Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (
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Analysts are divided over whether Apple’s $1,999 Duo can drive iPhone adoption without squeezing margins, while retail investors see the foldable as a potential game-changer.
Apple (AAPL) new foldable iPhone represents a "notable form-factor change" for the iPhone lineup, wh

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
The latest launch is giving investors a fresh reason to rethink Apple's AI position.

Apple (AAPL) is apparently prioritizing volume gains over margins with its lower-than-expected prici

Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.

AT&T (T) CEO John Stankey joins Yahoo Finance Executive Editor Brian Sozzi at the Goldman Sachs Tech Conference to discuss Apple's iPhone Duo.
Apple's (AAPL) accelerating hardware and software innovation led by the iPhone Duo and Siri AI, alon

Bob O'Donnell, TECHnalysis Research, LLC president, joins Market Catalyst host Julie Hyman to talk about Apple's latest debut of Siri AI and other Apple Intelligence features as it starts to compete with AI companies.

Apple put its AI strategy on full display during its iPhone Duo event.

John Ternus opened his first Apple keynote with a folding iPhone, then made a quieter decision that signals a fundamentally different company than investors have owned for the past decade.

Apple's new foldable iPhone carries a price tag that dwarfs the iPad mini, yet reviewers say it might make the tablet obsolete. Whether consumers agree could reshape which Apple products survive.

Apple demonstrated its advancements in artificial intelligence with its wearable devices and latest iPhones.
Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

The new $1,999 foldable iPhone from Apple Inc. (NASDAQ:AAPL) could eventually account for as much as 20% of iPhone revenue, according to Dan Ives, who says roughly 300 million iPhones have gone more than four years without an upgrade. The...

Apple shares just slipped again, and one investor sees that dip not as a warning sign but as the latest entry point into a compounding machine built on hardware loyalty and software margins that very few companies on earth can replicate.
Investing.com -- Retail investors approached Apple's product event with caution rather than enthusiasm, according to Webull UK chief executive Nick Saunders, who said the muted response should not be over-interpreted.
Ternus unveils iPhone 18 Pro and $1,999 foldable Duo

Apple's fall event just wrapped, and options traders are already pricing in a swing that dwarfs the stock's typical post-event move. Whether that energy breaks toward a bull case or a bear case depends on one catalyst nobody is talking about loudly enough.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.
Investing.com -- Analysts offered a mixed verdict on Apple's "Surprise and Shine" event, where new chief executive John Ternus unveiled the company's first foldable iPhone, the Duo, priced at $1,999.

Apple stock has done well compared with peers who have spent big on AI but the iPhone Duo foldable smartphone will test its strategy.
A Stocktwits poll showed nearly 80% of more than 13,000 respondents do not currently plan to buy the foldable iPhone.

By Tharuniyaa Lakshmi and Niket Nishant Sept 10 (Reuters) - Futures tracking the Dow and the S&P 500 indexes attempted a recovery after a three-day slide, as investors cautiously returned to equities
Wall Street begins to weigh in on the foldable iPhone.
