We welcome in Schwab network Sambotis looking at Oracle which reports its earnings tomorrow afternoon and we're seeing analysts raising price targets right. >> Yeah the street looks optimistic on this one heading into its report card tomorrow afternoon. Nicole, we are sitting seeing Oracle sitting up about 2% or so in trade this morning as we get up and running for this week.It is very much an outperformer year to date. In fact, if you look across software infrastructure uh that has been outperforming the S ...

Yeah, let's get more on what to expect from Apple tomorrow. Bring in Melius Research, head of technology research, Ben Writes, joins us on set. All right, we've been focused on Apple around tariffs for obvious reasons.Is this going to reset it in terms of focus perhaps on new products. Yeah, I think so. I think that the tariffs are largely behind us, I hope.I mean, you never know. There's always a saga, but we think that it's it's we we're really bullish on Apple right now. The stocks underperform.We think ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Raman Karali. Let's get to the three things you need to know today.First up, markets are looking to start the week in the green. US stock futures edging higher ahead of the opening bell as investors wait on key inflation data ahead of the Fed meeting next week. Both the consumer and producer price indexes are due and it comes after a weak August jobs report highlighting the continued slowdown of the labor market.And Wall Street almost certainl ...

Apple Inc. (NASDAQ:AAPL) is a leading technology company known for its innovative products and services. It is a major player in the consumer electronics market, with competitors like Samsung and Google. On September 8, 2025, Erwan Rambourg from HSBC set a price target of $220 for Apple. At that time, the stock was trading at $239.69, showing a price difference of about -8.21% from the target.Apple is preparing for its annual autumn showcase in Cupertino on September 9. This event is expected to unveil the ...

Apple Inc. (NASDAQ: AAPL) has long held an attraction for its ergonomic approach toward computing and communications among students and tech-minded users. ...

When Apple debuts new iPhones on Tuesday, analysts say its biggest challenge will be to ride out another ho-hum launch as rivals have skated past it in embedding artificial intelligence into their products and services. ...

目前，苹果尚未就此事发表正式回应。 转载请注明央视财经 编辑：潘煦 （央视财经《第一时间》）5日，多名作家在美国加州一法院对苹果公司发起集体诉讼。诉讼指出，苹果公司在进行人工智能模型训练的过程中，大量使用 了受版权保护的内容，未经许可、未署名、也未支付报酬便复制了多名作家的相关作品，涉嫌侵犯作者的知识产权。 ...

Core Viewpoint - Apple has avoided significant negative impacts from a recent antitrust ruling involving Alphabet, which is beneficial for its revenue stream from search engine agreements [1][5]. Group 1: Antitrust Lawsuit Developments - The U.S. Department of Justice (DOJ) has filed and won two antitrust suits against Alphabet, focusing on its monopolistic practices in internet search and adtech software [3]. - A federal judge ruled against the DOJ's most severe remedies, allowing Alphabet to maintain control over its Chrome browser, which is crucial for its advertising revenue [3][4]. - The judge prohibited exclusive agreements in the future but allowed Alphabet to continue paying Apple for default search placement on iOS devices, preserving a significant revenue stream for Apple [6][4]. Group 2: Financial Implications for Apple - Alphabet pays Apple over $20 billion annually to be the default search engine on iOS devices, which is a critical part of Apple's services revenue [5]. - Following the antitrust ruling, analysts have slightly increased their target prices for Apple, with the average target price rising to $237 per share from $231 per share [7]. - Despite the increase, the consensus target price implies about 4% downside from the current share price of $240, indicating that Apple remains expensive compared to other tech companies [8]. Group 3: Valuation Metrics - Apple's stock trades at 36 times earnings, which is considered high given the expected annual earnings growth of only 10% over the next three years [8]. - The price-to-earnings-to-growth (PEG) ratio for Apple is 3.6, significantly higher than Alphabet's 1.7, Amazon's 1.9, Meta Platforms' 1.5, Microsoft's 3, and Nvidia's 1.2 [9]. Group 4: Innovation Concerns - Apple has not launched a groundbreaking new product in the last eight years, raising concerns about its innovation pipeline following the introduction of major products like the iPhone and iPad [10].

Core Insights - The U.S. court ruling has clarified the legal standing of Apple's licensing deal with Google Search, allowing Apple to continue receiving significant payments without exclusivity concerns [1][2][3] - Apple's annual licensing fees from Google exceed $20 billion, contributing over 15% to its consolidated operating earnings of $130 billion [6][7] - The ruling has positively impacted Apple's stock, which rose by 4% following the announcement [3] Licensing and Revenue - Apple's licensing deal with Google Search is crucial for its profitability, especially as it maintains a strong customer base with over 2 billion active devices [5][6] - The deal allows Google to remain the default search provider on Apple's Safari browser, which has led to increased revenue for Apple [6][7] - The potential for Apple to earn $100 billion in total licensing revenue from Alphabet over the next five years is seen as beneficial for the business [13] AI and Market Dynamics - Concerns exist regarding Apple's position in the AI market, as its AI products have not resonated well with consumers, and it has lost AI talent to competitors [9][10] - The company is exploring partnerships with Alphabet for AI initiatives, including a potential integration of the Gemini chatbot with Siri [10][11] - The evolving landscape of search engines and AI chatbots poses a risk to Apple's existing licensing agreements, as future developments could disrupt traditional search models [14][16] Investment Considerations - The current market capitalization of Apple is $3.5 trillion, and while $100 billion in earnings over five years is significant, it may not be compelling for immediate investment [15] - The company's high price-to-earnings (P/E) ratio of 36 reflects uncertainty about its future growth in the AI era, suggesting caution for potential investors [17]

Group 1 - The article discusses the initiation of tracking an investable universe of 50 high-quality dividend growth stocks starting from September 1, 2024 [1] - The author has a master's degree in Analytics and a bachelor's degree in Accounting, with over 10 years of experience in the investment field [1] - Dividend investing is highlighted as a personal interest of the author, indicating a focus on sharing insights with the Seeking Alpha community [1] Group 2 - The article does not provide specific financial data or performance metrics related to the mentioned stocks [2][3]