AI-driven demand is transforming data center REITs, with DLR and EQIX well-positioned despite recent volatility and short-term setbacks in 2025. Long-term secular growth remains intact, as AI use cases and power needs are set to expand dramatically through 2030, driving further rent and revenue growth. Recent disruptions, such as DeepSeek's efficient AI model and Microsoft's pullback, have created buying opportunities for active managers with conviction in the sector.
Recently, Zacks.com users have been paying close attention to Apple (AAPL). This makes it worthwhile to examine what the stock has in store.
Apple Inc. shares are down 19% in 2025 and approximate 25% from late 2024 highs, despite strong quarterly results reported last week. There have been several key reasons for the decline in the stock including the new administration upending long-standing tariff and trade policies. I go into detail around three of the main drivers of Apple's pullback and at what price I will buy AAPL stock in the paragraphs below.
Closed-end funds (CEFs) that write call options can offer attractive monthly distributions to their investors. Thanks to discounts for CEFs, these distributions can be 'boosted' when compared to what the actual underlying NAV distribution rate becomes. Writing calls can take the form of writing against individual holdings or indexes.
Apple reportedly held a rare companywide meeting last week to cover its investment in artificial intelligence (AI). At the meeting Friday (Aug. 1), CEO Tim Cook expressed a positive outlook about Apple's AI future, The Information reported.
Explore how Apple's (AAPL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
MP Materials has transformed from a speculative miner to a strategic U.S. asset, driven by major deals with the DoD and Apple. Options flow, GEX/DEX structure, and dark pool data all point to bullish institutional positioning ahead of earnings, with key levels at $65 and $85. The DoD's equity stake and Apple's commitment de-risk MP's business model, providing long-term demand and margin visibility, making it a rerating story.
Apple's 4-year, $500 billion US investment plan would require a 10x increase in annual CapEx and could risk buybacks and dividends, and turn FCF negative. Apple has already started putting this plan into action, recently opening a Manufacturing Academy in Detroit and committing $500 million to MP Materials. Most iPhones are now imported tariff-free from India, and the products from Vietnam are subject to a 20% tariff, which I believe is baked into the $1.1B headwind this quarter.
Apple has reportedly formed a team to develop a search experience similar to ChatGPT. That's according to a report Sunday (Aug. 3) by Bloomberg News, which says the so-called “Answers, Knowledge and Information” (AKI) group is building an “answer engine” — a system capable of crawling the web for responses to general-knowledge questions.
Apple has formed a new team to build a ChatGPT-like app, according to according to Bloomberg's Mark Gurman.
CoreCard, led by Leland Strange, has been caught up in Goldman Sachs's failed consumer experiment.
Technology giant Apple (NASDAQ: AAPL) is set to reward its income-seeking investors with the upcoming dividend payment scheduled for August 14.