Apple Inc. (AAPL)
Apple: Gotta Pay The Piper
Apple Inc. reported solid revenue growth for fiscal Q4 '25, but AAPL stock price already reflects expectations for sustained double-digit gains. The company has seen decent iPhone 17 sales growth, though the growth appears driven by the replacement cycle, not breakthrough technology or AI advancements, raising sustainability concerns for AAPL. AAPL trades at a premium 33x forward EPS, higher than peers like Microsoft, Alphabet, and Meta Platforms, despite slower projected long-term growth.
Apple Reportedly Planning Cheaper Macs to Compete With Budget Chromebooks, PCs
Apple doesn't market its machines as affordable, but that could be changing.
Apple to launch budget Mac laptop that will cost well under $1,000: report
The laptop will have an iPhone processor and a lower-end LCD display, with the screen coming in slightly below 13.6 inches, the smallest of any current Mac, Bloomberg reported.
Here Are Tuesday's Top Wall Street Analyst Research Calls: Apple, AbbVie, Broadcom, CyberArk, Palantir Technologies and More
The S&P 500 and NASDAQ futures are trading down over 1% on Tuesday, following Palantir's 6.9% decline despite beating earnings expectations and giving strong forward guidance.
Amazon vs. Apple: Which Mag 7 Is the Better Buy?
It's been a lackluster year for Amazon NASDAQ: AMZN and Apple NASDAQ: AAPL. While both outperformed the S&P 500 over the past 12 months, their returns fell short of investor expectations in a bull market supercharged by artificial intelligence enthusiasm.
Bye Bye, Apple: September Dividend Income Report
For the first nine full months of the year, the U.S. market is up by 15%, including dividends. September was a juicy month with several dividend payments. I also added more shares of CCL and SJ:CA to boost the payouts. Going forward, I have two positions to increase: Dollarama and Broadcom. I will make trades when I reach $1,000 in cash (currently at $405).
The London Company Income Equity Portfolio: Top 3 Contributors And Detractors
The London Company Income Equity portfolio increased 6.0% gross (5.8% net) during the quarter vs. a 5.3% increase in the Russell 1000 Value. Corning Inc. continues to outperform expectations, led by strong demand in its Optical Communications segment, particularly its GenAI-related products. Nintendo Co. was a bottom performer this quarter due to volatility at the beginning of the console cycle, with data points and estimates being updated.
Apple CEO Stepping Down? Tim Cook Is Now 65, Sparking Succession Talk
Here are a few potential candidates reportedly being considered to fill the chief executive role once Tim Cook decides to retire.
Apple: Wait For A Pullback (Rating Downgrade)
Apple Inc. delivered strong Q4 '25 results, beating earnings and revenue estimates, driven by robust iPhone 17 adoption and record Services revenue. AAPL's Services segment achieved 15% year-over-year growth, now comprising 28.1% of total revenue, highlighting its increasing importance to Apple's business model. Despite a positive Q1 '26 outlook and continued profitability, AAPL shares are trading at record highs and a premium valuation versus other big tech companies.
Apple: The Easy Money Has Been Made (Rating Downgrade)
Apple Inc. shares have outperformed the S&P 500 since my previous piece, driven by easing tariff risk and AI optimism. Recent gains in AAPL are attributed to improved sentiment on AI potential and valuation multiple expansion. AI represents both a threat and an opportunity for AAPL, and it is too early to say for sure how AI will impact the company.
Here are Monday's Top Wall Street Analyst Research Calls: Apple, Cisco Systems, Costco, Meta Platforms, NVIDIA and More
The futures are trading mixed as we prepare to start the new week and month, with the NASDAQ once again leading the way higher.
Apple: Muted Reaction To Strong Guidance
Apple delivered mixed Q4 results, with iPhone revenues missing estimates but strong Services and Mac performance supporting growth. AAPL's gross margin and operating income improved year-over-year, aided by a growing Services segment and help from the buyback. Guidance for 10% to 12% revenue growth in the holiday quarter exceeded analyst expectations, despite iPhone supply constraints.
