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seekingalpha.com Macro sensitivity
[Holding an iPhone 18 Pro] Based on the fact there has only been a “limited” moderation in lead times, Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) is likely seeing “healthy” demand for the iPhone 18 Pro, J.P. Morgan said. “In Week 3 of our Apple Product Availability Tracker, lead times moderated only marginally from the sharp expansion recorded in Week 2, with …
Chronological news
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Nvidia’s board approved a $150 billion increase to its share-repurchase program, bringing the total buyback authorization to $235 billion. Continue Reading
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is moving to expand 2-nanometer production faster than previously expected as major customers increase their commitments to the new technology. The company could reach monthly 2nm output of about 120,000 wafers by the end …
(Updates with Amazon's response in the fourth and fifth paragraphs) Apple (AAPL) and Amazon (AMZN PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …
On September 11, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL)'s new foldable iPhone Duo launched with impressive features and a premium starting price of $1,999. However, analysts in the room at the Cupertino launch event questioned its appeal beyond wealthy tech enthusiasts, noting Apple …
On September 9, 2026, the Wall Street Journal reported that John Ternus took the stage for the first time as Apple Inc. (NASDAQ:AAPL)'s chief executive. He became just the third CEO since Steve Jobs returned to the company in 1997 and used his debut …
Apple Inc. (NASDAQ:AAPL) doesn't operate a major social-media platform, but Australia's latest push to regulate how people use social media has unexpectedly put the iPhone maker into the conversation. Australian Prime Minister Anthony Albanese met Apple Executive Chair Tim Cook at Apple Park this …
Apple Inc. (NASDAQ:AAPL) is facing another regulatory headache in India, but this one isn't centered on the App Store or competition. It is about what happens when a software update allegedly leaves an iPhone needing an expensive repair. India's Central Consumer Protection Authority has …
Apple Inc. (NASDAQ:AAPL) has one less AI battle to fight. Elon Musk's X Corp and SpaceXAI have moved to dismiss their antitrust claims against Apple in a lawsuit that accused the iPhone maker and OpenAI of restricting competition in smartphones and generative AI chatbots. …
When Fortune first put Tim Cook on its cover in 2008, senior writer Adam Lashinsky introduced him as the "under-the-radar guy" who might someday succeed Steve Jobs as Apple CEO—a "genius" and an "operations whiz," but also a "blank slate" to outsiders. Cook himself …
[Close-up of businesswoman using smartphone outdoors in city] South_agency/E+ via Getty Images * A federal jury in California ordered Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) on Friday to pay more than $5.7B in damages to Taction Technology for violating patents related to the latter's haptics technology. * …
the three companies’ have a combined market cap of nearly $6.8 trillion. These guys have a tough task ahead of them. We spell it out. Continue Reading
In recent days, Apple launched its first foldable iPhone Duo alongside the iPhone 18 Pro lineup, highlighting enhanced on-device Siri AI and privacy as key features while entering the competitive foldable smartphone market. This move not only broadens Apple's premium hardware range, but also …
On September 9, 2026, the Wall Street Journal reported that Apple Inc. (NASDAQ:AAPL) is undertaking a major overhaul of its Health app and Apple Watch strategy. It debuts the Apple Watch Series 12 and Ultra 4 with an upgraded Health Sensing System alongside an …
On September 10, 2026, CNBC reported that Apple Inc. (NASDAQ:AAPL)'s iPhone Duo faces a tepid reception in China, where it is priced at 15,999 yuan, or about $2,230, positioning it above Xiaomi's newly launched 18 Fold at 10,999 yuan but below Huawei's trifold Mate …
On September 18, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL) is preparing to launch Apple Pay in India next month, starting with Axis Bank credit cards, the first banking partner in what will be a phased, bank-by-bank rollout. The launch is enabled by a …
Apple (AAPL) ended the recent trading session at $341.07, demonstrating a +1.53% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.51%. Elsewhere, the Dow gained 0.93%, while the tech-heavy Nasdaq added 0.48%. Prior …
Apple (NasdaqGS:AAPL) agreed to a US$250 million class action settlement tied to Siri and Apple Intelligence features in recent iPhones. The deal covers a broad group of U.S. buyers of recent iPhone models who claimed they were misled about Siri feature access. Settlement terms …
Alphabet GOOGL and Apple AAPL are intensifying their push into consumer artificial intelligence (AI), but their strategies differ significantly. Apple is embedding AI deeply across its hardware ecosystem through Apple Intelligence and Siri AI, while Alphabet is integrating Gemini across Search, the Gemini app, …
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-device and chip designer, is making a case for running demanding AI models on Macs instead of paying cloud providers for every use. Shares climbed to $337.48 around 11:11 a.m. ET Friday, up about 0.46% …
Investing.com -- Bernstein kept its Outperform rating and $370 price target on Apple in a note on Friday, but it warned investors that rising memory chip costs could hurt the iPhone maker's gross margin and earnings in the December quarter. Still guessing which names …
Apple stock was trading just below a buy point as it aimed to stretch a string of weekly wins. Apple this month began selling its iPhone 18 Pro and Pro Max smartphones, prompting an optimistic price-target hike from Evercore ISI analyst Amit Daryanani. Daryanani …
With Apple Inc. (NASDAQ:AAPL) having recently launched the latest iPhones, Cramer personally visited the firm's store in New York to gauge consumer sentiment. After snapping some photographs and posting them on social media, the CNBC TV host then discussed his visit in his morning …
Apple Inc. (NASDAQ:AAPL) entered September with two things to prove: that it could still surprise consumers with new hardware and that its slow start in generative AI had not left it permanently behind. Its first major product event under CEO John Ternus offered an …
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