Apple (AAPL)
7 articles on this topic, newest first.
The Real AI Rally Question Isn't a Bubble, It's Whether Profits Catch Up to Capex
Rather than taking the latest bullish calls from Tom Lee and Dan Ives at face value, we separated what's confirmed by data from what's still forecast. The conclusion is simple: what matters now isn't the size of the AI buildout, but how fast it monetizes.
Why the iPhone Fold's Crease Barely Shows in the Middle
Apple's foldable engineering makes sense once you think about bookshelves, matte wallpaper, and window screens. Apple didn't erase the crease. It tricked force, light, and the camera into hiding it.
Apple's Real AI Bet Isn't a Chatbot. It's Siri Running Your Apps
Apple has stepped back from the race to build a smarter chatbot than ChatGPT. Instead it is building an "OS agent" that connects Mail, Photos, Calendar and hundreds of thousands of apps to actually finish tasks. 2026 is the first year that strategy gets tested as a product, not a keynote promise.
Higher Rates Don't Break Big Tech's Business. They Reprice Its Future.
Microsoft, Alphabet, Apple and Nvidia are sitting on more cash than debt. What rates actually change is the discount rate applied to cash flows a decade out, and whether a cut is a soft landing or a recession signal.
Brent at $109, the 10-year at 4.94%: the discount rate is beating the AI trade
Stocks fell for a fourth straight session on Sept. 10 as producer prices and energy costs pushed long yields toward 5%. After the close, Oracle showed AI demand is converting into signed contracts. The question is no longer demand. It is what multiple the market can pay for it.
Apple's first foldable barely moved the stock. Margin, not the $1,999 price, is why
The iPhone Duo is a real break in Apple's product strategy. For investors, the question is not how many it sells, but whether the price increase survives memory and foldable component costs and reaches EPS.
Oil at 100 Dollars Wakes the Fed Again: US Stocks Fell on Rates, Not Earnings
Brent pushed past 101 dollars and the US 10-year yield hit 4.84%. Meta jumped 6.55% and all four indexes still closed lower. The story of September 9 was the price of money, not the price of profits.
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