Apple Inc. (AAPL)
Apple Loses More AI Researchers to Meta and Google
Apple has reportedly lost at least four AI researchers recently to its big tech rivals. These departures include Yinfei Yang, Haoxuan You, Bailin Wang and Zirui Wang, Bloomberg News reported Friday (Jan. 30).
Apple: Likely Fully Valued
Apple delivered a strong Q4, beating top and bottom line expectations, driven by record iPhone 17 sales and robust Services growth. AAPL's Services segment hit a new high, with $30.0B in revenue, now comprising 21% of total revenues, highlighting its growing significance. Despite recent momentum, AAPL faces top-line growth challenges, with hardware innovation lagging.
India hands Apple a win by letting foreign firms fund equipment for manufacturers
India's government on Sunday handed a major win to Apple by allowing foreign companies to freely provide machines to their contract manufacturers set up in certain areas for five years, without fearing any tax risk.
The AI Boom Is Coming for Apple's Profit Margins
Parts for iPhones to cost more owing to surging demand from AI companies.
Prediction: Apple's Dominant Competitive Position Won't Fade in the Artificial Intelligence (AI) Age
Apple hasn't made splashy moves in AI, leading critics to argue that it's falling behind its peers. The company's reach, with an installed base of more than 2.4 billion devices, is an advantage that can't be overlooked.
Apple: Comeback Starts Now As AI Bubble Fears Hit Peers (Rating Upgrade)
Apple Inc. delivered robust first fiscal quarter results, providing a semblance of calm amid recent market jitters. AAPL's China sales surged 38%, highlighting the iPhone's premium resilience despite macroeconomic headwinds in the region. Services revenue reached new highs, and now account for 26% of total sales, with disciplined capital allocation and robust free cash flow margins supporting long-term confidence.
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Trump picks Kevin Warsh for Fed chair, how the market performed in January, Apple earnings recap
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Apple: Booming iPhone 17 Vs. Soaring Memory Costs (Rating Downgrade)
Apple Inc.'s iPhone 17 launch is driving renewed iPhone revenue growth, led by strong Pro Max adoption and market share gains in China through record upgraders and new ecosystem entrants. Rising memory costs are set to pressure Apple's product gross margins from Q2 FY26 onward, although premium Pro model mix may soften the impact. AAPL trades near fair value, with a 1-year forward P/E above its long-term average but at a smaller premium to peers than in recent years.
Chip Shortages Are Affecting Apple's Ability to Make Enough iPhones
In an earnings call, Apple says it's not able to meet all the demand for new iPhones given current conditions.
Apple Extends Beyond Tech Into Quality, Dividend ETFs
Apple Inc.'s (AAPL) first-quarter earnings report highlighted more than just strong iPhone sales. The results help explain why the company remains a top holding in dividend growth and quality factor ETFs alongside traditional tech funds.
Apple earnings beat, iPhone strength drives optimism despite memory cost concerns
Apple Inc (NASDAQ:AAPL, XETRA:APC) delivered a strong start to its fiscal 2026, with robust iPhone sales and record device installations driving better-than-expected revenue and profit for its first quarter, according to analysts, though rising memory costs could temper future gains. Apple reported total revenue of $143.8 billion for its first fiscal quarter, up 16% year-on-year and above Wall Street estimates of $138.4 billion.
