(AAPL) News Today

At $312.41, Apple (NASDAQ:AAPL | AAPL Price Prediction) is a Hold.

Apple Inc (NASDAQ:AAPL, XETRA:APC) App Store revenue rose 0.6% year-over-year in the first 35 days of its fiscal fourth quarter to $3.4 billion, up from $3.38 billion in the same period last year, according to a note from Bank of America. Total downloads across iPhone and iPad fell 4% year-over-year to 3.3 billion over the same stretch, while App Store dollars per download climbed 4.7% to $1.02, BofA said, citing data from SensorTower.

Apple Inc. faces a pivotal September with the iPhone 18 launch, its first foldable phone, a new Siri, and a CEO transition. AAPL stock's valuation is stretched, trading above fair value and offering a limited margin of safety amid single-digit growth forecasts. AI strategy lags peers, as Apple rents Google's Gemini model, raising concerns about monetization and competitive positioning.

The tech stocks landscape is a complicated one right now. Investors have so many options, with technology equities delivering for portfolios year in and year out.

Apple Inc. receives a Hold rating with a $339 price target, reflecting concerns over valuation versus mega-cap peers. Despite strong Q3 results and robust Services growth, AAPL's premium multiple is not justified by near-term ROIC or EPS growth. iPhone and Services segments drive top-line potential, but margin pressures and high R&D investment limit operating leverage.

OpenAI asked a judge to dismiss Apple's lawsuit accusing the company of stealing trade secrets. The artificial intelligence startup said Apple's claims have no merit, and its lawsuit falsely portrays its employees' actions, according to documents filed Wednesday (Aug. 5) by OpenAI in federal court.

Amazon's leading cloud and e-commerce businesses have strong growth ahead. Apple has one of the best business models on the planet.

Last month in this forum I alluded to “canaries” in the coalmine (see here) , referring to the high implied volatility on options of stocks like Micron (MU) and SpaceX (SPCX). One working hypothesis was that assisted by leverage (both direct and via ETFs that provide this leverage) the market is currently amplifying “bi-modality”, which basically means a schizophrenic pricing of return outcomes that differ significantly from each other- akin to the outcomes of a coin flip.

Apple Inc. (AAPL) delivered record Q3 revenue and cash flow, yet shares fell over 7% due to cautious guidance and AI-related cost pressures. AAPL's disciplined AI strategy preserves free cash flow but leaves it lagging in AI monetization, with unclear revenue impact from new AI features. Component inflation and supply constraints, driven by the industry-wide AI boom, are compressing margins and limiting device production into Q4.

Micron and SK Hynix should continue to see huge growth as DRAM supply-demand imbalances persist. More commoditized memory makers, like Samsung and Micron, have been seeing the strongest growth.

Apple's installed base surpassed 2.5 billion active devices, supporting record upgrade rates, new customer growth, and expanding long-term Services monetization opportunities. Services revenue reached a record $30.7 billion with a 75.6% gross margin, nearly double Products' 40.1%, strengthening recurring earnings quality. Analysts expect EPS growth of 8.0% in FY27, accelerating to 17.1% by FY29, while forward P/E declines from 35.1x to 24.7x.

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he is still long on Apple Inc. (NASDAQ:AAPL) despite the recent decline in the stock following third-quarter earnings.

Apple (AAPL) saw a sharp post-earnings selloff despite beating revenue and EPS estimates, driven by market misinterpretation of supply timing as demand weakness. AAPL's fundamentals remain strong: double-digit YoY growth across major product lines, robust cash flow, and significant buybacks, with only minor misses in services and Greater China. I see the memory supply squeeze as cyclical and believe Apple's pricing power and strategic AI positioning will provide a future margin advantage over peers.

Apple's iPhone revenue grew well last quarter, topping analysts' estimates too. What the company didn't add was that it was only one of two smartphone brands to overcome the broad worldwide decline in demand.

