Market Analysis

India's Street Gender Gap: Implications for Apple and Retail

A new study shows women make up 16% of people visible on Mumbai streets vs. 49% of the population. That caps consumer markets and labor supply for companies like Apple expanding in India.

Apple Trims TSMC Wafer Starts: Inventory Move, Not Demand Signal

Apple trimmed TSMC wafer starts for iPhone processors on the 3nm node, freeing ~15% capacity for Qualcomm and AMD. The move signals inventory digestion, not a demand slowdown. Apple's October earnings call is the next readthrough.

Predictive Discovery Has Cash but No Production Numbers