In an interview with CNBC's Jim Cramer, Apple CEO Tim Cook struck an optimistic tone about the iPhone maker's progress bringing more manufacturing to the U.S., indicating that the company is making headway with a number of projects."Since we announced a $500 billion commitment toward the beginning of the year, we were continually working to come up with more ways to bring manufacturing into the United States," Cook said. "It's not really bringing it back, because that manufacturing was not here to begin wit ...

Group 1 - Bernstein SocGen Group initiated coverage on Apple with an Outperform rating and a price target of $290, citing the company's positioning in artificial intelligence [1] - Apple is positioned to be a key beneficiary of the "Intelligence Revolution," with opportunities arising from its integration of AI technology [2] - A recent Google remedies decision has eliminated a major downside risk for Apple and created a pathway for the company to leverage Gemini AI [2] Group 2 - Bernstein valued Apple at 32 times its FY27 basic EPS estimate of $9.03, translating to a price target of $290 per share, which is equivalent to 29.8 times projected free cash flow of $143 billion [3] - The firm's valuation estimates were cross-checked against discounted cash flow models to support the valuation [3]

Once the biggest company in the world for years at a stretch, Apple now ranks 3rd, having fallen behind Nvidia and Microsoft. Both companies have benefited in some way from the AI boom—by selling GPUsI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in February 2026. IIM Indore consistently ranks in th ...

Stanley Druckenmiller's protégé, Treasury Secretary Scott Bessent, is stirring fresh debate on Wall Street with his latest read on tariffs and trade in a CNBC Squawk Box interview. At first glance, a narrowing U.S. trade deficit with China looks like a policy win, but Bessent warns it could have unintended market consequences.Track U.S. stocks via SPY here.If tariffs force China to buy fewer U.S. goods or push supply chains elsewhere, the resulting capital flows could boost the dollar — and that's bad news ...

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Apple Inc. (NASDAQ: AAPL) may emerge as one of the largest beneficiaries of on-device artificial intelligence (AI) in the months ahead, according to Bernstein analyst Mark Newman. ...

Google has been trying to play catchup to OpenAI in generative artificial intelligence. It appears to finally be gaining ground with users. The company's Gemini app took the top spot among free apps on Apple's App Store this week, leapfrogging ChatGPT, which kickstarted the generative AI boom almost three years ago.Google's Gemini AI model has seen some recent updates that have lured new users. Last month, Google launched an updated version of its "Flash" AI model, called 2.5 Flash Image, which has a new im ...

How much are you adopting the A. I. tools, how much your team adopting it, and making your life a little easier.We've definitely got our pulse on it. We're using it a lot for like ideation and like thumbnails I'd say is like the main like i.e. eating what thumbnails are. But it's like it will be really interesting to see how consumers feel about this, right.Because some people do feel like it's taking the creator out of the loop. But I think YouTube's been very clear today. They want a creator in the loop i ...

Key Takeaways Apple gained 110 bps PC market share in Q2 2025, per IDC data.AAPL earnings per share is likely to rise 9% year over year in fiscal 2025.HPQ earnings per share is projected to decline 8.3% in fiscal 2026.Apple (AAPL) and HP (HPQ) are well-known personal computer (PC) makers in a market that is expected to see year-over-year shipment growth of more than 4.1% in 2025, per IDC. Meanwhile, U.S. shipment growth is expected to be 1.7% to hit 70.4 million in 2025, per Canalys, with commercial expecte ...

Retail Sales Performance - US retail sales in August rose by 0.6%, surpassing the expected 0.2% increase, indicating stronger consumer spending [1] - Sales at electronics and appliance stores increased by 0.3% during the back-to-school shopping month [1] Sector-Specific Sales Growth - Clothing and clothing accessories sales grew by 1%, while sporting goods, hobby, musical instrument, and book stores saw a rise of 0.8% [2] - Nonstore retailers, including e-commerce, experienced a sales increase of 2% [2] Consumer Behavior Insights - Best Buy's CEO noted that consumers are actively seeking value, with a bifurcation in spending habits where some are willing to spend on perceived great value items [3] - Best Buy reported low single-digit same-store sales growth in late August, particularly strong during the back-to-school period [3] Product Trends - Consumers are still willing to invest in new products, such as the Nintendo Switch 2 and Apple's updated product lineup, despite a focus on discretionary purchases [3][4] Broader Retail Trends - Other retailers, including Walmart and dollar stores, are observing high-income shoppers trading down to lower-priced options to maximize their spending [5] - Dollar General's CEO indicated that all customer cohorts, including mid- and high-end consumers, are currently seeking value [6]