Apple's fiscal third-quarter revenue rose 16% year over year to a June-quarter record of $109.4 billion. Services revenue of $30.7 billion grew about 12%, the slowest of the company's three biggest revenue categories.

Apple's iPhone was behind yet another strong quarter for the company. The tech giant's installed base represents a powerful competitive advantage.

OpenAI said Apple now admits its outside lawyers emailed the wrong man after mixing up two Asian surnames and the company only came clean once OpenAI pointed out the blunder.

Apple asked the court for a preliminary injunction, and OpenAI followed up by alleging the iPhone maker was sloppy about security.

Apple delivered record Q3 results with 16% revenue and 29% EPS growth, yet shares sold off on supply-constrained forward guidance. AAPL's demand remains robust across iPhone, Mac, and Services, with supply chain bottlenecks, not demand weakness, driving conservative guidance. I remain bullish on AAPL, viewing the sell-off as a buying opportunity, given accelerating operating cash flow, ramped R&D, and strategic AI positioning.

CNBC's MacKenzie Sigalos reports on news regarding Apple.

Apple has surpassed $10 billion in annual sales in India for the first time, highlighting the growing importance of one of its fastest-growing markets. Bloomberg's Dana Wollman breaks down what's driving demand, why the iPhone continues to lead the company's growth in the country, and how incoming CEO John Ternus is beginning to shape Apple's next leadership team.

As Apple Inc. (NASDAQ: AAPL) stock fell by more than 9% over the past five days after mixed earnings results, several Wall Street analysts have set varied targets for the next 12 months.

CNBC's MacKenzie Sigalos reports on the latest developments in the Apple–OpenAI lawsuit.

The consumer tech giant reported a 26% year-over-year revenue gain. Like others, Apple is feeling the effects of a memory chip shortage.

Microsoft Corporation offers the most compelling risk-reward among AI leaders, driven by innovation, growth, and attractive valuation amid ongoing CapEx investments. MSFT maintains robust free cash flow and operational efficiency, even as it aggressively invests in AI infrastructure and expands its cloud and AI customer base. MSFT trades at a forward P/E of 23.21x and PEG of 1.51, both more attractive than Apple's higher multiples, despite MSFT's superior growth and margins.

Apple Inc. delivered a headline earnings and revenue beat, but the stock fell 7% as the market repriced its premium multiple. Gross margin of 50.1% was inflated by tariff refunds, and Services revenue missed estimates, undermining the premium valuation thesis. AAPL trades at 35x forward earnings with just 8% EPS growth, yielding a PEG of 3.2—an unsustainable premium absent reacceleration.

Apple Inc. NASDAQ: AAPL might have just delivered a record quarter, but its shares have dropped about 8% in the days since. On the surface, that looks like a classic case of a stock priced for perfection stumbling over cautious guidance.

Apple is now seeking a preliminary injunction in its trade secrets case against OpenAI, which aims to stop the AI model maker from moving forward with developing an AI device or other products based on Apple's technology. The iPhone maker also claims that more of its former employees may be involved with the trade secrets theft.

Warren Buffett's latest 13F filing, disclosing holdings as of March 31, and filed May 15, still concentrates Berkshire Hathaway's public-equity firepower in just five names.

Nitto Boseki is a critical supplier of T-Glass for advanced chip packaging, serving NVIDIA, Apple, and other major semiconductor players. NBCLF's Electronics Materials segment drives 84% of operating profit with expanding margins, reflecting strong demand and pricing power amid the AI boom. Trading at a trailing GAAP P/E of 11.09x, NBCLF is undervalued relative to sector peers, with a rerating justified by superior profitability and sector positioning.

Apple delivered record Q3 2026 results, led by strong iPhone and Mac sales, but faces emerging margin headwinds. Gross margin expansion was buoyed by a one-off tariff refund; underlying margins are pressured by rising memory costs and supply constraints. I downgrade AAPL to Hold as recent price appreciation and margin risks limit the annualized upside below my 10% threshold.

