Apple Unveils $1,999 Foldable iPhone Duo as Nvidia, Oracle Dominate Tech Week

Product / TechEarningsM&A · Partnership Impact 4
โดย Seeking Alpha·US·Read original
Summary · why it matters

Apple took the wraps off its new iPhone lineup, including the foldable iPhone Duo starting at $1,999 for the 256 GB option and running up to 2 TB, alongside the iPhone 18 Pro at $1,199 and iPhone 18 Pro Max at $1,299. Nvidia CEO Jensen Huang reiterated he is confident in growing revenue 70% next year, noting the upcoming Vera Rubin system is priced at roughly $40,000 versus roughly $25,000 for Blackwell and $18,000 for Hopper, while the Justice Department is investigating whether Nvidia structured its $20B licensing deal with AI chip startup Groq to avoid antitrust scrutiny. Oracle reported fiscal first-quarter results and guidance that topped Wall Street estimates by a significant margin, with cloud revenue at $11.6B, up 62% year-over-year, infrastructure revenue soaring 121% to $7.4B, and application revenue rising 10% to $4.2B. Adobe also reported second-quarter results and guidance above estimates, though analysts noted a slowdown in annual recurring revenue growth amid its freemium AI strategy. In other news, Qualcomm and Amazon announced a partnership to build next-generation AI data center infrastructure, and Microsoft plans to more than triple its global data center capacity to more than 38 gigawatts by 2032, up from about 12 gigawatts currently.

Impact on stocks 17

Artificial Intelligence▲ · 11 stocks
Apple Inc.
AAPL
▲ PositiveTechnologyrelevance

Apple unveiled its new iPhone lineup including the foldable iPhone Duo at $1,999 plus iPhone 18 Pro models.

NVIDIA Corporation
NVDA
± MixedCapitalrelevance

Nvidia's Huang touted 70% revenue growth and higher Vera Rubin pricing, but the DOJ is probing its $20B Groq licensing deal for antitrust.

Microsoft Corporation
MSFT
▲ PositiveCapitalrelevance

Microsoft plans to more than triple global data center capacity to over 38 gigawatts by 2032.

Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon partnered with Qualcomm to build next-generation AI data center infrastructure.

Cloud & Digital Infrastructure▲ · 4 stocks
Oracle Corporation
ORCL
▲ PositiveCapitalrelevance

Oracle reported fiscal Q1 results and guidance that topped Wall Street estimates by a significant margin, with cloud revenue up 62% and infrastructure revenue up 121%.

Semiconductors▲ · 2 stocks
Qualcomm Incorporated
QCOM
▲ PositiveDemandrelevance

Qualcomm and Amazon announced a partnership to build next-generation AI data center infrastructure.

Theme Impact 16

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