Apple News
Apple supplier Skyworks forecasts upbeat quarterly results on strong chip demand
Apple supplier Skyworks Solutions forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, benefiting from steady demand for its analog chips.
Reuters:
Demand for Skyworks’ chips has remained strong, supported by their applications across industries such as automotive and mobile…
“We’re encouraged by the momentum in mobile and steady strength across our broad markets, driven by long-term growth trends in edge IoT, automotive and data center,” CEO Phil Brace said.
Skyworks designs and manufactures analog and mixed-signal chips used in wireless communication, automotive, industrial and consumer electronics.
Skyworks forecast fourth-quarter revenue between $1 billion and $1.03 billion, compared with analysts’ estimates of $887.4 million, according to data compiled by LSEG.
The company expects fourth-quarter adjusted earnings per share of $1.40, ahead of analysts’ expectations of 97 cents per share.
MacDailyNews Note: For the third quarter ended June 27, Skyworks reported revenue of $965 million, beating the analysts’ consensus expectation of $940.9 million.
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Apple expected to launch new Apple TV 4K model as early as next month
Apple is still on track to release a new Apple TV 4K model this year, MacRumors reports citing “a reliable source.” The current A15 Bionic-powered model will be discontinued, the source adds.
Hartley Charlton for MacRumors:
Today’s Apple TV 4K came out in 2022, featuring the A15 Bionic chip, support for HDR10+, and a tweaked Siri Remote with a USB-C port for charging…
The new model is expected to feature a newer chip, support for Wi-Fi 7, and an Apple-designed Bluetooth and Wi-Fi chip for the first time, allowing Apple’s smart home devices to work better together and synchronize data faster. The next-generation Apple TV could also be less expensive, with Apple aiming to lower prices to make the device more competitive, according to Apple analyst Ming-Chi Kuo.
Apple is widely expected to debut a new version of the Apple TV in late 2025, between September and December.
MacDailyNews Note: Ryan Christoffel reports for 9to5Mac, “There’s a good chance we see the new Apple TV 4K at the iPhone 17 event next month. Per the latest rumors, September 9 is the scheduled event day… The Apple TV 4K could be held until later in the fall, but Apple has a big slate of Apple TV+ originals arriving in September and beyond, which it will likely promote at the iPhone event. As a result, it would make a lot of sense to market a new Apple TV 4K at the same time.”
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Apple’s $100 billion investment in American manufacturing powers Big Tech rally
The Nasdaq 100 rose in Wednesday trading, fueled by a robust rally in Big Tech stocks, as Apple’s massive $100 billion investment in American manufacturing sparked widespread market optimism.
Rita Nazareth for Bloomberg News:
Apple climbed 1.5% as President Donald Trump is set to announce the firm will commit to another $100 billion investment on domestic manufacturing.
Earnings for S&P 500 companies are crushing second-quarter expectations — up 9.1%, triple the pre-season forecast and the strongest beat rate since 2021, according to data compiled by Bloomberg Intelligence.
“There are a lot of narratives to keep track of in today’s investing environment, but earnings remain the main catalyst for stocks,” said Bret Kenwell at eToro. “While pullbacks are possible — particularly due to macro-related influences and poor seasonality trends — those pullbacks will likely prove to be buying opportunities.”
“While trade uncertainty and elevated valuations could be a modest headwind for equities in the near term, investors can consider ways to manage volatility while positioning for longer-term gains,” said Mark Haefele at UBS Global Wealth Management.
Those who are already allocated to equities in line with their strategic benchmarks should consider implementing short-term hedges, and those under allocated should prepare to add exposure on potential market dips, he noted.
MacDailyNews Take: Up, up, and away!
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Apple CEO Tim Cook to join President Trump at White House for American manufacturing investment announcement
Apple CEO Tim Cook will join President Donald Trump to announce a $100 billion investment commitment by Apple in U.S. manufacturing. The Oval Office event is scheduled for 1:30 p.m. PDT / 4:30 p.m. EDT.
The announcement in the Oval Office, set for 4:30 p.m. ET, includes Apple’s commitment to a new “American Manufacturing Program,” a White House official confirmed to CNBC.
With the new pledge, Apple’s total investment in the U.S. over the next four years now totals $600 billion, the official said.
Bloomberg first reported Apple’s new investment pledge earlier Wednesday.
