Key Takeaways Apple's Services unit is growing on strong streaming, gaming launches and Podcast upgrades. Apple hit record Q1 FY26 revenues in ads, music, payments and cloud, with double-digit subscriber growth. AAPL shares rose 17.2% in six months and trade at 30.37X forward earnings, above sector levels. Apple’s (AAPL) Services business is benefiting from strong streaming content, including sports, an expanding game portfolio, and an upgraded Podcast app. While Apple TV has started streaming Major League ...

Core Insights - Apple is expanding its manufacturing operations in the US by producing the Mac Mini at its Houston facility for the first time, responding to increased demand driven by the OpenClaw AI agent [1][2] - The expansion is part of Apple's broader commitment to invest $600 billion in US facilities and create 20,000 jobs over the next four years [2][9] - The Mac Mini has gained popularity due to its compatibility with the OpenClaw AI project, which has generated renewed interest in the product [3] Manufacturing Expansion - Apple is set to create thousands of jobs through the expansion of its AI server manufacturing at the Houston factory [2] - The new 20,000-square-foot advanced manufacturing center in Houston will provide hands-on training for students, supplier employees, and American businesses [8] Commitment to US Manufacturing - Apple has achieved several milestones since its $600 billion investment pledge, including sourcing over 20 billion US-made chips and opening the Apple Manufacturing Academy in Detroit [9] - The company is adapting its supply chain to mitigate the impact of trade tariffs, including shifting some production of US-bound iPhones to India [10]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Apple shareholders reject shareholder proposal asking for report on China entanglements February 24, 20264:22 PM UTCUpdated ago By Reuters The Apple Inc. logo is seen hanging at the entrance to the Apple store on 5th Avenue in Manhattan, New York, U.S., October 16, 2019. REUTERS/Mike Segar/File Photo Purchase Licensing Rights, opens new tab World Nancy Guthrie's family offers $1 million reward ...

By Stephen Nellis and Zaheer Kachwala Feb 24 (Reuters) - Apple shareholders on Tuesday rejected a proposal to report on the company's ‌dependence on China to manufacture most of its products. The vote ‌came after Apple has worked for nearly a decade to broaden its manufacturing base ​to Vietnam, India and the U.S., where it said earlier that it would assemble some of its Mac mini computers to meet U.S. demand starting later this year. During a question-and-answer session, Apple Chief Executive Tim ‌Co ...

来源：滚动播报 苹果年度股东大会：股东们通过了公司全部提案，其中包括高管薪酬的股东投票权。 ...

【被冒犯到了！#春节收到iphone推送添加遗产联系人#】#苹果客服回应春节推送遗产联系人#市民何先 生向@扬子晚报 记者反映，2月18日，他的iPhone手机突然弹出一则关于"了解如何添加遗产联系人"的 提示通知。由于正值春节假期，这条推送让他感到有些不适。针对上述问题，2月24日，苹果官方客服 回应记者称，该推送来自苹果"提示"App，主要是为了介绍手机各类操作及相关功能，推送时间和内容 是随机更新的；若用户不愿接收此类通知，可通过删除该App的方式关闭。（见习记者 鲁玥 剪辑 孙梦 遥）#开工第一天被通知放假10天# ...

Summary of Key Points Core Insights - The 13F reports for Q4 2025 from renowned investors Duan Yongping and Li Lu reveal their latest investment strategies amid the rapid transformation of the AI industry and volatility in Chinese concept stocks. Duan has opted for an "aggressive transformation," while Li appears to favor "structural adjustments," using Google as a comprehensive investment in various tech sectors [45][46]. Duan Yongping's Investment Strategy - Duan Yongping's H&H International Investment has a total market value of approximately $17.489 billion, equivalent to over 120.4 billion RMB, with a concentrated portfolio where the top five holdings account for 89% of the total [43][52]. - Apple remains the largest holding, despite a slight reduction of about 247 million shares (7.1%), still constituting 50.3% of the portfolio, valued at approximately $8.8 billion [12][54]. - Significant new investments include a large increase in Nvidia shares by 6.64 million, a 1110% increase, making it the third-largest holding at 7.72% of the portfolio [2][16]. - Duan has also increased positions in Berkshire Hathaway and Pinduoduo, reflecting confidence in their business models, while reducing exposure to Alibaba and Occidental Petroleum [14][70]. Li Lu's Investment Strategy - Li Lu's Himalaya Capital Management has a total market value of approximately $3.57 billion, equivalent to 246 billion RMB, with a highly concentrated portfolio of only nine stocks [44][75]. - The primary holding remains Alphabet (Google), with combined shares of GOOGL and GOOG accounting for over 43% of the total portfolio [5][75]. - A notable new addition is Crocs, with 628,000 shares acquired, representing 1.51% of the portfolio, aligning with Li's focus on brands with strong market presence and cash flow [34][75]. - Li continues to hold significant positions in traditional financial stocks, including Bank of America and East West Bank, reflecting a value investment approach focused on stable cash flows [35][40]. Comparative Analysis - Both investors demonstrate adaptability to emerging industries, with Duan taking a more aggressive stance towards AI and technology, while Li maintains a conservative approach with a focus on established companies [45][46]. - Duan's strategy indicates a shift towards AI-driven investments, while Li's portfolio remains heavily weighted towards traditional sectors, showcasing differing philosophies in navigating market changes [39][40].

It’s been more than a decade since we lost Steve Jobs, the mastermind behind some of the biggest technological innovations in history. Today would have been his 71st birthday. But Jobs’ outsize influence as Apple’s cofounder and leader leaves a lasting impression on managers and employees alike. And one of his most unwavering beliefs might surprise those who aspire to his level of success. When Jobs and Apple’s other cofounders, including Steve Wozniak, first realized how big their company would be, th ...

Large-Cap Institutional Ownership 4Q25: NVDA Still the Most Under-Owned Mega- Cap Tech Stock Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25. The rest of large-cap tech is modestly over-owned at +32bps. NVDA remains the most under-owned large-cap tech stock, followed by AAPL, MSFT, AMZN and AVGO. Mega-cap Tech stocks are more under-owned vs. the S&P 500 exiting 4Q25 than at any point in the last 17 years; NVDA remains th ...

美国消费电子巨头苹果公司(AAPL.US)周二表示，将于今年晚些时候开始在休斯敦地区生产并组装Mac mini迷你型台式电脑，这是其推动美国总统特朗普主导的"制造业回流美国"雄心壮志规划的重要组成部 分。 该公司表示，生产与组装将在同一地点进行——去年苹果已在该地点开始生产用于AI数据中心所需的 服务器集群，以支持其正在酝酿的人工智能功能。作为此次最新公告的一部分，苹果表示其AI服务器 产能规模也将扩大，并将开设一座面积约为2万平方英尺的大型制造培训设施。 苹果Mac mini可谓是"OpenClaw 端侧/本地常开部署"带火的代表性硬件之一，近期多家媒体与市场报道 都提到，OpenClaw 这类"本地运行/本地接管权限"的 AI agent 需求，正在推动用户专门去买一台低功 耗、可7×24端侧AI代理工作流的小型主机，而 Mac mini(尤其更高级别的统一内存配置)正是被抢购的主 流硬件选择之一，并出现部分机型等待/交付时间拉长的现象。 目前，苹果绝大多数Mac电脑在亚洲进行完整生产线，包括中国、马来西亚、越南和泰国的苹果制造工 厂。但苹果长期以来一直在得克萨斯州奥斯汀的一处工厂生产Mac Pro——其 ...