Apple's pricing power has declined alongside its innovation, and investors are paying the price
In the past three months, Apple Inc. NASDAQ: AAPL stock has jumped over 26% and become one of the better-performing stocks in the tech sector. The stock is still “only” up about 11% in the last 12 months, but recent analyst sentiment suggests that there's still more upside to the stock's recent rally heading into the holiday season.
Apple (AAPL) is upgraded to a long-term "buy" after demonstrating resilience and renewed momentum, despite previous concerns over valuation and AI investment. Recent iPhone 17 lineup success, especially strong demand for premium models and the new Air variant, supports AAPL's growth and diversified pricing strategy. AAPL's premium valuation is justified by its high ROIC, dominant ecosystem, strong brand, and consistent cash flow returned to shareholders via buybacks and dividends.
Shares of semiconductor specialist Cirrus Logic NASDAQ: CRUS have delivered a standout performance for investors, climbing over 25% year-to-date and recently carving out a new 52-week high. For a company so closely associated with the success of the world's top smartphones, such a strong market signal often prompts a critical question: Is the stock's best growth now in the rearview mirror?
Meta is betting that the future of artificial intelligence takes users way beyond smartphones and personal computers.
PayPal is transitioning from a high-growth phase to a mature, cash-rich business model, warranting a new valuation approach. PayPal is adopting a shareholder-friendly strategy, prioritizing massive share buybacks funded by strong free cash flow, similar to Apple's playbook. The company's asset-light, high-margin business model enables high free cash flow conversion rates, supporting sustained capital returns to shareholders.
Apple asked the European Union to scrap its landmark digital competition law on Thursday, arguing that it poses security risks and creates a "worse experience" for consumers.
NVIDIA is investing $100 billion into ChatGPT-parent OpenAI's data centers.
After years of modest upgrades, Apple finally has a standout new iPhone on its hands. Samantha Kelly walks you through the different models -------- More on Bloomberg Television and Markets Like this video?
Strong early demand for the new iPhone is fueling a rally in Apple's stock, but some analysts are seeing mixed signals for the pricier models.
Apple (NASDAQ: AAPL) has lagged its “Magnificent Seven” peers through most of 2025, but Dan Ives, Global Head of Tech Research at Wedbush Securities believes a rebound is on the horizon as the company enters what he calls its strongest upgrade cycle in years.
The three stocks in this analysis all look a bit volatile in the early hours of Monday, as it looks like we are trying to get a little bit of a pullback in two of them, but at the end of the day, we are still very bullish and will