Layer3.news

9/8/2025

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqp4s3s4xmwxlzlrsyp6nnjhrz6m0rd62lxjuz4kerjp3ztys0nj5s6ue60y

APPLE DODGED A $20 BILLION HIT, THANKS TO GOOGLE ANTITRUST RULING

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✍️ A federal judge ruled that Google can continue to make revenue-sharing payments to Apple for the placement of Google's Search, Chrome, and AI offerings, allowing Apple to earn an estimated $20 billion per year.

👉 Google can continue to make revenue-sharing payments to Apple 👉 Apple will earn an estimated $20 billion per year 👉 Google will be limited to one-year agreements 👉 Apple can renegotiate the terms of its revenue-sharing deals 👉 Google cannot force companies to keep competing apps and services off their devices

-- #AmitMehta #WamsiMohan #ErikWoodring #KrishSankar #EddyCue #technology

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Amit Mehta Wamsi Mohan Erik Woodring Krish Sankar Eddy Cue technology Technology:perspective

9/3/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqrx7wm84q6fp3ew6duj6pug7z0qquvwu4f53cnsdwzd7d638l0wns5a2zsz

MICRON (MU) STOCK: ANALYST SEES AI DEMAND DRIVING BIG GAINS AHEAD

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✍️ Micron Technology's stock is expected to continue to do well due to its strong revenue and earnings potential, driven by higher DRAM pricing and increased trade activity.

👉 Micron Technology's stock is expected to continue to do well due to its strong revenue and earnings potential 👉 Higher DRAM pricing is driving the company's revenue and earnings 👉 Increased trade activity from Chinese customers is boosting the company's optimism 👉 Process node transitions by competitors may lead to a temporary supply tightness, which is good news for Micron

-- #KrishSankar #technology

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8/16/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqa2yely96tghqcgvelggx4f2hkmq90px94r2mr2469za29dvq56gq4dxxgy

WALL STREET STICKS WITH APPLE (AAPL) AS EARNINGS AND AI QUESTIONS LOOM

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✍️ Apple's stock is expected to perform well despite challenges, with analysts maintaining a 'Buy' rating and projecting revenue growth.

👉 Analysts at TD Cowen and Bank of America maintain a 'Buy' rating on Apple's stock 👉 Expected revenue performance and strategic positioning support the rating 👉 Challenges include incomplete AI strategy and tariff sensitivity 👉 Projected revenue growth in June quarter and guidance for September quarter

-- #KrishSankar #AnalystsatTDCowen #AnalystsatBankofAmerica #technology

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Krish Sankar Analysts at TD Cowen Analysts at Bank of America technology mainstream:perspective

8/1/2025

npub17r26x6s…qehva5

APPLE IS FACING PRESSURE FROM WALL STREET TO FIGURE OUT ITS AI STRATEGY

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✍️ Apple's lack of clear AI strategy is causing concern among investors and analysts, who worry that the company's position in the market could be threatened by competitors like Google and OpenAI.

👉 Apple's stock has declined by over 15% this year 👉 The company's failure to share more about its AI strategy has disappointed investors and analysts 👉 Apple's lack of a clear AI strategy is causing concern among investors and analysts 👉 Competitors like Google and OpenAI are likely to pose a threat to Apple's position in the market 👉 Apple's reliance on its iPhone business may not be able to keep pace with the increasing importance of AI in the tech industry

-- #TimCook #CraigFederighi #JonyIve #SamAltman #EddyCue #KrishSankar #GeneMunster #SundarPichai #LauraMartin #Cupertino,California #NewYork #technology

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Tim Cook Craig Federighi Jony Ive Sam Altman Eddy Cue Krish Sankar Gene Munster Sundar Pichai

7/30/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq9davvf7mkyc0q0xuem7wnylwm3a7gh4299f89agmjakf5nc4lvxsarg6gt

DELL EXECS SOUND ALARM WITH CONSUMER COMMENTS

https://media.zenfs.com/en/thestreet_881/c9147f5a8cc224a3cf3ca48fcce6086c

✍️ Dell's executives expressed concerns about the consumer market, while highlighting strong AI momentum and a backlog of orders valued at $14.4 billion.

