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Spark® Green Apple Candy Makes Its New Year Debut
Businesswire· 2026-01-16 20:23
RICHARDSON, Texas--(BUSINESS WIRE)-- #AdvoCareRehydrate--Ring in the new year with Spark® Green Apple Candy, available for a limited time and bringing craveworthy sweet candy flavor to fuel your new year. If you love green apple-flavored candy, this is the Spark flavor for you. Spark Green Apple Candy combines vibrant taste with essential vitamins, amino acids, and energy support that Spark is known for, helping you stay energized, focused, and feeling your best as you begin new routines in 2026. "Spark Gre ...
Apple is losing its grip on the world's tech supply chain
Business Insider· 2026-01-16 19:55
Core Viewpoint - Apple is losing its dominant position in the tech supply chain, with power shifting towards AI companies like Nvidia and major cloud providers such as Amazon, Microsoft, and Google [1][2]. Supply Chain Dynamics - Apple, while still a major player, is no longer the primary client for key suppliers, which marks a significant shift in the industry [2][12]. - The tech companies that control the supply chain are more likely to succeed, as they can secure better pricing and reliable supply by ordering larger volumes of components [2]. TSMC's Changing Focus - TSMC, the largest chipmaker, has seen its high-performance computing segment, driven by AI chips, account for approximately 58% of its revenue, surpassing smartphone processors [6]. - TSMC's CEO noted that AI companies demonstrate significant business growth and financial returns, leading suppliers to prioritize these clients over Apple [7]. Memory Chip Market Shift - Memory chip manufacturers are reallocating capacity from smartphones and PCs to meet the demands of AI data centers, which could lead to increased smartphone costs and squeezed margins [8]. - Nvidia has secured long-term memory supply contracts, diminishing the negotiating power of smartphone makers [8]. Bottlenecks and Competition - Emerging bottlenecks in the supply chain, such as a shortage of high-end glass cloth for chip substrates, are causing suppliers to favor AI customers who offer pre-payments and multi-year contracts [9][10]. - Apple is now competing with AI chipmakers for limited substrate supplies and is even sending engineers to assist smaller suppliers in qualifying alternative materials [10]. Manufacturing Partner Shifts - Foxconn, traditionally associated with iPhone assembly, is now generating more revenue from AI servers than from consumer electronics, indicating a shift in focus towards AI clients [11]. Apple's Position in the Market - Despite these changes, Apple remains one of the largest component buyers, but it is now experiencing what it means to be just another large customer in a supply chain increasingly influenced by AI [12].
Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers?
247Wallst· 2026-01-16 18:50
Meta Platforms ( NASDAQ:META ) has delivered outstanding performance compared its hyperscaler peers such as Apple ( NASDAQ:AAPL ), Amazon ( NASDAQ:AMZN ), Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ), and Microsoft ( NASDAQ:MSFT ). ...
Why the Next Phase of the AI Boom Could Favor This Stock
Yahoo Finance· 2026-01-16 15:42
Key Points Broadcom's market cap now exceeds $1.6 trillion. The stock is up nearly 700% over the past five years. Broadcom's net revenue increased 28% year over year in the fourth quarter. 10 stocks we like better than Broadcom › Over the past few years, the artificial intelligence (AI) revolution has primarily focused on the training of large language models. The next phase involves testing and using these models in the real world. The wider deployment of those models into businesses' operations ...
