Apple Inc. (AAPL)
Apple: Much, Much Cheaper Than It Looks (Rating Upgrade)
With more than $100 billion in annual sales and gross margins around the 75% mark, Apple's services segment is being categorically undercounted by the market. If this segment can produce ~5% revenue growth in each of the next three years, then estimates appear too low. This makes the stock appear much cheaper than previously thought. Trading at roughly 19x 2028 earnings, we think shares of AAPL appear highly attractive, and deserve an upgrade to 'Buy'.
With iOS 19 on the way, Apple looks toward mobile gaming
With Apple's flagship Worldwide Developers Conference (WWDC) event a few weeks away, the company is signaling that it's paying attention to the opportunity of mobile gaming.
This Stock is the Apple of Warren Buffett's Eye
A peek into Berkshire Hathaway's top holdings reveals that Warren Buffett certainly has a liking for Apple's stock, comprising just over a quarter of its portfolio. It's easy to see why.
America's Largest Investor Dumps Apple Stock
The California Public Employees' Retirement System (CalPERS) dumped Apple Inc. (NASDAQ: AAPL) stock in the first quarter, according to SEC filings.
Wall Street AI predicts Apple stock price
Apple Inc. (NASDAQ: AAPL) could see a notable lift in the coming months—at least, if Wall Street's AI-driven models are anything to go by.
Report: Apple to Add Dedicated Video Game App to Devices
Apple reportedly plans to add a dedicated app for video games to its devices in the next versions of its operating systems, which are set to be released in the fall. The company will preinstall the app on the iPhone, iPad, Mac and Apple TV, Bloomberg reported Tuesday (May 27), citing unnamed sources.
Apple Buys Its First Ever Video Game Studio
An Apple spokesperson confirms to CNET that the tech giant bought Sneaky Sasquatch creators RAC7.
Buffett's May DiviDogs Tag Ally As A "Safer" Buy
Berkshire Hathaway's latest moves include doubling down on Constellation Brands and increasing stakes in Domino's Pizza, Pool, and Sirius XM, while dropping Citigroup, DaVita, and Nu Holdings. Top Berkshire 'dividend dogs'—Kraft Heinz, Sirius XM, and Ally Financial—now offer annual dividends from $1,000 invested that exceed their single share prices, meeting the dogcatcher ideal. Analyst forecasts suggest the top ten high-yield Berkshire stocks could deliver average net gains of 21.31% by May 2026, with moderate risk compared to the broader market.
iPhone Tariff Threat Weighs on Apple
It's a “fairytale” to think the full iPhone supply chain can be moved to the U.S., says Carolina Milanesi, president and principal analyst at Creative Strategies. She speaks with Caroline Hyde and Ed Ludlow on "Bloomberg Technology.
Apple Sinks After New 25% Tariff Announcement—What's The Bottom?
There seems to be a very small list of stocks that are now immune to President Trump's recent trade tariff announcements. The implementations are starting to hit more industries and companies as a whole, with no certainty or clear expectations.
Apple: App Store Blocked $2 Billion in Fraud Last Year
Apple says its App Store prevented more than $2 billion in fraudulent transactions last year. This is part of a larger anti-fraud effort that has blocked more than $9 billion worth of such transactions in the past five years, the tech giant said Thursday (May 27).
Apple: Quantifying The Impact Of 25% Tariffs On Gross Margins
Trump's proposed 25% tariffs on Apple products made outside the US could erode gross margins by up to 490bps, invalidating my earlier margin expansion thesis. iPhone 16 Plus adoption rates are underperforming vs prior series, and iPhone revenue growth remains stagnant, with recent iPhone sales this year missing consensus expectations. AAPL stock is at relative fair value vs its comps so there's not much margin of safety for buys.
