Apple Inc. (AAPL)
Apple: I Love The Valuation, But Not The Product Technology Path
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.
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
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.
Apple Considered Anthropic and OpenAI Before Partnering With Google on AI
Before selecting Google to help power the next generation of its voice assistant, Siri, Apple reportedly also had discussions with Anthropic and OpenAI. Apple declined to partner with Anthropic after that company sought “several billion dollars annually over multiple years,” Seeking Alpha reported Monday (Jan. 26), citing a paywalled article by Bloomberg.
Goldman Sachs: Thank God The Apple Saga Is Over
Goldman Sachs is upgraded to BUY, with 10% total return potential and exceptional momentum following a strategic pivot. GS's exit from the Apple credit card business enables renewed focus on core strengths in investment banking and asset & wealth management. Private credit supercycle and AWM industry growth position GS to capture higher fees and outpace peers in alternatives and active management.
Apple Vs Microsoft: Which is the Best Tech Investment as Quarterly Results Approach?
Markets will receive quarterly reports from two of the top software and hardware companies this week, respectively, with Microsoft set to release results for its fiscal second quarter on Wednesday, January 28, and Apple reporting results for its fiscal first quarter on Thursday, January 29.
Durable Goods Data Beats Expectations
We kick off a new week of trading with a week of marquee earnings reports from several members of the “Magnificent 7,” including Apple AAPL, Microsoft MSFT, Meta Platforms META and Tesla TSLA, among many others. We also have a new Fed meeting starting tomorrow and delivering an update of monetary policy Wednesday afternoon, which is almost certainly going to bring about no change from its current range of 3.50-3.75%.
Apple Stock's a Buy on the Dip, Says Goldman—Time to Act?
Apple (NASDAQ:AAPL) stock has been a real drag on the Magnificent Seven in the past quarter.
Mag 7 Earnings Week Also Brings New Fed Policy
Between now and Friday, we see some of the biggest market movers putting out quarterly results.
Big Tech Bets On Nuclear Power For AI Strategy Edge
The AI strategy for big tech companies has them investing in nuclear energy to power their ambitions while simultaneously securing a resource their competitors will struggle to access. In 2025, Google, Amazon, and Meta all signed a pledge with the World Nuclear Association to triple global nuclear capacity by 2050.
Apple: Q1 Results Could Trigger A Price Reversal, But Buy Regardless
Apple declined over 10% since December 2025, driven by management shakeup and shifting AI strategy concerns rather than fundamental weakness. Recent sell-off stemmed from news of Tim Cook's potential 2026 exit and senior leadership departures, amplifying market sentiment and profit-taking at all-time highs. Market perception, not fundamentals, currently drives AAPL's price; institutional hedging has since moderated, suggesting sentiment may stabilize.
Dividend Harvesting Portfolio Week 256: $25,600 Allocated, $2,739 In Projected Dividends
The Dividend Harvesting Portfolio has reached all-time highs, generating $2,749.09 in forward dividend income with a 7.96% yield and 34.87% return on invested capital. I remain bullish on equities and the Dividend Harvesting Portfolio, emphasizing continued capital allocation to undervalued positions ahead of a pivotal earnings week and FOMC meeting. Recent additions include DIVO and ADX, both offering strong yields and outperformance versus benchmarks, with increased technology exposure to capture anticipated market strength.
Apple's Expanded Ad Opportunities For Developers Coming in March
Apple is ready to begin offering app developers an expanded advertising opportunity. The new service, which allows for increased advertising by App Store developers during user searchers, will be available in March, the company said in a recent update.
