Hints and tips:
...The “Magnificent Seven” (Apple, Microsoft, Meta, Amazon, Alphabet, Nvidia and Tesla) were the main drivers of US stock prices in 2023....
...While other Big Techs remain down by double-digits from their pandemic highs, Apple is down just 8 per cent (Microsoft only trails slightly, off 11 per cent). Apple, like capitalism, keeps on churning....
...Soenens points to Pegatron, one of the biggest suppliers to Apple, which began production of electronic equipment in Haiphong in 2021....
...Given a shortage of labour in areas such as trucking, he added: “I still think we’re going to feel a lot of pressure from inflation in the supply chain for some time.”...
...Back in September, we wrote that: The long-term case for owning the very big tech companies (Facebook, Amazon, Microsoft, Apple and Google) is that you get a lot of upside and just a little downside....
...trader Archer Daniels Midland noted that obtaining goods from China by ship or air freight now costs more and takes longer because of restrictions at some leading ports and disruptions to internal train and trucking...
...The lockdown has also affected trucking companies, sparking warnings of a deeper impact on global trade....
...GXO was spun-off from trucking group XPO Logistics last year in order to focus on warehousing and picking, packing and distributing goods for big brand names such as Nestlé, Apple and Nike....
...“What you hear from all the trucking companies is: ‘It’s all about the driver right now’,” says Ball....
...The government is urging local authorities to collaborate on permitting schemes to resolve the trucking crisis, says the Shanghai-based shipping executive....
...Apple, Spotify, maybe even Amazon. Now there’s another name muscling in — YouTube....
...So we put her on an apple crate and we cut 18 inches off the bottom of the dress there and then, with five camera crews standing there drumming their fingers, then shot the scene....
...Since Google launched its self-driving car project in 2009, robotaxis have been the sector’s focal point, leading to years of consolidation as every major carmaker — and a few large tech groups including Apple...
...Cable’s paper suggests “self-aggrandising titles”, such as Steve Jobs’s self-description as Apple’s “chief know-it-all”, can backfire, particularly if expectations and reality diverge....
...The founder of the hydrogen trucking start-up Nikola stepped aside at the start of the week, days after a report from a short-seller attacking the company....
...Can that damage possibly be outweighed by a more prosperous, homegrown trucking industry? There is one encouraging precedent: US manufacturing in the 1920s....
...“Unlike Apple . . ....
...Subscribe on Apple, Spotify, or wherever you listen....
...BlackBuck is India’s largest trucking logistics company, often referred to as “Uber for Trucks”. Some of his journey has been an uphill struggle....
...Tesla keeps on trucking Tesla will finally unveil its electric pickup truck in Los Angeles this evening, a product Elon Musk says he is the most excited about....
...A scoop from the Wall Street Journal says Apple is in advanced talks to buy Intel’s smartphone-modem chip business for $1bn or more....
...He left Waymo in January 2016 to co-found Otto, an autonomous trucking company, later acquired by Uber....
...That, along with increased spending to bulk up new ventures such as the Uber Eats food delivery service, its Freight trucking arm, and electric bike and scooter rentals has led a resurgence in adjusted losses...
...But the EU's "GAFA" turnover tax (Google, Apple, Facebook, Amazon) risks being stillborn....
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