Android or iOS, Why Smartphones Aren't Exciting Anymore (video)

Why Aren't Smartphones Exciting Anymore?

Smartphone sales are declining, and the pace of innovation is slowing. Manufacturers are scrambling to find new ways to conjure up excitement. Bloomberg QuickTake explains what might be the future of smartphones. Bloomberg.com video above published Jun 19, 2019.

See also: WSJ: Jony Ive Became 'Dispirited' After Apple Watch and Sometimes Failed to Show Up to Meetings--Report: Jony Ive was dispirited by Tim Cook's lack of interest in the product development process and frustrated inside a more operations-focused company--macrumors.com.

source: statista.com

source: statista.com

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WWDC19 Keynote June 3, 2019, at 10 a.m. PDT Streamed LIVE

Click graphic above to go to the LIVE Event

WWDC19 Keynote June 3, 2019, at 10 a.m. PDT at apple.com/apple-events/livestream/

#WWDC2019

Here's what to expect from @Apple's #WWDC2019 pic.twitter.com/TpePTCxTME

— Digital Trends (@DigitalTrends) May 29, 2019

source: statista.com

source: statista.com

NASDAQ: AAPL (Stock Exchange: Symbol for Apple shares)

See also Supreme Court deals Apple major setback in App Store antitrust case | CNBC.com: The U.S. Supreme Court, ruling 5-4, allows iPhone users to pursue their antitrust lawsuit against Apple in a case involving its App Store.
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How Corning $GLW Created Gorilla Glass And Reinvented Itself (video)

How Corning Created Gorilla Glass And Reinvented Itself

Since 1851, Corning has evolved from a light bulb manufacturer to Pyrex creator to making high-tech glass products for companies like Apple, Google, Verizon and Samsung. Here is a look at how Corning has continuously reinvented itself to keep up with the changing times. CNBC.com video above published April 25, 2019.

Domain: corning.com

NYSE: GLW:

$GLW

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Apple $AAPL Q2 FY19 Earnings LIVE Webcast April 30, 5pm EDT

Steve Wozniak On Steve Jobs, Apple's Early Days:

In a 2011 CNBC interview, Steve Wozniak reminisced about his early relationship with Steve Jobs, the first Apple computers and the company's bold Super Bowl ad in 1984, the year the revolutionary Macintosh computer was released. Apple's track record hasn't been all sunshine, Airpods, and iPhones (the company has sold well over a billion of the smartphones). In fact, even the company that revolutionized the personal computer industry with the Macintosh has had its share of failures over the years, from an overheating computer to a handheld device that co-founder Steve Jobs hated and comedy writers mocked.

Apple Inc. (NASDAQ: AAPL) FY 19 Second Quarter Results: Apple’s conference call to discuss second fiscal quarter results is scheduled for Tuesday, April 30, 2019 at 2:00 p.m. PDT / 5:00 p.m. EDT. Listen to the conference call webcast. See also Apple Investor Relations | investor.apple.com.

UPDATE: earnings release excerpt: "Services Revenue Reaches New All-Time High of $11.5 Billion ... [total] quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent. International sales accounted for 61 percent of the quarter’s revenue." 

See also consolidated financial statements (pdf).

$AAPL

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Inside the Gorilla Glass Factory of Corning $GLW (video)

Inside Corning's Gorilla Glass Factory

A rare look inside Corning’s oldest glass factory where it makes Gorilla Glass for iPhones and a variety of other devices. The factory, in Harrodsburg, Kentucky, runs 24/7 and human hands never touch the glass — only air and robots.

In the middle of bluegrass and bourbon country in Harrodsburg, Kentucky, is Corning's oldest glass factory. It was built in the 1950s to create lenses for glasses and then in the 1980s it transitioned into making LCD glass panels. But about six months before the first iPhone was released in 2007, Steve Jobs made a call to the CEO of Corning and asked the company to create glass that could withstand scratches and breakage for a new Apple product. Before that, phones were typically covered in plastic. Corning quickly developed Gorilla Glass, and this factory went through a complete transformation. The same company that developed the glass for the Edison bulb in 1879, is now making the glass that covers 6 billion smartphones, tablets, screens and wearables worldwide for Apple, Samsung, LG, Sony and Huawei and a variety of other manufacturers. Watch the video to get a rare look inside the factory to see how Gorilla Glass is made. CNBC.com video above published Feb 9, 2019.

