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Rothschild upgrades Apple to Buy as foldable iPhone and AI strategy drive optimism
InvestorsHub39d agobullish
Rothschild upgrades Apple to Buy as foldable iPhone and AI strategy drive optimism

Rothschild & Co Redburn has upgraded Apple (NASDAQ:AAPL) from Neutral to Buy and lifted its price target sharply to $400 from $260, citing the company’s expected entry into foldable smartphones alongside the potential evolution of its artificial intelligence strategy. Analysts led by Timm Schulze-Melander said Apple’s AI offering, Apple Intelligence, has so far fallen short of expectations, with the technology group relying on a customised version of Google’s Gemini model for capabilities includ

Apple to change app data consent rules, German regulator says
Reuters39d agoneutral
Apple to change app data consent rules, German regulator says

Apple will change rules governing how app developers can use personal ‌data for targeted advertising on iPhones and iPads, ‌Germany's competition authority said on Monday, closing a years-long investigation. The Federal ​Cartel Office found that Apple's App Tracking Transparency framework gave its own apps more favourable consent prompts than those of third-party developers, potentially breaching competition rules. Apple has ‌four months to implement ⁠the changes after the decision is served.

Ross Gerber Says 'Now Is a Good Time' to Buy iPhone 17 as Apple Prepares for Potential Price Hike With Next Model: 'If You're Looking…'
Benzinga40d agobullish
Ross Gerber Says 'Now Is a Good Time' to Buy iPhone 17 as Apple Prepares for Potential Price Hike With Next Model: 'If You're Looking…'

Over the weekend, Ross Gerber, co-founder, president and CEO of Gerber Kawasaki Wealth & Investment Management, said that iPhone sales remain robust despite rising prices across Cupertino’s hardware lineup. Ross Gerber Says iPhone 17 Sales Remain Strong “In the Apple Store, they told me sales are as good as ever even with higher prices,” Gerber said in a post on X. He noted that Apple has not yet increased the iPhone 17’s price and suggested consumers consider buying before the next-generation m

Apple may finally have a $2,000 reason to enter foldables
TheStreet40d agoneutral
Apple may finally have a $2,000 reason to enter foldables

The foldable smartphone used to resemble an expensive technical experiment. Now they’re starting to appear more like something Apple can sell. That change is significant since Apple (AAPL) has spent years ignoring a category that competitors, including Samsung, Google, Motorola, Huawei, and others, ...

Google is using a $29 gadget to tighten its grip on Android users
TheStreet40d agoneutral
Google is using a $29 gadget to tighten its grip on Android users

Alphabet (GOOGL) unveiled the Pixel Tag, its first item tracker, priced at $29, putting it directly against Apple (AAPL) and its AirTag. The product launches Nov. 11 and will also come in a four-pack for $99. It’s a small piece of hardware that helps people find their keys, wallets, luggage, and ...

Apple's cheap-chip plan just hit a wall in Washington
TheStreet40d agoneutral
Apple's cheap-chip plan just hit a wall in Washington

Every company eventually learns that the cheapest solution and the acceptable solution are two different things. That gap is where corporate strategy actually lives. You find the efficient answer, you run it past the people who can veto it, and you discover efficiency was never the only variable. ...

Investing.com40d agoneutral
Street Calls of the Week

Monday - Apple What’s the full story? Jefferies downgrades Apple Inc (NASDAQ:AAPL) to Underperform with a $263.66 price target (16% downside) after supply-chain checks reveal the cancellation of the September 2027 all-glass "20th anniversary" iPhone due to poor production yield. This eliminates a projected $2,060 average selling price (ASP) flagship meant to anchor higher margins across future Pro models, flattening iPhone’s projected FY26–FY31 ASP growth from 9.0% to 6.8%. The growth narrative

Is Berkshire’s Bigger Bet on Delta (DAL) Altering The Investment Case For The Airline?
Simply Wall St.41d agoneutral
Is Berkshire’s Bigger Bet on Delta (DAL) Altering The Investment Case For The Airline?

In recent filings, Berkshire Hathaway disclosed that it added millions of Delta Air Lines shares while also reshaping its broader equity portfolio, including exiting Constellation Brands and trimming its Bank of America stake. This increased exposure places Delta alongside Berkshire’s core holdings such as Apple, American Express, Alphabet, Coca-Cola, and Bank of America, highlighting the airline’s importance within a highly concentrated investment lineup. Now, we’ll examine how Berkshire’s...

Apple’s first foldable could reshape its entire iPhone launch
TheStreet41d agoneutral
Apple’s first foldable could reshape its entire iPhone launch

Apple (AAPL) will allegedly focus on producing and shipping its three most high-end 2026 models and defer the regular iPhone 18 to the first half of 2027 rather than releasing all new iPhone models at the same time. But if the scheme works, it would disclose something big about Apple's intentions. ...

Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals
Simply Wall St.41d agoneutral
Apple (AAPL) Launches Ads On Maps While Pursuing Siri AI Content Deals

Apple (NasdaqGS:AAPL) has formally launched its 'Ads on Maps' platform, entering the local digital advertising market alongside Google and Meta. The new product allows businesses to buy promoted placements inside Apple Maps to reach nearby users searching for places and services. Apple is also negotiating content deals with news publishers to use their material in training its AI models that power Siri while addressing copyright and payment terms. These steps mark a material shift in Apple's...

Warren Buffett named these 3 stocks as favorites for a reason
TheStreet41d agoneutral
Warren Buffett named these 3 stocks as favorites for a reason

Warren Buffett spent 60 years building one of the greatest investing records in history, not by chasing whatever was popular, but by finding businesses he never wanted to sell. He said it himself in his 1988 shareholder letter, the year he first bought Coca-Cola: "Our favorite holding period is ...