Apple: Why I'm Finally Turning Bullish (Rating Upgrade)
Investors will certainly be monitoring the potential tariff relief impact on the global economy, and these stocks could be poised to benefit.
I have been detailing the rotation unfolding beneath the surface of the market in recent weeks. While mega-cap technology and much of the AI ecosystem pulled back, value stocks, cyclicals and several international markets attracted fresh inflows.
Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. The Supreme Court ruling to strike down Trump's tariffs means the company could source more of its U.S.-bound products from China at a lower rate.
Meta and Apple are facing scrutiny about privacy and child safety on their services. Unsealed documents in Meta's New Mexico case showed employees mentioning some 7.5 million child sexual abuse material reports that wouldn't be disclosed after the move to encryption on Messenger.
The fiscal year 2026 signifies a significant divide in the AI aspirations of Big Tech. Amazon is investing $200 billion in capex – mainly for AI infrastructure – while Alphabet (Google) aims for $175–185 billion, nearly double last year's figure, and Meta Platforms has plans for $115 to $135 billion.
West Virginia Attorney General JB McCuskey joins 'Squawk Box' to discuss the state's lawsuit against Apple for allegedly failing to stop child sexual abuse material on iOS devices.
Alphabet Inc.'s Google and Apple Inc. are adding music-focused generative artificial intelligence features to their core consumer apps, underscoring how advanced AI tools are moving into mainstream use.
West Virginia's attorney general alleges that iCloud's end-to-end encryption is being used to store and distribute child sexual abuse material.
Apple TV has signed a distribution agreement with EverPass Media to bring the streamer's live sports content to businesses such as bars, restaurants, hotels and gyms, the commercial sports content provider said on Thursday.
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Meta has reportedly resurrected its smartwatch project, aiming to release the device this year. That's according to a report Wednesday (Feb. 19) from The Information, which notes that the company's efforts are happening as its Big Tech peers like Apple, Google and OpenAI are also planning new consumer device launches.