5 big analyst AI moves: ’Uniquely catalyst-rich’ months ahead for SpaceX

The FCC granted Intel a one-year waiver for specific automated guided vehicles (AGVs) at its U.S. semiconductor facilities. The waiver allows hardware, software, and firmware changes described in Intel's request, subject to conditions. Intel must keep the vehicles under its control and within its facilities, and the changes cannot alter specified radio-frequency characteristics or functionality. The waiver aims to prevent disruption to domestic semiconductor manufacturing.

Apple's iPhone Duo preorders sold out quickly, with resellers charging up to 4x the retail price. The delay is due to manufacturing issues, particularly with the hinge, which has a low yield rate. Apple's own website shows a shipping date of January 2027. Analysts project 6 million units sold globally in 2026, but production challenges may hinder meeting demand.

Apple launched its first folding iPhone, the $1,999 Duo, with deliveries starting January 25. The premium model, priced at $3,199, is expected to be the best-selling in the niche market. Apple enters the foldable phone sector, competing with Samsung and Chinese manufacturers.

Intel will manufacture a chip for Tesla using its 14A process, though the specific chip remains undisclosed. Intel aims to prove its foundry capabilities against competitors like TSMC and Samsung. Tesla may use the chip for AI or infotainment systems, with production potentially starting around 2028. Intel also announced a $20 billion equity raise for factory expansion.

Apple (AAPL) launched the iPhone Duo, its first foldable smartphone, priced at $1,999. The device features a 7.6-inch interior and 5.4-inch exterior display. IDC forecasts Apple to capture 31% of global foldable smartphone shipments and 44% of market revenue by 2026, rising to 40% and 52% by 2027. Pre-orders began October 16, with some deliveries delayed until 2027, indicating high demand or supply constraints.

Lam Research reported record revenue of $8.22B, beating estimates, but its CFO cited supply chain constraints for lower-than-expected guidance. Shares fell 11%, and other chip-related stocks like Nvidia, Qualcomm, Marvell, Intel, Applied Materials, and ASML also declined. The downturn reflects broader chip sector volatility and supply chain concerns.