Corning Incorporated
NYSE: GLW

$GLW

Domain: corning.com
Investor Relations: investor.corning.com
Industry: Glass & Ceramic Materials
Founded: 1851
Headquarters: Corning, New York, U.S.
Employees: 46,200

Faster smartphones with more functionality and longer battery life require smaller, more complex chip package designs.
Check out how Corning’s precision glass portfolio is helping chipmakers meet these requirements: https://t.co/3SLaVPq0ov pic.twitter.com/WvcGkAdab7

— Corning Incorporated (@Corning) February 13, 2019

It’s #NationalInventorsDay! Today, we celebrate our scientists worldwide and their contributions to solving tough technology challenges that transform people’s lives.
Learn more about our history of innovation: https://t.co/KeuQmT471I pic.twitter.com/pQc6v3Z5q4

— Corning Incorporated (@Corning) February 11, 2019

Eight years ago, we debuted our vision for the future with our "A Day Made of Glass" video. Since then, we've pushed boundaries and redefined possibilities to bring you #LifeInTheGlassAge!
Check it out: https://t.co/OadWTt0Xgz#GlassAge pic.twitter.com/I4YqM7Am39

— Corning Incorporated (@Corning) February 7, 2019

On this #ThrowbackThursday, we're taking it back to 2011 when we shared our vision for a more connected, collaborative, and interactive world - all made possible by Corning!
Check out "A Day Made of Glass:" https://t.co/4AeUXkfBT1#GlassAge pic.twitter.com/uebtScNecg

— Corning Incorporated (@Corning) February 7, 2019

#DidYouKnow your mobile phone is enabled by microchips that allow faster processing and reliable communication? Learn more about how Corning is supporting microchip manufacturing with durable optical materials: Link to release https://t.co/xKPvLjyhqW #PhotonicsWest #Booth1265 pic.twitter.com/Iv2YHN6lIj

— Corning Incorporated (@Corning) February 6, 2019

With the need to download more content on your smartphone, data centers that process this information are getting increasingly more complex. Learn more about how Corning's new glass polarizers are enabling greater data center design flexibility: https://t.co/EJ8AnQIUUI pic.twitter.com/3rkvhS3IrE

— Corning Incorporated (@Corning) February 4, 2019

#DidYouKnow Corning® Gorilla® Glass is not just for your mobile consumer electronics devices?
We're collaborating with companies like Elevecture to deliver this innovative solution to the architecture industry. Learn more: https://t.co/3MK85m6lxo#GlassAge pic.twitter.com/o4uW9CaEz9

— Corning Incorporated (@Corning) February 1, 2019

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Apple $AAPL FY19 Q1 Earnings LIVE Webcast Jan 29, 5pm EST

$AAPL

UPDATE Jan 29, 2019 After Hours Trading $AAPL:

Apple Inc. $AAPL (apple.com) FY 19 First Quarter Results: Apple’s conference call to discuss final first fiscal quarter results is scheduled for Tuesday, January 29, 2019 at 5:00 p.m. ET. Listen to the conference call webcast. 

Read the press release, excerpt below (emphasis added), and financial statements (pdf).

Apple today announced financial results for its fiscal 2019 first quarter ended December 29, 2018. The Company posted quarterly revenue of $84.3 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $4.18, up 7.5 percent. International sales accounted for 62 percent of the quarter’s revenue. 

Revenue from iPhone® declined 15 percent from the prior year, while total revenue from all other products and services grew 19 percent. Services revenue reached an all-time high of $10.9 billion, up 19 percent over the prior year. Revenue from Mac® and Wearables, Home and Accessories also reached all-time highs, growing 9 percent and 33 percent, respectively, and revenue from iPad® grew 17 percent. 

