Apple Inc. (AAPL)
How Apple Created a Legal Mess When It Skirted Judge's Ruling
Court documents show the company commissioned a sham report and lied on the stand to justify its actions, which will cast a shadow over future lawsuits.
4 Upcoming Dividend Increases
I focus on dividend increases by quality companies, as they indicate strong financial health and stability, providing both income and total returns for investors. My list combines data from the “U.S. Dividend Champions” spreadsheet and NASDAQ, highlighting companies with at least 5 years of dividend growth history. I compare companies against the Schwab U.S. Dividend Equity ETF and only invest in stocks that significantly outperform this benchmark.
Apple: The Future Is More Privacy And Security In AI
I rate Apple as a buy due to its potential to develop new businesses and its strong focus on privacy and security in AI. Despite being perceived as behind in AI, Apple's unique strategy prioritizes user privacy, hardware integration, and long-term growth over short-term advancements. Apple's financials show steady growth, with services increasing their share of total sales, and strategic moves to mitigate risks like tariffs and market share in China.
Apple's comments on Search gave investors one reason to worry about Google's future. Here's another.
Google stock tumbled after Apple senior vice president Eddy Cue said Safari searches had dropped. A filing reveals another reason Google watchers worry about search: slowed growth in paid clicks.
Apple warns court ruling in App Store case may cost 'substantial sums annually'
Apple said in a court filing that a judge's order for it to ease restrictions on app developers would cost it "substantial sums annually" if the ruling is allowed to stand.
Apple seeks pause on Epic Games contempt ruling that could cost App Store ‘billions'
Tim Cook's Apple has asked a federal appeals court in California to pause an April 30 ruling requiring the company to open up its App Store to rivals – and claims it will suffer irreparable harm if it remains in effect.
Apple eyes move to AI search, ending era defined by Google
Apple Inc. is "actively looking at" revamping the Safari web browser on its devices to focus on AI-powered search engines, a seismic shift for the industry hastened by the potential end of a longtime partnership with Google.
Apple Is Seeking A Catalyst, Like Ballmer's Microsoft
I compare Apple Inc. today to Microsoft under Steve Ballmer, noting Apple's single-digit growth and rich valuation, similar to Microsoft's “dead money” phase in the late 2000s and early 2010s. Microsoft eventually grew out of stagnation with Cloud, Social Media, Gaming, AI. Potential catalysts for Apple today include AI-fueled growth in Services, foldable iPhones, and new wearable devices. I estimate these catalysts could drive 63% to 79% stock upside if Apple's P/E (28) and PEG (2.88) remain stable, though I acknowledge these rely on very bullish assumptions.
Google Stock Rises. It Rebuffs Apple's Claim AI Is Hurting Search Volumes.
Alphabet said it continues to see growth in search volumes despite Apple flagging a threat from artificial intelligence.
Apple urges court to suspend ruling that bars it from taking a cut on external app payments
In an attempt to protect a valuable revenue stream, Apple is trying to delay a court ruling that forces the company to let iOS app developers in the U.S. redirect users to external payment systems and avoid paying a commission to the iPhone maker.
Vornado Takes A Bite Out Of The Big Apple, As Demand For Space Returns
Vornado Realty Trust gets a hold rating for my initial coverage, after its recent Q1 earnings results came out. Positive drivers of future upside potential include market demand for NYC space, portfolio and pipeline growth/diversification, and my share price 3 year target being positive. Weaker areas are low profit margins, high OpEx impacting operating income, a poor record of dividend growth, and high leverage risk.
Apple's Existential Crisis: Can It Build a Future Around AI?
The iPhone maker has an uncertain path ahead: shiny but less smart hardware or a smarter Siri that turbocharges everything.
