$Apple(AAPL)$ 2026 estimates point to smartphone sales declining more than 14% by year end. The drop is tied to sharp memory cost increases, which are forcing price hikes to avoid major profit losses. The bigger question is where the sales declines and price hikes will hurt the most. Android is forecast to take the hardest hit, with up to a 25% decline in sales spread across all Android makers. That hits them hardest in their bread and butter low-end budget tiers, and somewhat in the midrange as well. This does not include Huawei, which may see a small decline in absolute sales. Samsung and Chinese OEMs cannot absorb the cost increases, so they have to raise prices, which may reduce sales and demand at those price points. That is just how thi
I think once the rate decision is out of the way, the market could bounce back, and $Advanced Micro Devices(AMD)$ with some momentum might have a clear path past 520.
$Apple(AAPL)$ Q3 results show the ecosystem keeps getting stronger. iPhone demand is still solid, Services reached an all-time high of $21.2B, and Vision Pro adoption is picking up real momentum. The focus on AI innovation and sustainability is delivering value to shareholders, not just changing the tech landscape. With a strong product pipeline for fall and a disciplined capital return program, there's good reason to be confident about long-term value creation. Apple's team continues to execute well. The future looks bright.
BTC.XThe first leg up was from $63K to $80K. The second leg is happening now from $80K to $92K, and then we could see a third green candle from $92K to $103K before a small pause. After October/November, the biggest bull cycle should be here for the next 1064 days. 365/1064. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Apple(AAPL)$
$Advanced Micro Devices(AMD)$ $Snowflake(SNOW)$ AI consumption is clearly speeding up. Snowflake's product revenue came in at +37% YoY, with a meaningful step-up in AI revenue. Enterprise inference is exploding too. CoCo added 2,000 accounts QoQ to reach 9,100+, which points to real production AI workloads that need compute. Demand is ahead of expectations. The FY27 product-revenue guide was raised to $5.84B and $6.07B. And the acceleration isn't stopping. Q3 is guided at +37–38%. From an AMD read-through, more enterprise inference means more hyperscaler compute, which expands the addressable market for Instinct and Helios. Snowflake is another strong demand-side c
The AI infrastructure build-out keeps expanding, and Applied Digital is positioning itself in the middle of the demand for large-scale data-center capacity. There is no real question about whether AI needs more compute. The question is who will have the infrastructure ready when demand picks up. $APPLIED DIGITAL CORP(APLD)$ has serious potential if execution keeps improving and the company keeps converting AI and data-center demand into long-term contracts and revenue. I am watching this one closely. Strong execution, growing AI demand, and expanding infrastructure make this a setup worth paying attention to. I am not chasing the noise here. I am watching the fundamentals, the contracts, and the growth.
$Apple(AAPL)$ John Ternus officially took over as Apple's CEO on Sept 1, 2026, marking the end of Tim Cook's 15-year run. Cook has moved into the role of Executive Chairman of the Board. Ternus, 51, is a 25-year Apple veteran and a mechanical engineer by training, and unlike Cook, who came from operations and supply chain, Ternus is more of a product guy. He joined Apple's product design team in 2001, and his first assignment was working on a monitor that wasn't particularly successful. He stuck with it and eventually climbed the ranks to become Senior Vice President of Hardware Engineering in 2021. He has directly overseen major hardware lines including the iPhone, iPad, Mac, AirPods, and Apple Watch, and he led Apple's transition to in-hous