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Rothschild & Co Redburn
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Situations
Meta AI expansion: Financial pressure and infrastructure
110 clusters · 764 sources · last updated
Latest: Nebius Group secures $3.5 billion Citi financing for AI expansion
Meta’s 2026 AI overhaul continues to face financial and logistical pressures. While Q2 2026 revenue grew 28% year-over-year to $60.8 billion, net income fell 14% to $15.8 billion. Total expenses surged 55% to roughly $42
Apple iPhone 18 and foldable launch: Production and pricing
25 clusters · 424 sources · last updated
Latest: Apple expected to launch multiple new products in October 2026
As of early September 2026, Apple is preparing for its ‘Surprise and Shine’ hardware event, expected to feature the iPhone 18 Pro series and the debut of a foldable device, potentially named the ‘iPhone Ultra’ or ‘iPhone