Goldman Sachs reiterated a Buy rating on Apple (AAPL) stock and raised its price target to $370 from $330 ahead of Q3 FY26 earnings, citing optimism in the iPhone replacement cycle and AI efforts. Ana…
HSBC analyst Nicolas Cote Colisson upgraded Apple stock to Buy from Hold and raised its price target by about 41% to $366 from $260, citing an operational turning point driven by AI plans and an innov…
JP Morgan raised its price target for Apple to $345, a $20 increase from January, citing limited historical correlation between pricing and sales volumes for iPhone, Mac, and iPad, as well as AI-led d…
Apple sued OpenAI on Friday for allegedly stealing trade secrets, accusing two former employees now at OpenAI of systematically stealing confidential data about unreleased hardware products, technical…
Apple stock hit an all-time high of $316.22 as investors use it as a defensive hedge against massive AI investments elsewhere in Big Tech. The company's relative inaction on AI and lower capital expen…
Nvidia was ranked the top 'company of the future' by The Wall Street Journal, but analyst Horace Dediu argues the chipmaker's success is largely due to luck, comparing it to a lottery winner. Dediu no…
Asymco analyst Horace Dediu argues that agentic AI will not kill the app economy but will transform it, with apps becoming callable APIs while retaining trusted data and relationships. Apple's orchest…
Asymco analyst Horace Dediu argues that hyperscaler AI spending is not heading for a bust, comparing it to Amazon's early infrastructure investment. He notes that while profits are thin due to reinves…
Apple's home hub strategy faces a challenge as AI advances, with the Apple TV potentially being replaced by a more intelligent, anthropomorphic device like a HomePod with a screen. The author argues t…
Apple's WWDC 2026 showcased a re-architected operating system integrating intent-based AI across all platforms, fulfilling Siri's original vision from 13 years ago. The success of Apple Intelligence h…
Apple's AI monetization strategy relies on existing business models, with revenue flowing through device sales, App Store commissions, and iCloud subscriptions tied to compute usage, according to Asym…
TD Cowen analyst Krish Sankar raised Apple's price target from $335 to $350 with a Buy rating, while Morgan Stanley analyst Eric Woodring increased his base target to $360 and bull target to $440, cit…
Apple confirmed it does not use Google's Gemini models, Google Search, or Google Assistant infrastructure to power Siri or Apple Intelligence, despite a partnership involving Nvidia GPUs hosted in Goo…
Apple's new "System Orchestrator" architecture shifts the operating system's role from a layer between hardware and applications to a layer between foundation models and user experiences, enabling int…
Apple's VisionOS 27 update, detailed at WWDC, expands spatial computing capabilities with new app creation tools and AI integration, signaling the company's continued investment in the platform. The u…
Apple Intelligence will primarily monetize through hardware upgrades rather than new services, as the AI framework demands significant increases in computing resources that leave older devices behind.…
Apple has shipped over 450 million Apple Intelligence-capable iPhones as of the first quarter of 2026, giving the company the largest installed base of GenAI-ready smartphones among all brands, accord…