Apple Inc. (AAPL)
Stocks Are Still Vulnerable to a Tariff Shock. What Apple and Amazon Earnings Reveal.
Trump sets a 10% baseline tariff, Apple's quarter boosted by iPhone sales, Figma stock more than triples in IPO, and more news to start your day.
Apple profit beats forecasts on strong iPhone sales
Apple on Thursday reported quarterly profit of $23.4 billion, topping forecasts despite concerns about the effect of US tariffs on its supply chain.
Smartphones could be exempt from tariffs, Apple and Huawei are neck and neck in China: Counterpoint
Neil Shah, vice president of research and co-founder of Counterpoint Research, says tariffs are a "hanging sword" over Apple, and while Apple's lack of on-device AI is a concern compared to other brands, it is in the same boat as Huawei - it's biggest competitor in China's premium smartphone market.
Apple signals willingness to boost AI spending and consider major acquisitions
Apple Inc (NASDAQ:AAPL, ETR:APC) chief executive Tim Cook has indicated the company is prepared to step up investment in artificial intelligence, including spending more on data centres and remaining open to acquiring larger businesses in the sector. This marks a shift for Apple, which has typically preferred small, targeted acquisitions and has relied on third-party data centre providers for much of its cloud infrastructure.
Apple Inc. (AAPL) Q3 2025 Earnings Call Transcript
Apple Inc. (NASDAQ:AAPL ) Q3 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Kevan Parekh - Senior VP & CFO Suhasini Chandramouli - Director of Investor Relations Timothy D. Cook - CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Atif Malik - Citigroup Inc., Research Division Benjamin Alexander Reitzes - Melius Research LLC David Vogt - UBS Investment Bank, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Krish Sankar - TD Cowen, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Wamsi Mohan - BofA Securities, Research Division Suhasini Chandramouli Good afternoon, and welcome to the Apple Q3 Fiscal Year 2025 Earnings Conference Call.
Tim Cook Says Apple Is Investing ‘Significantly' in AI and Could Buy Another Company
Apple wants investors to know it's taking bigger steps to catch up in the AI race.
Apple's earnings were good, but the initial stock move implies Wall Street is wary
Apple's stock was up modestly despite a big beat, suggesting that concerns about AI and regulatory matters could limit upside.
Apple Expects $1.1 Billion Hit From Tariffs This Quarter, CEO Tim Cook Says
Apple (AAPL) is preparing to absorb $1.1 billion in tariff costs this quarter, CEO Tim Cook said Thursday.
Apple to ‘Significantly' Invest in AI, Warns of $1 Billion Tariff Hit
Apple is lighting a fire under its artificial intelligence (AI) efforts, pledging to “significantly” step up investments and dedicating more staff toward the development of Apple Intelligence features.
Facing questions on AI strategy, Tim Cook says Apple is 'very open' to acquisitions
Apple CEO Tim Cook's remarks on Thursday confirm that the company is going to invest more heavily in the technology. "We're very open to M&A that accelerates our roadmap," Cook said.
Apple projects tariff costs will hit $1.1B next quarter
Tariffs are projected to cost Apple $1.1 billion in the July-to-September quarter, an uptick from the previous period, CEO Tim Cook said during the company's earnings call with investors Thursday.
Markets Finish July with a Slight Selloff, Plus AAPL, AMZN Report
Aside from the clear "all in" AI investments being made by the top tech firms, things aren???t getting demonstrably better from this vista.
