Apple (AAPL) News Today

Apple is trading 31% higher this year, double the second-best-performing "Magnificent Seven" stock. It keeps raising prices for its products and services.

Apple shares rose 0.99% on Friday, even as broader technology stocks came under pressure following Nvidia's decline. The iPhone maker is increasingly attracting investors seeking exposure to a relatively defensive technology business amid uncertainty surrounding artificial intelligence (AI) stocks, according to Bernstein analysts.

Apple Inc. delivered record Q4 2026 revenue and EPS, but current valuation appears stretched versus historical averages. I downgrade AAPL stock from Buy to Hold, citing elevated P/E and P/S multiples and significant margin pressures ahead. Upside catalysts include strong Q1 adoption of the new premium iPhone Duo and potential margin resilience despite rising memory and R&D costs.

Apple AAPL shares are overvalued, as suggested by a Value Score of F. The AAPL stock is trading at a forward 12-month price/earnings (P/E) of 36.15X compared with the broader Zacks Computer & Technology sector's 17.48X.

Apple trades at an expensive premium relative to its growth. Nvidia could reclaim the title of world's largest company in 2027 as its valuation recovers.

Jensen Huang's sudden resignation leaves Nvidia facing an unusually difficult transition after losing its founder CEO. Companies like Apple, Alphabet and Uber have prospered after losing high-profile leaders, but those transitions were generally less abrupt.

As NVIDIA Corp. (NASDAQ:NVDA) co-founder Jensen Huang resigned from his role as the chipmaker's CEO, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk warned against the removal of founders, pointing to Apple Inc.‘s (NASDAQ:AAPL) Steve Jobs and Uber Technologies Inc.‘s(NYSE:UBER) Travis Kalanick.

Nvidia (NVDA) is down over 30% from the highs with CEO Jensen Huang stepping down, yet Blanke Schein Wealth Management CIO Robert Schein says the stock is still a buy. He also names Broadcom (AVGO), Apple (AAPL), and Eli Lilly (LLY) among his top picks before the S&P 500 reaches 8,000.

Apple and Alphabet account for over 30% of Berkshire Hathaway's stock portfolio. Berkshire has bought over 60 million shares of Alphabet since Greg Abel took over as CEO this year.

Amid the broader tech sell-off following Nvidia (NVDA) CEO Jensen Huang's resignation, Dan Deming looks to healthcare and “anti-AI” plays for stability. He says he's following the momentum in stocks including Johnson & Johnson (JNJ), Eli Lilly (LLY) and Apple (AAPL).

Rising demand for wearables, performance footwear and outdoor apparel puts VFC, GRMN and AS in focus as the health & fitness market expands.

Former Apple chip architect Gerard Williams III discusses his time at the company, including the development of Apple's A7 through M1 processors, and his latest effort to build powerful, energy-efficient CPUs for the AI data center boom with his new company NUVACORE. Have a question for Mark?

US President Donald Trump has thrown his support behind former Apple CEO Tim Cook as a potential successor to Jensen Huang at Nvidia, shortly after the chipmaker announced Huang's resignation following revelations about his relationships with two women, one of them allegedly a Chinese spy. Nvidia has named CFO Colette Kress as interim chief executive and initiated a search for a permanent replacement.

Apple's revenue grew from $108 billion in its fiscal 2011 to $478.8 billion in its fiscal 2026, including 15% growth last year. New CEO John Ternus is already spending in pursuit of further growth, with an R&D budget that has grown to $45.8 billion.

Apple stock notched a record high on Thursday after a Wall Street analyst called it a “safe haven” amid the stock market's recent turmoil.

In the wake of the industry-shaking news of Nvidia CEO Jensen Huang's resignation on Thursday, U.S. President Donald Trump is floating the idea that former Apple CEO Tim Cook should take over the position.

Nvidia (NVDA +2.87%) fell over 6% in pre-market trading after the WSJ reported that the board is preparing to oust co-founder and CEO Jensen Huang. Bloomberg Law further reported that the board is working with an outside firm to find successors and is weighing a temporary chief.

Investors are excited about Apple's new products, launching just ahead of the holiday shopping season. Some investors have worried about Alphabet's heavy spending on AI infrastructure.

On Tuesday, Apple announced it will permanently shut down one of its oldest online services: the Apple Support Community forum, where users could post questions and get answers about the iPhone, the Mac, and other Apple products they owned.

Apple (AAPL +1.89%) just reported record quarterly sales, yet its stock declined as rising memory chip prices threatened profitability. Strong iPhone demand, high-margin services, and potential Siri AI subscriptions could support future growth.

Apple's resilience continues to catch the attention of options traders looking for a safe harbor in tech.

For most of 2026, the main knock on Apple Inc. NASDAQ: AAPL was that it had become a bystander to the AI boom, watching rivals pour fortunes into chips and data centers while it kept its own AI infrastructure spending comparatively restrained. More and more, however, that caution is now being seen as a strength.

MP Materials NYSE: MP has qualified rare earth magnets for General Motors and is ramping production, CEO and Chairman Jim Litinsky said at an investor conference, marking a milestone in the company's expansion beyond mining and refining.

