Tag: Apple
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Big Tech Earnings: The Week the Market Graded AI Capex Line by Line
Microsoft rose 9 per cent, Amazon 9 per cent, Meta fell 10 and Apple 7: the week the market started grading AI capex line by line. Inside the $720-745 billion ledger, the depreciation wave building beneath it, and the new rules of the AI trade.
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The AI Memory Price Shock: Apple and Microsoft Pass the Cost On
Khan Capitals | July 2026 Key Takeaways Part of: The AI Infrastructure Supercycle — Khan Capital’s hub on the AI infrastructure build-out. The First Consumer Bill for the AI Build-Out For most of the artificial intelligence boom, the costs have been abstract to the ordinary buyer. They appeared in the capital expenditure lines of hyperscalers,…
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The Apple Siri Gemini Deal: Renting the Model, Defending the Platform
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle — Khan Capital’s hub on the AI infrastructure build-out. A Record High, Then a Verdict For most of the past two years, every Apple set-piece event has functioned less as a product launch and more as a referendum on a valuation. The…
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Apple After Cook: Ternus, $100bn in Buybacks, and the AI Question
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle — Khan Capital’s hub on the AI infrastructure build-out. An Earnings Beat, a Succession, and a $100 Billion Buyback Apple closed mega-cap earnings week with a result that, in any other quarter, would have dominated coverage. Revenue of $111.2 billion grew 17…