“While it was disappointing to miss our revenue guidance, we manage Apple for the long term, and this quarter’s results demonstrate that the underlying strength of our business runs deep and wide,” said Tim Cook, Apple’s CEO. “Our active installed base of devices reached an all-time high of 1.4 billion in the first quarter, growing in each of our geographic segments. That’s a great testament to the satisfaction and loyalty of our customers, and it’s driving our Services business to new records thanks to our large and fast-growing ecosystem.” 

“We generated very strong operating cash flow of $26.7 billion during the December quarter and set an all-time EPS record of $4.18,” said Luca Maestri, Apple’s CFO. “We returned over $13 billion to our investors during the quarter through dividends and share repurchases. Our net cash balance was $130 billion at the end of the quarter, and we continue to target a net cash neutral position over time.” 

Apple is providing the following guidance for its fiscal 2019 second

• revenue between $55 billion and $59 

• gross margin between 37 percent and 38 percent

• operating expenses between $8.5 billion and $8.6 billion

• other income/(expense) of $300 million

• tax rate of approximately 17 percent

Apple’s board of directors has declared a cash dividend of $0.73 per share of the Company’s common stock. The dividend is payable on February 14, 2019 to shareholders of record as of the close of business on February 11, 2019.

Background: Apple CEO Tim Cook issued a letter to investors discussing revised guidance for the first fiscal quarter. Read the letter to investors. See also Apple Investor Relations.

What's Behind Apple's Sales Slump And Dire China Warning?

Apple remains one of the biggest and most powerful companies in the world, and iPhone sales are its most important metric. So when iPhone sales slump in China, it means billions of dollars lost. And it rattles markets across the world. These are the three big factors dragging down Apple in China. CNBC video above published Jan 9, 2019.

"[D]ue to the ubiquitousness of WeChat, Apple's iOS holds a less prominent place in the Chinese user's mindspace - the iPhone retention rate is only 50%"--seekingalpha.com.

Huawei smartphone sales leap as Apple iPhone sales stall

Huawei is eyeing top spot in the smartphone market after overtaking Apple in 2018. iPhone's China shipments fell 22% in fourth quarter last year. Financial Times (ft.com) video above published Jan 25, 2019.
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Tech Review | Apple's China Problem Goes Deeper Than iPhones

Tech Review (TR 2019-01-12) Domain Mondo's weekly review of tech investing news:  Features • 1) Apple's China Problem Goes Deeper Than iPhones, 2) Silicon Carbide’s Meteoric Rise, 3) Investing: The Week, Notes: Eurozone, Brexit, Recession? 4) ICYMI Tech News: Amazon, Qualcomm, Facebook, Apple, Google, Ripe for Disruption.

1) Apple's China Problem Goes Deeper Than iPhones

Tepid iPhone sales aren't all that ail Apple (apple.com) in China. Competition from local smartphone rivals, trade-dispute fallout and a court battle could make 2019 a tough year for Apple in its most important market outside the U.S. Wall Street Journal (wsj.com) video above published Jan 7, 2019.  See also Why Apple Revised Its Outlook - It's Not All China (video).

NASDAQ: AAPL

$AAPL

source: statista.com

2) Silicon Carbide’s Meteoric Rise

For the first time, silicon carbide – a material older than the solar system – is helping power electric vehicles and ease the use of solar technology. While the compound was first discovered in meteorites dating back over 4.6 billion years, it’s now possible to synthesize it and use it to make power semiconductors. “Silicon carbide’s advantages can be summed up in one word – efficiency,” explains Alexander Duval of Goldman Sachs Research.

Although cheaper silicon-based devices are more widespread, silicon carbide can withstand higher temperatures and preserve more energy than silicon, benefiting power sources like batteries. Duval believes that silicon carbide could ultimately slash the cost of manufacturing EVs and installing solar inverters – savings that will outweigh its higher initial cost in the long run. GoldmanSachs.com video above first published Jan 7, 2019.

