Apple Inc. (AAPL)
Polen Focus Growth Portfolio Q3 2026 Portfolio Update
In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.
Apple tops US$5 trillion valuation as John Ternus takes the reins
Apple Inc (NASDAQ:AAPL, XETRA:APC) has become only the second company to close above a US$5 trillion market valuation, joining chipmaking giant Nvidia and marking a major milestone as new chief executive John Ternus takes charge. The iPhone maker's shares finished at a record high, lifting its market capitalisation to US$5.005 trillion, according to Dow Jones Market Data.
OpenAI claims ex-employee brought confidential docs about ‘unreleased device' to Apple
The ChatGPT maker said the alleged theft by the ex-employee was discovered during a “recent and ongoing forensic investigation” related to the lawsuit.
Apple Closes Above the $5 Trillion Mark
Plus, Ukraine said new limits on Starlink have disrupted its military operations, and OpenAI alleged an ex-employee took confidential files to Apple.
New State Street Sector ETFs Give Biggest Stocks Full Weight
State Street Investment Management launched four sector ETFs on Wednesday, built to give each sector's largest companies their full weight. Key Takeaways: XLKM aims to give Nvidia 20.93%, compared with 15.41% in its Select Sector counterpart, XLK.
Here's What a $10,000 Investment in Apple Stock Could Be Worth in 5 Years
Apple has a great compounding business. However, years of multiple expansion could lead to capped upside over the next five years.
Seventh Time Is the Charm: Apple Closes Above $5 Trillion Market Capitalization
To power Apple's next phase, CEO John Ternus needs to raise Apple's AI game.
OpenAI says it's 'very concerned' that its trade secrets could help Apple's push into AI-enabled devices
OpenAI alleges that a former employee took information about an unreleased device to Apple. In a legal filing, OpenAI said it is "very concerned" that the information could help Apple's upcoming products.
OpenAI Alleges Ex-Employee Took Confidential Files to Apple
The files included detailed images of an unreleased device, a new legal filing claims.
Apple Just Passed $5 Trillion. Here's What Comes Next.
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and rivals grow faster.
Agentic AI Skepticism: Apple and Salesforce Face a Common Issue
Apple and Salesforce both crushed earnings estimates, but investors keep asking the same uncomfortable question about whether agentic AI can actually move the needle on profit.
Trading expert reveals top three stocks to buy this week
According to an X post published late on Tuesday, October 13, the popular trading expert and on-chain analyst, Ali Martinez, believes he has identified three stocks likely to enjoy a bullish breakout in the short term.
