Yazılar

Apple Supplier Jabil Lifts Annual Forecast Amid AI-Driven Data Center Boom

/in /tarafından

Jabil Inc., a major electronics components manufacturer and key supplier to Apple, has raised its full-year profit and revenue forecasts, citing soaring demand for data center infrastructure driven by the rapid adoption of artificial intelligence technologies.

The company’s shares rose approximately 5% in premarket trading on Tuesday after it surpassed Wall Street expectations for its fiscal third quarter.

Highlights from the Report:

  • Fiscal 2025 revenue forecast raised to $29 billion from $27.9 billion.

  • Adjusted earnings per share (EPS) outlook increased to $9.33, up from $8.95.

  • Q3 revenue rose 15.7% year-over-year to $7.83 billion, beating analyst expectations of $7.06 billion (LSEG data).

  • Adjusted Q3 EPS was $2.55, above the expected $2.31.

Strategic Investment:

Jabil also announced a $500 million investment in the United States over the coming years to expand support for cloud and AI data center infrastructure customers, underscoring the company’s strategic pivot toward high-growth digital infrastructure markets.

CEO Mike Dastoor emphasized the momentum:

“Our intelligent infrastructure segment remains a critical growth engine, benefiting from accelerating AI-driven demand.”

This performance positions Jabil as a key player in the supply chain supporting the global AI boom, and its forward-looking strategy appears aimed at securing long-term growth through investments in infrastructure and technology innovation.

SoftBank Targets $4.9 Billion via T-Mobile Share Sale, Bloomberg Reports

/in /tarafından

SoftBank Group Corp is planning to raise nearly $4.9 billion through an overnight block sale of shares in T-Mobile US, according to a report by Bloomberg News on Monday. The Japanese tech conglomerate is offering to sell 21.5 million T-Mobile shares at a price range of $224 to $228 per share.

The proposed sale price reflects a discount of over 3% from T-Mobile’s closing price of $230.99 on Monday. The stake represents approximately 1.9% of T-Mobile’s outstanding shares, based on Reuters calculations. Bank of America is reportedly handling the deal.

Neither SoftBank nor T-Mobile has issued public comments in response to the report.

SoftBank’s decision to divest part of its T-Mobile holdings comes shortly after it reported a 1.15 trillion yen ($7.94 billion) profit for the fiscal year ending March 2025, rebounding from a 227.6 billion yen loss the previous year. The move also signals SoftBank’s continued strategy of realizing gains from past tech investments to support its broader portfolio, which has included both major successes like Alibaba and high-profile failures like WeWork.

The sale is being conducted as an unregistered offering, typically structured to appeal to institutional investors without going through full regulatory disclosures.

Tesla Shares Bounce Back After $152 Billion Drop Amid Musk-Trump Fallout

/in /tarafından

Tesla shares recovered nearly 4% on Friday following a steep $152 billion market value wipeout triggered by a public spat between CEO Elon Musk and former U.S. President Donald Trump. The clash erupted over Trump’s criticism of a tax and spending bill that threatens to end the $7,500 electric vehicle (EV) tax credit by 2025, a move Musk openly opposed.

Earlier reports suggested that Musk and Trump might hold talks to ease tensions, with Musk signaling openness to a détente on his social platform, X. However, a White House official indicated that Trump was not interested in engaging with Musk. In a CNN interview, Trump dismissed Musk, saying, “I’m not even thinking about Elon,” and described him as having “got a problem.”

The conflict escalated when Trump threatened to cut government contracts with Musk’s companies, including SpaceX. Analysts warn that this feud could pose multiple risks for Tesla, especially as regulatory bodies like the U.S. Transportation Department influence the future of autonomous vehicle production—a key part of Tesla’s ambitions.

Despite the recent volatility, Tesla shares remain highly valued, trading at roughly 120 times expected earnings—far above many automakers and tech giants such as Nvidia. The stock has fallen 26.9% year-to-date, with Thursday’s 14% plunge reflecting investor concerns over Musk’s increasingly polarizing political stance.

Since Musk publicly supported Trump’s 2024 presidential bid last July, Tesla’s stock has experienced wild swings. Initial optimism about reduced regulatory burdens for robotaxis gave way to softness in vehicle sales and brand damage related to Musk’s politics. While initial hopes were that strong sales among Republican voters would balance out losses from liberal consumers, experts now warn that Musk’s confrontational posture risks alienating both sides.

“By alienating Republicans, Musk risks losing any remaining support, potentially triggering a collapse in Tesla’s brand perception,” said Evan Roth Smith, political strategist and co-founder of Slingshot Strategies.

Tesla did not immediately respond to requests for comment.