3) Investing

The Week: NASDAQ Composite +3.5% | S&P 500 Index +2.5% | DJIA +2.4% 

"The stock market just got off to its best start in 13 years"--marketwatch.com

Long View

Investing Notes: 

Next ECB chief will be in an ‘incredibly difficult position' says Economist

Daniel Lacalle, chief economist at Tressis Gestion (tressis.com), discusses the European Central Bank (ECB) and the future of European monetary policy. CNBC International TV video above published Jan 10, 2019.

• Eurozone: not safe yet--the euro still needs fixing--economist.com

• Brexit Deal? UK House of Commons to hold parliamentary vote on UK Prime Minister Theresa May's 'Brexit deal' January 15.  London remained the top destination in Europe for technology investment in 2018, with nearly double the amount of nearest rival Berlin.

• Recession? 

"John Maynard Keynes talked about feedback. When people lose their job, they stop spending. That feeds back into the labor market again because when they stop spending, more jobs are lost. It gets feedback and can amplify itself into a big depression, as Keynes explained. There’s a lot of talk in the air about a recession being overdue, or a recession coming. To some extent, this talk itself can be a self‑fulfilling prophecy"--Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics.

4) ICYMI Tech News:

• Amazon Overtakes Apple, Microsoft To Become World's Largest Listed Company (in market capitalization). See also seekingalpha.com: huge Amazon margin expansion to come.

• Qualcomm says Huawei gets only 22 percent of its modems from Qualcomm, and Samsung gets only 38 percent of the chips it uses from Qualcomm.

• Facebook $FB: Over a 5-month period, Facebook $FB lost more than 40% of its market capitalization--SeekingAlpha.com. See also: Inside Facebook's 'cult-like' workplace, where dissent is discouraged and employees pretend to be happy all the time--cnbc.com.

• Apple $AAPL: iPhone sales are falling off a cliff, down 15% Y/Y--3 Things Tim Cook Didn't Tell You | seekingalpha.com. For every 1% drop in China revenue growth, Apple total revenue growth will drop 1.5%--seekingalpha.com.

• Google Moved $23 Billion To Bermuda Tax Haven In 2017 to take advantage of a European tax loophole, a "totally legal" tax-avoidance scheme involving a soon-to-be-phased-out strategy known as the "Double Irish, Dutch Sandwich."

• Ripe for Disruption? $3.5 Trillion A Year: Is America's Health Care System The World's Largest Money-Making Scam?--zerohedge.com.

• China approves second group of video games but none of Tencent Holdings Ltd.

• Personal tech: Acer's first AMD Chromebook comes with a 15.6-inch display, AMD A4 or A6 CPUs, integrated Radeon graphics, and up to 8GB of RAM, starting at $280.

-- John Poole, Editor, Domain Mondo  

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Tech Review: 1) Apple's Core Problems, 2) High Tech Wars of the Future

Tech Review (TR 2018-11-24)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Apple's Core Problems,  2) High Tech Wars of the Future, 3) Investing: The Week, Investing Notes,  4) ICYMI Tech News.

1) Tech Share Rout: Apple's Core Problems

The iPhone maker, Apple (apple.com) $AAPL, has been hit as investors worry over sales and US-China tensions. Financial Times (ft.com) video above published Nov 21, 2018.

NASDAQ: AAPL:

2) High Tech Wars of the Future

U.S. scientists prepare for high-tech wars of the future: the U.S. is investing in robotics and artificial intelligence as it races against China to develop the weapons of the future. The FT.com’s US foreign policy and defense correspondent Katrina Manson visits the US Army Research Lab to meet the scientists working on the latest tech developments. Financial Times (ft.com) video above published Nov 16, 2018.

