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Tech Investor Dan Niles talks what to expect from Big Tech earnings
Youtube· 2026-01-23 22:43
and the NASDAQ 100, which Mega Cap has more to prove and which matters most to the markets. Joining us now, Dan Niles, founder and portfolio manager of Niles Investment Management. Dan, great to have you with us.>> My pleasure. >> You are most excited about Apple, but it seems like they have to deliver a lot in order for you to be vindicated here. Um, bigger form factor.So, an AI enabled iPhone. That's >> Yeah. And with Apple, it's more of a call for this year, not this quarter.I mean, obviously into this q ...
Still like Apple's stock as it comes without hyperscaler risk: G Squared's Victoria Greene
Youtube· 2026-01-23 18:55
So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...
Apple Signals CEO Candidate by Expanding Hardware Boss's Role
Youtube· 2026-01-23 18:29
Introduce us to Mr. . Turness. What is your reporting.Tell us about his new workload and also that that signal that he's climbing the ranks here. John Ternus has been Apple's senior VP of hardware engineering since 2021. That means he runs all hardware development for essentially every Apple product.He's in charge of the iPhone. Charge the iPad and charge of the Mac. Now in charge of the Apple Watch.And he's been elevated to expand his role this year a couple of times saying, like I said, full oversight of ...
Intel's long-term story is ‘still intact', says T. Rowe Price's Tony Wang
Youtube· 2026-01-23 17:10
分组1: Memory Prices and Consumer Electronics - Memory prices are significantly impacting consumer electronics, with memory costs accounting for approximately 20% of the bill of materials [2][3] - If memory prices double, it could lead to increased pricing and reduced demand for consumer electronics [3] 分组2: Intel's Supply Constraints - Intel has lowered its guidance for the upcoming quarter due to reported supply constraints, indicating a bottleneck in the supply chain [3] - The demand for Intel's products is not the issue; rather, it is the supply and execution that are causing challenges [4] 分组3: Meta's Strategic Position - Meta is undergoing a strategic shift, particularly in its investments in AI and the metaverse, which may amplify financial results [6][7] - The engagement on Meta's platform, particularly with Threads surpassing X, indicates a strong network effect and user attention [8]
苹果股价下跌1%,本周迄今累跌3.8%
Mei Ri Jing Ji Xin Wen· 2026-01-23 15:07
Group 1 - The core viewpoint of the article indicates that Apple's stock price has declined by 1% on January 23, marking a cumulative drop of 3.8% for the week, and it is experiencing its eighth consecutive trading day of decline [1] Group 2 - The article highlights the ongoing downward trend in Apple's stock performance, emphasizing the significance of the consecutive trading days of decline [1]
Futures Pointing To Initial Pullback On Wall Street
RTTNews· 2026-01-23 13:55
The major U.S. index futures are currently pointing to a modestly lower open on Friday, with stocks likely to move back to the downside after moving sharply higher over the two previous sessions.Traders may look to cash in on the strong upward move seen over the past two days, which largely offset the steep drop seen on Tuesday.The rebound largely reflected a positive reaction to President Donald Trump ruling out the use of military force to acquire Greenland and backing off tariff threats against Europe o ...
ASUS Celebrates 11th Inclusion on Fortune’s 2026 World’s Most Admired Companies List
Globenewswire· 2026-01-23 13:30
ASUS continues to demonstrate its global competitiveness through acknowledged excellence in innovation, social responsibility, and product qualityKEY POINTS Consistent Excellence: 11th inclusion on Fortune’s World’s Most Admired Companies list, recognizing company's innovativeness, product quality, and more Design Thinking Ethos: Accolade highlights the ASUS commitment to user-centricity, prioritizing customer satisfaction to drive growth and deliver real value Ubiquitous AI. Incredible Possibilities: ASUS ...
华为感恩回馈季开启:Mate 70、Pura80等系列降价 优惠最高达2000元
Xin Lang Cai Jing· 2026-01-23 12:57
快科技1月23日消息,继苹果中国开启促销后,现在华为带来了自己的感恩回馈季,其中Mate 70系列最 高直降1800元。 本次活动中,华为旗舰手机优惠幅度显著:Pura80系列最高优惠达2000元,其中Pura80 Ultra优惠2000 元,Pura80 Pro+与Pro版均优惠1500元。 Mate 70 Pro+、Mate 70 Pro优惠在1800元,同时多款机型在享受优惠价的同时,还支持12期0分期利息, 大幅降低购机门槛。 此外,用户可领取多种面额的大额专属优惠券,用于购买指定产品:Vision 5智能屏可享 2000元 优惠。 MateBook GT 14、MateBook 14等笔记本产品优惠400-500元。 WATCH 5、FreeClip耳机等穿戴音频产品优惠300-500元。MatePad全系平板电脑也有110元至235元不等 的专属券。 对于这个优惠力度,你觉得如何吗,会买单吗? WATCH 5、FreeClip耳机等穿戴音频产品优惠300-500元。MatePad全系平板电脑也有110元至235元不等 的专属券。 对于这个优惠力度,你觉得如何吗,会买单吗? 责任编辑:雪花 【本文结 ...
不到4000元的手机,把Android、Linux、Win11全装进来了:这次真要把电脑干掉了?
3 6 Ke· 2026-01-23 12:09
Core Viewpoint - The NexPhone by Nex Computer aims to revolutionize mobile computing by integrating three major operating systems—Android, Debian Linux, and Windows 11—into a single device, challenging the traditional notion of smartphones and PCs [1][4]. Group 1: Product Features - NexPhone supports true multi-system operation, allowing users to run Android, Linux, and Windows 11 simultaneously, with Android and Debian coexisting while Windows requires a reboot [3][4]. - The device is designed to maintain flexibility, enabling users to switch between systems without being forced into a specific mode when connected to external displays and peripherals [7]. - It features a 6.58-inch LCD screen with a 120Hz refresh rate, 12GB of RAM, and 256GB of storage, along with a 5000mAh battery that supports wireless charging [11]. Group 2: Target Market - The NexPhone is positioned as a secondary computing device for users who do not want to maintain both a smartphone and a laptop, targeting developers and users with occasional needs for Linux and Windows [9]. - The pricing strategy reflects its niche market appeal, with a price of $549, which is considered affordable compared to flagship smartphones [12][13]. Group 3: Hardware Considerations - The device is powered by the Qualcomm QCM6490 chip, which is not a flagship processor but offers long-term software support, making it suitable for multi-system use [8]. - While the hardware specifications are adequate for a mid-range smartphone, expectations for high-performance PC capabilities should be tempered [8][9].
Lenovo looking to partner with multiple AI models, CFO says
Reuters· 2026-01-23 11:09
Group 1 - Lenovo is pursuing partnerships with multiple large language models globally to enhance its devices and establish itself as a significant player in the AI sector [1]