Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.
Apple’s next iPhone problem may not be demand. It may be the price of making demand profitable. Hardware costs are rising, and Apple has drastically decreased its demand projections for the regular iPhone 17, according to a recent report from MacRumors, citing the Weibo account Fixed Focus Digital. ...
Citi analysts said they believe Apple shares could reach new heights as the tech giant grows its market share and launches new AI features.
Elon Musk is took aim at OpenAI CEO Sam Altman on X, following Apple's lawsuit against the AI startup.
Broadcom Insiders Sell Millions in Stock After Landmark Apple Chip Deal
June growth strengthens expectations ahead of full earnings
Market share grows despite global shipment decline in Q2
Robinhood Chain traders are reaching for Tendies over Apple.
One stock keeps earning a larger slice of my portfolio every quarter, and it is not because the thesis is obvious. Here is the specific combination of forces that keeps pulling my money back.
Apple Inc. (NASDAQ:AAPL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s AI strategy, as he said: You know what held back Apple for ages? Its lack of data centers spending, lack of it… See, all that’s […]
Apple just hit an all-time high, and the same forces that once looked like threats to its business may now be the very things that push it past Nvidia to become the world's most valuable company.
Apple Inc (NASDAQ:AAPL, XETRA:APC) has filed a lawsuit in the US District Court for the Northern District of California accusing OpenAI (Unlisted:OPAI), its hardware subsidiary io Products, and two former Apple employees of misappropriating trade secrets related to the development of OpenAI's...
Citi Research raises its price target on Apple shares, asserting the iPhone maker will continue to snap up market share.
Apple just accused OpenAI of running a coordinated theft operation targeting its most sensitive hardware secrets, and the lawsuit landed at the worst possible moment for a company quietly preparing the most anticipated AI IPO in history.
The rivalry now spans lawsuits, AI models and competing business plans.
The lawsuit adds fresh pressure to the companies' AI partnership and hardware ambitions.
Investing.com -- Citi has increased its price target on Apple (NASDAQ: AAPL) to $365 and maintained its Buy rating on the stock in a note on Monday, citing the company's ability to gain market share in a challenging devices environment and its capacity to implement selective price increases to protect margins.
John Ternus is stepping into the Apple CEO role at a moment that could define the company's next decade, but whether his product instincts and a bold on-device AI strategy are enough to outrun the broader market is far from a settled question.
Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research. Apple bucked the trend with a 3% rise in shipments, taking its global market share to a record 20% in the quarter on resilient demand for its premium iPhone lineup and keeping prices unchanged. However, analysts expect price increases in the coming months.
Public dispute escalates as Apple sues OpenAI and Musk renews criticism while defending SpaceX's AI infrastructure plans.
Apple's 15% rebound reflects investor preference for stronger cash flow over AI infrastructure spending.
(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot
Broadcom and NVIDIA both crushed their latest earnings, but the gap between them is widening in ways the headline numbers hide. One company carries a timing advantage, a marquee customer anchor, and an AI growth rate that puts its rival on defense through year-end.
(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor
Citi expects Apple to report higher margins for the third quarter due to recent price hikes across its product portfolio.
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