Latest news with #Kovach
Yahoo
6 days ago
- Business
- Yahoo
Market's New Hope for Apple (AAPL) ‘Super Cycle' After AI Dissappointment: iPhone Air
CNBC's Steve Kovach talked about a new Loop Capital take on Apple Inc. (NASDAQ:AAPL) which says tariffs could bode well for the company. Kovach said he does not 'buy' Loop's argument but highlighted another interesting element in their report: 'Let me tell you what is new and notable in this report here. Loop is saying they're increasing their expectations for the iPhone Air. Now this is that super thin model of the iPhone that's rumored to be coming this fall. Loop actually nearly doubled iPhone Air build estimates from 16 million to 33 million by the end of the year. That would be about 30% of all iPhone 17 models expected to be produced this year. And we're going to be talking a lot about this after Apple whiffed on artificial intelligence year and missed out on a super cycle surge in iPhone sales. The real question is: can Apple make cool smartphones again? We haven't really seen any major design changes since 2020 super cycle. From AI, of course, never happened, but design changes are actually proven to spur super cycles.' A wide view of an Apple store, showing the range of products the company offers. Sands Capital Select Growth Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q1 2025 investor letter: 'We exited Apple Inc. (NASDAQ:AAPL) in March to fund what we view as compelling additions to existing holdings during the market selloff and to strengthen our cash position for future opportunities. Apple's inclusion in Select Growth was intended to provide stability to the portfolio. However, in the current market environment, we see greater upside potential in other businesses and view cash as a more effective tool for downside protection and opportunistic deployment. We remain positive on the potential for shorter replacement cycles for computers and mobile devices driven by Apple Intelligence. That said, the delayed rollout of AI features—and Apple's acknowledgment that some may be indefinitely postponed—could limit its ability to exceed earnings expectations. Apple remains a leading global technology business with a vast hardware and software ecosystem, strong customer lock-in, and powerful network effects. We will continue to monitor its progress and its potential fit within the Select Growth portfolio.' READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
Market's New Hope for Apple (AAPL) ‘Super Cycle' After AI Dissappointment: iPhone Air
CNBC's Steve Kovach talked about a new Loop Capital take on Apple Inc. (NASDAQ:AAPL) which says tariffs could bode well for the company. Kovach said he does not 'buy' Loop's argument but highlighted another interesting element in their report: 'Let me tell you what is new and notable in this report here. Loop is saying they're increasing their expectations for the iPhone Air. Now this is that super thin model of the iPhone that's rumored to be coming this fall. Loop actually nearly doubled iPhone Air build estimates from 16 million to 33 million by the end of the year. That would be about 30% of all iPhone 17 models expected to be produced this year. And we're going to be talking a lot about this after Apple whiffed on artificial intelligence year and missed out on a super cycle surge in iPhone sales. The real question is: can Apple make cool smartphones again? We haven't really seen any major design changes since 2020 super cycle. From AI, of course, never happened, but design changes are actually proven to spur super cycles.' A wide view of an Apple store, showing the range of products the company offers. Sands Capital Select Growth Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q1 2025 investor letter: 'We exited Apple Inc. (NASDAQ:AAPL) in March to fund what we view as compelling additions to existing holdings during the market selloff and to strengthen our cash position for future opportunities. Apple's inclusion in Select Growth was intended to provide stability to the portfolio. However, in the current market environment, we see greater upside potential in other businesses and view cash as a more effective tool for downside protection and opportunistic deployment. We remain positive on the potential for shorter replacement cycles for computers and mobile devices driven by Apple Intelligence. That said, the delayed rollout of AI features—and Apple's acknowledgment that some may be indefinitely postponed—could limit its ability to exceed earnings expectations. Apple remains a leading global technology business with a vast hardware and software ecosystem, strong customer lock-in, and powerful network effects. We will continue to monitor its progress and its potential fit within the Select Growth portfolio.' READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
29-03-2025
- Business
- Yahoo
Capers Restaurant in Little Rock closing its doors this weekend after 28 years of business
