WS #11430
Apple pauses AirPods Pro with camera development due to AI software delays, but orders 10 million foldable iPhones for 2026, with iPhone Ultra priced up to $3,000. Michael Burry discloses short positions against Micron (MU), Nvidia (NVDA), and Tesla (TSLA), signaling bearish sentiment on overvalued semiconductor and EV stocks. Data center leases top $850 billion as Meta, Microsoft, Oracle lead record AI infrastructure spending, with Microsoft creating a 6,000-person AI deployment team.
Apple Product Developments
Apple pauses AirPods Pro with camera development due to AI software delays, but orders 10 million foldable iPhones for 2026, with iPhone Ultra priced up to $3,000.
Michael Burry discloses short positions against Micron (MU), Nvidia (NVDA), and Tesla (TSLA), signaling bearish sentiment on overvalued semiconductor and EV stocks.
Data center leases top $850 billion as Meta, Microsoft, Oracle lead record AI infrastructure spending, with Microsoft creating a 6,000-person AI deployment team.