Yesterday, Apple was lower. Today, of course, you rise with the rest of the market. But there is an anticipation here that you're making clear they're still going to have that foldable phone on time.Yes. So a couple of days ago, the Nikkei out of Asia put out a report saying that there are major engineering and manufacturing snags related to the company's first foldable iPhone, which could mean a several month delay. What I'm told is that the foldable iPhone will be introduced in September during the normal ...

Apple’s first foldable phone is on track to arrive during the company’s normal iPhone launch period later this year, sources say, rebutting concerns about major manufacturing snags https://t.co/AQ7PPgwu1A ...

Honor’s Magic V6 is the first foldable to have an IP68 and IP69 rated for water and dust resistance. 💦📲 #honor #honormagicv6 #foldablephone #foldable #mwc2026 ...

This is the Motorola Razer Fold, the first book style foldable from Motorola. Let me tell you a little about what we've got in store here. So, there is a 6.6% in external display.So, you can type on it. It feels like a normal phone. Then, of course, you open that up, you get that bigger 8.1% in display.Nice thing here is it's also pretty thin. It's 4.6% mm thick when it's open and 9.9% mm thick when it's closed. So, holding it, it feels like a standard phone.Not quite as thin as the Galaxy Zfold 7, but stil ...

I am holding the Motorola Razr fold, the company's first book style foldable. So let me tell you about what's in store here. This is all things mobile.The first thing that jumps out at me when I hold this phone is that it is actually pretty thin. It's not as thin as the Samsung Galaxy Z Fold 7, but the Motorola Razr Fold is only 4.6%mm thick when open and 9.9%mm thick when closed. So what does that mean.That means that when I'm holding this even as a shut, it doesn't feel particularly bulky or thick. So it' ...

Honor's Magic V6 sounds like a contradiction in terms. It's the thinnest book style foldable yet, but it has the biggest battery in any of them. How does that work.When the phone is closed, the Magic V6 is just 8.75% mm thick. That makes it the thinnest book style foldable around, though not by much. It's a whopping 0.15% mm thinner than Samsung's Galaxy Zfold 7.So, we really are splitting hairs here. Despite that, it features a huge 6,660 mAh battery that is the biggest in any foldable phone on the market. ...

Welcome to the Vergecast, flagship podcast of phones that are also laptops and tablets and maybe kind of smartwatches. I'm your friend David Pierce and I just got a new game for the Nintendo Switch and this is a surprisingly big deal to me. So, I I'm sure I've talked about this before, but my like true sweet spot era of gaming growing up was the Nintendo 64, which means I logged, you know, a million hours on Golden Eye.I played a lot of Mario Party. I played a lot of Mario Golf, but the Nintendo 64 game for ...

分组1 - The market is recovering from recent lows, with a focus on buying opportunities despite macroeconomic concerns [1][2] - Earnings reports are strong, indicating positive sentiment about the real economy and potential stock market growth [2][4] - Small-cap stocks are performing well, with a 10% increase in the early part of the year, suggesting investor confidence in economic growth [3][4] 分组2 - The small-cap sector is heavily influenced by financials and industrials, which are the largest sectors within it [4] - There is an expectation of continued volatility in the market, with predictions of sustained fluctuations through 2026 [5] - Apple is currently underperforming, with technical indicators suggesting caution, although the company has strong free cash flow [5][8]

Summary of Lingyi's 3Q25 Earnings Call Company Overview - **Company**: Lingyi (002600.SZ) - **Industry**: AI devices, foldable phones, automotive components Key Financial Highlights - **3Q25 Net Income**: Rmb1 billion, up 42% YoY and 177% QoQ, in line with estimates and midpoint guidance [1][3] - **Gross Margin (GM)**: Improved to 19.2% in 3Q25 from 15.0% in 2Q25 and 17.2% in 3Q24 [1][3] - **Revenue**: Rmb14 billion, up 13% YoY and 15% QoQ, 8% below estimates [3][7] - **Operating Expenses (Opex)**: Increased R&D expenses to Rmb657 million, reflecting commitment to AI server components [3][7] Growth Drivers - **Product Line Expansion**: Introduction of AI server components, including graphic card thermal modules and power supplies [1][3] - **Foldable Phone Components**: Upgrading dollar content in precision components for foldable and high-end smartphones [1][3] - **Automotive Component Business**: Expansion through the proposed acquisition of Xianglong, which specializes in automotive components [2][3] Acquisition Details - **Target Company**: Xianglong, established in 2006, serves major OEMs like Volkswagen and Toyota [2] - **Strategic Rationale**: Enhance automotive OEM client base and robotics component R&D/manufacturing capabilities [2] Earnings Revisions - **2025-2027 Net Income Estimates**: Increased by 1% for each year due to higher revenues and gross margins [8] - **2025 Revenue Estimate**: Decreased by 5% to Rmb52.78 billion, reflecting lower-than-expected revenues in 3Q25 [8] - **2026-2027 Revenue Estimates**: Increased by 1% and 2% respectively due to foldable phone component demand [8] Valuation and Price Target - **12-Month Price Target**: Raised to Rmb22.6 from Rmb21.1, based on a target P/E of 38.8x 2026E EPS [8][16] - **Current Price**: Rmb15.93, indicating an upside potential of 41.9% [16] Risks - **Market Risks**: Slower-than-expected penetration of foldable phones and AI terminals, potential competition, and weak macroeconomic conditions [15] Conclusion - Lingyi shows strong growth potential driven by product expansion in AI and automotive sectors, with a positive outlook on long-term growth despite market risks. The acquisition of Xianglong is seen as a strategic move to bolster its automotive component business.

Core Viewpoint - The target price for Apple is set at $280, which is approximately 8-7% above its all-time high, with AI being identified as a key catalyst for reaching this target [1][2]. Group 1: Key Issues and Catalysts - Apple needs to overcome three main concerns to achieve new highs: tariffs, clarity on the search monopoly case, and successfully implementing its AI strategy [2][3]. - The resolution of tariff issues has been addressed with an additional $100 billion from the administration, and the results regarding the search monopoly case were better than anticipated [3]. - The company aims to correct its third-party app distribution strategy, which is expected to be crucial for growth and is anticipated to be addressed by the developers conference in 2026 [4]. Group 2: AI Strategy - Partnerships are considered the most effective approach for Apple to enhance its AI capabilities, as large-scale acquisitions are not typically part of its strategy [6]. - Collaborations, such as with Alphabet's Gemini, are seen as a way to generate additional revenue linked to Apple's services business [8]. Group 3: Hardware and Market Opportunities - The launch of a foldable phone is deemed important for Apple, particularly in the Chinese market, where consumers show a strong preference for AI and foldable devices [9][10]. - If Apple successfully integrates AI and launches a foldable device with the iPhone 18 cycle, it could lead to sustainable growth, especially in China [10]. - Current market expectations for the iPhone 18 cycle are mid-single-digit growth, but with successful execution, Apple could see growth closer to 10-15% [11].