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AAPL

Trump’s tariff on India to do little to upset iPhone manufacturing plans

BENGALURU (Reuters) -President Donald Trump's 25% tariffs on Indian goods will do little to slow the role of the Asian country as a key hub for manufacturing iPhones, even when it means more expensive smartphones for U.S. consumers, analysts and industry executives said. Apple has realigned its India exports to almost exclusively serve the U.S. market, with nearly all the $3.2 billion-worth iPhones exported by Foxconn from India going to the United States between March and May. It's "too early to say" if recent events or future changes in Trump's stance will alter Apple's manufacturing plans in India, an industry executive familiar with Apple's strategy said...

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AAPL

The VPNs allowing youngsters to bypass Online Safety Act rules

Downloads of VPNs have exploded across Britain since age checks were introduced for pornography and other age-restricted websites last week...

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GOOGL

Meta and Microsoft Keep Their License to Spend

Meta Platforms and Microsoft are both showing that obscene spending on new businesses can work—as long as the older ones are humming. Meta’s stock price in particular had slumped nearly 6% over the past month, following a flurry of news reports about Chief Executive Mark Zuckerberg lavishing nine-figure paydays on artificial-intelligence researchers...

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GOOGL

Google to build $6bn 1GW data centre in India, sources say

Andhra Pradesh aims to significantly expand its data centre capacity and energy supply, targeting 6GW over the next five years...

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GOOGL MSFT

Microsoft: Massive Cloud Upswing

Microsoft Corporation sees 26% Cloud growth, pushing shares up 8%. Click for my updated look at MSFT post Q2 earnings and an analysis of its free cash flow...

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GOOGL

After Surging 15% in 1 Month, Does Alphabet Stock Have More Room to Run After Blowout Earnings?

Alphabet continues to deliver quarter after quarter of record results, and the market is finally taking notice...

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AAPL

Apple to close first retail store in China since 2008

The closure reflects China’s shifting retail landscape, as more consumers turn to online shopping, causing traditional malls to lose foot traffic...

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AAPL

Qualcomm shares slide as Apple modem shift, tariffs raise growth concerns

The San Diego-based chip supplier warned investors that Apple's move to depend on in-house modems, starting with the February launch of the iPhone 16e, would hit future chip revenue. Qualcomm has intensified its focus on sectors such as data centers and personal computers. Adding to the pressure, U.S. President Donald Trump's renewed tariff threats on semiconductors have emerged as a risk, potentially disrupting supply chains and hurting Qualcomm's handset revenue, analysts said...

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GOOGL

Alphabet Is Quietly Winning The AI War

GOOGL

Big Tech may be breaking the bank for AI, but investors love it

(Reuters) -Big Tech is spending more than ever on artificial intelligence - but the returns are rising too, and investors are buying in. AI played a bigger role in driving demand across internet search, digital advertising and cloud computing in the April-June quarter, powering revenue growth at technology giants Microsoft, Meta, and Alphabet. Betting that momentum will sustain, Microsoft and Alphabet decided to ramp up spending to ease capacity shortages that have limited their ability to meet soaring AI services demand, even after several quarters of multi-billion-dollar outlays...

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