Apple Inc. (AAPL)
India holds the key to Apple's next supply chain masterstroke
At a glance, the mood music around Apple Inc (NASDAQ:AAPL, ETR:APC) has been unsettled. A 25% tariff threat from the Trump administration and renewed pressure to move manufacturing to the United States have cast a shadow over the tech giant's supply chain model.
Apple's 25% Tariff Threat: Expect An About-Turn Soon
Apple Inc.'s current tariff headwinds are temporary, with the Trump 2.0 administration's threats unlikely to materialize into significant long-term impact. Apple is skillfully managing supply chain risks by diversifying production to India and Vietnam, mitigating potential tariff exposure. AAPL stock remains undervalued at 25x FY 2026 earnings, offering ~18% upside to a $232 price target as earnings growth accelerates.
The next 1-3 months will be a transition period for Apple investors, says Deepwater's Gene Munster
Gene Munster, Deepwater Asset Management managing partner, joins 'Squawk Box' to discuss the uncertainty facing Apple, President Trump's 25% iPhone tariff threat, the pressure facing CEO Tim Cook, the company's AI investment, and more.
Apple Stock Rises. One Trade Development Could Help Ease Tariff Threat.
Apple was recouping some of its losses after President Donald Trump threatened to impose a levy on iPhones sold in the U.S.
India's iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won't make further growth easy
The data from Canalys, now part of Omdia, showed that U.S. iPhones shipped from India in April rose about 76% to reach 3,000,000. That's a stark contrast to shipments from China over the same period, which fell about 76% from last year to just 900,000.
Apple Hospitality: A Cautious Yet Attractive Buy
Apple Hospitality REIT's diversified, high-quality hotel portfolio and strong brand affiliations provide stable cash flows and resilience in a challenging macro environment. The balance sheet is healthy, with manageable debt and staggered maturities, though refinancing risk exists for 2027–2028 if rates remain high. Dividend yield is attractive and well-covered by FFO, with a low payout ratio and valuation at a discount to sector peers.
Apple and Nvidia Lose Popularity With Fund Managers. Here Are the Winners.
Active large-cap mutual-fund managers have bigger relative positions in financials such as Wells Fargo and BofA than big tech stocks.
FTSE Russell releases preliminary 2025 US Indexes Reconstitution list
FTSE Russell has released the preliminary list of additions and deletions for its 2025 Russell US Indexes Reconstitution, marking the beginning of an annual process that updates the composition of its widely followed benchmarks. The reconstitution, based on April 30 market data, reflects shifts in company size, sector composition, and style classifications.
Apple is back in Trump's crosshairs over where iPhones are made
Apple Chief Executive Tim Cook can't seem to catch a break.
S&P 500 Earnings: Q2, Q3 '25 EPS Revisions, And A Look At Apple And UnitedHealth's Revisions
Jamie Dimon said this week he is expecting a 0% S&P 500 expected EPS growth rate for Q2 '25 by the time reporting starts in July '25. He may not be wrong, but the way the “tariff” discussion has evolved, for the expected +10% S&P 500 EPS growth rate for Q2 '25 to fall all the way to 0% by early July '25 would be pretty extreme indeed. The second quarter has seen more severe revisions than the third quarter, but some of that “severity” is partially due to the Q2 '25 quarter being next to report, and historically, the upcoming quarter sees the harsher revisions.
Tech's Trump Whisperer, Tim Cook, Goes Quiet as His Influence Fades
Apple's chief executive has gone from winning President Trump's praise to drawing his ire, deepening the company's woes in a very bad year.
Largest U.S. Pension Sells Apple Stock, Buys Meta, AMD, and McDonald's
Apple is shifting production of iPhones it will sell in the U.S. away from China.
