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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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The Hidden Debt That Apple Owes to the CIA
The Wall Street Journal36d agoneutral
The Hidden Debt That Apple Owes to the CIA

Without CIA funding that helped keep NeXT afloat in the ’80s, Steve Jobs might not have made a triumphant return to Apple—and the iPhone might not have its foundational operating code.

Apple changes fees for alternative app stores in EU
Reuters37d agoneutral
Apple changes fees for alternative app stores in EU

Apple said on Tuesday it will charge a 5% commission on digital transactions in ‌apps distributed outside its App Store, replacing a more complex system ‌as it seeks to comply with the European Union's Digital Markets Act. The company last ​year changed App Store rules and fees in the EU after the bloc's antitrust regulators ordered it to remove commercial barriers that they said hindered developers from directing customers outside the store. The regulators criticised Apple's conditions, including ‌a new Core Technology ⁠Fee, saying they discouraged developers from using alternative app distribution channels on its iOS mobile operating system.

Apple to change app data consent rules, German regulator says
Reuters38d 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.

Apple may finally have a $2,000 reason to enter foldables
TheStreet39d 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, ...

Apple's cheap-chip plan just hit a wall in Washington
TheStreet39d 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.com39d 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

Maryland tax court voids digital ad tax, orders refunds to Apple, Google and Peacock TV
Associated Press41d agoneutral
Maryland tax court voids digital ad tax, orders refunds to Apple, Google and Peacock TV

A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.