MacDailyNews Note: As of publication, Apple shares are trading up $8.70 (+4.29%) at $211.62.
$AAPL – APPLE WILL REMAIN LARGELY UNAFFECTED BY THE TARIFFS TARGETING INDIA – CNBC CITING WHITE HOUSE OFFICIALS
— *Walter Bloomberg (@DeItaone) August 6, 2025
Expect specific exemptions from U.S. import tariffs for important Apple products. – MacDailyNews, February 2, 2025
If only we had seen how President Trump’s trade policies played out globally and how the markets reacted and responded previously. [dripping sarcasm]
Anyone who thinks Apple won’t get significant, meaningful U.S. import tariff exemptions hasn’t been paying attention. Profit from the panic of the uninformed and misinformed. – MacDailyNews, March 19, 2025
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Apple stock jumps as company plans huge new investment in America
Apple stock surged Wednesday as investors anticipated an announcement from the company about new U.S. factory construction. A White House official revealed that Apple will unveil a $100 billion commitment to American manufacturing, accelerating its domestic investment to a total of $600 billion over the next four years.
Angela Palumbo and Ben Levisohn for Barron’s:
Apple had previously announced a $500 billion in the U.S. over the next four years. CEO Tim Cook said on the company’s July 31 earnings call that the investment would lead to “driving innovation and creating jobs in cutting-edge fields like advanced manufacturing, silicon engineering and artificial intelligence.”
White House Spokesperson Taylor Rogers told Barron’s that “today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security.”
MacDailyNews Note: As of publication, AAPL is up $7.77, or 3.83%, to $210.69.
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President Trump, Apple to reveal new $100 billion American manufacturing investment
President Donald Trump will announce on Wednesday that Apple plans to invest an additional $100 billion in U.S. manufacturing, marking the tech giant’s latest commitment to boost domestic production of its products to sidestep steep tariffs on its signature iPhones.
Hadriana Lowenkron for Bloomberg News:
The announcement at the White House on Wednesday includes a new manufacturing program designed to bring more of Apple’s supply chain to the US, with an eye toward manufacturing additional critical components domestically, according to a White House official who detailed the announcement on the condition of anonymity.
“President Trump’s America First economic agenda has secured trillions of dollars in investments that support American jobs and bolster American businesses,” White House spokesperson Taylor Rogers said in a statement. “Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security.”
Earlier this year, Trump warned that he would hit Apple with a tariff of at least 25% if it didn’t move manufacturing of the iPhone to the US, a day after meeting with Apple Chief Executive Officer Tim Cook at the White House.
Cook has led a push by Apple to win a carve-out for its iPhone product line, with phones currently primarily manufactured in China and India.
The company has previously announced it plans to spend $500 billion in the US over the next four years, which will include work on a new server manufacturing facility in Houston, a supplier academy in Michigan and additional spending with its existing suppliers in the country. Wednesday’s announcement will bring Apple’s cumulative commitment to $600 billion, the White House said.
MacDailyNews Take: We love it when a plan comes together!
Expect specific exemptions from U.S. import tariffs for important Apple products. – MacDailyNews, February 2, 2025
If only we had seen how President Trump’s trade policies played out globally and how the markets reacted and responded previously. [dripping sarcasm]
Anyone who thinks Apple won’t get significant, meaningful U.S. import tariff exemptions hasn’t been paying attention. Profit from the panic of the uninformed and misinformed. – MacDailyNews, March 19, 2025
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Apple likely to announce more investment in America on Wednesday – White House economic adviser Hassett
White House economic adviser Kevin Hassett stated that Apple Inc. is expected to announce an investment on Wednesday, highlighting the significant financial commitments from companies and nations under President Donald Trump.
Reuters:
“They’re moving here in droves. This is trillions and trillions of dollars of commitments for people to build new factories here. In fact, you’re likely to see one today from Apple,” Hassett said in an interview with Fox Business Network. He did not elaborate.
It was not immediately clear if the announcement on Wednesday would be a new commitment.
MacDailyNews Note: In February, Apple announced plans to invest $500 billion in America over the next four years, including building a massive AI server factory in Texas and creating approximately 20,000 research and development jobs nationwide during that period.