3) Investing

The Week: NASDAQ Composite -4.3% | S&P 500 Index -2.8% | DJIA -4.4%

Headwinds   ©2018 DomainMondo.com

Investing Notes:

The forward 12-month P/E ratio for $SPX is 15.6. This P/E ratio is below the 5-year average (16.4) but above the 10-year average (14.5). https://t.co/7jjo6kg2yS pic.twitter.com/Sn372WU04z

— FactSet (@FactSet) November 19, 2018

• Jim Chanos's Kynikos Associates LP buys Vanguard S&P 500, Vanguard Value, iShares S&P Mid-Cap 400 Growth--gurufocus.com
• EU troubles: Eurozone, Italy, Immigration, and Brexit--Editor's note: why invest in someone else's mess?
• China: more nations voice concerns over Chinese investment--'here, borrow some money from us'--chinaeconomicreview.com. Editor's note: a/k/a the Chinese "Extortionate Debt Trap."
• Bitcoin hit its lowest level in more than a year on Monday, falling under $5,000, while the entire cryptocurrency market cap lost about $40 Billion in the prior week--cnbc.com. Editor's note: until such time as Bitcoin, or some other crypto, becomes "legal tender" in a respected jurisdiction (sorry Venezuela doesn't qualify), the entire market is pure speculation subject to multiple scams. The U.S. government (CFTC) treats cryptocurrencies as commodities and the IRS taxes them as "property" Have you reported your crypto holdings and transactions, paid applicable property taxes on your holdings, and applicable income taxes? Oh, and by the way, the U.S. government does not accept any crypto as payment for taxes.

4) ICYMI Tech News:

Not All Clouds Are Equal: Key findings of the 2018 ThousandEyes Public Cloud Performance Benchmark Report: "Architectural differences between providers impacts service delivery: AWS (Amazon) sends traffic over the Internet for the majority of the service delivery path, whereas GCP (Google) and Azure (Microsoft) do not, instead using their own backbone networks. Increased exposure to the Internet means there is greater operational risk and impact on performance predictability ..." Learn more: Download the 2018 ThousandEyes Public Cloud Performance Benchmark Report; also Register for the webinar, "Cloud Wars: Performance Benchmarking AWS, GCP and Azure," taking place December 6, 2018 at 10:00 AM PST.

Apple CEO Tim Cook: new regulations on the tech industry ‘inevitable’--"Generally speaking, I am not a big fan of regulation," Cook told Axios on HBO. "I'm a big believer in the free market, but we have to admit when the free market is not working. And it hasn't worked here." See also Washington pummels Facebook: ‘Big tech can no longer be trusted’--recode.net.

US-based Kroger and UK-based Ocado to build first robotic warehouse in Cincinnati in a joint effort to dominate the U.S. grocery delivery business--reuters.com.

US tops world in internet development, with China in second place, said China's Academy of Cyberspace Studies, an institute affiliated with the Cyberspace Administration of China, in its second annual World Internet Development Report. According to the report, the US leads in innovation, industry development and security. Also four U.S. companies, Tesla, Amazon, Microsoft and Qualcomm, were the only non-Chinese companies receiving special mentions at China's recent World Internet Conference 2018 in Wuzhen, along with eleven Chinese companies--scmp.com.  

-- John Poole, Editor, Domain Mondo  

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Could Amazon $AMZN Be The Demise of Apple $AAPL? (video)

Could Amazon be the demise of Apple?

L2inc.com video published Nov 15, 2018. Scott Galloway poses the above question.

L2inc analysis:

See also: Amazon strikes deal with Apple to sell new iPhones and iPads | TheVerge.com

Editor's note: Only Apple or Apple-authorized resellers will be allowed to sell Apple and Beats devices through Amazon, and any other companies that are currently selling Apple products on Amazon will see their listings taken down starting on January 4th, 2019, after which they will need to apply to Apple to become official resellers before being allowed to sell them again on Amazon.

