Core Insights - Google has surpassed Apple to become the second-most valuable company by market capitalization, with a valuation of $3.92 trillion compared to Apple's $3.80 trillion [2][3] - This marks the first time since 2019 that Google has overtaken Apple in terms of value, with Nvidia still leading at $4.49 trillion [3] AI Developments - Google's advancements in artificial intelligence (AI) are highlighted as a significant factor in its increased valuation, indicating its success in the AI race [2] - The company is focusing on local execution as a core layer of AI infrastructure, moving away from reliance on cloud inference with innovations like FunctionGemma, which operates directly on mobile devices [4][5] Edge AI Strategy - Google's edge AI strategy includes the development of tools like Google Edge tooling and FunctionGemma, aimed at enabling local deployment of AI models across various devices [4][5] - This approach reflects a shift towards hybrid AI architectures that balance responsibilities between local and cloud systems [5] Retail and Consumer Insights - Google's role in transforming retail through AI is emphasized, with a focus on agentic AI that can understand context and make decisions similar to humans [6][7] - This evolution in AI technology is positioned as essential for enhancing discovery, personalization, and engagement in complex shopping journeys [7]

In a notable shift at the top of the stock market, Alphabet ((GOOGL) has officially overtaken Apple ((AAPL) as the world’s second most valuable public company, trailing only Nvidia ((NVDA), which now sits near a $4.6 trillion market capitalization. It marks the first time since 2019 that Alphabet has surpassed Apple, underscoring a broader reordering underway within the technology sector.The divergence has been driven by sharply different market narratives in 2025. Alphabet shares surged roughly 65% over th ...

danielvfung/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46) This is an abridged transcript of the podcast: Our top story so far, JPMorgan Chase (JPM) has struck a deal to acquire the Apple (AAPL) credit card program from Goldman Sachs (GS), further cementing Chase’s already dominant position in consu ...

As Apple Inc. accelerates internal discussions around leadership succession, hardware engineering chief John Ternus has emerged as the leading candidate to eventually succeed Chief Executive Officer T... ...

Key Takeaways JPMorgan will acquire the Apple Card portfolio, totaling over $20B in card balances.The transition is expected to take ~24 months, pending regulatory approvals.The deal strengthens JPM's co-brand card business and deepens its Apple partnership. JPMorgan Chase & Co. (JPM) and Apple Inc. (AAPL) recently announced that JPM will become the new issuer of Apple Card, replacing Goldman Sachs (GS) . The transition is expected to be completed in approximately 24 months, subject to customary regulatory ...

Follow Apple on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. So, let's throw 2 minutes on the clock a ...

Stock image. China’s threats this week to restrict rare earths exports to Japan could harm the Japanese economy and manufacturers, which heavily depend on China for supplies of the critical minerals.China’s Ministry of Commerce announced Tuesday a ban on the export to Japan of dual-use items that have civilian and military applications, the state-run China Daily reported.But Beijing is also considering curbs on export permits for some rare earth-related products, according to the Daily.The move appears to b ...

Key Takeaways Chase will take over as issuer for Apple Card, with the transition completing in about 24 months. AAPL's Services revenue rose 14% in fiscal 2025, driven by Apple Pay, TV , and Arcade expansion. AAPL faces fintech pressure from GOOGL's Wallet and AFRM's growing buy now, pay later offerings.Apple (AAPL) and Chase announced that the latter will assume the role of issuer for Apple Card, with the transition expected to be completed in roughly 24 months. During this period and beyond, Apple Card us ...

Core Viewpoint - Apple's services business is experiencing consistent double-digit growth, significantly contributing to earnings per share growth, which is outpacing revenue growth [1][5]. Financial Performance - In fiscal 2021, Apple's revenue increased by over 33% year over year, followed by an 8% growth in fiscal 2022, resulting in a total revenue increase of 44% over two years [2]. - Despite muted sales growth post-fiscal 2022, Apple's five-year compounded revenue and earnings-per-share growth remains impressive [3]. Growth Catalysts - Apple is expected to see easier sales comparisons moving forward, which should facilitate sales growth [6]. - Management anticipates revenue growth of 10% to 12% year over year for the first quarter of fiscal 2026, driven by a strong new iPhone lineup [7]. - The services segment is projected to grow by 14% year over year in fiscal 2025, with similar expectations for the first quarter of fiscal 2026 [8]. Artificial Intelligence Impact - Apple's AI features are beginning to influence purchasing decisions, with potential for significant future impact on sales [9]. - The company has a history of launching new products and features that drive substantial sales growth, suggesting that AI could unlock new opportunities [11]. Investment Perspective - The combination of AI potential and Apple's history of successful product launches positions the company as a "sleeping giant" with the potential for significant acceleration in business performance [11].

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