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Thursday, July 9, 2026

Midnight, CT -- July 8/9, 2026

Locator: 51135AAPL.

Tag: Baltra. 

Futures, midnight, July 8/9, 2026, "little changed," but all indices are green. Certainly better than losing 600 points earlier today.


Apple, Query:

Gemini: Apple had a good day today -- $30-billion deal with Broadcom; continuing with Qualcom chip; says it will develop server chip in-house. May get HBM chips from China. Is that correct? Anything else?

Reply

Query: what is Apple's server chip roadmap?


Query: how does SMC's advanced packaging tech (SoIC) fit into the Baltra architecture?
 
Reply: