We welcome in Schwab network Sambotis looking at Oracle which reports its earnings tomorrow afternoon and we're seeing analysts raising price targets right. >> Yeah the street looks optimistic on this one heading into its report card tomorrow afternoon. Nicole, we are sitting seeing Oracle sitting up about 2% or so in trade this morning as we get up and running for this week.It is very much an outperformer year to date. In fact, if you look across software infrastructure uh that has been outperforming the S ...

Yeah, let's get more on what to expect from Apple tomorrow. Bring in Melius Research, head of technology research, Ben Writes, joins us on set. All right, we've been focused on Apple around tariffs for obvious reasons.Is this going to reset it in terms of focus perhaps on new products. Yeah, I think so. I think that the tariffs are largely behind us, I hope.I mean, you never know. There's always a saga, but we think that it's it's we we're really bullish on Apple right now. The stocks underperform.We think ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Raman Karali. Let's get to the three things you need to know today.First up, markets are looking to start the week in the green. US stock futures edging higher ahead of the opening bell as investors wait on key inflation data ahead of the Fed meeting next week. Both the consumer and producer price indexes are due and it comes after a weak August jobs report highlighting the continued slowdown of the labor market.And Wall Street almost certainl ...

Apple Inc. (NASDAQ:AAPL) is a leading technology company known for its innovative products and services. It is a major player in the consumer electronics market, with competitors like Samsung and Google. On September 8, 2025, Erwan Rambourg from HSBC set a price target of $220 for Apple. At that time, the stock was trading at $239.69, showing a price difference of about -8.21% from the target.Apple is preparing for its annual autumn showcase in Cupertino on September 9. This event is expected to unveil the ...

Apple Inc. (NASDAQ: AAPL) has long held an attraction for its ergonomic approach toward computing and communications among students and tech-minded users. ...

苹果 2025 秋季新品发布会召开在即，据科技媒体 Wccftech 9月8日报道，业内人士统计显示，苹果今年 预计生产 1 亿台 iPhone 17 系列手机。 业内人士表示，iPhone 17 Pro Max 将拥有最多功能和优势，预计 将重点生产，按照预测，iPhone 17 各款机型的产量排名如下： 第一名：iPhone 17 Pro Max 第二名： iPhone 17 Pro 第三名：iPhone 17 标准版 第四名：iPhone 17 Air 业内人士表示，今年苹果将 iPhone 17 Pro 屏幕面板的产能转移给了京东方，剩余机型的屏幕面板继续由三星和 LG 生产，但该人士并未透露 中国工厂和印度工厂的具体分配比例。 同时，为降低成本，苹果已强制要求供应链厂家聚焦自动化生 产，减少对劳动力的依赖，并稳定不同工厂产品质量和一致性，覆盖 iPhone、iPad、Mac 和 Apple Watch 等产品。 ...

When Apple debuts new iPhones on Tuesday, analysts say its biggest challenge will be to ride out another ho-hum launch as rivals have skated past it in embedding artificial intelligence into their products and services. ...

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Core Insights - Apple has launched two new multimodal models, FastVLM and MobileCLIP2, on Hugging Face, focusing on speed and efficiency in processing visual and textual data [1][24] - FastVLM achieves a remarkable speed, with a first-word latency that is 85 times faster than competitors, thanks to its proprietary FastViTHD encoder [2][4] - MobileCLIP2 is designed to be lightweight, allowing inference directly on iPhones while maintaining high accuracy and low latency [9][14] Group 1: FastVLM Model - FastVLM is engineered for speed, reducing first-word latency to 1/85 of competing models, enabling real-time subtitle generation [1][4] - The model utilizes fewer visual tokens to process high-resolution inputs, significantly lowering computational burden while maintaining quality [4][6] - FastVLM's performance is consistently superior across various visual language tasks, achieving high accuracy with low latency [6][8] Group 2: MobileCLIP2 Model - MobileCLIP2 represents an upgrade from the previous MobileCLIP, focusing on a smaller model size without sacrificing understanding capabilities [9][14] - It allows for on-device inference on iPhones, enhancing privacy and speed by eliminating the need for cloud processing [14] - The model demonstrates improved performance in zero-shot tasks on ImageNet-1k, achieving comparable accuracy to larger models with reduced latency [14][24] Group 3: Developer Integration and Community Engagement - Apple has made both models and their demos available on Hugging Face, facilitating immediate user experience and integration for developers [15][19] - Developers can easily implement these models into iOS or macOS applications using Core ML and Swift Transformers [17][19] - The release signifies a shift towards practical applications of large models on mobile devices, making advanced AI capabilities accessible [24][25]

Core Viewpoint - Apple has made a bold decision to produce all iPhone 17 models for the U.S. market in India, signaling a strategic investment in the Indian market and a reshaping of its global supply chain [1][2]. Group 1: Apple's Manufacturing Strategy - Nearly 80% of iPhones in the U.S. market are now imported from India, with an expected shipment of 18.6 million units in the first half of the year, a significant increase of 53% compared to the previous year [2]. - Apple's strategy in India is not solely about reducing reliance on manufacturing in mainland China but also about leveraging India's mature manufacturing capabilities, which have been developed through years of competition among Chinese brands like OPPO, vivo, and Xiaomi [2][26]. - The manufacturing capacity in India needs to exceed 200 million units to meet global demand, which requires long-term planning and support from Apple's supply chain [9][10]. Group 2: Manufacturing Capacity and Challenges - The transition to high-efficiency manufacturing in India is a gradual process, with experts noting that it will take time for Southeast Asian factories to reach the manufacturing standards of mainland China [5][10]. - Current estimates suggest that Apple's global iPhone shipments will reach 225.9 million units in 2024, up from 222.9 million in 2023 [6]. - The manufacturing ecosystem in India is evolving, with significant investments from Tata Electronics and Foxconn, which are introducing automation and advanced quality control systems [15][21]. Group 3: Economic Impact and Employment - Apple's manufacturing operations in India have created numerous direct and indirect jobs, with around 150,000 employees, of which 70%-80% are women, primarily in assembly roles [31][34]. - The expansion of manufacturing has stimulated local economies, leading to the development of housing, transportation, and specialized logistics for technology exports [35][34]. - The Indian electronics manufacturing sector is projected to grow at a compound annual growth rate of 23%-27% in the coming years, driven by government incentives [25][36]. Group 4: Supply Chain and Component Localization - The localization of high-end components remains a challenge, with many critical parts still imported from East Asia, leading to production delays and increased costs of 10%-20% [37][38]. - Achieving a vertically integrated local supply chain could reduce costs by 5%-15%, but this requires significant investment of approximately $15 billion to $20 billion over the next 5-7 years [40][39]. - The current geopolitical landscape and tariff uncertainties pose risks to Apple's manufacturing strategy in India, as the U.S. has increased tariffs on Indian imports [44][45].