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Mark's Watchlist

Leak Gauge

Rumor credibility

Every leak is scored for source credibility (0-100) and estimated impact on the stock. Green means a high-trust source; red means treat it as noise.

Tracked leaks

10 items

  • Apple said to be testing a foldable iPhone for a 2027 launch

    09:12

    Suppliers reportedly received early component samples, though mass production is still more than a year away.

    The InformationThe Information · source trust 82
    82/100High
    Impact+68

  • Nvidia in talks to design a custom ARM chip for a major cloud provider

    08:40

    A deal would mark a shift toward bespoke silicon as hyperscalers look to cut power costs.

    BloombergBloomberg · source trust 90
    90/100High
    Impact+74

  • Tesla suppliers whisper of a refreshed Model Y coming this spring

    11:05

    Unverified chatter from the supply chain points to a mid-cycle refresh with updated interior and range.

    Tom's HardwareSupply chain · source trust 55
    55/100Medium
    Impact+41

  • Meta exploring a paid tier of its AI assistant, sources say

    10:22

    A subscription tier could bundle higher usage limits and priority compute for power users.

    CNBCCNBC · source trust 76
    76/100High
    Impact+52

  • Amazon quietly building a rival to OpenAI's flagship model

    07:55

    Insiders describe an in-house frontier model aimed at cutting reliance on external partners.

    ReutersReuters · source trust 88
    88/100High
    Impact+61

  • Micron said to be ramping HBM production ahead of schedule

    09:48

    A faster HBM4 ramp could tighten supply and lift pricing into next year, sources claim.

    Tom's HardwareSupply chain · source trust 55
    55/100Medium
    Impact+58

  • Unverified: Apple in early talks to acquire a robotics startup

    12:10

    The report is unconfirmed and the target's identity has not been disclosed.

    Reddit r/AppleAnonymous forum · source trust 22
    22/100Low
    Impact+33

  • Rumor: Microsoft to bundle Copilot into Windows for free next year

    08:15

    A consumer push could widen Copilot's reach but pressure paid enterprise tiers.

    Windows Central forumsAnonymous forum · source trust 22
    30/100Low
    Impact-47

  • Sources: SpaceX prepping a Starlink carve-out by 2027

    13:30

    A partial IPO of the satellite unit is reportedly under early internal discussion.

    CNBCCNBC · source trust 76
    76/100High
    Impact+70

  • Google's next TPU to be co-designed with Broadcom, street hears

    10:58

    A deepened partnership could accelerate the next training chip's timeline.

    Ming-Chi KuoMing-Chi Kuo · source trust 84
    84/100High
    Impact+66