Nabila, it's good to see you again. I want to get something we haven't yet discussed in the show, which is upgrade cycle and what it will take The capability of an iPhone 17 generation, the features to drive an upgrade cycle. Have you modeled for that.Absolutely. That's what we've been talking about for, I guess, as long as I can. You know, the past few years.When is the next upgrade cycle going to come. And, you know, we are right now looking at about a 40 plus almost four year upgrade cycle for iPhones. A ...

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It wasn’t hard to see it coming. The stocks had soared too fast, the promises had gotten too big, and the math had gotten too weird. These new companies—public firms built to buy crypto and often doing little else—were supposed to offer investors a lucrative way into the digital-asset boom. Instead, as their stock prices fall and market confidence slips, the question isn’t whether the model is under pressure. Increasingly, it’s how, and how quietly, it could fall apart.Even as risky assets from stocks to co ...

Sealed Air (NYSE:SEE) on Tuesday was upgraded to Overweight from a previous investment rating of Neutral by analysts at J.P. Morgan. “We upgrade Sealed Air to Overweight. Sealed Air is a good free cash flow generator selling at a reasonable trading ...

On Tuesday, at Apple Inc.'s AAPL "Awe Dropping" event, the tech giant launched its iPhone 17 lineup, which CEO Tim Cook described as "unlike anything we've ever created."At the time of writing, Apple shares were down 1.54%, according to data from Benzinga Pro. Thinnest iPhone EverApple unveiled the iPhone Air, its thinnest model yet, at 5.6mm.The device sports a 6.5-inch ProMotion display with always-on functionality and 3,000 nits peak brightness. Ceramic Shield now covers both front and back, while a tita ...

What is it that you really think Cisco can offer a world in which agents are going running left, right and center. Caroline, it's good to see you again. Thank you for having me on the show.Look, if you take a step back, we are probably witnessing one of the most seismic shifts that we've seen in humanity with age. And we are now squarely in the second phase of A. I., where you're moving from these chatbots that intelligently answer questions to agents that are going to conduct tasks and jobs almost fully au ...

Key Takeaways ALAB trades at 38.80X forward P/S, well above the sector's 6.73X, yet shares are up 63.2% YTD. Q2 revenue hit $191.9M, up 150% YoY, with Scorpio switches exceeding 10% of total sales. ALAB guides Q3 revenue of $203M-$210M and EPS of $0.38$0.39, both showing strong YoY growth.Astera Lab (ALAB) shares are overvalued, as suggested by a Value Score of F. In terms of the forward 12-month Price/Sales, ALAB is currently trading at 38.80X compared with the broader Zacks Computer and Technology sector’ ...

Key Takeaways Roblox trades 15% below its 52-week high after a 139.1% surge in six months. Bookings jumped 51% y/y in 2Q25, with 111M daily active users and strong engagement. Creator payouts hit $316M, while new brand deals and AI tools expand monetization. Roblox Corporation ((RBLX) shares are currently trading about 15% below their 52-week high, raising questions about whether the recent pullback is a buying opportunity or a signal to stay cautious. The stock has shown resilience in expanding its user ba ...

What to do next: To join the Alto class action, go to https://rosenlegal.com/submit-form/?case_id=42321 or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 19, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. Why Rosen Law: We encourage investors to select qualified ...

Money transfer company Western Union (NYSE:WU) and payments platform dLocal (NASDAQ:DLO) announced on Tuesday a strategic alliance to enable digital payment methods on the former's online platforms in Latin America. The agreement incorporates alternative and locally relevant payment methods—such as ...