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Apple, Samsung Can Absorb the Smartphone Cost Shock — Smaller Rivals May Not Be so Lucky

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Apple Inc., Samsung Electronics Co. Ltd. and other major smartphone makers face a tougher demand environment as rising component costs push handset prices higher in the U.S. …

Apple gets U.S. warning not to buy memory chips from China: WSJ

[Apple Store At Catalonia Square (Plaza Catalunya) in Barcelona in a neoclassic architecture building] Lobro78/iStock Editorial via Getty Images The U.S. government is not in favor of Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) buying memory chips from Chinese companies, Commerce Secretary Howard Lutnick said in an interview, …

Napco Security Technologies (NSSC) Stock Could Be 20% Overvalued On Cash Flow Growth Assumptions

A Discounted Cash Flow (DCF) analysis by Simply Wall St suggests that Napco Security Technologies (NSSC) might be overvalued by approximately 20.4%, with shares trading at $38.32 against an intrinsic value of $31.84. The stock's current P/E ratio of 37.1x also indicates it's priced …

US presses Apple to avoid Chinese memory chips amid shortage - WSJ reports

Investing.com -- The Trump administration has urged Apple (NASDAQ:AAPL) not to purchase memory chips from Chinese manufacturers as the iPhone maker seeks supplies amid an AI-driven shortage, the Wall Street Journal reported exclusively on Friday. Commerce Secretary Howard Lutnick said he had directly told …

Apple Stock Stalls as Jefferies Cuts Target to $263.66

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-technology company behind the iPhone and Mac, traded approximately flat at $305.26 in Friday morning's regular session as investors continued assessing a Jefferies downgrade. Analyst Edison Lee downgraded Apple to underperform from hold and chopped …

What's next for Apple after Q3 earnings?

Apple Inc. (AAPL [https://seekingalpha.com/symbol/AAPL]) delivered record fiscal Q3 2026 results with $109.42 billion in revenue—a 16.36% year-over-year increase—yet shares tumbled approximately 7% to 10% in the days following the earnings report. The company posted a beat on both revenue and earnings per share, with …

KeyBanc Has Message For Apple Stock Investors

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is showing encouraging demand signals heading into its next iPhone cycle, but KeyBanc says investors should not mistake stronger spending for the start of another major growth leg. The firm remains Underweight with a $250 price …

Apple Makes Crucial Move in China AI Race

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is taking a major step toward fixing one of the iPhone's biggest competitive weaknesses in China, developing its own China-specific AI model with support from Alibaba (NYSE:BABA). The strategy gives Apple greater control over Apple Intelligence …

iPhone users now won't have to wait as long for $250M settlement

The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter. On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval …

Apple Builds Custom AI Model for China With Alibaba

This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, has developed its own large language model for China with support from Alibaba, marking a shift in how it plans to roll out artificial intelligence in one of its most important …

Apple Is Sitting Out the AI Race—Except in China

Apple has reportedly developed its own AI model for the Chinese market with support from its in-country partner, Alibaba Group. Continue Reading

Apple proposes to take a 15% cut of purchases made outside the App Store

After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern …

Apple proposes 15% commission on link-out app purchases as Epic legal saga continues

[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest …

Apple in Focus as New Houston AI Manufacturing Hub Opens

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the …

Cohen & Steers (APC) reports 8.68% ARKO Petroleum stake in Schedule 13G/A

Cohen & Steers, Inc. has filed a Schedule 13G/A, reporting beneficial ownership of 1,091,697 shares of ARKO Petroleum Corp. Class A common stock, which represents 8.68% of the class as of June 30, 2026. Cohen & Steers Capital Management, Inc. holds sole voting and …

Gary Black Warns Elon Musk: Tesla Can’t Match Apple's Marketing Relying Only on ‘Word-of-Mouth and the CEO’s Posts on X’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on …

Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses

(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with …

How Apple’s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative

Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's …

Invesco Ltd. (APC) discloses 8% ARKO Petroleum holding and key fund stake

Invesco Ltd. has disclosed an 8% beneficial ownership stake in ARKO Petroleum Corp., amounting to 1,006,708 shares of common stock. As a parent holding company, Invesco holds sole voting power over 1,006,373 shares and sole dispositive power over all 1,006,708 shares. Additionally, the Invesco …

Apple Stock Rises While Norway Fund Reveals Huge Position

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …

Apple opens Advanced Manufacturing Center in Houston

New training center helps American workers and businesses expand smart manufacturing skills CUPERTINO, Calif., August 13, 2026--(BUSINESS WIRE)--Apple® today opened its new Advanced Manufacturing Center (AMC) in Houston. The center offers free training and educational sessions for small- and medium-sized businesses, giving them direct …

Apple Makes Big iPhone Move in AI Race

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is reportedly negotiating multiyear deals with publishers to feed current news and information into its revamped Siri, a move that could help solve one of Apple's biggest AI challenges: giving its assistant timely, authoritative information as …

Apple stock in focus as Siri AI seeks new deals with publishers

This article first appeared on GuruFocus. Apple stock is in focus Thursday as the company explores agreements with publishers that could give its artificial-intelligence tools broader access to current news content, according to a Wall Street Journal report. Apple (NASDAQ:AAPL) has approached multiple publishers …

Prediction: Amazon Will Join Apple in the $4 Trillion Club Before 2030

Key Points Analysts estimate that Amazon’s net sales will be $1.1 trillion in 2028, up 53% from 2025’s total. Cloud computing and artificial intelligence are notable growth drivers. The Magnificent Seven stock trades at a reasonable valuation, further supporting upside.10 stocks we like better …

Market Chatter: Apple Seeks Deals With News Publishers to Improve Siri

Apple (AAPL) is discussing fresh arrangements with news organization to use their content to improve 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 …

NAPCO Security Technologies Inc (NSSC) Earnings Forecast: Future EPS & Revenue Growth Estimates

Apple reportedly in talks to pay publishers to boost AI-powered Siri

[White Apple logo on glass, office window, modern tech store shop, sleek branding, iconic symbol, Milan, Italy - May 21, 2025] Victor Golmer * Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) is discussing new deals with publishers to use their content to deliver current news and information, part …

Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain

Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China's ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks. The move comes as Apple deals with a tight memory supply market driven by strong demand from the artificial intelligence industry. At the …

Apple (AAPL) Stock Looks Pricey On Cash Flow Yet Fair On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what …

Google Takes Bigger Swing at Apple With Pixel 11

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base …

Formlabs Announces Former Apple Hardware Chief Dan Riccio as a Strategic Advisor and Board Changes

Dan Riccio, Former Senior Vice President, Hardware Engineering at Apple, joins Formlabs as a strategic advisor and an investor Co-Founder and Chief Executive Officer, Maxim Lobovsky, has assumed the role of Chairman of the Board Chief Product Officer, Dávid Lakatos, has been named President …