Mon. 12/10 - iPhone Sales Banned in China

Mon. 12/10 - iPhone Sales Banned in China

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I Don’t Think You Understand What “Sandboxed” Means

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Ant ...  Show more

The AI Trade

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cl ...  Show more

Recommended Episodes

Apple’s Device Delay… And Vaccine Makers Under Pressure 9/12/25
CNBC's "Fast Money"

Apple postponing the launch of its new iPhone Air model in China, as regulatory issues hit the tech giant. How they’ll clear that hurdle, and what a top tech analyst sees in store for the stock after a muted Apple event response. Plus A new report threatening vaccine makers, a ...

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It's not just China, Apple
Talking Tech

Apple, in a rare move, admitted that iPhone sales had slowed down, and it would sell fewer than expected in the holiday quarter, putting much of the blame on changing conditions in China. Stop the excuses and look in the mirror argues Jefferson GrahamSee Privacy Policy at https:/ ...  Show more

No more iPhones for Chinese government officials
Marketplace Morning Report

China has barred government officials from using foreign-branded devices, according to the multiple published reports. Is the move because China’s own smartphone company is catching up to U.S.-designed ones, or is it a result of still-icy U.S.-China trade relations, especially wh ...  Show more

Apple's $50 Billion Dilemma in China
Foundering

Hong Kong's pro-democracy protests have ensnared a number of companies, including one U.S. company that has the most to lose in China: Apple Inc. This week on Decrypted, Bloomberg Technology's Alistair Barr breaks down the iPhone maker's controversial decision to reject an app bu ...  Show more