WWDC26 reveal of Siri AI and iOS 27 set up Apple’s next iPhone cycle as AAPL whipsawed from $317 intraday to $301 close, with targets lifted to $350–$360.
Apple is being accused of overstating and misrepresenting Safari’s privacy features, leading users to believe their browsing data was more protected than it actually was. A new proposed class action alleges Safari allows third parties to track users through “fingerprinting” despite Apple’s claims that the browser prevents such tracking. According to the complaint, “Safari transmits […]
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Semiconductor losses topping $1T and Apple’s rebound are testing the S&P 500’s AI breadth. Concentration risk and rotation signals investors should watch.
The data leak could undermine Apple's supply chain diversification strategy, impacting investor confidence and competitive market positioning.
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10M foldable iPhones targeted for 2026 and supplier stocks jump up to 12% as Apple readies mass production. Here’s how hardware turned into a momentum trade.
The RAM price crisis is pushing hardware manufacturers to pursue deals with Chinese companies, against the wishes of the US government. Apple is one of those reportedly exploring such deals.
“Apple is in negotiations to purchase chips from Chinese semiconductor makers ChangXin Memory Technologies Inc. (CMTI) and Yangtze Memory Technologies Co. (YMTC) to help reduce the impact of a global memory shortage,” Bloomberg reported. “The companies are on a Pentagon blacklist of Chinese entities believed to support Beijing’s military, and Apple’s effort to buy chips from them has included appeals to Trump administration officials to help soften the political fallout,” it said.
Rumors surrounding Apple talking with CMTI and YMTC have been going on for months, with analyst Ming-Chi Kuo pointing to Apple CEO Tim Cook being “one of the few tech leaders who can still navigate both Washington and Beijing, so this is better handled before he steps down as CEO.”
Beyond the potential political ramificat
Jamf this week unveiled Beacon, a threat-hunting service that aims to provide dedicated, proactive detection and analysis of Mac threats. The new security tool relies on Jamf’s Mac telemetry, which equips Jamf Threat Labs with the kind of deep visibility it needs to hunt for Apple-specific attacks, anomalous activity and suspicious behaviors.
Security is always a major issue, but the threat environment is only becoming more complex, with AI adding a whole new set of dangers to fear. The unique nature of the Mac creates a paradox: while more employees want to use Macs, organizations sometimes lack the relevant internal expertise to support and secure them. Even with the correct endpoint security tools and policies in place, blue teaming can be under-resourced. As a result, organizations struggle to start, scale, repeat, and measure effective Mac threat-hunting programs.
Even the smallest business needs security protection at quite a high level — but who can afford a whole threat detect
Rising chip costs may lead to industry-wide price hikes, impacting consumer affordability and potentially reshaping smartphone market dynamics.
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Apple's lobbying highlights the tension between geopolitical risks and the need to secure affordable memory chips amid rising global demand.
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