Micron Technology's stock has surged due to record revenue and strong demand for memory chips, especially in data centers, with management expecting the market to grow significantly through 2026. Despite its cyclical nature, the current demand-supply imbalance and expanding market suggest potential upside for investors beyond 2025.
Silver prices are poised for a significant rise towards $100 by 2026, driven by structural supply constraints, increasing industrial demand, and supportive monetary policies like Fed liquidity injections, amid a long-term bullish breakout and rising physical shortages.
SpaceX has purchased over 1,000 Cybertrucks from Tesla to reduce Tesla's surplus inventory amid weak sales and declining demand for the vehicle, highlighting challenges faced by Tesla's electric truck market amidst increasing competition and changing regulations.
Copper prices are nearing $12,000 per ton in 2025, driven by trade tensions, supply constraints, and strong demand from the energy transition and AI infrastructure, with forecasts suggesting prices could reach $13,000 in 2026 amid ongoing supply stress and production challenges.
Silver prices surged to a record high driven by a supply squeeze, strong industrial demand, and dovish Fed expectations, with technical support levels indicating potential for further gains amid tight vaults and increasing use in solar and electric vehicle technologies.
Apple CEO Tim Cook indicated that demand for the iPhone 17 and iPhone 17 Pro is stronger than expected, leading to supply constraints, especially at the high and entry levels, while the iPhone Air appears to be moving towards end-of-cycle production. Despite limited sales data, early signs suggest robust interest in the new models, with Apple reporting increased revenue in Q4 2025.
Southwest Airlines reported a surprise third-quarter profit and expects strong demand and higher fares to drive record sales in the upcoming quarter, despite a year-over-year profit decline and a previous downward revision of its 2025 profit forecast.
Apple has significantly reduced its production orders for the iPhone Air due to weak demand, despite initial strong sales reports, with overall iPhone production remaining aligned with forecasts thanks to higher demand for other models like the iPhone 17 and iPhone 17 Pro Max.
Defense and aerospace companies like GE Aerospace, Northrop Grumman, RTX, and Lockheed Martin raised their 2025 outlooks due to increased demand despite economic uncertainties, with strong quarterly performances and optimistic forecasts for revenue and earnings growth.
Coca-Cola beat earnings and revenue expectations in Q3, reporting adjusted EPS of 82 cents and revenue of $12.41 billion, but noted that demand for its drinks remains soft. The company reported a net income of $3.7 billion and expects full-year earnings to grow modestly, with organic revenue growth of 5-6%.
Both the cheapest and most expensive iPhone 17 models are experiencing strong sales, with the base iPhone 17 particularly popular in China and the iPhone 17 Pro Max in the US. Overall, iPhone 17 series sales have increased by 14% in key markets compared to the previous year, driven by high demand and strategic carrier subsidies.