Apple Inc. (AAPL)
Why Micron Stock Is Rising on What Apple's Tim Cook Didn't Say
Micron stock was building on huge gains from the previous day as Apple and Amazon confirmed there's no end in sight to the memory-chip shortage.
Apple Is A Value Stock Disguised As Growth: Time To Take Profits
Apple exhibits strong financials, but recent revenue growth is driven by a one-time hardware upgrade cycle, not sustainable innovation. AAPL's premium valuation is unjustified given its mature business model, static product matrix, and lack of major CAPEX in AI infrastructure. Risks of technological lag and margin compression loom as competitors invest heavily in AI, while AAPL relies on monetizing its existing user base.
Micron stock gets a Tim Cook catalyst as Apple faces a 100-year memory crunch
Micron Technology (NASDAQ: MU) has received an unlikely boost from Apple after Tim Cook described the surge in memory prices as a “100-year flood.” The remarks strengthened the argument that today's shortage reaches beyond artificial-intelligence data centres.
Apple warns of memory chip shortage for key devices
Apple has warned it is seeking alternative memory chip suppliers as "very significant" constraints threaten future sales of its key devices.
Apple Inc. (AAPL) Q3 2026 Earnings Call Transcript
Apple Inc. (AAPL) Q3 2026 Earnings Call Transcript
Apple's Record Results Fail to Ease Growth Concerns
Apple's final earnings call under Tim Cook looked, on its surface, like another quarter of record financial results. Revenue rose 16% year over year to $109.4 billion, iPhone revenue climbed 22% to $54.3 billion, Mac revenue increased 29% to $10.4 billion, and Services reached another record at $30.7 billion despite foreign-exchange headwinds.
Apple: Why I'm Downgrading After A Solid Quarter (Downgrade)
Apple Inc. delivered a double beat in Q3, with strong growth in iPhone, Mac, and services, and record gross margins. Despite robust fundamentals and shareholder returns, AAPL's valuation is stretched, with a forward P/E of 38x versus a 5-year average of 29x. Shareholder yield remains low at ~2%, even with aggressive buybacks and dividends, limiting upside versus risk-free alternatives.
Tim Cook sees Apple's hybrid AI strategy as a 'competitive weapon'
Apple CEO Tim Cook told analysts on an earnings call that he sees "enormous opportunities" in artificial intelligence. Cook said the iPhone maker plans to use AI as a selling point for iCloud subscriptions.
Apple posts record June quarter as iPhone sales surge; Cook weighs in on AI, China
Tech giant Apple beats fiscal third-quarter earnings estimates with $109.4 billion in revenue as CEO Tim Cook prepares to depart the role in September.
Apple Earnings: A Glance at Key Metrics
Apple is one of the latest members of the beloved Magnificent 7 group to report its earnings results, with the initial share reaction reflecting weakness despite overall solid results from a growth standpoint.
Amazon & Apple Beat Earnings, Head Separate Ways
Despite plenty of uncertainty on some of the bigger economic issues, Q2 earnings season rolls along quite successfully to this point.
Apple stockpiles inventory as it braces for ‘significant supply constraints'
As the generative AI boom drives steep demand for hardware components, Apple and other hardware makers are facing what outgoing CEO Tim Cook calls “a hundred-year flood [on] memory pricing,” which is severely impacting the cost of producing iPhones, MacBooks, and other devices.
