Syz the moment

This would be the first time it will have done so in 14 years ... Apple will ship around 243M iPhone units this year vs 235M shipments from Samsung. Bloomberg reported that Counterpoint Research expects Apple to become the No. 1 brand by shipments this year with a 19.4% market share. The report says Samsung’s Galaxy line will grow only 4.6% this year, while iPhone sales are likely to increase by 10% compared to last year.

Yes, Google just leap-frogged nearly everyone. According to Bloomberg’s latest rankings, here’s the current Top 10 richest people in the world: 1️⃣ Elon Musk — $442B 2️⃣ Larry Page — $276B 3️⃣ Sergey Brin — $258B 4️⃣ Larry Ellison — $254B 5️⃣ Jeff Bezos — $251B 6️⃣ Mark Zuckerberg — $225B 7️⃣ Bernard Arnault — $196B 8️⃣ Steve Ballmer — $166B 9️⃣ Michael Dell — $155B 🔟 Jensen Huang — $155B The Google founders jumping to #2 and #3 is a reminder of one thing: AI isn’t just reshaping technology, it’s reshaping the leaderboard of global wealth in real time. Source: Evan

It’s meaningfully better at everyday tasks like working with slides and spreadsheets. The new AI tops coding benchmark, leading in key tests like SWE-bench Verified at 80.9%, Terminal-bench 2.0 at 59.3%, and OSWorld at 66.3%, beating models from Google and OpenAI in coding, agent tasks, and computer use. It features a 200K token context window, uses far fewer tokens for the same work, and costs much less at $5 per million input tokens. Developers can now access it through APIs, apps, and platforms like Amazon Bedrock and GitHub Copilot, with engineers noting its strength on complex bugs. Source: CNBC-TV18

Source: Kalshi

According to Deloitte’s 2025 Black Friday–Cyber Monday survey: 🛍 82% of consumers plan to shop during the week (up from 79% in 2024) 💰 Expected spend is down 4% to an average of $622 💳 64% plan to use credit cards or buy now, pay later (BNPL) options to stretch budgets Both lower- and higher-income households say they’ll cut back It’s also now a true hybrid event: Shoppers expect to split their time 60% online / 40% in store 72% of Gen Z plan to shop in store on Black Friday Gen Z now drives about $20 of every $100 in holiday spend (vs. $4 five years ago) source : Deloitte

• Americas: 4,995 • Europe: 3,476 • Asia & Oceania: 2,068 • Africa & the Middle East: 494 Source: Investing visuals @InvestingVisual, Visual Capitalist

Morgan Stanley says the new AI-driven memory super cycle will far surpass any past cycle — in scale, speed, and earnings power. 💡 Here’s what’s different this time: Led by AI data centers and cloud giants, not consumer devices. Price sensitivity is gone. Memory is now a strategic must-have, not a cost item. HBM (High Bandwidth Memory) demand is exploding, squeezing traditional DRAM supply. 📈 The numbers are jaw-dropping: Q4 server DRAM contract prices up ~70% (vs. 30% expected). DDR5 spot prices +336% since September. NAND up 20–30% — and still rising amid severe shortages. Enterprise SSD demand expected to surge 50%+ YoY by 2026. 🏭 Suppliers in control: SK hynix and Samsung now hold unprecedented pricing power. Morgan Stanley remains Overweight on both, expecting record profits and new share price highs. 🔥 The key insight: “This isn’t a typical memory cycle. It’s a structural shift — driven by AI inference workloads and hyperscaler demand. Earnings, not valuations, will define the peak.” 💰 Even after massive price hikes, memory is still below its last cycle peak ($1/Gb vs. $1.25 in 2018). Morgan Stanley sees further upside as AI capex accelerates. 📊 Bottom line: This AI memory super cycle is longer, stronger, and more profitable than any before. Morgan Stanley expects 2026–27 earnings 30–50% above market consensus for SK hynix and Samsung. “We’re in uncharted territory — this is not just a cycle. It’s a paradigm shift.”

Source: Jeff Park @dgt10011