Dzambhala

3 weeks ago | dzambhalafinance.com | Neer Varshney

Apple analyst Ming-Chi Kuo has outlined some potentially stormy weather for the tech giant following the Trump administration’s new tariff policies. These tariffs impose a burdensome 54%, 26%, and 46% on Apple’s hardware assembly in China, India, and Vietnam, respectively. With 85-90% of Apple’s production happening in China, this could eat into Apple’s future profitability. Kuo notes a significant drop of 8.5-9% in Apple’s overall gross margin if prices remain stable.

3 weeks ago | dzambhalafinance.com | Adam Brooks |Neer Varshney

Ming-Chi Kuo, the well-regarded Apple analyst, is not buying into the recent buzz about the iPhone maker entering into a $1 billion deal with Nvidia. The rumored purchase involves Apple’s acquisition of Nvidia’s GB300 NVL72, amounting to around 250 racks or 18,000 GPUs. In Kuo’s view, this order size barely registers on the scale needed to make a dent in Apple’s AI strategy. Such a purchase pales compared to other tech giants’ AI ambitions, the analyst noted.

1 month ago | dzambhalafinance.com | Neer Varshney

OpenAI has launched native image generation in ChatGPT, with the 4o model. “Image generation has largely been a novelty” Sam Altman said in a livestream Wednesday morning ET, on motivation behind introducing the feature. “I remember seeing some of the first images come out of this model and having a hard time they were really made by AI,” he added in a post on X. Google had earlier made native image generation available in Google AI Studio for developers across all regions on March 12.

1 month ago | dzambhalafinance.com | Neer Varshney

Google on Wednesday morning ET launched Gemini 2.5 Pro, its most intelligent model yet. The model is launched at an experimental level, as is usual for Google and available for free in the Google AI Studio for developers. Google in the launch promotions highlighted the model has outperformed top models from rivals like OpenAI’s o3-mini and GPT-4.5 and Anthropic’s Claude 3.7 Sonnet and Elon Musk-led xAI Grok 3 Beta on key benchmarks.

1 month ago | dzambhalafinance.com | Neer Varshney

Railtel Corporation of India Ltd (NSE: RAILTEL) is seeing its share price zoom Wednesday late session amid a string of major orders. RAILTEL shares surged nearly 3% around 3 p.m. IST all of a sudden to trade at ₹297.05. The stock is still trading near 52-week low of ₹265.50. It has a 52-week high of ₹617.80. Railtel said it received a work order from the Border Security Force valued at Rs. 19.09 Crores.