👉 Dell's AI momentum remains strong with a backlog of orders valued at $14.4 billion 👉 Consumer market remains challenged with a 19% decline in revenue 👉 Company expects strong performance in small and medium business and large enterprise segments 👉 Client Solutions Group is a key focus area to capture the Microsoft Windows PC refresh

-- #JeffClarke #YvonneMcGill #JenniferDoudna #KrishSankar #RoundRock,Texas #Berkeley,California #LawrenceBerkeleyNationalLaboratory #technology

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Jeff Clarke Yvonne McGill Jennifer Doudna Krish Sankar Round Rock, Texas Berkeley, California Lawrence Berkeley National Laboratory technology

6/1/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq37fgptcht29mnypuuxmdyqm0204f3xhz0apnrq7x6g6sqv20jwnsdfrtvr

IS APPLE INC. (AAPL) THE BEST NASDAQ STOCK TO BUY ACCORDING TO BILLIONAIRES?

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✍️ Apple Inc. (NASDAQ:AAPL) is one of the best NASDAQ stocks to buy according to billionaires, despite the tariff uncertainty affecting the US economy.

👉 Apple Inc. (NASDAQ:AAPL) is one of the best NASDAQ stocks to buy according to billionaires 👉 The US economy contracted at an annualized rate of 0.3% during the first quarter of 2025 👉 Tariff uncertainty was one of the key contributing factors toward the slowdown 👉 Apple Inc. (NASDAQ:AAPL) is a leading technology company specializing in designing, manufacturing, and selling consumer electronics, software, and related services 👉 The company is known for its iconic iPhones, Macbooks, and iPads

-- #TomLee #SteveLiesman #KrishSankar #business

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Tom Lee Steve Liesman Krish Sankar business mainstream:perspective

5/4/2025

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WALL STREET IS ANXIOUS TO HEAR APPLE CEO TIM COOK'S FIRST PUBLIC COMMENTS ON TARIFFS

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✍️ Apple's earnings report is expected to be closely watched for CEO Tim Cook's comments on how the company is dealing with President Donald Trump's tariffs, which could impact the company's supply chain and revenue.

👉 Apple's earnings report will be closely watched for CEO Tim Cook's comments on tariffs 👉 The company is exposed to Trump's tariffs and expected retaliation 👉 Apple makes about three-quarters of its revenue from physical goods, mostly made in China or Asia 👉 Analysts are looking for Cook's comments on supply chain and tariffs risks 👉 The company's share price has been impacted by the tariffs

-- #TimCook #DonaldTrump #ErikWoodring #KevanParekh #ElizabethWarren #KrishSankar #DipanjanChatterjee #China #Asia #India #Vietnam #UnitedStates #HongKong #Taiwan #Cupertino #Austin #business

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Tim Cook Donald Trump Erik Woodring Kevan Parekh Elizabeth Warren Krish Sankar Dipanjan Chatterjee China

4/30/2025

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq3tw3nxhdh5gk5u09y9sehpfektgedgeqefpyspxkjvazl47x8eyszk2zp3

APPLE SUPPLIER SKYWORKS STOCK PLUMMETS AS IPHONE MAKER TURNS TO COMPETITOR

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✍️ Skyworks Solutions, an Apple supplier, saw its stock drop 23% after revealing it's losing business to a competitor, believed to be Broadcom, due to Apple's decision to dual-source chips for its iPhone.

👉 Skyworks Solutions' stock dropped 23% after revealing it's losing business to a competitor 👉 Apple's decision to dual-source chips for its iPhone 17 will reduce demand for Skyworks' products by 20-25% 👉 Analysts believe the competitor is Broadcom 👉 Skyworks' revenue could be impacted by $600 million in 2025 👉 Company's CEO, Liam Griffin, will be replaced by Philip Brace

-- #LiamGriffin #PhilipBrace #KrisSennesael #RubenRoy #KrishSankar #AtifMalik #business

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Liam Griffin Philip Brace Kris Sennesael Ruben Roy Krish Sankar Atif Malik business Technology:perspective

2/6/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq08wjsqjj7tlq46grl3d9e5g7n6ysmenxgmftxwj0dud42jc70hcsw94n6q

MICRON STOCK PLUMMETS AS WEAK OUTLOOK OVERSHADOWS AI OPPORTUNITY

https://s.yimg.com/os/creatr-uploaded-images/2024-12/b8e68d10-bd82-11ef-beff-0f81079dcaea

✍️ Micron (MU) stock plummeted 17% after weaker-than-expected guidance for the current quarter, despite growing demand for AI chips.