Apple: As Earnings Near, Valuation And Industry Weakness Should Be Top Of Mind
Seeking Alpha· 2026-01-16 15:01
Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]
President Donald Trump's Tax Policy Has Lit a Fire Under This Trillion-Dollar Trend That Apple, Alphabet, and Nvidia Are Taking Full Advantage Of
The Motley Fool· 2026-01-16 09:06
Core Insights - The stock market experienced significant gains during President Trump's administration, with the S&P 500 closing up 16% in 2025, marking the third year of a bull market [1] - Trump's tax policy, particularly the Tax Cuts and Jobs Act (TCJA), has been a major driver of corporate investment trends, leading to a surge in stock buybacks [3][8] - The TCJA reduced the corporate income tax rate from 35% to 21%, the lowest since 1939, which has incentivized companies to invest in share repurchases [9][10] Stock Market Performance - The S&P 500 index rose by 16% in 2025, following a turbulent period related to Trump's trade policies [1] - During Trump's first term, major indices like the Dow Jones and Nasdaq saw substantial increases, with the S&P 500 rising by 70% [2] Impact of Tax Policy - The TCJA has led to a significant increase in corporate buybacks, with S&P 500 companies on track to repurchase an estimated $1.02 trillion in shares for 2025 [12] - Prior to the TCJA, quarterly buyback activity for S&P 500 stocks was between $100 billion and $150 billion, which surged to between $200 billion and $250 billion post-TCJA [13] Corporate Buybacks - In Q3 2025, S&P 500 companies bought back $249 billion worth of their own stock, down from a record $293.5 billion in Q1 2025 [12] - Apple has been a leader in share repurchases, buying back over $816 billion since 2013, with $90.7 billion spent in fiscal 2025 [17] - Alphabet ranks second in buybacks among S&P 500 companies, having repurchased $342.4 billion over the last decade [18] - Nvidia has also engaged in significant buybacks, totaling $115.1 billion over the last decade, with a recent annual buyback approaching $52 billion [21] Conclusion - The combination of Trump's tax policies and the resulting corporate strategies has led to a robust environment for stock buybacks, significantly impacting the financial landscape of major companies like Apple, Alphabet, and Nvidia [22]
US Dept’ of War releases final $7M to IperionX – as well as 290tns of titanium scrap; shares up +5%
The Market Online· 2026-01-16 03:53
Core Viewpoint - IperionX has secured nearly A$7 million in funding from the U.S. Department of War, part of a larger US$50 million package, along with a delivery of approximately 290 tonnes of scrap titanium metal from the U.S. government, which is crucial for its Titanium Manufacturing Campus in Virginia [1][2][4]. Group 1: Funding and Material Supply - The funding from the U.S. Department of War is the final tranche of a US$50 million package aimed at supporting IperionX's operations [1][4]. - The delivery of 290 tonnes of scrap titanium provides essential feedstock for the Titanium Manufacturing Campus, representing about 1.5 years of material throughput [2][4]. - IperionX plans to produce at least 1,400 tonnes of titanium annually to support U.S. defense supply chain goals [4]. Group 2: Market Context and Challenges - The critical mineral supply chain, particularly for titanium, is transitioning from a narrative to a structural reality, indicating a growing market interest in tensile metals [3]. - Despite positive developments, short selling pressure on IperionX shares has increased, with nearly 8% of shares currently shorted [5][8]. - The funding assurance from the U.S. government has not significantly deterred short sellers, indicating ongoing market skepticism [8].
5 AI Chip Stocks Most Exposed to Trump's New 25% Tariff
247Wallst· 2026-01-15 21:47
Trump's 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. ...
The One Data Point That Changed My Dividend Growth Strategy
Seeking Alpha· 2026-01-15 18:05
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.When approaching a dividend growth investing strategy, investors typically think that they have to constantly trade off between yield and growth, as well as quality and total return potential. This is typically seen when some investors, especially youngerSamuel Smith has ...
Siri to Get Smarter With Gemini: The ETF Playbook for Investors
ZACKS· 2026-01-15 17:07
Key Takeaways Apple struck a multi-year deal to integrate Gemini into Siri, transforming it into an advanced assistant. Alphabet gains a major licensing stream and wider Gemini reach, pushing market cap to $4 trillion intraday.Tech-focused ETFs like IYW offer diversified exposure to the AI partnership, helping reduce single-stock risk.In a surprising turn of the artificial intelligence (AI) arms race, tech titans Apple (AAPL) and Alphabet (GOOGL) have recently announced a landmark multi-year partnership, t ...