Tag: Seeking Alpha

The theme "All Systems Glow" points to Apple's biggest push yet into on-device AI, with […]

Apple (AAPL) rated Strong Sell: iPhone reliance, slowing device sales, CEO transition and iPhone 18 […]

Apple Inc. is rated a Buy due to massive cash generation, relentless buybacks, and expanding […]

I see strong parallels to Apple's 2018 transition, suggesting that initial investor skepticism around Nvidia's […]

Apple's revenue growth, forward EPS expectations, and valuation are the least attractive among the Mag […]

I stay bullish, but at 35x earnings, but Apple now needs a clean Siri rollout […]

IMAX stock jumped 15% as WSJ says it's exploring a sale. See likely buyers?Apple, Sony, […]

I admit, Alphabet's full-stack AI position justifies a premium valuation, but Berkshire's ownership risks turning […]

… Apple. I am downgrading INTC to Hold, as the risk/reward profile has … Recently, […]

Catalyst Watch: Nvidia blockbuster, PMIs, GTA 6 watch, and the Apple Store turns 25 · […]

Renaissance Technologies' Q1 13F reveals new Apple & Meta stakes, bigger Nvidia and Alphabet bets, […]

Apple is strategically positioning itself as the AI ecosystem gatekeeper, avoiding the capital-intensive frontier model […]

Trump China trip: Apple, Nvidia and other CEOs may join Beijing summit as AI talks […]

Apple delivered a record quarter with revenue up 16.6% YoY, driven by iPhone and Services […]

Apple delivered strong Q2 results last week, beating on both earnings and revenue. Click here […]

It's akin to Warren Buffett rushing to capture the massive upfront and growing cash flow […]

Apple drops the 256GB M4 Mac mini, raising the starting price to $799 amid supply […]

Get the latest Apple (AAPL) earnings results, revenue, guidance and after-hours stock move vs.View full […]

Apple declined to comment when contacted by Seeking Alpha. Cook announced earlier this month that […]

Apple faces a CEO transition as iPhone cycles fade, AI strategy lags, and valuation stretches […]