Transcript (unedited, auto-generated):
00:01 Clash of the Titans what happens when an
00:05 unstoppable force a mossad up against an
00:08 immovable apple not fire not brimstone
00:11 but a big deal check that a big deal on
00:16 Sunday news broke that Amazon and Apple
00:18 had signed a deal to expand the products
00:20 Apple sells on the e-commerce platform
00:22 Apple has largely been absent from
00:24 Amazon with the exception of Apple TV
00:27 products while Amazon's typical strategy
00:29 is to partner with a brand copy their
00:31 product and sell the brand for a lower
00:33 price and then outsource the part of the
00:36 ecosystem
00:36 Amazon's attempts to enter the
00:38 smartphone arena have failed anyone
00:41 remember the fire what does Amazon's
00:43 master plan with this deal simple
00:45 everyone buys everything on Amazon
00:47 luxury has been a long-term holdout from
00:50 the platform but the ultimate luxury
00:52 brand is now distributing officially on
00:55 Amazon that luxury brand is Apple prior
00:57 to this week's deal searching for Apple
00:59 on Amazon led mostly to refurbish phones
01:02 and accessories from third-party sellers
01:04 that is junk which extended the
01:07 replacement cycle for Apple which they
01:09 do not like the leap from selling $10
01:11 cases $2,000 smart phones means big
01:14 bucks and margin for Amazon and Apple
01:18 what does Apple get here one control
01:20 this gives Apple a means to control
01:21 content and pricing on its secondary
01:23 market a strategy Nike tried to
01:26 implement but was largely unsuccessful
01:28 we'll see if Apple has the power that
01:30 Nike didn't in addition Santa is coming
01:33 the timing of this deal sets Apple up
01:35 well for the 2018 holiday season and
01:38 Apple can now be included in Amazon's
01:40 massive global holiday marketing efforts
01:43 Apple also has to feed the beast of
01:45 growth iPhone sales have been slowing
01:47 over the years everyone who's going to
01:48 buy the thousand dollar iPhone X most
01:51 likely already did they have bought into
01:53 the religion and camped out at Apple
01:55 stores or pre-ordered them online the
01:57 strategy here is a simple one maintain
01:59 the temples to the brand the Apple
02:00 stores for the fresh off the runway
02:02 looks
02:02 for example the iPhone X align and also
02:05 open an outlet store for the less
02:08 aspirational products going into less
02:10 aspirational distribution is a bad eye
02:13 this is a company [Apple] that's so hungry for
02:15 growth to keep feeding the beast they
02:17 have decided to make a brand denigrating
02:20 move and are going into less
02:21 aspirational distribution which will
02:23 come back to haunt them
02:25 this is another symbol that Apple has
02:27  jumped the shark ....
 [Music] "Whip It" by Devo

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DISCLAIMER

Apple $AAPL FY18 Q4 Earnings LIVE Webcast Thursday, Nov 1, 5pm ET

Apple's New iPads and MacBook: More Features at a Higher price

Above: Apple unveiled a new iPad Pro and MacBook Air at its second big launch event of the year on Tuesday, Oct 30, 2018.

Apple Inc.
NASDAQ: AAPL

$AAPL

Principal domain: apple.com

Investor Relations: investor.apple.com

FY 18 Fourth Quarter Results
Apple will host a conference call and LIVE Webcast to discuss its fiscal year fourth quarter results
on Thursday, November 1, 2018 at 2:00 p.m. PT / 5:00 p.m. ET.  
Transcript | SeekingAlpha.com.
UPDATE: Earnings release: Revenue Up 20 Percent and EPS Up 41 Percent to New September Quarter Records - Services Revenue of $10 Billion Reaches New All-Time High. Consolidated Financial Statements (pdf),
Data Summary (pdf).

source: Statista.com

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Tech Review: Amazon $AMZN Platform Power, Startup Role Model?

Tech Review (TR 2018-09-15)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Amazon $AMZN Platform Power, Startup Role Model? 2) How Much Money Apple Makes on iPhones, 3) Investing: The Week, Investing Notes: Cryptocrash Worse Than Dot-Com Bubble Bust, 4) ICYMI: Facebook, Tencent, Google, Microsoft, Nvidia.

1) Amazon $AMZN Platform Power, Startup Role Model?

Amazon: If You Can’t Beat ‘Em, Join ‘Em--at least that’s what these companies are doing. Fortune.com video above published Sep 5, 2018.