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Apple Watch Ultra 3’s larger display leaked in iOS 26 beta 5
The Apple Watch Ultra 3 is set to launch soon, with an iOS 26 beta 5 image revealing a larger screen. Apple may increase the overall size of the device, potentially allowing for a bigger battery. Alternatively, the Ultra 3 could maintain the same case size with slimmer bezels to support the expanded display.
Ryan Christoffel for 9to5Mac:
Aaron Perris posted on X today about his discovery of a new image in iOS 26 beta 5 that seems to be connected to the forthcoming Apple Watch Ultra 3.
The Apple Watch image has a display resolution of 422 x 514, a slight bump from current Apple Watch Ultra models’ 410 x 502 dimensions (via MacRumors).
Since no existing Apple Watch model offers this 422 x 514 resolution, and Apple Watch Series 10 just got an increased screen size last year, the image appears to be confirmation of a slightly larger Apple Watch Ultra 3 display.
I found the Apple Watch Ultra 3's Display Size in iOS 26 beta 5, looks like we are getting more pixels! https://t.co/Mr8Ln8pFBX
— Aaron (@aaronp613) August 5, 2025
MacDailyNews Take: Apple’s September 9th video won’t just be about next-gen iPhones.
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Apple may take a $10 billion hit from Google antitrust ruling, but BofA sees upside
On August 4, BofA Securities analyst Wamsi Mohan noted that Apple could lose half of its estimated $20 billion yearly payment from Google if a court ruling prohibits Google from paying to remain Safari’s default search engine.
“In our opinion, if Google is mandated to not pay Apple for anything related to search, then Apple could potentially lose half of the $20bn+ annual payment from Google. This amount is accounted for as part of Apple Services revenue (as Google TAC) and has a high drop-through to the bottom line (it’s a pure royalty type payment),” [Mohan wrote]
The firm believes the ruling would only apply to the US, and that Apple should be able to receive payment for search traffic sent to Google outside the US.
“We estimate that Apple may lose half of the $20bn since we believe the judge’s ruling would likely apply only in the U.S. (given the court’s jurisdiction) and we estimate about ½ of Google’s search Ad revenue comes from the U.S. Apple should still be able to get paid for search traffic sent to Google outside the U.S. In this scenario. We estimate that the potential loss $10bn+ would represent about 8% of Apple’s annual operating profit dollars,” [Mohan wrote]
MacDailyNews Take: Mohan reiterated a “Buy” rating on Apple stock with a $240 price target.
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Foxconn sells Lordstown, Ohio plant for $375 million to ‘existing business partner,’ plans to transform it into massive AI server factory
In a strategic move reflecting the shifting tides of global manufacturing and technology, Taiwan-based Hon Hai Precision Industry Co., better known as Foxconn, has sold its Lordstown, Ohio, assembly plant for $375 million to Crescent Dune LLC, an existing business partner.
The transaction, announced on August 4, 2025, includes the plant’s land, buildings, and machinery, but Foxconn will continue to operate the 6.2 million-square-foot facility under a long-term lease agreement, with a focus on pivoting the site toward artificial intelligence (AI) data center and AI server development. This sale marks a significant shift from the plant’s original purpose as an electric vehicle (EV) manufacturing hub, positioning Lordstown as a potential cornerstone in the burgeoning U.S. AI infrastructure market.
Foxconn acquired the Lordstown plant in 2022 for $230 million from the now-bankrupt Lordstown Motors Corp., which had itself purchased the facility from General Motors in 2019. Initially, Foxconn aimed to leverage the plant to expand into the EV market, collaborating with Lordstown Motors to produce the Endurance electric pickup truck. However, the partnership deteriorated, with Lordstown Motors filing for bankruptcy in 2023 and suing Foxconn, citing unfulfilled promises. The EV venture faced further setbacks due to production delays and weak market demand, prompting Foxconn to reassess its strategy.
The sale to Crescent Dune LLC, a Delaware-based entity established just 12 days prior to the announcement, includes the land and buildings for $88 million and machinery and equipment for $287 million, yielding Foxconn an estimated gain of over $170 million. The proceeds will be reinvested into Foxconn’s U.S. operations, with the company emphasizing its commitment to maintaining a presence in Lordstown. This move is designed to provide “greater flexibility and operational efficiency” as Foxconn repositions the facility to align with high-growth sectors like AI and cloud computing.
