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Oil, Yen Whiplash and a $2,000 iPhone: the Financial Week in Five Charts","url":"https://stock-news.laohu8.com/highlight/detail?id=2666852610","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666852610?lang=en_us&edition=fundamental","pubTime":"2026-09-11 18:48","pubTimestamp":1789123724,"startTime":"0","endTime":"0","summary":"Rising \"dark\" crossings, indications that Iran's grip on the waterway may be weakening, and conflicting estimates from the Trump administration have made uncertainty itself a market fundamental.The result is a persistent geopoliticalrisk premiumthat looks likely to stay baked into energy prices for months.2. INFLATION NATIONJAMIE MCGEEVER, ROI Markets Columnist: U.S. inflation has been above the Federal Reserve's 2% target for so long that consumers and businesses could be forgiven for thinking the Fed implicitly sees 3% as the new 2%. There is some evidence that they already do: the five-year outlook in the University of Michigan consumers' inflation expectations survey hasn't been below 3% for more than two years.Sticky inflation could force the Fed to resume its monetary tightening cycle next week, with Friday's consumer price data for August likely to have a significant bearing onwhether Kevin Warsh's Fed hikes or sits tight.3. MORE TO 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49","title":"Apple's iPhone 18 Upgrade Cycle Likely to Boost Some Suppliers","url":"https://stock-news.laohu8.com/highlight/detail?id=2666510949","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666510949?lang=en_us&edition=fundamental","pubTime":"2026-09-11 10:55","pubTimestamp":1789095300,"startTime":"0","endTime":"0","summary":"0255 GMT - Asia's Apple suppliers are likely to see support shift toward assemblers and component manufacturers from traditional camera lens makers as the iPhone 18 upgrade cycle unfolds, according to a Morgan Stanley report. Luxshare Precision Tehcnology, Lingyi iTech and AAC Technologies are likely to be the biggest beneficiaries, it notes, as it maintains overweight ratings on the stocks. The brokerage downgrades Largan Precision to equal-weight and Genius Electronic Optical to underweight, citing their recent share-price surges being priced in, alongside much of the potential upside from new camera features and future co-packaged optics opportunities. While the iPhone 18 presents a \"real upgrade cycle,\" Morgan Stanley says valuations, rather than technology, are now the key differentiator among 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