👉 Revenue guidance for the quarter fell short of expectations 👉 Data center revenue grew to over 50% of total revenue 👉 Consumer-oriented markets are weaker in the near term 👉 Analysts have downgraded the stock due to weak demand for memory chips 👉 Market for HBM is expected to grow to $30 billion in 2025

-- #SanjayMehrotra #VivekArya #KrishSankar #business

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Sanjay Mehrotra Vivek Arya Krish Sankar business mainstream:perspective

12/19/2024

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqcqef3stntvhrnl62qdj2h0twk8544r654tc9gysj4qlsw8d8fj7qjnqxu3

DELL STOCK SINKS AFTER COMPANY WARNS AI SPENDING 'WILL NOT BE LINEAR'

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✍️ Dell Technologies' stock fell 12% after the company took a cautious approach to its forecast, citing nonlinear growth in the AI space and a slower-than-expected recovery in the PC market.

👉 Dell's AI server revenues fell 9% in the third quarter 👉 The company took a cautious approach to its forecast, citing nonlinear growth in the AI space 👉 Dell's lower full-year outlook for its fiscal year 2025 👉 The company's CEO and COO cited a slower-than-expected recovery in the PC market and customers' shifting trends toward the newest AI chips

-- #JeffreyClarke #ToniSacconaghi #KrishSankar #MichaelDell #ElonMusk #LauraBratton #technology

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Jeffrey Clarke Toni Sacconaghi Krish Sankar Michael Dell Elon Musk Laura Bratton technology technology:perspective

11/27/2024

Layer3.news

AI by layer3.news

Filtering by: Krish Sankar · clear filter

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqh6wd8z2v2cf3ghk8wyp08495v95kdkpmrtymwypt2x568w2za4rq83peke

WHY TD COWEN STAYS BULLISH ON APPLE (AAPL) STOCK AT $275 PT

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✍️ Apple Inc. is one of the AI Stocks Investors Are Watching Closely, with a Buy rating and $275.00 price target from TD Cowen analyst Krish Sankar.

-- #KrishSankar #technology

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9/8/2025

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqp4s3s4xmwxlzlrsyp6nnjhrz6m0rd62lxjuz4kerjp3ztys0nj5s6ue60y

APPLE DODGED A $20 BILLION HIT, THANKS TO GOOGLE ANTITRUST RULING

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✍️ A federal judge ruled that Google can continue to make revenue-sharing payments to Apple for the placement of Google's Search, Chrome, and AI offerings, allowing Apple to earn an estimated $20 billion per year.

-- #AmitMehta #WamsiMohan #ErikWoodring #KrishSankar #EddyCue #technology

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Amit Mehta Wamsi Mohan Erik Woodring Krish Sankar Eddy Cue technology Technology:perspective

9/3/2025

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MICRON (MU) STOCK: ANALYST SEES AI DEMAND DRIVING BIG GAINS AHEAD

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✍️ Micron Technology's stock is expected to continue to do well due to its strong revenue and earnings potential, driven by higher DRAM pricing and increased trade activity.

-- #KrishSankar #technology

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8/16/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqa2yely96tghqcgvelggx4f2hkmq90px94r2mr2469za29dvq56gq4dxxgy

WALL STREET STICKS WITH APPLE (AAPL) AS EARNINGS AND AI QUESTIONS LOOM

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✍️ Apple's stock is expected to perform well despite challenges, with analysts maintaining a 'Buy' rating and projecting revenue growth.

-- #KrishSankar #AnalystsatTDCowen #AnalystsatBankofAmerica #technology

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Krish Sankar Analysts at TD Cowen Analysts at Bank of America technology mainstream:perspective

8/1/2025

npub17r26x6s…qehva5

APPLE IS FACING PRESSURE FROM WALL STREET TO FIGURE OUT ITS AI STRATEGY

https://image.cnbcfm.com/api/v1/image/108157307-1749577884689-108157307-17495777552025-06-09t184403z_1363327804_rc2xyeasyi8p_rtrmadp_0_apple-developers.jpeg?v=1749577903&w=1920&h=1080

✍️ Apple's lack of clear AI strategy is causing concern among investors and analysts, who worry that the company's position in the market could be threatened by competitors like Google and OpenAI.

