Joe Raedle/Getty Images News Global shipments of desktops, notebooks, and workstations fell 3.6% Y/Y to 65.7M units in Q2 2026 as rising memory and storage costs pushed up PC prices and weighed on demand, according to the latest report by Omdia . Desktop workstation shipments declined 1.3% Y/Y to 13.9M units, while notebook shipments, including mobile workstations, fell 4.2% to 51.7M units. “The s...
Joe Raedle/Getty Images News Global shipments of desktops, notebooks, and workstations fell 3.6% Y/Y to 65.7M units in Q2 2026 as rising memory and storage costs pushed up PC prices and weighed on demand, according to the latest report by Omdia . Desktop workstation shipments declined 1.3% Y/Y to 13.9M units, while notebook shipments, including mobile workstations, fell 4.2% to 51.7M units. “The sharp increase in memory and storage prices during the first quarter of the year had a significant impact on product pricing in the second quarter,” said Ben Yeh, Principal Analyst at Omdia. Omdia A June survey found that about 60% of channel partners said customers were delaying or canceling PC refreshes due to supply constraints and higher prices. While memory and storage cost increases are expected to moderate in H2 2026, prices are not expected to decline this year, with rising component costs continuing to keep pressure on PC pricing and demand. The research firm noted that PC vendors began raising prices as early as the end of Q4 2025, with prices across comparable product lines increasing about 20% to 40% from a year earlier. Apple ( AAPL ) recently raised prices on many of its devices, including MacBook. In Q2 2026, Lenovo ( LNVGY ) remained the global PC market leader with a 25.3% market share, followed by HP ( HPQ ) at 19.8% and Dell at 14.1%. Apple ( AAPL ) increased its market share to 11.1%, up from 9.2% a year earlier, driven by strong MacBook demand, while Asus ( ASUUY ) held a 7.6% share. Other PC vendors collectively accounted for the remaining 22.0% of the global market. More on PC companies Dell: I Would Wait For A Pullback To Enter The Stock Apple Nears A Peak; Accelerating Services Monetization Meets Demand Destruction Risks Apple's Possible New iPhone Pricing Strategy Startup PrismML shrinks a large AI model for use in Apple's iPhone: report Apple added as a new short idea at Hedgeye
The United Arab Emirates boosted crude oil production to an all-time high last month, the most compelling evidence yet of how Abu Dhabi responded more boldly than any of its Persian Gulf neighbors to disruption caused by the Iran war. The country pumped 4.1 million barrels a day on average in June, the International Energy Agency said in its monthly report. That surpasses the peak daily output 4 m...
The United Arab Emirates boosted crude oil production to an all-time high last month, the most compelling evidence yet of how Abu Dhabi responded more boldly than any of its Persian Gulf neighbors to disruption caused by the Iran war. The country pumped 4.1 million barrels a day on average in June, the International Energy Agency said in its monthly report. That surpasses the peak daily output 4 million a day in 2020 when the country had boosted supply during a brief price war with Saudi Arabia over OPEC+ policy, and follows its exit from OPEC. Abu Dhabi’s bold tactics since the war began are becoming increasingly apparent, from using its own large fleet to hiring in extra ships controlled by Sinokor Group, a South Korean firm that now runs the world’s largest fleet of oil supertankers. Many of the vessels have operated “dark,” with their digital transponders turned off to get barrels out of the Persian Gulf unseen. The vigorous recovery, most of which came before a spate of attacks on commercial shipping in the Strait of Hormuz this week, comes after the UAE announced its departure from the Organization of the the Petroleum Exporting Countries at the end of April, in order to pursue expansion plans unfettered by the group’s output restrictions. Rebounding flows from the Persian Gulf, along with the precarious peace agreement between Washington and Tehran, had helped flip world markets from tightness to signs of oversupply in key regions and erased the war-time rally in crude prices. The recovery picture was muddied on Wednesday, however, when President Donald Trump declared the ceasefire effectively void after the two sides traded hostilities in the Persian Gulf. US forces struck sites in Iran for two consecutive days, and Tehran Iran fired upon Bahrain and Kuwait. Brent futures topped %$80 a barrel earlier this week, but eased to below $76 a barrel on Friday. Read: UAE Port Ramps Up Hormuz-Dodging Oil Flows After Iranian Strikes The Gulf’s other major producers al...
Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And whil...
Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It's a good week to talk about this intersection, because some of the biggest stories of the week include Samsung's earnings and SK Hynix's new US listing. Barclays's Global Head of Equities Tactical Strategies Alexander Altmann has used the word “terrifying” to describe the amount of notional exposure coming from these levered ETFs. He explains to us why that is and we talk to him about why, in such a short period of time, the world of levered ETFs has gotten to be so large, with AUM increasing threefold in Asia alone. He also us gets into how he is thinking through risk management and how we as society — and retail investors in particular — got to be overexposed on equities and why that keeps him up at night.
