Apple Inc. (AAPL)
Apple Is Winning By Spending Less
Apple's $14 billion CY26 CapEx dramatically undercuts hyperscalers spending $130–220 billion, preserving substantially more cash for shareholder returns. Apple has deployed roughly $840 billion into buybacks since FY12, reducing outstanding shares by approximately 45%. FY26 EPS is expected to grow 18.29%, while continued repurchases can amplify per-share growth despite modest topline expansion.
Citi names key Apple supply chain gainers before iPhone 18 debut
Apple Inc (NASDAQ:AAPL, XETRA:APC) was the focus of a supply-chain preview from Citi on Friday, highlighting the upcoming iPhone 18 family as a key catalyst for component suppliers. With shares trading at $328.21, the iPhone 18 lineup is expected to launch on 9 September, featuring Pro models priced roughly $200 higher than their predecessors.
Nvidia and Apple Are Both Winning in 2026 And Doing It Because Of This Contrarian AI Move
Nvidia and Apple took opposite approaches to AI spending in 2026, and both are beating the market anyway. The shared contrarian logic behind their gains challenges everything Wall Street assumed about who gets to profit from the AI boom.
Apple possessed the ultimate stock-market superpower under Tim Cook. Can its new CEO step up?
Leadership matters more than visionary ideas.
Apple faces £2 billion lawsuit in UK over app privacy feature
Apple faces a £2 billion ($2.7 billion) lawsuit brought by UK app developers who on Thursday accused the U.S. tech giant of giving its own advertising services an unfair advantage by imposing tougher privacy rules on third parties.
Apple: Why I Am Buying The Earnings Growth Despite The Premium Valuation
I'm rating Apple a Buy, with a price target of $414. My main growth drivers are services, the iPhone 18 and foldable cycle, AI monetization, Mac and iPad growth, margin normalization, and continued share repurchases. AAPL isn't cheap at 36.84x FWD non-GAAP earnings and a 3.49x FWD non-GAAP PEG ratio.
Apple Is Late to AI. That Could Be Its Biggest Opportunity
Wall Street analysts have Apple pinned at fair value with a flat consensus target, but nine consecutive earnings beats and a reimagined Siri AI suggest they are underwriting the wrong risks.
Apple Dividend Scorecard: Can a 0.32% Yield Still Earn an A?
Apple's dividend yield sits near the bottom of the S&P 500, yet the payout itself may be one of the most bulletproof in mega-cap tech. Here is what the numbers behind the tiny percentage actually reveal.
Apple facing $2.7 billion UK lawsuit over 'unfair' app tracking rules
Apple is facing a £2 billion ($2.7 billion) London lawsuit brought on behalf of app developers over its app tracking rules, with the iPhone maker accused of abusing its power to unfairly impose greater restrictions on third parties.
Why Jim Cramer thinks Nvidia needs an Apple-style $500 billion stock buyback
Jim Cramer thinks Nvidia should make a bigger bet on its own shares. The CNBC host has urged the chipmaker to launch a $500 billion stock-buyback programme, arguing that Nvidia remains “radically cheap” at roughly 23 times this year's earnings estimates.
John Ternus takes over as Apple enters era of AI, foldable phones
John Ternus took over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence.
Apple's new CEO will be largely focused on product, says Perella Weinberg's Walter Isaacson
Walter Isaacson, Perella Weinberg Partners advisory partner, joins 'The Exchange' to discuss Apple's new CEO, what investors would like to see and much more.
