Global TradFi & Macroeconomics

Focus on price action and volatility across stocks, bonds, forex, commodities, and major indices. Analyze macro indicators like interest rates, inflation, employment, and policy expectations to decode global liquidity shifts, risk sentiment, and cross-market correlations.
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Apple Cuts Hardware Shipment Targets Due to DRAM Supply Shortage

Apple reduced its hardware shipment targets this year due to DRAM supply shortages, according to analyst Ming-Chi Kuo. The reduction stems from AI datacenter demand intensifying memory semiconductor supply constraints, disrupting component availability for consumer devices like smartphones,
TSM-0.35%
LucasBennett·08-11 00:25
Apple Cuts Hardware Shipment Targets Due to DRAM Supply Shortage

Apple Cuts 2026 Hardware Shipments by $1 Billion Over DRAM Shortage

According to Apple analyst Ming-Chi Kuo, the company cut its 2026 hardware shipment targets due to severe DRAM shortage driven by AI datacenter demand. The affected products likely include the iPhone 18 Pro series and the first foldable iPhone Ultra. Kuo clarified on social media that while memory c
DRAM-2.15%
TSM-0.35%
GateNews·08-11 00:24
Apple Cuts 2026 Hardware Shipments by $1 Billion Over DRAM Shortage

Boeing Sells Wisk, SkyGrid, Insitu to Archer Aviation for 19.75% Stake

Boeing sold Wisk, SkyGrid, and Insitu to Archer Aviation for a 19.75% equity stake on August 10 (US local time). The transaction, disclosed via SEC filing and CNBC, transferred three subsidiaries specializing in electric vertical takeoff and landing (eVTOL) and drone technology to Archer. The deal e
BA-0.89%
LucasBennett·08-11 00:18
Boeing Sells Wisk, SkyGrid, Insitu to Archer Aviation for 19.75% Stake