Conservationists fear more nests may have been destroyed during work on Jarrow houses by council-appointed contractor Swift chicks are feared to have been thrown into a skip during house renovations in South Tyneside, despite rules that should stop the destruction of nests. The Northern Swifts Group (NSG) was alerted to the destruction of at least one nest on Tuesday, in a street in Jarrow where h...
Conservationists fear more nests may have been destroyed during work on Jarrow houses by council-appointed contractor Swift chicks are feared to have been thrown into a skip during house renovations in South Tyneside, despite rules that should stop the destruction of nests. The Northern Swifts Group (NSG) was alerted to the destruction of at least one nest on Tuesday, in a street in Jarrow where houses were being renovated by South Tyneside council. Continue reading...
Alice Oseman’s LGBTQ+ romantic teen drama concludes with an intimate look at long-distance relationships, while Daniel Day-Lewis and Sean Bean are two brothers surrounded by fear and generational pain Submerge yourself, for the last time, in the warm bath of inclusivity that is Alice Oseman’s world-conquering LGBTQ+ romantic teen drama. Despite returning as a feature film, it’s intimate, suburban ...
Alice Oseman’s LGBTQ+ romantic teen drama concludes with an intimate look at long-distance relationships, while Daniel Day-Lewis and Sean Bean are two brothers surrounded by fear and generational pain Submerge yourself, for the last time, in the warm bath of inclusivity that is Alice Oseman’s world-conquering LGBTQ+ romantic teen drama. Despite returning as a feature film, it’s intimate, suburban business as usual for Joe Locke’s Charlie, Kit Connor’s Nick and their tight-knit circle of queer friends. The principal conflict this time revolves round Nick’s looming departure for university and the pair’s worries about how – and if – a long-distance relationship could work. It’s also about navigating everyday coupledom, with Anna Maxwell Martin (replacing Olivia Colman) as Nick’s single mum and Derek Jacobi as an older gay man giving the boys pause for thought. Friday 17 July, Netflix Continue reading...
North Korean Premier Pak Thae-song has begun his three-day trip to China, as Beijing offers rare praise for its socialist neighbour’s economic achievements. Pak, a member of the Politburo Presidium of the ruling Workers’ Party of Korea, landed at Beijing Capital International Airport on Friday morning accompanied by a joint party and government delegation. He is expected to attend an event marking...
North Korean Premier Pak Thae-song has begun his three-day trip to China, as Beijing offers rare praise for its socialist neighbour’s economic achievements. Pak, a member of the Politburo Presidium of the ruling Workers’ Party of Korea, landed at Beijing Capital International Airport on Friday morning accompanied by a joint party and government delegation. He is expected to attend an event marking the 65th anniversary of the signing of Beijing’s only formal defence pact, the China-North Korea...
Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It’s a good week to talk about this in...
Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It’s a good week to talk about this intersection, because some of the biggest stories of the week include Samsung’s earnings and SK Hynix’
易捷航空(easyJet)当地时间10日宣布,已原则上同意接受美国私募巨头阿波罗全球管理公司(Apollo Global Management)提出的57亿英镑(约合76.4亿美元)的收购要约。同时,易捷航空宣布撤回此前对另一家美资投资机构卡斯尔莱克(Castlelake)收购方案的推荐。 根据两家公司发布的联合声明,阿波罗公司给出的报价为每股7.15英镑,较易捷航空5月28日的股票收盘价溢价高达...
易捷航空(easyJet)当地时间10日宣布,已原则上同意接受美国私募巨头阿波罗全球管理公司(Apollo Global Management)提出的57亿英镑(约合76.4亿美元)的收购要约。同时,易捷航空宣布撤回此前对另一家美资投资机构卡斯尔莱克(Castlelake)收购方案的推荐。 根据两家公司发布的联合声明,阿波罗公司给出的报价为每股7.15英镑,较易捷航空5月28日的股票收盘价溢价高达81%。在交易结构方面,符合条件的易捷航空股东可选择不接受现金套现,而是将其现有股份转化为由阿波罗旗下基金控股的特定投资工具的股份。易捷航空表示,根据相关规定,阿波罗公司须在8月7日前提交正式的收购要约,否则将视为放弃本次交易。尽管易捷航空目前建议股东暂不采取任何行动,但董事会明确表示倾向于向股东推荐阿波罗的最新方案。 此次两家私募巨头的竞购战此前已历经多轮拉锯。就在本月6日,易捷航空曾原则上同意接受卡斯尔莱克公司提出的第五轮收购方案。该方案对易捷航空的股权估值为52.3亿英镑(完全摊薄后为55.2亿英镑),折合每股6.90英镑,一度刺激易捷航空股价大幅飙升。随着报价更高的阿波罗公司介入,易捷航空最终选择易主。 责任编辑:龙运翔