According to tech research firm Counterpoint, the sales of Apple Inc. (NASDAQ: AAPL) iPhones in China fell 6% in the first eight weeks of the third quarter. ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying AAPL stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...

ConversationPer BriliothCEO, MD & Board Member [Audio Gap] have Capital Markets Day has gotten a bit on. My name is Per and I'll say a few things. I mean my colleagues here, [indiscernible] Alex get things going. Alex is like the Master of Ceremonies, [indiscernible] will help moderate the different sessions. So that's what I introduced. This is the agenda by the way. I'll talk a little bit and then we got kind of large companies, and they will present what's going on and then there's an opportunity for que ...

MacBook將首度配備觸控面板，與iPad的界線將進一步模糊。這樣的變化可能反映出Apple觀察多年iPad用戶行為，發現某些用戶情境下觸控操作可改善生產力與用戶體驗。1. 預計在2026年底量產的OLED MacBook Pro，將配備觸控面板 (採用on-cell觸控技術)。2. 預計在4Q25量產的配備iPhone處理器之低價版MacBook不配備觸控面板。第二代 (預計在2027年量產) 規格尚在討論中，有支援觸控功能的可能。 ...

Apple's smartphone sales in China fell 6% in the eight weeks leading up to the launch of the iPhone 17. The drop highlights the intense competition in the world's largest smartphone market, where dome... ...

Microcap fintech BNPL player Ovanti (ASX:OVT), currently a penny stock (which saw no change in price Wednesday and very low volumes), has revived its nearly 12-month-long plans to list on the Nasdaq, informing the market it continues to speak with multiple Special Purpose Acquisition Company (SPAC) operators.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.SPACs are an American phenomenon that can be some ...

Core Viewpoint - The market's reaction to Apple's recent product rollout has been negative, with shares falling over 5% post-event, but there are indicators suggesting a potential rise in sales due to a significant number of users on older iPhone models [1][3][12]. Group 1: Product Innovation and Market Position - Analysts have criticized Apple for a lack of significant innovation, noting that recent product launches have only provided incremental upgrades [3][4]. - Apple's position in the AI sector is perceived as lagging behind competitors, which may impact near-term earnings unless a game-changing product is introduced [5][4]. - Despite the criticism, Apple has reported double-digit iPhone revenue growth in its latest quarter, indicating that the company may be successfully navigating the market without major new products [12]. Group 2: User Base and Upgrade Potential - A substantial portion of iPhone users are on older models, with over 400 million users utilizing devices that are at least four years old, creating a potential market for upgrades [9][10]. - Apple is actively encouraging upgrades from older models, particularly the iPhone 13, by highlighting the performance improvements of the new iPhone 17 [10]. - The customer retention rate for Apple's iPhone stands at 89%, significantly higher than competitors like Samsung, suggesting strong brand loyalty among users [11]. Group 3: Investment Opportunity - The current valuation of Apple at 37x price to free cash flow is lower than that of competitors like Alphabet and Microsoft, indicating a potential undervaluation [12]. - The combination of a large user base on older models and strong brand loyalty suggests that now may be an opportune time to invest in Apple shares before potential sales increases are realized [13].

Core Insights - The interview with Tim Cook, CEO of Apple, highlights the company's commitment to increasing manufacturing in the United States, with a significant investment of $600 billion aimed at enhancing local production capabilities [5][8][22] - Cook emphasizes the integration of AI in Apple's products, asserting that AI is a fundamental part of the iPhone experience and will continue to evolve with future updates [12][14][16][17] Group 1: Manufacturing and Investment - Apple has announced a $600 billion commitment to enhance manufacturing in the U.S., which includes projects like glass production and a partnership with MP Materials for rare earth magnets [5][7][8] - The company is focused on building a competitive end-to-end silicon supply chain within the U.S. and has already established a significant semiconductor presence, with 19 billion chips produced domestically [19][20] - Cook expresses pride in Apple's American identity and the positive impact of its manufacturing initiatives on local communities and workers [8][22] Group 2: AI Integration and Future Developments - Tim Cook asserts that AI is deeply integrated into the iPhone, enhancing user experience through features like smart replies and visual intelligence [12][13][17] - Apple is working on a personalized version of Siri, expected to be available next year, which will further integrate AI capabilities into the operating system [14][15] - Cook views AI as a transformative technology and believes it will create new opportunities for the workforce, encouraging young people to pursue their passions [16][27]

Group 1 - The role of a CEO has evolved to include being a global ambassador and managing relationships with countries like India and China, as well as the U.S. government [1] - There is an expectation for Apple to manufacture the iPhone in the U.S. rather than in India, which serves as a motivator for the company to reconsider its manufacturing strategies [2] - Apple has announced a $500 billion commitment to enhance manufacturing capabilities in the U.S., focusing on various projects to increase domestic production [3] Group 2 - Apple is working on several initiatives, including a project related to glass manufacturing and the development of an end-to-end silicon supply chain [4] - The company has also partnered with MP Materials to produce rare earth magnets in the U.S., highlighting its focus on advanced manufacturing [4]

[Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra.Other people, my friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach, put in context.So, call me at 1800 743 CNBC. Tweet me at Jim Kramer. Not that long ago, pretty much everybody assumed that the next non- tech stock to cross the trillion dollar threshold would be the stock of Eli Lilly.Why not. They developed a weight loss and diabetes wonder drug with incredible prospects. Oh, but this mar ...