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Watch Live: Apple Unfolds Its Next Chapter As New CEO Takes Reins
Watch Live: Apple Unfolds Its Next Chapter As New CEO Takes Reins
Summary:
New CEO John Ternus' First Major Test with Wall Street
Apple Set to Launch Foldable iPhone at 1 p.m. ET Event
Live Launch Event
Apple's product launch event at its Cupertino, California, headquarters begins at 1 p.m. ET.
Here's a breakdown of the expected announcements and production outlook from Susquehanna semiconductor analyst Mehdi Hosseini:
1. Our checks suggest Sep-Q iPhone builds are tracking to 60 million units, including 28 million units of the iPhone 18 family and 1-2 million units of the iPhone Ultra1,...
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Sep 22, 2026 / Tyler Durden
Bessent Emerges As "AI Czar" Frontrunner
Bessent Emerges As "AI Czar" Frontrunner
Fresh off his recent spat with "Doomsday Dario", whom he scolded for his apocalyptic essay (which was attempted regulatory capture in all but name) and warned that the US government will not serve as a "liability shield" to the frontier AI company, Treasury Secretary Scott Bessent appears to be one step closer to directly taking AI matters into his own hands.
According to Semafor, Bessent is emerging as a frontrunner for President Donald Trump’s new "AI czar" position, after long playing a central role in...
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Aug 8, 2026 / Tyler Durden
How The UAE Has Kept Its Oil Flowing Through Hormuz
How The UAE Has Kept Its Oil Flowing Through Hormuz
By Tsvetana Paraskova of OilPrice.com
The United Arab Emirates has managed to boost its oil exports to pre-crisis levels as early as June, as it has kept pushing crude through the Strait of Hormuz and outside it.
The UAE, which left OPEC on May 1, has found workarounds to the blockage at the Strait of Hormuz. It has been shuttling crude through the chokepoint to load it on larger vessels outside the Strait, maximizing the use of its onshore pipeline to...
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Oct 12, 2026 / Tyler Durden
UBS Identifies "The Next Leg Of The AI Trade"
UBS Identifies "The Next Leg Of The AI Trade"
Catherine Gordon, UBS's energy and resources expert, highlighted "AI Infrastructure Constraints Emerge As Next Leg Of The Trade" in a Friday note to clients. The theme closely aligns with our "Owning The Bottlenecks" note, which centered on companies positioned to benefit from supply constraints in the critical materials space that feed not only the AI infrastructure buildout but also the rearmament supercycle.
Gordon's note outlined that traders are shifting their focus to the power, data-center capacity, and financing needed to sustain...
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