Nvidia close to giving up on $40B Arm acquisition
Graphics chipmaker Nvidia may be close to giving up on an acquisition of Arm, with slow progress and industry backlash making it tough for the $40 billion deal to complete.
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Investor
Malcolm Owen
Apple poised to break holiday quarter financial records despite challenges, Katy Huberty says
Morgan Stanley's Katy Huberty expects Apple to break holiday quarter earnings and edge out Wall Street's expectations for the quarter thanks to iPhone production improvements and Services performance.
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Mike Peterson
Microsoft acquiring Activision Blizzard in $68.7B gaming deal
Software giant Microsoft has agreed to purchase Activision Blizzard, a major acquisition valued at $68.7 billion that combines many major studios under one entity.
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Piper Sandler raises Apple stock target to $200, says $4T market cap is in reach
Piper Sandler has raised its Apple price target by $25 to $200, on the strength of its portfolio of hardware and services heading into 2022.
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No immediate risks to App Store despite lower ad spending, analyst says
App Store privacy changes are driving advertising money elsewhere, but investment bank Cowen believes that the trend doesn't have any immediate risks and may only have a modest impact on Services growth.
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iPhone 13 supply largely meets demand, MacBook Pro still constrained
Analysis of Apple delivery estimates suggests that iPhone supply has largely met demand, while there are continued constraints for the MacBook Pro, according to Goldman Sachs.
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M1 Max MacBook Pro supply more constrained than M1 Pro, analyst says
Lead time analysis suggests that Apple may have found supply and demand balance for the iPhone 13, while supply of the MacBook Pro remains constrained — particularly for the M1 Max models.
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Apple to announce first fiscal quarter earnings on Jan. 27
Apple on Tuesday announced that it will detail earnings for the first fiscal quarter of 2022 on January 27, with an ensuing investor conference call expected to include a discussion from CEO Tim Cook and CFO Luca Maestri.
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Amber Neely
Apple's $3 trillion valuation is the least interesting news about the company
Apple just hit $3 trillion in valuation, making it the first company to do so. And yet, today's news is far less important and notable than what the company has in mind for the future — and how it gets it done.
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Mike Wuerthele
Mikey Campbell
