for...

Apple's limited iPhone Ultra supply appears to be a deliberate strategy rather than a production shortfall.

• FOMO marketing: Low initial stock...

Siri AI and a dedicated app now reach the Apple Watch via watchOS 27 beta 3, delivering the first ChatGPT-like experience on the wearable with cross-device conversation syncing.

Gavin Baker warns that Apple devices lack the memory needed to run AI models locally, forcing greater DRAM demand from suppliers like Micron. With...

Apple's $250M settlement underscores the gap between hyped AI features and delayed delivery.

• Eligibility: US buyers of iPhone 16 series or 15 Pro...

Broadcom's extended partnership with Apple through 2031 reinforces its irreplaceable role in RF and connectivity chips, even as Apple advances...

Supply constraints could delay foldable iPhone availability until Q4 despite a September announcement, with just 500k-1M units expected in Q3 versus...

Apple has locked in supply chain stability by extending its Broadcom partnership through 2031 for iPhone RF chips, Wi-Fi, Bluetooth, and networking semiconductors. This continues their deep collaboration despite Apple's push into in-house designs.

Apple reports fiscal Q3 results on July 30 after the close, testing whether Q2 momentum holds.

• Services revenue: Q2 hit a record $31.0 billion;...

Supply Chain & Earnings

• 🔥 Foxconn Q2 Beat: Foxconn reported Q2 revenue of NT$2.513 trillion, up 39.8% and beating estimates, with strong AI...

Tech investor Dan Niles sees Apple's potential China memory exemption as likely, citing Tim Cook's policy track record, while calling the AI chip...

Foxconn's Q2 revenue jumped 39.8% to NT$2.513 trillion, beating estimates on strong AI server and iPhone-related demand. This points to healthy supply chain momentum for AAPL, even as the company flags risks from volatile global politics.

Memory stocks rebounded overnight after last week's sharp selloff triggered by Anthropic's potential Samsung partnership.

• Apple's response: Raised...

Incoming Apple CEO John Ternus has a nearly blank LinkedIn with zero posts and just two roles listed, making him a clear outlier as over two-thirds of...

Standard iPhone 18 and 18e models may lack Advanced Dictation Preview and expressive Siri voices, as their planned 9GB RAM falls short of the 12GB...