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Ives: Musk suing Apple would be a massive headache and headwind

Ives: Musk suing Apple would be a massive headache and headwind

CNBC8 hours ago
Dan Ives, Wedbush global head of tech research, tells Worldwide Exchange Musk's potential Apple lawsuit could escalate fast, as App Store placement is critical for Grok and X adoption.
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Why 3D Systems (DDD) Stock Is Trading Up Today
Why 3D Systems (DDD) Stock Is Trading Up Today

Yahoo

timea few seconds ago

  • Yahoo

Why 3D Systems (DDD) Stock Is Trading Up Today

What Happened? Shares of 3D printing company 3D Systems (NYSE:DDD) jumped 30.3% in the afternoon session after the company reported strong third quarter results with operating profits and earnings per share exceeding Wall Street's estimates. Revenue for the quarter fell 16.3% year-over-year to $94.84 million, narrowly missing Wall Street's expectations. However, investors looked past the sales decline and focused on the company's profitability. 3D Systems posted an adjusted loss of $0.07 per share, which was significantly better than the consensus analyst estimate of a $0.16 loss per share. Furthermore, its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), a measure of operational performance, was a loss of $5.3 million, beating estimates by over 60%. Despite ongoing challenges, including negative free cash flow and long-term revenue declines, the strong bottom-line outperformance suggested to investors that the company's cost management efforts are yielding positive results. Is now the time to buy 3D Systems? Access our full analysis report here, it's free. What Is The Market Telling Us 3D Systems's shares are extremely volatile and have had 75 moves greater than 5% over the last year. But moves this big are rare even for 3D Systems and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 3 months ago when the stock dropped 25.8% on the news that the company reported disappointing first quarter 2025 results: its revenue, EPS, and EBITDA missed Wall Street's estimates significantly. Revenue declined, largely tied to a drop in materials sales in the dental market, where customers cut orders to manage inventory. Looking ahead, management pulled full-year guidance, citing uncertainty in customer budgets and global tariff risks. Overall, this was a weaker quarter. 3D Systems is down 29.4% since the beginning of the year, and at $2.26 per share, it is trading 52.1% below its 52-week high of $4.72 from February 2025. Investors who bought $1,000 worth of 3D Systems's shares 5 years ago would now be looking at an investment worth $375.42. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

Why Are Hillenbrand (HI) Shares Soaring Today
Why Are Hillenbrand (HI) Shares Soaring Today

Yahoo

timea few seconds ago

  • Yahoo

Why Are Hillenbrand (HI) Shares Soaring Today

What Happened? Shares of industrial processing equipment and solutions provider Hillenbrand (NYSE:HI) jumped 16% in the afternoon session after the company reported second-quarter results that beat Wall Street's expectations for both revenue and earnings. The industrial equipment maker reported second-quarter adjusted earnings of $0.51 per share and revenue of $598.9 million, surpassing Wall Street's forecasts of $0.50 per share and $572.5 million, respectively. While revenue declined 23.9% year over year, the beat on the top line was a positive for investors. Looking ahead, Hillenbrand provided an encouraging outlook, slightly raising its full-year revenue guidance and maintaining the midpoint of its adjusted earnings per share forecast. Is now the time to buy Hillenbrand? Access our full analysis report here, it's free. What Is The Market Telling Us Hillenbrand's shares are very volatile and have had 26 moves greater than 5% over the last year. But moves this big are rare even for Hillenbrand and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 9 months ago when the stock gained 15.1% on the news that the company reported strong third-quarter results which blew past analysts' revenue and EBITDA estimates. Revenue improved sequentially despite a challenging demand environment for the business as customers delayed purchases in some end markets. On the other hand, its full-year EPS guidance missed significantly, and its revenue guidance for next quarter fell meaningfully short of Wall Street's estimates. Overall, this was a mixed yet decent quarter, with the results indicating improved execution. Hillenbrand is down 23.6% since the beginning of the year, and at $23.27 per share, it is trading 34.1% below its 52-week high of $35.33 from January 2025. Investors who bought $1,000 worth of Hillenbrand's shares 5 years ago would now be looking at an investment worth $685.62. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

Forget the iPhone 17 — next year's iPhone 18 due for huge performance boost
Forget the iPhone 17 — next year's iPhone 18 due for huge performance boost

Tom's Guide

time2 minutes ago

  • Tom's Guide

Forget the iPhone 17 — next year's iPhone 18 due for huge performance boost

Apple is expected to announce the iPhone 17 series in less than a month, but I may skip it for the iPhone 18 thanks to a new report from analyst Ming-Chi Kuo. In his latest missive, the supply chain analyst claims that the A20 chip being made for next year's iPhone will see a massive upgrade. The report is about the company, Eternal Materials, securing a packaging order from TSMC that would see it working on the iPhone 18 lineup and M5 MacBooks. Importantly, Eternal Materials won the contract with TSMC as part of several changes happening with the A20 chip. 'In 2H26, the iPhone 18's A20 processor packaging will shift from InFO to WMCM (Wafer-level Multi-Chip Module). WMCM uses MUF (Molding Underfill), which integrates underfill and molding processes, reducing material consumption and process steps to improve yield and efficiency,' Kuo explains. WMCM enables the integration of multiple components in the same packaging. This means Apple can have more complex systems where the iPhone's CPU, GPU, DRAM, and other parts are on the same package, which can be stacked vertically or side by side. This arrangement is supposed to be more flexible. On a basic level, the A20 should be both smaller and more power-efficient. This should physically place it closer to the physical memory of the device, which will optimize performance and possibly lower power consumption. This aligns with previous reports about Apple using TSMC's 2nm process on the A20. Between the new architecture and the 2nm process, it means the iPhone 18 is in for some big improvements. Current rumors suggest only the Pro models will get the 2nm chipsets. Get instant access to breaking news, the hottest reviews, great deals and helpful tips. Kuo doesn't mention, but it looks like every iPhone 18 will get the new WMCM packaging. Presumably, this boost will make Apple Intelligence tasks perform better. Apple should have improved its AI process by next fall. A version of Siri 2.0 is supposed to launch in early 2026. The iPhone 17 won't be a slouch. It is rumored to be bbuilt on a new generation of TSMC's 3nm process. So it should be more powerful than the current A18 Pro in the iPhone 16 Pro models. Apple is expected to reveal the iPhone 17 in September during its next big event. We should also see new Apple Watches and potentially updated Apple AirPods Pro 3. Follow Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button.

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