The rift between Apple and OpenAI, triggered by a lawsuit filed by the iPhone maker accusing the artificial intelligence company of trying to acquire Apple's trade secrets to advance its AI hardware ambitions, has entered a new phase. Apple on Monday asked a US judge for a preliminary injunction barring OpenAI and two former employees from accessing, acquiring, using or disclosing alleged confidential information as it moves ahead with the trade secrets case.

Apple filed a request for a preliminary injunction on Monday before a California Federal Court to prevent its former employees and OpenAI from “accessing, acquiring, using or disclosing Apple's trade secrets.” Apple also wants the injunction to block the plaintiffs from soliciting or encouraging others to access its secrets and “stop destroying, deleting or concealing evidence.

The grouping of companies called the Magnificent Seven just did something that they haven't since the introduction of ChatGPT sent the market into an artificial intelligence-sparked frenzy.

Apple has launched a new legal challenge against a U.K. attempt to get access to British users' encrypted data. It comes a year on from the U.K. dropping a previous order for American and British users' encrypted data after political pushback from Washington.

Apple's current price-to-earnings ratio is far higher than its average over the past decade. The company's growth rate was solid at 16% last quarter, but whether it can remain that high in the future is questionable.

Apple accused OpenAI of stealing trade secrets in a July complaint. OpenAI is hitting back at some of Apple's claims, citing communication errors.

One of the biggest technology and consumer electronics companies in the world, Apple (NASDAQ: AAPL), is due to pay its next quarterly dividend next week on August 13 to all shareholders owning the stock by August 10, 2026: the ex-dividend date.

Apple on Monday asked a U.S. judge for a preliminary injunction barring two former employees and OpenAI from accessing, acquiring, using or disclosing alleged ​confidential information as it moves ahead with its trade secrets case.

Apple delivered stellar results for the 2026 fiscal third quarter, including a 22% increase in iPhone sales. The market was disappointed by Apple's fourth-quarter guidance as John Ternus takes over.

Apple (AAPL -1.78%) warned investors about the significantly increasing cost of components.

Microsoft's growth opportunities in artificial intelligence (AI) look to be underrated. Apple's valuation is inflated, and the stock may be overdue for a pullback.

At $308.91, Apple (NASDAQ:AAPL | AAPL Price Prediction) is a Hold.

Apple is challenging another legal demand by the U.K. government to access the encrypted data of its users in the country, according to the Financial Times.

Apple is making a big bet that customers would rather pay by the month than all at once, with its new Apple Upgrade program designed to make upgrading your devices feel more like a subscription. Bloomberg's Mark Gurman joins Ed Ludlow on "Bloomberg Tech.

Apple has launched a new legal challenge against the British government's latest attempt to create a so-called ​backdoor to access encrypted customer data, the Financial Times reported on ‌Monday.

The Home Office has made a fresh request for ‘back door' access to encrypted iCloud data belonging to British users

Apple Inc. reported robust Q3 results, with revenue up 16% to $109.4B and EPS up 29% to $2.02, but tariff refunds inflated margins. AAPL's AI strategy remains defensive and dependent on competitors, lacking a clear monetization path and facing limited initial rollout for new Siri features. Rising memory costs are pressuring margins, with management guiding for further increases and some price hikes already reaching consumers.

The mega-cap tech trade got interesting again this summer. Apple (NASDAQ: AAPL | AAPL Price Prediction) is up 13.84% year to date, Alphabet (NASDAQ: GOOG) has gained 85.46% over the past year, and Amazon (NASDAQ: AMZN) just posted its fastest AWS growth in 18 quarters.

Following a wave of mega-cap earnings, Meta Platforms (NASDAQ:META | META Price Prediction) at $556.71 screens as attractive, Apple (NASDAQ:AAPL) at $308.91 looks fairly valued, and Amazon (NASDAQ:AMZN) at $271.58 screens as attractive.