Foxconn’s decision to transform the Lordstown plant into a hub for AI data center equipment reflects the growing global demand for AI infrastructure. The Ohio site, spanning over 6 million square feet, will reportedly support the production of cloud computing hardware and servers for AI applications. This facility is six times larger than a plant Foxconn is building in Houston to manufacture Nvidia’s GB300 AI servers, underscoring its potential to become a major player in the U.S. AI supply chain.
The pivot aligns with Foxconn’s broader strategic realignment. The company, a key manufacturing partner for tech giants like Nvidia and Apple, has seen “significant growth” in its cloud and networking product segments. Last week, Foxconn announced a partnership with TECO Electric & Machinery Co. to develop AI data centers in the U.S., further signaling its intent to capitalize on the AI boom. The Lordstown facility’s vast size and existing infrastructure make it an ideal candidate for retrofitting to produce high-performance computing hardware, a market projected to see investments of up to $500 billion from companies like Nvidia in the coming years.
The sale and repurposing of the Lordstown plant have been hailed as a “pivotal moment” for Ohio’s Mahoning Valley by the Youngstown/Warren Regional Chamber. Guy Coviello, the chamber’s president and CEO, noted that the transaction positions the region for a “new chapter of advanced manufacturing and economic opportunity.” The chamber’s “Drive It Home Ohio” campaign, launched in 2018 to advocate for the plant’s strategic importance, has laid the groundwork for this transformation. The sale is expected to utilize the facility’s full 6.2 million square feet, potentially increasing local job opportunities.
Currently, the Lordstown plant employs approximately 500 workers, primarily producing electric tractors for Monarch Tractor, a California-based startup. While Foxconn remains committed to its automotive customers and retains the ability to ramp up EV production if demand arises, the focus on AI data centers is likely to preserve and potentially expand employment at the site. This shift mitigates the financial drag of the underperforming EV project while aligning with U.S. government incentives to reshore advanced manufacturing, particularly in AI and semiconductor production.
Foxconn’s strategic shift mirrors a broader industry trend, as manufacturers pivot from capital-intensive EV projects with uncertain returns to the high-margin, predictable business of AI hardware assembly. The U.S. is seeing a surge in AI data center investments, driven by tech giants and supported by government policies aimed at strengthening domestic supply chains. Foxconn’s partnerships with Nvidia, Apple, and now TECO position it to capture a significant share of this market.
The success of this pivot will depend on Foxconn’s ability to execute its vision and deliver on its promises—something the Mahoning Valley, with its history of industrial booms and busts, will be watching closely. For now, the sale represents a bold step toward a future where AI, not EVs, may drive the region’s economic revival.
MacDailyNews Take: So, who is this “existing business partner” behind the Crescent Dune LLC shell company?
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New FOX One streaming service launches August 21st for $19.99/mo. or $199.99/year
Fox Corporation on Tuesday announced that FOX One, the new wholly-owned direct to consumer streaming service, will launch on August 21st for $19.99 per month or $199.99 annually.
FOX One will deliver all of FOX’s leading News, Sports, and Entertainment branded content together in one streaming platform. For the first time, subscribers will have live streaming and on-demand access to the full portfolio of FOX brands including the cable news-dominating FOX News Channel, acclaimed FOX Business Network, and rapidly growing FOX Weather, plus FOX Sports, FS1, FS2, FOX Deportes, B1G, FOX Local Stations, and the FOX Network. FOX Nation and B1G+ will also be available in the FOX One platform. Users will be able to bundle FOX One and FOX Nation — which offers exclusive content, including original shows, documentaries, and live events focused on American culture, politics, and history — for $24.99 per month or the equivalent of $19.99 per month when purchasing the annual plan at launch.
“We’re eager to launch FOX One in just a few weeks and super serve our viewers with the best in live news, sports and entertainment content all in one place,” said Pete Distad, CEO, Direct to Consumer, Fox Corporation, in a statement. “In bringing together the full power of the FOX content portfolio in one service, we have created a great value proposition and user experience that will appeal to the cord-cutter and cord-never fans currently not served by conventional pay TV packages.”
In February, Fox Corp named former Apple TV+ exec Pete Distad as head of its new subscription streaming platform.
In addition to many other features, FOX One will feature advanced, AI-powered personalization technologies that seamlessly integrate live and video on-demand content in a cohesive experience.
MacDailyNews Note: More info about FOX One here.