Note also: Amazon $AMZN is stuffing its search results pages with ads, and they seem to be working--recode.net.

Everyone in the Startup World wants to be like Amazon


At this year’s TechCrunch Disrupt SF, the big annual conference for tech start-ups, many cited Amazon $AMZN as a role model, as opposed to firms such as Uber and Facebook, which dominated in previous years. It probably doesn’t hurt that Amazon recently became just the second U.S. company to ever cross the $1 trillion market cap mark. TheStreet.com’s Annie Gaus attended Disrupt all week, and discuss what else she observed, including China’s rise and debate over where the next Silicon Valley will be (hint: it might not be in the US).

2) How much money Apple makes on iPhones

CNNMoney video above published Sep 12, 2018: Since the iPhone's launch in 2007, Apple has sold more than a billion phones. Here's just how much the iPhone makes for Apple $AAPL the trillion-dollar company. Apple's newest iPhones announced Wednesday: the iPhone XR, starting at $749; iPhone Xs, starting at $999, and iPhone Xs Max, starting at $1,099, plus Watch Series 4.

3) Investing

The Week: NASDAQ Composite +1.4% | S&P 500 Index +1.2% | DJIA +0.9%

S&P 500 extends winning streak to five days as stocks shrug off trade tensions--marketwatch.com: "Wall Street’s ‘fear index’ sees biggest weekly drop since April."

Wall Street's Charging Bull

Investing Notes:

Check out @DataTrekMB co-founder Nicholas Colas' favorite “canary in a coalmine” indicators that mostly support the bullish camp in terms of US stocks just now! @barronsonline @reshmakapadia https://t.co/DtCnO6g08b

— DataTrek Research (@DataTrekMB) September 12, 2018

The Cryptocrash Is Now Worse Than the Dot-Com Bubble Bust

Fortune.com video above published Sep 13, 2018. See also U.S. securities law can cover cryptocurrencies, judge rules | reuters.com.

4) ICYMI Tech News:

"In 2012, 68% of teens said their go-to social site was @Facebook. That number fell to 15% in 2018, with Snapchat and Instagram the new favorites." $SNAP $FB https://t.co/Gb5jk30tHI

— DataTrek Research (@DataTrekMB) September 11, 2018

• Tencent under pressure to step up its game as regulatory restrictions bite | reuters.com.

• Google Groupthink: The anti-Trump Google video leaked to Breitbart.com is another example of Google employees' dissatisfaction with Google's suffocating workplace groupthink on public display, following James Damore and others--TheVerge.com. See also "Google Responds To Leaked Video As Damning History Of Bias Haunts Company; Parscale Calls For Investigation"--zerohedge.com.

• Microsoft says it has acquired Lobe, a San Francisco-based AI startup that lets users build machine learning models using a visual interface with no coding required--VentureBeat.com.

• Nvidia has launched Project Maglev, an initiative to use its Drive AI platform to enable product development in industries like robotics and health care--VentureBeat.com.

-- John Poole, Editor, Domain Mondo  

feedback & comments via twitter @DomainMondo
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DISCLAIMER

Tech Review: 1) Apple $AAPL 9/12 Event; 2) Facebook $FB HQ Expansion

Tech Review (TR 2018-09-08)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Apple $AAPL 9/12 Event,  2)Facebook $FB HQ Expansion, 3) Investing: The Week & Notes, 4)ICYMI Tech News: SpaceX, Tencent, Amazon, China, Starbucks. Nike.

UPDATE LIVE Apple Event September 12 REPLAY -- new iPhones & Watch Series 4

1) New Products Apple Is Expected to Announce September 12

New Products Apple $AAPL Is Expected to Announce on Wednesday Sept 12, 2018, 1:00pm EDT.

