Monday, March 28, 2022

Apple heavily relies on China for manufacturing, but its plan to invest $430B in the US over five years is a promising sign of ramped up diversification (Gene Munster/Loup)

Gene Munster / Loup:
Apple heavily relies on China for manufacturing, but its plan to invest $430B in the US over five years is a promising sign of ramped up diversification  —  The global supply chain will likely change rapidly over the next decade, shifting away from China.  Apple saw it coming in 2018 …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...