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Apple Watch Ultra 2 hits lowest price, $130 off
The Apple Watch Ultra 2 (GPS + Cellular, 49mm) is now available at Amazon for an unprecedented $649.99, down from its standard $779 — a 17% discount and the lowest price ever seen at the retailer. This rugged, feature-packed smartwatch is designed for adventurers, athletes, and tech enthusiasts, making this deal a must-grab for those seeking premium performance at a reduced cost.
Key Specifications
• Case and Build: 49mm corrosion-resistant titanium case, sapphire front crystal, 100m water resistance, MIL-STD 810H certified.
• Display: Always-On Retina display, up to 3000 nits brightness, 410×502 pixels, 1185 sq mm display area.
• Battery Life: Up to 36 hours (72 hours in low-power mode), ideal for extended adventures.
• Connectivity: GPS + Cellular with international roaming, dual-frequency GPS for precise tracking.
• Health and Fitness: Advanced metrics including ECG, heart rate zones, blood oxygen, sleep tracking, and running form analysis.
• Features: Customizable Action button, Oceanic+ dive computer app, Compass Waypoints, Emergency SOS, and fall detection.
• Weight: 61.4g (natural titanium) or 61.8g (black titanium).
• Band Options: Select colorways include Trail Loop, Alpine Loop, and Ocean Band (e.g., Blue, Black, Navy, Green).
The Apple Watch Ultra 2 is engineered for extremes, boasting a durable titanium frame and sapphire crystal display that withstands harsh conditions, from scuba diving to high-altitude hikes. Its bright, expansive screen ensures readability in direct sunlight, while the precision GPS and advanced fitness tracking cater to runners, cyclists, and outdoor enthusiasts. The cellular model allows calls, texts, and music streaming without an iPhone, enhancing freedom on the go. With up to 36 hours of battery life and specialized features like the Oceanic+ app for diving, it’s a versatile companion for both rugged adventures and daily use.
Available in select colorways like Black Titanium with Navy Ocean Band or Natural Titanium with Blue Trail Loop, this deal offers significant savings on Apple’s flagship smartwatch.
MacDailyNews Take: Get ’em while they last here.
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Apple’s ‘iPhone 17’ unveiling set for September 9th, according to carrier documents
Basically everyone with even a passing interest had already pegged Tuesday, September 9th as the most likely date for the iPhone 17 event. Now, a new report says that internal documents held by carriers confirms this. That would mean pre-orders start on September 12th, with the next-gen iPhone shipping on September 19th.
Mobile carriers need to make their own preparations for the launch and sale. German site iPhone-Ticker says it got sight of internal documents from at least one local carrier, giving the launch date as September 9.
According to internal information from German mobile phone providers, this year’s launch will be on Tuesday, the 9th September. This would take place the next big Apple event in exactly 35 days.
There’s a completely consistent pattern in what happens after the keynote. Pre-orders open on the Friday of the same week, and ship on the following Friday. This would mean the following schedule:
• iPhone 17 keynote: Tue 9 September
• Pre-orders open: Fri 12 September
• First orders ship and retail sale begins: Fri 19 September
MacDailyNews Take: Expect Apple CEO Tim Cook to bravely order the pressing of the “Play” on the company’s latest canned video on Tuesday, September 9th.
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Apple TV+ reveals trailer for epic sci-fi drama ‘Invasion’ season three
Apple TV+ on Tuesday debuted the trailer for the third season of “Invasion,” the expansive sci-fi drama series from Academy Award-nominated and two-time Emmy Award-nominated producer Simon Kinberg and producer David Weil. The 10-episode third season will make its global return on Friday, August 22 on Apple TV+ with one episode, followed by one new episode weekly every Friday through October 24, 2025.
“Invasion” follows an alien invasion through different perspectives around the world. In season three, those perspectives collide for the first time, as the series’ main characters are brought together to work as a team on a critical mission to infiltrate the alien mothership. The ultimate apex aliens have finally emerged, rapidly spreading their deadly tendrils across our planet. It will take all our heroes working together, using all their experience and expertise, to save our species. New relationships are formed, old relationships are challenged and even shattered as an international cast of characters must become a team before it’s too late.
The third season of “Invasion” stars returning cast members Golshifteh Farahani, Shioli Kutsuna, Shamier Anderson, India Brown, Shane Zaza and Enver Gjokaj, and introduces new series regular Erika Alexander.
