Apple’s $2,000 iPhone Duo Sold Out in Hours. Here’s Why That Doesn’t Prove What You Think It Does.
Apple’s first foldable iPhone sold out within hours at roughly $2,000, and delivery dates slipped into late January. Apple shares beat a falling Nasdaq, but there’s a catch: Apple hasn’t disclosed launch inventory. Here’s why a sellout doesn’t settle the demand question, and why October 23 could.
ASML Can't Build Machines Fast Enough: The AI Chip Boom Just Hit a Supply Wall
ASML just posted a record €11.7 billion quarter, but the real headline is what it said about the future: even with 30% more capacity planned, it can't build enough chipmaking machines to meet demand in 2027 and 2028. Customers are already asking about 2030. Here's why the AI trade's bottleneck is shifting from money to machines, and what to watch as TSMC reports next.