The deal faces an uphill battle no matter who wins, but we think it has better odds under Trump
Apple remains the top brand around: But the tech giant saw its first decline in 20 years as competitors embrace AI more seamlessly.
By using Siri and the Matter standard, Apple could dominate the IoT market with a seamless smart home ecosystem.
It’s a large volume opportunity for the BNPL player and helps Klarna compete with. It can also help keep users loyal to Apple as its NFC tech opens up
The card will expand Barclays’ presence in the US credit card industry and help diversify its card volume
In today’s podcast episode, we dive into how Apple Intelligence will move the AI usage needle and discuss which companies are poised to shape the future of artificial intelligence. "In Other News", we cover Bank of America’s recent outage and the risks associated with digital banking. Join host Marcus Johnson and analysts Jacob Bourne and Gadjo Sevilla for the conversation.
Self-driving car companies might rely on ride share platforms until consumer accessibility expands and manufacturing costs drop. But this strategy could drive down wages for human drivers.
Apple’s Prime Video deal draws the lines of power in streaming: Growth in SVOD is slowing significantly, leaving services little choice but to piggyback off larger platforms.
Microsoft is taking advantage of Google’s antitrust ruling, enhancing its own mobile gaming strategy while increasing options for consumers.
US buy now, pay later (BNPL) payment value will reach $94.29 billion in 2024. As the industry matures, user growth is becoming limited—forcing BNPL fintechs to find new avenues for growth.
If the DOJ breaks up Google, who would be king of search? A filing hinted at a potential breakup, but political uncertainties could slow plans.
A US ruling requires Google to abandon exclusivity practices, potentially empowering smaller developers to enter the Android app market more easily.
Apple patches major iOS bugs before the iPhone SE 4's expected announcement, but its missing AI features are the real problem.
Soaring GPU and data center demand could inflate costs and delay the benefits of AI expansion.
Theaters need Big Tech more than ever: Chains like AMC are implementing costly upgrades even as players like Apple pair down their box office strategies.
Apple, Google, and Meta pull services, isolating Russians and shrinking revenue opportunities for creators and advertisers.
The latest fine reflects both Meta’s data mishandling and the EU’s heightened regulatory crackdown on Big Tech.
This could not only impact its market share in the debit card industry and cut into its margins—it may also hurt Visa’s brand in the court of public opinion
On today’s podcast episode, we discuss what to make of former Apple Chief Design Officer Jony Ive working on a new AI device, what an AI model with “reasoning abilities” can actually do, and whether Ilya Sutskever’s new AI startup can create safe superintelligence. Join host Marcus Johnson, along with analysts Jacob Bourne and Grace Harmon, for the conversation.
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