$AAPL

2) Inside Facebook's Epic HQ Expansion

In an effort to attract top tech talent, Facebook $FB is spending $1 billion to expand its Menlo Park headquarters. It just opened a new building, called MPK 21, that was designed by architect Frank Gehry and cost about $300 million. The 525,000 square-foot building will house about 3,000 employees and includes a 3.6-acre rooftop garden, a redwood forest in a courtyard and a tiered outdoor amphitheater akin to a botanical garden. CNBC.com video above published Sep 4, 2018.

$FB

See also:

•  Pew study: 44 percent of young adults deleted Facebook app in past year | TheHill.com.

• Facebook to invest $1 billion in first Asian data center in Singapore | reuters.com.

3) Investing

The Week: NASDAQ Composite -2.6% | S&P 500 Index -1.0% | DJIA -0.2%

What drove the markets this week following August's strong close? "Near-term likelihood of U.S.-China trade pact seen dimming--relaxing of tensions with Mexico, Canada and the EU has made it easier to forge a united front against China"--marketwatch.com Sep 7, 2018.

Wall Street's Charging Bull--where's he headed next?

Investing Notes:

US: Jobless claims fall to 203,000. They haven’t been this low since Dec. 6, 1969 | marketwatch.com Sep 6, 2018.

US economy: US wages grow at fastest pace in nine years--Data keeps Federal Reserve on track to raise rates this month--FT.com Sep 7, 2018.

DC Drama: Why Trump‘s potential constitutional crisis isn’t rattling stock-market investors | marketwatch.com Sep 6, 2018. See also Trump Saboteur Op-Ed Backfires: LA Times Calls "A Coward"; Greenwald: "Unelected Cabal"--zerohedge.com.

Europe: European Stocks Are At A Critical Technical Support Level | zerohedge.com.

Europe will be "the big loser" in the trade war between the U.S. and China, said economist Mathilde Lemoine at the MEDEF Summer University in Paris, adding that a lack of structural reform in European countries such as Italy and France would continue to fuel weakness across the euro zone--CNBC.com.

Emerging Markets: Emerging-market stocks edged near bear territory Thursday (September 6), as fear of contagion spread throughout the developing world--"I don’t think the rout is over yet ... With more tariffs on China possible and further Fed tightening, it’s hard to see it ending soon. About the only outlet for some countries in this case is a cheaper currency, especially China."--Kathy Jones, chief fixed income strategist at Charles Schwab in New York, as reported in Bloomberg.com.

Nike Inc.’s (NYSE:NKE) market capitalization (as of Sep 6, 2018) is down $3.4 billion since the company released its latest ad campaign featuring controversial quarterback-turned-activist Colin Kaepernick:

$NKE

In addition, Nike's favorability rating has dropped from 69 percent net favorability to 35 percent net favorability among American adults after the ad featuring Kaepernick was released, according to MorningConsult.com: 

"Purchasing Consideration Also Down: Before the announcement, 49 percent of Americans said they were absolutely certain or very likely to buy Nike products. That figure is down to 39 percent now."

4) ICYMI Tech News:

• SpaceX: A SpaceX Falcon 9 rocket is scheduled to launch the Telstar 18 VANTAGE communications satellite from Cape Canaveral on September 8th during a 4 hour launch window from 11:28 p.m. EDT Sep 8 until 3:28 a.m. EDT Sep 9 (03:28 – 07:23 UTC). The Telstar 18 VANTAGE satellite will provide broadcast, enterprise and government communications services over parts of India, China, Mongolia and Southeast Asia.
• China: Tencent and Chinese Gaming Rivals Shudder as Government Tightens Grip | WSJ.com: Chinese regulators have not approved a single new game since March, number of games to be released per year will be limited, authorities trying to reduce playtime.
• Antitrust: The Monopoly-Busting Case Against Google, Amazon, Uber, And Facebook | theverge.com: what tech companies have to fear from antitrust law.
• Amazon India unveils Hindi website, app in battle with Walmart's Flipkart--reuters.com.
• China lures chip talent from Taiwan with fat salaries, perks--reuters.com.
• After Starbucks opens in a town, housing prices tend to rise says Harvard study--CNBC.com.

-- John Poole, Editor, Domain Mondo  

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