Apple Guides the June Quarter Up Fourteen to Seventeen Percent and Blames Memory Prices
The world's largest hardware company just told the market that memory inflation will cap how many Macs it can ship and bend its top line up at the same time.
Business
Meta Suspends the Q2 Buyback and Files a Twenty-Five Billion Bond Raise
Yesterday this paper said the Meta buyback line went silent — today it has an explanation and a $25 billion bond raise to match.
Caterpillar Lowers the Tariff Bill to Two Point Two Billion and Says Pricing Is Not the Offset
Caterpillar trimmed its full-year tariff guide and then told the buy-side that the two-percent price action will not cover the bill — volume and AI data centers will.
Boeing's Six Hundred Ninety-Five Billion Backlog Comes With Negative One Point Five Billion of Free Cash Flow
The record backlog is the headline; the negative free-cash-flow quarter at peak deliveries is the story.
Saudi Aramco's Q1 Print Is Now a May Tenth Event
Aramco confirmed a May 10 results release and May 11 call — the deferral lets Riyadh see the UAE-exit market reaction before stepping into the war's first big print.