据报道， 苹果公司高管们内部讨论关于收购Perplexity AI的事宜。 ...

智通财经6月21日电，据报道，苹果公司高管们内部讨论关于收购Perplexity AI的事宜。 ...

Core Viewpoint - Apple's stock price has entered a bear market, down 25% despite broader market gains, raising concerns among investors about tariffs, slowing revenue growth, and antitrust lawsuits impacting future earnings [1][2]. Group 1: iPhone Sales and Hardware Innovations - iPhone sales remain strong, generating over $100 billion in revenue in the last six months, making it the world's most popular smartphone by revenue [4]. - Sales have stagnated in recent years, with longer upgrade cycles leading consumers to wait more years before purchasing new devices, posing a significant challenge to revenue growth [5]. - Apple's Vision Pro virtual reality headset, launched at $3,500, has underperformed with unit sales estimated at less than 1 million, indicating ongoing reliance on iPhone sales for revenue growth [6][7]. Group 2: Services Revenue and Antitrust Issues - Apple's services segment, including App Store revenue and first-party apps, has grown from $13 billion in 2012 to $102 billion in the last 12 months, with high profit margins [8]. - The App Store's monopoly has been challenged by a court ruling allowing developers to use cheaper payment methods, potentially reducing App Store revenue by at least $10 billion annually [10]. - An antitrust case regarding Google's payment to be the default search engine on Apple devices could impact over $20 billion in annual profit, threatening the services division, which has been a key growth area [11][12]. Group 3: Valuation and Market Risks - Despite a decline in stock price, Apple's price-to-earnings (P/E) ratio is about 30.5, higher than many faster-growing tech peers, indicating it is not cheap [14]. - Apple's net income has not grown since 2022, making it one of the slowest-growing stocks with a high P/E ratio, which is a concerning combination for investors [15]. - The ongoing trade war between the U.S. and China poses tariff risks, as Apple relies heavily on Chinese assembly for its devices, complicating potential cost structures [16][17].

Core Insights - Samsung has launched the Galaxy Z Fold6, which is thinner and lighter than its predecessor, as part of its strategy to compete with Chinese rivals in the foldable smartphone market [1][4] - The importance of slim foldable designs has increased, as consumers are less willing to accept thicker and heavier devices for the benefits of a folding phone [2][6] - Chinese competitors like Honor and Oppo have successfully differentiated themselves with thinner and lighter foldable devices, prompting Samsung to enhance its offerings [3][5] Company Developments - Samsung's Galaxy Z Fold6 measures 12.1 millimeters thick and weighs 239 grams, while competitors like Oppo's Find N5 and Honor's Magic V3 are significantly thinner and lighter [3] - The upcoming launch of a new thinner version of Samsung's flagship foldable smartphone is expected to take place next month, indicating the company's commitment to improving its foldable lineup [1][4] - Honor is also set to launch its latest folding phone, the Magic V5, on July 2 in China, intensifying competition in the foldable market [4] Market Trends - The foldable smartphone market is projected to account for only 2% of the overall smartphone market this year, highlighting the challenges in consumer adoption [6] - Analysts suggest that thinner foldables may attract consumer interest and encourage a shift in preferences towards folding devices [6] - Despite advancements, there remains skepticism about the necessity of foldable devices among consumers, which could hinder market growth [7]

June 15, 2025 10:57 PM GMT TSMC | Asia Pacific M Idea Wafer price hike in 2026 and strong AI demand may offset the FX impact; OW TSMC remains our sector Top Pick. We expect stock to further re-rate amid the margin erosion on FX impact – AI demand remains strong into 2026, while TSMC should be able to hike global wafer price by 3-5% on average Stock gradually recovers after three overhangs removed: Over the past three months, we have been navigating through three overhangs: 1) Intel JV speculation, 2) AI dem ...

Apple (AAPL 0.53%) has disappointed investors this year. It has delayed some artificial intelligence (AI) features for its iPhones until next year, and that has resulted in a lot of bearishness around the business as there are rival phones with advanced AI capabilities already available.Shares of Apple are down more than 21% thus far in 2025 (as of June 13), with its valuation dipping below the $3 trillion mark.AI is a hot topic these days, with consumers seeking the latest tech on their phones to help with ...

Artificial intelligence (AI) stocks might be the big thing on Wall Street, with rising valuations and trending tickers. But that doesn't mean there aren't good values to be found. While there are some fears that a bubble will form in AI, many of the big tech stocks leading the charge look downright undervalued. In fact, some of them even fall into the classic Warren Buffett model of value investing.Buffett is known for avoiding tech stocks for most of his career, but there are some AI-related tech stocks th ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

People look at iPhones at the Apple Fifth Avenue store in New York City, U.S., May 23, 2025.Apple has plans to make a folding iPhone starting next year, reliable analyst Ming-Chi Kuo said on Wednesday.Kuo said that Apple's folding phone could have a display made by Samsung Display, which is planning to produce as many as 8 million foldable panels for the device next year. However, other components haven't been finalized, including the device's hinge, Kuo wrote. He expects it to have "premium pricing."Kuo is ...

Core Viewpoint - President Trump expressed confidence that Apple Inc. will make significant purchases related to the Trump Card initiative [1] Company Summary - Apple Inc. is anticipated to engage in substantial buying activities, as suggested by President Trump's statement [1]