-- #TimCook #CraigFederighi #JonyIve #SamAltman #EddyCue #KrishSankar #GeneMunster #SundarPichai #LauraMartin #Cupertino,California #NewYork #technology

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Tim Cook Craig Federighi Jony Ive Sam Altman Eddy Cue Krish Sankar Gene Munster Sundar Pichai

7/30/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq9davvf7mkyc0q0xuem7wnylwm3a7gh4299f89agmjakf5nc4lvxsarg6gt

DELL EXECS SOUND ALARM WITH CONSUMER COMMENTS

https://media.zenfs.com/en/thestreet_881/c9147f5a8cc224a3cf3ca48fcce6086c

✍️ Dell's executives expressed concerns about the consumer market, while highlighting strong AI momentum and a backlog of orders valued at $14.4 billion.

-- #JeffClarke #YvonneMcGill #JenniferDoudna #KrishSankar #RoundRock,Texas #Berkeley,California #LawrenceBerkeleyNationalLaboratory #technology

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Jeff Clarke Yvonne McGill Jennifer Doudna Krish Sankar Round Rock, Texas Berkeley, California Lawrence Berkeley National Laboratory technology

6/1/2025

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IS APPLE INC. (AAPL) THE BEST NASDAQ STOCK TO BUY ACCORDING TO BILLIONAIRES?

https://s.yimg.com/ny/api/res/1.2/e1QwhqQiBt5ecLL5Qx6Rkg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/bd47dc2e86b4a3086f845d200d9daf1f

✍️ Apple Inc. (NASDAQ:AAPL) is one of the best NASDAQ stocks to buy according to billionaires, despite the tariff uncertainty affecting the US economy.

-- #TomLee #SteveLiesman #KrishSankar #business

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Tom Lee Steve Liesman Krish Sankar business mainstream:perspective

5/4/2025

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WALL STREET IS ANXIOUS TO HEAR APPLE CEO TIM COOK'S FIRST PUBLIC COMMENTS ON TARIFFS

https://image.cnbcfm.com/api/v1/image/108031636-17259705052024-09-09t214521z_57916425_rc28x9arr8dn_rtrmadp_0_apple-event.jpeg?v=1729887292&w=1920&h=1080

✍️ Apple's earnings report is expected to be closely watched for CEO Tim Cook's comments on how the company is dealing with President Donald Trump's tariffs, which could impact the company's supply chain and revenue.

-- #TimCook #DonaldTrump #ErikWoodring #KevanParekh #ElizabethWarren #KrishSankar #DipanjanChatterjee #China #Asia #India #Vietnam #UnitedStates #HongKong #Taiwan #Cupertino #Austin #business

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Tim Cook Donald Trump Erik Woodring Kevan Parekh Elizabeth Warren Krish Sankar Dipanjan Chatterjee China

4/30/2025

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APPLE SUPPLIER SKYWORKS STOCK PLUMMETS AS IPHONE MAKER TURNS TO COMPETITOR

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✍️ Skyworks Solutions, an Apple supplier, saw its stock drop 23% after revealing it's losing business to a competitor, believed to be Broadcom, due to Apple's decision to dual-source chips for its iPhone.

-- #LiamGriffin #PhilipBrace #KrisSennesael #RubenRoy #KrishSankar #AtifMalik #business

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Liam Griffin Philip Brace Kris Sennesael Ruben Roy Krish Sankar Atif Malik business Technology:perspective

2/6/2025

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MICRON STOCK PLUMMETS AS WEAK OUTLOOK OVERSHADOWS AI OPPORTUNITY

https://s.yimg.com/os/creatr-uploaded-images/2024-12/b8e68d10-bd82-11ef-beff-0f81079dcaea

✍️ Micron (MU) stock plummeted 17% after weaker-than-expected guidance for the current quarter, despite growing demand for AI chips.

-- #SanjayMehrotra #VivekArya #KrishSankar #business

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Sanjay Mehrotra Vivek Arya Krish Sankar business mainstream:perspective

12/19/2024