“Invasion” is created by Kinberg and Weil, who also serve as executive producers alongside Audrey Chon, David Witz, Alik Sakharov, Dan Dietz, Katie O’Connell Marsh and Nick Nantell.
Following its global debut, “Invasion” has been hailed for “upping the ante” with each season as well as expert cinematography that “captures the beauty and eeriness” of an alien invasion. The first and second seasons of “Invasion” are now streaming globally on Apple TV+.
Apple TV+ offers premium, compelling drama and comedy series, feature films, groundbreaking documentaries, and kids and family entertainment, and is available to watch across all of a user’s favorite screens. After its launch on November 1, 2019, Apple TV+ became the first all-original streaming service to launch around the world, and has premiered more original hits and received more award recognitions faster than any other streaming service in its debut. To date, Apple Original films, documentaries and series have earned 585 wins and 2,787 nominations and counting, including multi-Emmy Award-winning comedy “Ted Lasso” and historic Oscar Best Picture winner “CODA.”
MacDailyNews Take: Finally! We watch and recommend “Invasion,” even after the Sam Neill bait-and-switch.
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Taiwanese authorities detain three over alleged theft of TSMC chip secrets
Taiwanese authorities detained three individuals suspected of stealing trade secrets from Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chip foundry, prosecutors announced on Tuesday. The detentions followed TSMC’s internal investigation, which revealed that former and current employees illegally acquired company information, according to the Taiwan High Prosecutors Office. Two others were released on bail, and one additional person was released without bail.
Wen-Yee Lee and Bipasha Dey for Reuters:
The three who have been detained – two current staff and one former employee – are suspected of violating Taiwan’s national security law, it added. It did not disclose their identities apart from saying that the former staffer was surnamed Chen.
Earlier on Tuesday, TSMC said it had launched legal proceedings and taken disciplinary action against employees involved in potential trade secret leaks after detecting unauthorised activities during routine monitoring.
It said its “comprehensive and robust monitoring mechanisms” enabled early identification of the issue, leading to internal investigations and measures against the personnel involved.
Nikkei Asia earlier reported that the breach involved several former employees suspected of attempting to obtain critical proprietary information on TSMC’s 2-nanometer chip technology…
TSMC’s 2-nanometer chip technology is the most advanced technology in the semiconductor industry in terms of both density and energy efficiency, according to the company’s website.
MacDailyNews Take: Prosecute to the fullest extent of the law.
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Apple sues Apple Cinemas theater chain for trademark infringement
Apple has filed a lawsuit against the owner of Apple Cinemas for trademark infringement, claiming that the Walpole, Massachusetts-based theater chain’s “aggressive nationwide expansion” will cause market confusion and weaken the tech giant’s brand identity.
The lawsuit, filed on Friday in federal court in Boston, said the chain opened a new theater in San Francisco last month, less than an hour’s drive from Apple’s headquarters in Cupertino, California. Apple Cinemas has operated in New England since 2013, according to the complaint.
Apple Cinemas plans to open 100 more theaters over the next decade and become “one of the largest theater chains in North America,” the lawsuit said.
Apple said that the chain has also used the tech giant’s name to “enter favorable agreements with landlords.” The lawsuit said that Apple Stores often function as “anchor tenants” for malls and that Apple Cinemas are “positioning themselves in malls where there currently are no Apple Store locations as an alternate anchor tenant with the same confusing name and cache.”
Apple said the chain was already confusing consumers, citing several social media posts asking if its theaters were affiliated with Apple.
The complaint said that the theater chain is continuing with its plans despite cease-and-desist letters from Apple and a refusal by the U.S. Patent and Trademark Office to register its trademarks.
MacDailyNews Take: Apple is rightfully asking the court for an order blocking the chain from using the Apple name and for an unspecified amount of monetary damages.
The case is Apple Inc v. Sand Media Corp, U.S. District Court for the District of Massachusetts, No. 1:25-cv-12173.
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EU concedes to President Trump; will delay planned U.S. tariffs for six months
The European Union will pause its planned countermeasures against President Donald Trump’s tariffs, originally scheduled to start Thursday. This suspension represents a concession from the 27-member bloc, a major U.S. trading partner.
