Apple introduced Liquid Glass in June 2025 in a self-declared attempt to bring "joy and delight to every user experience." The visual design style—which is being applied to all Apple products from iPhone to watch to TV—is named for the company's new type of screen designed to look like translucent liquid.
AAPL's fiscal Q1 results likely got a lift from iPhone 17 demand and solid Services growth driven by Apple TV+ and more.
iPhone sales jump to a four-year high, along with AI optimism building and analysts staying bullish, putting Apple-heavy ETFs back in focus.
We'll undoubtedly hear a lot about the Alphabet collaboration during the upcoming earnings call, especially given the current sentiment surrounding Apple's AI ventures.
Apple CEO Tim Cook said he was "heartbroken" by the events in Minneapolis in a note to employees this week. Cook called for "deescalation" and said he spoke with President Donald Trump.
Apple CEO Tim Cook said Tuesday he's “heartbroken” by the recent events in Minneapolis, and that he has voiced his concerns about the situation with President Donald Trump.
Apple Inc. plans to launch the AI Siri finally via Gemini at a cost versus the large revenue stream produced by internet search traffic. The tech giant is forecast to report a solid FQ1 for the holiday quarter on Thursday, but the market is concerned going forward growth will slip back to 6%. The company is currently using virtually all the operating cash flows to repurchase shares at a premium valuation to juice short-term earnings.
Apple Inc. is well positioned to deliver an upbeat fiscal Q1 report, supported by resilient iPhone 17 sales during the holiday season across key U.S. and China markets based on industry data. However, accelerating memory cost inflation, lingering tariff uncertainties, and a worsening bill-of-materials profile risks permanently altering AAPL's margin outlook through FY 2026. Meanwhile, demand uncertainties are mounting as subsidy-driven upgrades in China fade, while U.S. consumer discretionary spending faces renewed constraints amid persistent inflation and labor market weakness.
AAPL eyes 10-12% sales growth in fiscal Q1, powered by strong iPhone demand and expanding Services momentum.
Big Tech is expected to invest $530 billion for building AI infrastructure in 2026, while the path to near-term monetization remains a question mark. Meta is benefiting from AI-driven recommendation models that are improving advertiser ROI and increasing time spent across its family of apps, supporting stronger advertising revenue growth. Google stands out as having the strongest Big Tech AI positioning today, given its ability to monetize AI directly through Search while simultaneously accelerating Cloud growth.
Apple Inc. remains a Buy with a raised price target of $285.42, implying 12% upside. AAPL's product innovation lags, relying on incremental updates and AI features to drive upgrade cycles. Tariffs and higher input costs pressure margins, but strong free cash flow and stable net debt underpin valuation.
Apple, Meta Platforms, Microsoft and Tesla report earnings this week, after having shelled out billions on AI infrastructure in 2025 to support massive demand. Last year, megacaps upped their spending plans several times to meet unfettered demand, and Wall Street expects another big year of spending from the giants.