LITTLE ROCK, Ark. – Capers Restaurant, a staple of Little Rock dining, will close its doors for good on Saturday. This news is sour for many customers who have made many memories over the years at the restaurant. Little Rock landmark Capers Restaurant closing after 28 years Capers owner Dan Kovach said this was certainly not an easy decision to make. Kovach owns both Capers and Copper Grill located in downtown Little Rock. He said with the price of nearly everything going up, it's difficult to keep both restaurants running. Capers opened in 1997 and has been in business for 28 years. For many people, it's a place where many memories were made, like April Williamson. She said Capers holds a special place in her heart. 'It was a special day for me on July 27, 2012, when my husband proposed to me here,' Williamson said. Maumelle restaurant featured on The Kelly Clarkson Show Pointing at the table she and her husband sat at on their engagement day, she said, 'ironically when we came last Saturday evening for the last time, they sat us at that very table.' In business for nearly three decades, Williamson said Capers 'is a gemstone in Little Rock.' Led by Diamond Chef of Arkansas and Restaurant Proprietor of the Year Mary Beth Ringgold, Capers won numerous awards, including Best Outside Dining, Most Romantic, Best Wine List and a 14-year recipient of the Wine Spectator Award of Excellence. 'The food is amazing, and the staff has always been amazing,' she added. The Buttered Biscuit opens second location in Little Rock Before Kovach took over as the owner of Capers in 2021, it was previously owned by the former owner of Cajun's Wharf. When Cajun's closed down, Capers would often offer a throwback menu to keep the tradition of Cajun's Wharf alive. Kovach said they will do the same for Capers at Copper Grill, offering dishes and a dining experience that made Capers popular. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
CBC
02-03-2025
- Entertainment
- CBC
After a horrific bike accident, this Winnipeg woman made a return to dancing
Cyclist Lizzy Kovach knew the next moments were going to be bad, but there was nothing she could do. "I was halfway through the intersection. I saw the grill of the truck out of the corner of my right eye, and that was it," she said. It was May 1, 2023, and Kovach — an avid cyclist and dancer who is also the president of the Kapisztran Hungarian Folk Ensemble of Winnipeg — was riding home from work when she was hit by a truck. "There was a crunch, and all I knew was that I was flying off my bike," said Kovach. "I landed on my head and my neck ricocheted, and I remember feeling the pavement on my face." Her face was cut open. She had multiple fractures in both ankles and 10 broken ribs, and broke the bone where her shin and thigh meet. She was covered in bruises and scrapes from the impact. The accident was devastating, but her dedication to dance, and her dance family at Kapisztran Hungarian Folk Ensemble, kept her going and helped with her recovery, Kovach said. "Having their support this past year and a half has been huge." The story of Kovach's accident, recovery and her return to dance is the subject of a new three-minute documentary by students in the Create program at Winnipeg's Sisler High School, a post-high school program that trains students in the creative digital arts, including filmmaking. Create students Shea Miller, Shai Vilenski East and Maya Reuther produced the short video. Meet the filmmakers Shea Miller immersed herself in literature, music and movies beginning in childhood. She is now an aspiring filmmaker and has a strong passion for storytelling. As a filmmaker, she hopes to voice life experiences for herself and for others. She has enjoyed expanding her knowledge and learning different ways to tell stories through documentaries and journalism. She is also a member of two cultural dance groups in Winnipeg and recently became an instructor in the SPK Iskry Polish School Of Dance. Maya Reuther has been making videos since childhood. She loved recreating famous movie scenes or making stop-motion videos. She has recently gained an interest in Foley and creating music videos. In her spare time, Maya likes to listen to and make music, create sculptures and try new, crazy makeup looks. Shai Vilenski East has been fascinated with the world of film and entertainment since an early age. He made his first stop-motion film when he was nine and has continued to make films for the sake of entertainment and fun. In junior high, he was an editor for his school's news program, and he created multiple short films in high school. Now, his dream is to become an editor, creating films that are nothing short of awesome. More about Project POV: Sisler Create CBC Manitoba's Project POV: Sisler Create is a storytelling collaboration that partners filmmaking students with CBC Manitoba journalists to produce short docs. You can see past projects here. The Winnipeg School Division's Create program is hosted at Sisler High School and trains post-high students in the creative digital arts. During fall 2024, CBC journalists taught storytelling to filmmaking students and led producing workshops at Sisler. Create focuses on education and career pathways into the creative industries. Students can take courses in animation, film, game design, visual effects, graphic design and interactive digital media.
Yahoo
23-02-2025
- Science
- Yahoo
Drone competition held at Albuquerque High School
ALBUQUERQUE, N.M. (KRQE) – More than 100 indigenous middle and high school students are taking flight at a highly-anticipated aerial drone competition. Saturday afternoon at Albuquerque High School, the Robotics Education and Competition Foundation held a thrilling event, showing cutting-edge drone piloting and programming. Noche de Ciencias aims to inspire Hispanic youth in STEM education The competition features 23 teams going head-to-head in a fast-paced, hands-on challenge highlighting the growing importance of STEM education. 'Kids need to do something real and meaningful. Drones are a new type of industry; there's a lot of jobs of different kinds of drones but besides that, to use the drones you have to understand physics, you have to understand how to code,' says Valerie Kovach, STEAM coach and Special Education teacher at Albuquerque High School. Kovach was the competition has seen significant growth over the past two years, with participation skyrocketing from 1,500 teams to well over 2,000 teams. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