“On 27 July 2025, European Commission President Ursula von der Leyen and US President Donald J. Trump agreed a deal on tariffs and trade,” the EU Commission spokesperson for trade said in a statement.
The spokesperson touted the agreement as restoring “stability and predictability for citizens and businesses on both sides of the Atlantic.”
“The EU continues to work with the US to finalise a Joint Statement, as agreed on 27 July,” the spokesperson said.
“With these objectives in mind, the Commission will take the necessary steps to suspend by 6 months the EU’s countermeasures against the US, which were due to enter into force on 7 August.”
The pause on the countermeasures is expected to formally take effect Tuesday.
The delay represents a concession from one of the United States’ largest trading partners, following weeks of negotiations between Trump and von der Leyen.
Trump last month announced a trade deal with the EU that included 15% tariffs on most European goods to the U.S., including automobiles.
As part of the deal, the White House said the EU “will remove significant tariffs, including the elimination of all EU tariffs on U.S. industrial goods exported to the EU.”
Trump also said that the 27-member bloc agreed to buy $750 billion worth of U.S. energy and invest an additional $600 billion into the U.S. above current levels.
MacDailyNews Take: This always was a fait accompli.
The worst thing you can possibly do in a deal is seem desperate to make it. That makes the other guy smell blood, and then you’re dead. The best thing you can do is deal from strength, and leverage is the biggest strength you can have. Leverage is having something the other guy wants. Or better yet, needs. Or best of all, simply can’t do without. – Donald Trump, The Art of the Deal, 1987
As we wrote back in April:
The United States of America is the far and away No.1 economy on this planet, with nominal GDP of $30.34 trillion. China is a distant number two with $19.53 trillion, followed by Germany ($4.92T), Japan ($4.39T), and India ($4.27T).
If countries want unfettered access to sell their goods and services into the world’s preeminent economy, they should, at the very least, provide unfettered American access into their far lesser economies. (In pure business terms, they should actually pay for the privilege of selling in America’s rich environment).
Any country that wants to try to forgo America by keeping or increasing their import tariffs, have at it. They’ll be begging for access sooner than later.
Anyone who thinks Americans can’t make or get whatever they want/need without importing it from any other country, failed history 101.
In 2024, the EU’s nominal GDP was reported by the World Bank to be $19.423 trillion; China-sized, but still dwarfed by the American economy.
As we wrote in May:
Here is a list of the top 5 consumer markets by country, based on household final consumption expenditure (HFCE) in U.S. dollar value (consumer spending):
1. United States: ~$18.8 trillion
2. China: ~$7.0 trillion
3. Japan: ~$2.5 trillion
4. Germany: ~$2.3 trillion
5. India: ~$2.2 trillion
Add up the 2nd – 5th consumer markets on earth and they still total $4.4 trillion less than the U.S.
Annualized estimates based on quarterly figures suggest the EU’s total HFCE for 2024 is roughly $10 trillion, though exact annual figures are not yet finalized.
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New photo spotlights insane thinness of ‘iPhone 17 Air’ battery
The “iPhone 17 Air” is set to be Apple’s thinnest iPhone yet, with a reported thickness of approximately 5.5 mm. However, its slim design comes with trade-offs, including a single camera instead of the triple-camera system found on Pro models. Battery life is also compromised due to a thinner battery, with leaks indicating a 2800mAh capacity compared to the 3500mAh in the iPhone 16 and iPhone 16 Pro. The iPhone 17 Pro Max is expected to feature a larger 5000mAh battery.
Those battery capacity reports gained further credence in the last few days as we have seen what are claimed to be the first photos of the actual batteries used.
Leaker Majin Bu shared several photos of the battery on Friday, and Chinese blogger Yeux1122 has this morning showed a side-on photo of the battery next to that of the iPhone 17 Pro.
Are you willing to sacrifice cameras and battery life to get the coolest-looking iPhone ever offered?
MacDailyNews Take: Depending on the specs and battery life rating, the “iPhone 17 Air” could be quite tempting, but we still cannot imagine sacrificing our iPhone Pro cameras for the sake of thinness.
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Apple TV+ announces Apple Original podcast ‘Unicorn Girl,’ premiering August 18th
Apple TV+ on Monday announced “Unicorn Girl,” a new Apple Original podcast that tells the story of influencer and businesswoman Candace Rivera, who portrayed herself online as a “superwoman,” while hiding a darker truth behind-the-scenes. Hosted and created by award-winning journalist and broadcaster Charlie Webster (“Scamanda”), the nine-episode series will debut on August 18, 2025.
