Ep 184: Apple x AI

What’s going on? Apple made plans to integrate Google’s Gemini AI engine into its smartphones. What does this mean? Why should I care? The bigger picture: The situation is bad, but not that bad Zooming out: Is AI better than traditional technology? Content source: Finimize (2024) Smart Phone. Available at: https://finimize.com/content/smart-phone [Accessed on Mar 19, 2024]

Ep 153: Foxconn’s positive quarterly result and the electronics industry

What’s going on? Foxconn (Taiwanese electronics giant) released a surprising pleasant quarterly yoy growth of 30% yoy, while reducing future sales forcast. What does this mean? Foxconn is the world’s largest manufacturer of electronic equipment for other companies, including iPhones for Apple. Strong demand for smartphones and other consumer gadgets helped its profit surge beyond…

Ep 138: Warren Buffett revealed some hints

What’s going on? Berkshire Hathaway (Warren Buffett’s investment firm) was revealed to have sold off some of its Apple stock and quietly bought into three other companies. What does that mean? Berkshire Hathaway was selling off some of its stake in Apple, holding on to “just” $120b worth; it also recently sold stakes in JPMorgan…

Journal Report 11: The Best Acquisitions of All Time

Methodology The list is ranked by the estimate of the absolute dollar return to the acquirer. Acquisitions must be at least a majority stake in the target company. Revenue multiples are used to estimate the current value of the acquired company, equal its current estimated revenue x the market cap-to-revenue multiple of the parent company’s…

Ep 70: OK Computer

What’s Going On Here? “Just” $40 billion separates the values of Apple and Microsoft – the world’s largest and second-largest public companies. So here’s hoping Microsoft’s better-than-expected quarterly update will help it become fitter, happier, and more productive… What Does This Mean? Microsoft’s revenue and profit was higher than forecast, and the sky was the limit for the company’s…

Ep 66: Golden Delicious

What’s Going On Here? Apple recently told its suppliers to increase their iPhone 11 production – suggesting that the company’s anticipating higher customer demand than previously for its $700-plus handset. What Does This Mean? Whenever Apple launches a new product, it forecasts how much demand it expects there’ll be and then places the relevant orders…

Ep 57: Apple Says I’m Sorry Over Siri Recordings

What happened Apple apologized for a series of privacy oopsies involving its voice assistant, Siri Apple came under fire for hiring hundreds of third-party contractors to listen to recordings of user interactions with Siri to train and improve the artificial intelligence (AI) product. Apple said less than 0.2% of all Siri requests were reviewed using audio samples….