Berkshire Hathaway disclosed on Tuesday a new investment in the New York Times , marking its reentry into a sector that Warren Buffett abandoned in 2020 when he sold his conglomerate's newspaper busin... ...

The market’s focus this week will be on corporate earnings results and economic news. On Wednesday, Dec capital goods new orders nondefense ex-aircraft and parts (a proxy for capital spending) are expected to increase by +0.4% m/m. Also, Dec housing starts and building permits will be released. In addition, Jan manufacturing production is expected to climb by +0.4% m/m. Finally, the minutes of the Jan 27-28 FOMC meeting will be released. On Thursday, initial weekly unemployment claims are expected to declin ...

Core Insights - In Warren Buffett's final quarter as CEO, the company reduced its stake in the iPhone manufacturer [1] Group 1 - The company further trimmed its holdings in the iPhone maker during this period [1]

It's surprisingly easy for investors to let their portfolios get out of balance. Even the great Warren Buffett, when he was CEO of Berkshire Hathaway, allowed the company's stake in Apple to swell to become nearly half of Berkshire Hathaway's entire equity portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Diversification is on ...

Alphabet Inc. (Nasdaq: GOOG): down 3.3% Amazon.com, Inc. (Nasdaq: AMZN): down 13.5% Apple Inc. (Nasdaq: AAPL): down 4.8% Meta Platforms, Inc. (Nasdaq: META) down 2.7% Microsoft Corporation (Nasdaq: MSFT): down 17.4 % Nvidia Corporation (Nasdaq: NVDA): down 1.6% Tesla, Inc. (Nasdaq: TSLA): down 8.2% As of this writing, there isn't a single Magnificent 7 stock in the green for 2026. Their year-to-date returns are as follows: While all seven companies have their own strengths (Amazon, e-commerce; Nvidia, AI ch ...

Group 1 - Apple is developing an AI wearable device, an AirTag-sized pendant with cameras, to remain competitive in the tech market [1] - The company is accelerating the development of AI-powered smart glasses, code-named N50, to compete with Meta and Snap [2] - The smart glasses are expected to include a high-resolution camera and may enter production as early as December, with a public release targeted for 2027 [3] Group 2 - All new devices, including the AI pendant and smart glasses, will connect to the iPhone and integrate Siri as a key feature [4] - The smart glasses are described as "more upscale and feature-rich" compared to the AirPods and the AI pendant [4]

Group 1 - Apple's stock price increased by 2.88% on February 17, closing at $263.15, outperforming the market despite the overall decline in major U.S. indices [2] - Wedbush Securities maintained an "outperform" rating and a target price of $350, arguing that the recent pullback in Apple's stock was "unreasonable" [1] - Analyst Dan Ives emphasized that concerns over delays in Apple's AI features have been overstated, predicting that 2026 will be a pivotal year for the rollout of AI strategies, with new features expected to launch gradually starting in the summer [1] Group 2 - Apple is set to hold a spring special event on March 4, with expectations to unveil new products including MacBook, iPad, and iPhone 17e [2] - The company's strong performance in the Greater China market, with a 38% year-over-year revenue growth in the first fiscal quarter of 2026, has bolstered investor confidence in short-term earnings [2]

Core Viewpoint - Apple Inc. is accelerating the development of three new wearable devices focused on artificial intelligence, including smart glasses, a pendant, and enhanced AirPods, as part of a strategic shift in its product offerings [1][2][4]. Group 1: Product Development - The new devices will be integrated with Apple's Siri digital assistant, utilizing visual context for functionality [2][3]. - Smart glasses, code-named N50, are expected to feature a high-resolution camera and are targeted for production to begin as early as December, with a public release planned for 2027 [9][8]. - The pendant is designed as an accessory for the iPhone, functioning as an always-on camera and microphone for Siri, and could launch as early as next year [18][21]. Group 2: Competitive Landscape - Apple is competing with companies like Meta and OpenAI in the AI-powered hardware space, with Meta's glasses already gaining popularity [6][7]. - The smart glasses are intended to rival Meta's camera-equipped eyewear, focusing on build quality and camera technology [10][8]. Group 3: Technological Features - The smart glasses will include two camera lenses for high-resolution imagery and computer vision, enabling real-time environmental context interpretation [13][14]. - Advanced features may allow the glasses to read printed text and create context-aware reminders, enhancing user interaction with their surroundings [15][16]. Group 4: Market Strategy - Apple aims to keep users within its ecosystem through these new wearable devices, following a previous unsuccessful attempt with the Vision Pro headset [7]. - The company is also exploring a range of AI devices for home use, including a smart display and updated HomePod speaker, indicating a broader strategy in AI integration [24].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - The sell-off in Apple is considered unwarranted, with expectations that 2026 will mark Apple's entry into the AI sector [1] Group 1: Investment Decisions - An investment in Apple was made on February 11, but sold the next day due to a stop-loss strategy, indicating a cautious approach to trading [2] - The investor achieved a 21% return from trading Apple between August and November in the previous year, emphasizing a strategy to keep losses tight [2] Group 2: Market Signals and Trends - A momentum signal prompted the initial purchase of Apple, with a notable aggressive advance on February 11, followed by a 5% decline the next day as traders neutralized the momentum [3][4] - The discussion highlights that systematic signals are becoming more popular among traders, indicating a shift in trading strategies [3] Group 3: Capital Expenditure Comparison - While major hyperscalers are increasing their capital expenditures (capex) by 40% year-on-year, Apple's capex has decreased by 20% year-to-date, raising questions about the necessity of such spending [5] - Apple is not viewed as a hyperscaler like Amazon, Alphabet, or Microsoft, but it is expected to deliver tangible products that demonstrate the integration of generative AI into consumer life [6]