The podcast series follows Rivera, a woman who seemed to have it all and a “perfect” life. After a messy divorce, she launched multimillion-dollar businesses and a global nonprofit, all while maintaining a flawless image to her many online “besties.” Rivera was a real-life unicorn, but one manic summer, the illusion shattered. Was she a visionary — or just a master of deception? Webster investigates Rivera’s rise and fall, uncovering a mind-bending story where nothing is quite as it seems.
“Investigating Candace has not been straightforward,” said host Charlie Webster in a statement. “I’ve spent many late nights trying to understand what she did and why. This story and Rivera’s victims became personal to me, as I walked alongside them in real time. To be trusted by people who had their trust so deeply destroyed is a privilege and I am honored to tell their stories — and this story the way it deserves to be told.”
“Unicorn Girl” is a mind-bending nine-part series about a woman who made everyone think magic might just be real. “Unicorn Girl” is an Apple Original podcast produced by Seven Hills Productions. Follow and listen on Apple Podcasts.
Apple TV+ subscribers can connect their subscription on Apple Podcasts and access all nine episodes of “Unicorn Girl” on August 18. Non-subscribers can access the first two episodes of the nine-episode podcast, with remaining episodes releasing weekly until the finale on October 6, 2025.
The podcast joins a growing offering of Apple TV+ Apple Original podcasts now streaming on Apple Podcasts, including the duPont-Columbia Award-winning “The Line,” the Webby Award-nominated “Hooked,” as well as “Run, Bambi, Run,” “Operation: Tradebom,” “My Divo,” “The Pirate of Prague,” “Magnificent Jerk” and “Missed Fortune,” alongside official companion podcasts for Apple TV+ series “Foundation,” “For All Mankind” and the docuseries “The Big Conn.”
MacDailyNews Note: Apple TV+ is available on the Apple TV app in over 100 countries and regions, on over 1 billion screens, including iPhone, iPad, Apple TV, Apple Vision Pro, Mac, popular smart TVs from Samsung, LG, Sony, VIZIO, TCL and others, Roku and Amazon Fire TV devices, Chromecast with Google TV, PlayStation and Xbox gaming consoles, and at tv.apple.com, for $9.99 per month with a seven-day free trial for new subscribers. For a limited time, customers who purchase and activate a new iPhone, iPad, Apple TV, Mac or iPod touch can enjoy three months of Apple TV+ for free.
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Apple reportedly developing a custom ultra image sensor for iPhone that will rival the human eye
Apple is advancing plans to integrate a new image sensor with dynamic range capabilities nearing human eye levels into future iPhones, as reported by a Weibo leaker. In July 2025, Apple filed a patent titled “Image Sensor With Stacked Pixels Having High Dynamic Range And Low Noise,” outlining a sophisticated sensor design that uses stacked silicon, multi-level light capture, and on-chip noise reduction to achieve up to 20 stops of dynamic range.
Hartley Charlton for MacRumors:
For comparison, the dynamic range of the human eye is estimated to be around 20 to 30 stops, depending on how the pupil adjusts and how light is processed over time. Most smartphone cameras today capture between 10 and 13 stops. If Apple’s proposed sensor reaches its potential, it would not only surpass current iPhones but also outperform many professional cinema cameras, such as the ARRI ALEXA 35.
One of the most important parts of the sensor design is a system called a Lateral Overflow Integration Capacitor (LOFIC). This allows each pixel in the sensor to store different amounts of light depending on how bright the scene is, all in the same image. With this, the sensor can handle extremely wide lighting differences, such as a person standing in front of a bright window, without losing detail in the shadows or highlights.
According to the Weibo leaker known as “Fixed Focus Digital,” the project is more than merely a patent filing at Apple. The company has reportedly already developed the sensor and could now be testing it in developmental hardware, suggesting that there are plans to bring it to a consumer device in the future.
MacDailyNews Take: Bad news for Sony, but great news for future iPhone uses and even more differentiation between iPhones and the world of iPhone wannabes, knockoffs, and also-rans.
“We want to own and control the primary technology in everything we do.” – Steve Jobs
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