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野村证券:全球先进封装
野村· 2025-07-01 02:24
ANCHOR REPORT Global Markets Research 19 February 2025 Global Advanced Packaging The evolution of CoWoS, SoIC and InFO Given the growing importance of advanced packaging (AP) in enabling the integration of multiple heterogeneous chips with improved performance, we believe AP is likely to evolve in the following ways from 2025F onwards: (1) CoWoS technology will shift from CoWoS-S to CoWoS-L/R; (2) SoIC adoption could increase further driven by HBM5 and potential adoption in Apple products beyond 2026F; and ...
Report: Apple Considering Powering Siri With Third-Party AI Models
PYMNTS.com· 2025-06-30 23:57
Apple is in the early stages of considering this move, hasn't made a final decision, and is still actively developing in-house models for use with Siri, according to the report. Apple did not immediately reply to PYMNTS' request for comment. The company currently powers most of its AI features with its own models and has been planning to use that technology for a new version of Siri that would be released in 2026, according to the report. While Apple allows OpenAI's ChatGPT to answer some web-based search q ...
We're in a 'story-dominated' market, says Jim Cramer
CNBC Television· 2025-06-30 23:47
Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cra, my friends.I'm just trying to make a little money. My job is not just entertainment, but that case to teach you. So call me at 1800 743 CBC. Tweet me at Jim Kramer.Well, there goes the second quarter and it was a real barn burner. Dow up 5%. That's be rallying 10.5%.But the crazy NASDAQ jumping 17.75%. And not much of that was actually from the magnificent 7. Who the heck's doing this buying.Who is powering this market higher. It's not the hedge funds. ...
Apple loses bid to dismiss DOJ's lawsuit alleging iPhone maker operating an illegal monopoly
New York Post· 2025-06-30 19:12
Apple must face the Justice Department’s lawsuit accusing the iPhone maker of unlawfully dominating the US smartphone market, a judge ruled Monday.US District Judge Julien Neals in Newark, NJ, denied Apple’s motion to dismiss the lawsuit accusing the company of using restrictions on third-party app and device developers to keep users from switching to competitors and unlawfully dominate the market.The decision would allow the case to go forward in what could be a years-long fight for Apple against enforcers ...
Class Action Announcement AAPL: A Securities Fraud Class Action Lawsuit Was Filed Against Apple Inc. (AAPL)
Prnewswire· 2025-06-30 18:44
Core Viewpoint - A securities class action lawsuit has been filed against Apple Inc. for allegedly making false and misleading statements regarding the integration of advanced AI-based Siri features into its devices, which may impact iPhone 16 sales and the company's financial prospects [1][2]. Group 1: Lawsuit Details - The lawsuit was filed in the United States District Court for the Northern District of California on behalf of investors who purchased Apple securities between June 10, 2024, and June 9, 2025 [1]. - The lead plaintiff deadline for the lawsuit is August 19, 2025 [1][3]. - The complaint alleges that Apple misrepresented the timeline for integrating advanced AI features, leading to overstated business and financial prospects [2]. Group 2: Allegations Against Apple - The complaint claims that Apple failed to disclose that the advanced AI-based Siri features were unlikely to be available for the iPhone 16 [2]. - It is alleged that the absence of these features would negatively affect iPhone 16 sales [2]. - As a result of these issues, Apple's public statements were deemed materially false and misleading throughout the class period [2]. Group 3: Lead Plaintiff Process - Investors can seek to be appointed as a lead plaintiff representative of the class by the deadline or may choose to remain absent [3]. - The lead plaintiff is typically the investor or group of investors with the largest financial interest in the case [3]. - The lead plaintiff will select counsel to represent the class, and participation as a lead plaintiff does not affect the ability to share in any recovery [3].
APPLE INC. (NASDAQ: AAPL) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Apple Inc. Investors of Upcoming Deadline
GlobeNewswire News Room· 2025-06-30 16:30
NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Apple Inc. (“Apple” or the “Company”) (NASDAQ: AAPL) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of Apple Inc. (NASDAQ: AAPL)?Did you purchase your shares between June 10, 2024 and June 9, 2025, inclusive?Did you lose money in your investment ...
2025年7月海外金股推荐:关注相关政策和旺季催化
GOLDEN SUN SECURITIES· 2025-06-30 14:20
证券研究报告 | 策略报告 gszqdatemark 2025 06 30 年 月 日 关注相关政策和旺季催化——2025 年 7 月海外金股推荐 近期重点事件: 关注 7 月关税政策、政治局会议、国常会等。央视新闻指出,7 月 9 日是美国政府暂 停征收所谓"对等关税"90 天的截止期限。而白宫的最近表态显示,特朗普政府可能 推迟这个截止期。国内政策方面,按惯例年中政治局会议一般于 7 月底召开,重点关注 对经济形势和下半年政策的定调。 6 月 24 日,国新办举行发布会,会上提及阅兵相关内容。阅兵领导小组办公室副主 任、军委联合参谋部作战局少将副局长吴泽棵表示,这次参阅的所有装备均为国产现役 主战装备,我们在展示新一代传统武器装备的基础上,也安排部分无人智能、水下作 战、网电攻防、高超声速等新型作战力量参阅,体现我军适应科技发展和战争形态演 变、打赢未来战争的强大能力。 特斯拉 Robotaxi 开始运营,小米 Yu7 需求火爆,继续关注国内整车厂新车及智驾模 型迭代情况。当地时间 6 月 22 日,特斯拉的 Robotaxi(无人驾驶出租车)正式在美国 得州奥斯汀开始运营。上线首日共有 35 辆车,车费 ...
X @Bloomberg
Bloomberg· 2025-06-30 14:06
RT Bloomberg en Español (@BBGenEspanol)🎙Canadá eliminó el impuesto sobre los servicios digitales para reanudar las negociaciones comerciales con EE.UU.; Jeannette Jara gana primaria de izquierda en Chile; y @DanCancel comenta su perfil sobre la mujer más rica de México.Spotify: https://t.co/ckuXEmEwteApple: https://t.co/5kPpV1KNABYoutube: https://t.co/WAqkahL0DL ...
VoIP-Pal Files Fourth Federal Lawsuit in Series of Related Class and Antitrust Actions Targeting Monopolization and Exclusion of Standalone Wi-Fi Calling
Globenewswire· 2025-06-30 12:59
Disclaimer: The complaints referenced contain allegations that have not yet been adjudicated in court. All defendants are presumed innocent unless and until proven liable. About VoIP-Pal.com Inc. VoIP-Pal.com, Inc. ("VoIP-Pal") is a publicly traded corporation (OTCQB: VPLM) headquartered in Waco, TX. The company owns a portfolio of patents related to Voice-over-Internet Protocol ("VoIP") technology that it is actively seeking to monetize. CEO Emil Malak Discusses VoIP-Pal's Legal Strategy and Market Vision ...
‘F1’ producer Jerry Bruckheimer on strong box office debut, impact of streaming and AI on Hollywood
CNBC Television· 2025-06-30 12:05
Okay, folks. I am more excited about this than just about anything that's happening this morning. So, uh, indulge me.Uh, F1 opened this weekend, delivering a huge box office debut that signals a major step forward for Apple as it deepens its investment in theatrical releases. Joining us right now is the man behind this film and so many others that, you know, he is a legend. Jerry Brookheimimer is the producer of F1 and other legendary films like Pirates of the Car Caribbean, Top Gun.I can't I mean we could ...