Apple Inc. (AAPL)
Apple warns court ruling in App Store case may cost 'substantial sums annually'
Apple said in a court filing that a judge's order for it to ease restrictions on app developers would cost it "substantial sums annually" if the ruling is allowed to stand.
Apple seeks pause on Epic Games contempt ruling that could cost App Store ‘billions'
Tim Cook's Apple has asked a federal appeals court in California to pause an April 30 ruling requiring the company to open up its App Store to rivals – and claims it will suffer irreparable harm if it remains in effect.
Apple eyes move to AI search, ending era defined by Google
Apple Inc. is "actively looking at" revamping the Safari web browser on its devices to focus on AI-powered search engines, a seismic shift for the industry hastened by the potential end of a longtime partnership with Google.
Apple Is Seeking A Catalyst, Like Ballmer's Microsoft
I compare Apple Inc. today to Microsoft under Steve Ballmer, noting Apple's single-digit growth and rich valuation, similar to Microsoft's “dead money” phase in the late 2000s and early 2010s. Microsoft eventually grew out of stagnation with Cloud, Social Media, Gaming, AI. Potential catalysts for Apple today include AI-fueled growth in Services, foldable iPhones, and new wearable devices. I estimate these catalysts could drive 63% to 79% stock upside if Apple's P/E (28) and PEG (2.88) remain stable, though I acknowledge these rely on very bullish assumptions.
Google Stock Rises. It Rebuffs Apple's Claim AI Is Hurting Search Volumes.
Alphabet said it continues to see growth in search volumes despite Apple flagging a threat from artificial intelligence.
Apple urges court to suspend ruling that bars it from taking a cut on external app payments
In an attempt to protect a valuable revenue stream, Apple is trying to delay a court ruling that forces the company to let iOS app developers in the U.S. redirect users to external payment systems and avoid paying a commission to the iPhone maker.
Vornado Takes A Bite Out Of The Big Apple, As Demand For Space Returns
Vornado Realty Trust gets a hold rating for my initial coverage, after its recent Q1 earnings results came out. Positive drivers of future upside potential include market demand for NYC space, portfolio and pipeline growth/diversification, and my share price 3 year target being positive. Weaker areas are low profit margins, high OpEx impacting operating income, a poor record of dividend growth, and high leverage risk.
Apple's Existential Crisis: Can It Build a Future Around AI?
The iPhone maker has an uncertain path ahead: shiny but less smart hardware or a smarter Siri that turbocharges everything.
Apple Eyes Adding AI Search to Replace Google, Ending Tech Giant Partnership
Apple is “actively looking at” revamping its Safari web browser to concentrate on artificial intelligence (AI)-powered search engines and shift away from Google search, potentially creating a colossal shift in the mobile browser landscape. This disclosure was made by Apple's Senior Vice President of Services Eddy Cue during his testimony in the U.S.
AAPL Seeks Safari A.I. Revamp, GOOGL Sells Off
During a U.S. antitrust trial, Apple (AAPL) executive Eddy Cue noted that the company is seeking to overhaul its Safari browser to use more A.I. It's a move that could break Apple's reliance on Alphabet's (GOOGL) Google search.
Google Stock Drops $160 Billion As Apple Executive Suggests Google's Safari Dominance May Be Waning
Shares of Google parent Alphabet tumbled Wednesday after its key partner Apple indicated Google's days of search engine dominance on Apple devices may be numbered, causing Google stock to limp toward one of its largest losses ever, the latest test for the company as generative artificial intelligence reshapes users' search habits.
You have less than 60 days to potentially cash in on Apple's $95 million Siri settlement. Here's what to do.
Apple is set to pay $95 million to settle a class-action lawsuit based on Siri's privacy. The lawsuit accused Apple of obtaining private communications via Siri without user consent.
