Apple Inc. (AAPL)
Apple: Too Little, Too Late?
Apple Inc. remains a strong consumer brand but faces stagnating growth and a lack of innovation, making it a sell at current valuations. Q4 earnings beat expectations, with record revenue and margins, yet growth lags behind other mega-cap tech peers. AAPL's reported $1 billion AI deal with Google highlights strategic weaknesses and dependence on external innovation for Siri.
Apple to Reportedly Pay Google $1 Billion a Year for Siri's Custom Gemini AI Model
Apple is choosing Google over Anthropic because of cost, per report.
Developer fee cuts not passed on to EU users, Apple says
Lower developer fees implemented by Apple to comply with European Union tech regulations have not reduced prices for users, the iPhone maker said on Wednesday, renewing its criticism of Europe's efforts to rein in its market power.
Apple: Consumer Staples-Like Nature And Sticky Ecosystem Make It A Buy
Apple Inc. is rated a Buy with a $300 price target, offering a 12% upside and potential market outperformance. AAPL delivered its 9th consecutive double-beat quarter, driven by strong iPhone and services growth, with solid top and bottom-line expansion. The company's sticky ecosystem, shareholder-friendly buybacks, and global diversification support its status as a technology consumer staple.
Warren Buffett Stepping Down With 31% of Berkshire in Cash: His 3 Ultra Safest Stocks
Warren Buffett's Berkshire Hathaway is currently sitting on an unprecedented and massive cash pile, with approximately 31% of its portfolio held in cash and short-term Treasury bills—a record $381 billion.
These Mega Tech Giants Generate Robust Cash
Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments.
Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz
CNBC's Alex Kovach and Big Technology's Alex Kantrowitz join 'Closing Bell' to discuss Apple's AI strategy, challenges with minimal spend and much more.
Apple reportedly pulls plug on iPhone Air 2 after weak sales of debut model
Follow-up model -- internally known as “V62” -- had been slated to debut in fall 2026 alongside the iPhone 18 Pro and Apple's first foldable iPhone.
What Will Drive Apple Stock's Next Big Move?
Apple stock (NASDAQ:AAPL) has a robust history of quick up moves, with rallies of over 30% in less than two months during several years including 2010, 2019, and 2024. Particularly, there were two instances where the gains surpassed 50% within approximately two months, notably in 2012 and 2020.
Apple Weighing Future of Fitness+ App
Apple reportedly wants to determine whether Apple Fitness+ is still a good fit for Apple. As Bloomberg News' Mark Gurman wrote in his weekly column on the tech giant, the future of the app-based fitness platform is now under review, with Apple health head Sumbul Desai taking over management of that division.
Qualcomm Q4: Looking Beyond FY2026, A Potential Secular Growth Story
QUALCOMM reported a solid Q4 FY2025 and guided Q1 FY2026 above expectations, but investor concerns about concentration risk and near-term growth. Growth in FY2026 is expected to be soft, driven by continued revenue reduction from Apple and potential market share loss on the Samsung Galaxy S26. QCT revenue grew strongly excluding Apple, and management expects to fully diversify away from Apple revenue by FY2027.
Apple's iPhone 17 demand in China may have peaked, Jefferies says
Apple Inc (NASDAQ:AAPL, ETR:APC)'s latest iPhone surge in China may be losing steam after an initial wave of strong demand for the iPhone 17 series, according to Jefferies analysts, who said sales are likely to taper as discounts and subsidies run out. Jefferies estimates that iPhone volumes in China grew about 40% year-over-year in October and 38% during the first 30 days of the Double 11 shopping period, driven by robust demand for the iPhone 17 Pro and Pro Max models.
