EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...

When Apple announced its most recent quarter, Tim Cook, Apple's CEO, said, "iPhone had its best-ever quarter driven by unprecedented demand, with records across every geographic segment, and Services also achieved an all-time revenue record, up 14 percent from a year ago.†Indeed, iPhone revenue for the period was $85.3 billion, up from $61.2 billion in the year-ago quarter. The lack of investment in AI, in the eyes of some, is good news. Indeed, Apple is not sinking hundreds of billions of dollars into data ...

Quick Read Apple’s Stock Hasn’t Beat The Market The Excitement About AI Is Still Strong Apple Can’t Catch Up In AI Business A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Apple’s (NASDAQ: AAPL) stock has partially recovered from a sell-off that hit other large tech companies harder, because they are "dumping" hundreds of billions of dollars into data centers. Apple, the argument goes, does not hav ...

Quick Read AAPD tracks inverse of Apple (AAPL) daily returns. Its distributions come from interest income not dividends. AAPD annual distributions fell 21.3% to $0.695 in 2024 as Fed rate cuts reduced collateral income. AAPD lost nearly 40% since August 2022 due to Apple’s rise and volatility decay from daily rebalancing. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Direxion Daily AAPL Bear 1X S ...

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Core Insights - Apple's stock has decreased by approximately 5% since the last coverage in December, indicating a market movement that appears more as noise rather than a significant narrative change [1] - The company's strength continues to lie in its large installed base of devices, which remains a critical asset for future growth [1] Investment Strategy - The investment approach focuses on identifying high-potential winners before they experience significant growth, emphasizing asymmetric opportunities where the upside potential is at least 3-5 times greater than the downside risk [1] - The strategy leverages market inefficiencies and contrarian insights to maximize long-term compounding while safeguarding against capital impairment [1] - A strong margin of safety is prioritized to protect against capital loss, with a 2-3 year investment horizon that allows for enduring market volatility [1]

Banco BPM clears governance overhaul, opening door for bigger Credit Agricole role | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Credit Agricole logo outside a bank office in Reze, near Nantes, February 3, 2026. REUTERS/Stephane Mahe [Purchase Licensing Rights, opens new tab]- Companies- Summary- CA's choice will shape fund shareholders' representation- CA could gain seats via current board's list, or file its own- Bank's share ...

Core Insights - The European smartphone market experienced a 1% decline in 2025, totaling 134.2 million units, attributed to subdued demand and new eco-design regulations [1] - Samsung maintained its position as the largest smartphone vendor in Europe, with shipments slightly increasing to 46.6 million units [1] - A slow first half of 2025 was noted due to the absence of the Galaxy A0x series, but Samsung rebounded in the second half of the year [1]

Core Viewpoint - The global AI build-out is causing a significant memory shortage, impacting various tech sectors, but Samsung is benefiting from this situation by raising prices on its next-generation HBM4 chips by up to 30% [1]. Group 1: Samsung's Position - Samsung's stock has reached an all-time high due to its ability to leverage the chip shortage for price increases [1]. - The company may face increased costs for its flagship smartphones, potentially raising prices by $70 to $140 to cover silicon costs [2]. Group 2: Impact on Apple - Apple relies on Samsung for approximately 60% of its memory components and is expected to face margin pressures due to the memory shortage [3]. - While Apple may initially try to maintain prices to gain market share, it is likely to implement its own price increases to protect margins [3]. Group 3: Industry Sentiment - The rise in memory pricing is negatively impacting sentiment across the IT hardware sector, with some industry participants referring to the situation as "RAMageddon" [4]. - Companies like Dell have already raised PC prices by up to 20% due to increased costs from the memory shortage [6]. Group 4: Broader Industry Effects - The demand for memory chips is affecting the availability of chips for smartphones, PCs, and gaming consoles, leading to potential delays in product releases, such as the PlayStation 6 [6]. - The AI boom is expected to impose a lasting "hardware tax" on future smartphone upgrades if current market trends persist [7].

Core Insights - Berkshire Hathaway is experiencing a historic transition as Warren Buffett retires from his CEO role, marking the first year without his direct oversight of the company's operations and its $319 billion investment portfolio [1][4] Company Overview - Greg Abel, Buffett's successor, has committed to adhering to many of Buffett's investment principles, although changes are anticipated, particularly regarding Berkshire's largest investment holding, Apple [2][5] Investment Focus - Apple has been the largest holding in Berkshire Hathaway's portfolio for nearly a decade, driven by its technological innovation and strong consumer goods appeal [5] - The company has cultivated a loyal customer base willing to pay premium prices for its products, particularly the iPhone, which has made Apple an attractive investment for Buffett [6] Share Buyback Program - Apple's significant share buyback program, initiated in 2013, has resulted in over $841 billion in repurchased stock, reducing the number of outstanding shares by more than 44%, which can enhance earnings per share for companies with stable or growing net income [7] Recent Developments - The integration of artificial intelligence into Apple's products is expected to further enhance its growth and strengthen consumer loyalty [8] - Despite these advantages, Buffett sold a substantial amount of Apple stock prior to his retirement, reducing Berkshire's stake by 75% over nine quarters, which he framed as a tax-advantaged strategy [9][10]