Apple stock rose 1.6% on Wednesday after China Renaissance upgraded the shares to Buy from Hold and raised its price target to $425 from $280, citing the growth potential of the company's first foldable iPhone. The new target represents 22% upside from Apple's Tuesday closing price of $348.51.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

China Renaissance upgraded Apple (NASDAQ: AAPL) to “Buy” from “Hold” and gave a Street-high $425 Apple stock price target on November 11.

Apple executes a capex-light AI strategy, leveraging partnerships like Google's Gemini to enhance Siri without massive infrastructure outlays. AAPL generates nearly $16 in operating cash flow for every $1 of capex, far surpassing peers like Microsoft, Meta, Alphabet, and Amazon. Prioritizing cash generation and shareholder returns, AAPL's capital efficiency justifies its premium P/CF multiple relative to Microsoft, but extending the comparison to P/FCF, the iPhone maker is undervalued.

A decade ago Apple was mostly an iPhone company. Now Services, buybacks, and a new CEO have reshaped the story, but a 39 times earnings price tag and rising memory costs leave bulls and bears sharply divided.

Apple isn't investing heavily in AI, which the market appreciates. The valuation for Apple has gotten out of control.

Apple keeps setting records while Wall Street's own price target sits below the stock. A China AI approval and a looming margin squeeze raise the question of whether the rally has outrun the business.

Three contract workers died of asphyxiation at a Tata Electronics factory in southern India that makes parts for Apple iPhones, triggering investigations by the companies and ​the state government of Tamil Nadu.

Adam Coons, CIO of Winthrop Capital Management, says that restrictions on access to credit could stunt the growth of AI firms. He highlights Apple as a standout among the tech plays despite lagging behind on AI development due to their cohesive strategy.

Apple (AAPL) opened the second peak week of Q3 earnings season by topping estimates with $114.48 billion in revenue and earnings per share of $2.10, driven by double-digit hardware and services growth.

Apple's devices, particularly the iPhone family, will drive financial results far into the future. The company's walled garden appears virtually impossible to disrupt, supporting a durable competitive position.

Apple just posted its best year ever, yet a memory chip squeeze is eating into margins and one analyst still won't blink. Can the iPhone maker's cash machine outrun a cost shock that management calls unprecedented?

Apple's limited AI exposure, strong iPhone demand and solid cash position could make it a winner as the AI trade falters.

If you spent your working years treating technology stocks as too volatile for a retirement account, the landscape has shifted.

I maintain my Hold rating on Apple following a record Q4, driven by strong iPhone and Mac sales. Margin pressure from rising memory and Siri AI costs tempers enthusiasm, despite robust free cash flow and shareholder returns. Guidance for Q1 2027 implies decelerating margins and supply constraints, with only modest upside in share price targets.

Apple's value soared 13X to $4.6 trillion under Tim Cook. The math doesn't add up for Apple to have the same growth curve under Ternus, but there are a few ways the new CEO is already making his mark.

While Microsoft pours over $100 billion into data centers, Apple barely lifts a finger on AI spending, and one investor keeps buying anyway. But a rising cost inside every iPhone could still crack the story.

Apple's generative ​AI service, Apple Intelligence, has been ‌registered for use on tablets and laptops in China, Shanghai's cyberspace regulator said on Monday.

Warren Buffett's technology-related stock picks have delivered mixed performances in 2026, with two holdings recording substantial gains while another lagged the broader market.

Apple's CEO is reportedly pressuring the company's artificial intelligence czar to move faster with the company's AI efforts.

Tiernan Ray helps investors digest Apple (AAPL) earnings and discusses how memory costs are eating into the iPhone developer's margins. He tells investors to keep an eye on what he calls "astounding" entry prices for new products, including its iPhone Duo and new laptops.

"It's a very light-touch form of censorship," said researcher Derik Kauffman. "But at the scale that Apple is operating, it only takes a light touch to have a big impact.

The early iPhone Duo reviews were a bit hard on Apple's new foldable for the lack of Duo-optimized apps available at the time of launch. But Apple says things are changing quickly on the software front.

I divide market leaders into MAGMA (MSFT, AMZN, GOOG, META, AAPL) as AI capex payers and BATMANS (AVGO, TSM, MU, AMD, NVDA, SPCX, ANT) as suppliers. Recent political shifts and data center moratoriums sparked a sharp sell-off in BATMANS, but I see this as an overreaction rather than a fundamental demand collapse.

A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet goes wrong?

The stock market suffered ugly losses this past week, especially in Thursday's day two election reaction. Apple, Palantir led big earnings.

This Undercovered Dozen series spotlights 12 lesser-covered stocks and ETFs, each with distinct investment theses and ratings. Dan IVES Wedbush AI Revolution ETF is reiterated as a Buy, citing strong stock selection and outperformance versus the S&P 500. Vicor Corporation receives a Strong Buy on record for Q3 results and AI technology leadership, despite recent volatility tied to sector financing concerns.