When Apple announced its most recent quarter, Tim Cook, Apple's CEO, said, "iPhone had its best-ever quarter driven by unprecedented demand, with records across every geographic segment, and Services also achieved an all-time revenue record, up 14 percent from a year ago.†Indeed, iPhone revenue for the period was $85.3 billion, up from $61.2 billion in the year-ago quarter. The lack of investment in AI, in the eyes of some, is good news. Indeed, Apple is not sinking hundreds of billions of dollars into data ...

Core Insights - Apple's stock has decreased by approximately 5% since the last coverage in December, indicating a market movement that appears more as noise rather than a significant narrative change [1] - The company's strength continues to lie in its large installed base of devices, which remains a critical asset for future growth [1] Investment Strategy - The investment approach focuses on identifying high-potential winners before they experience significant growth, emphasizing asymmetric opportunities where the upside potential is at least 3-5 times greater than the downside risk [1] - The strategy leverages market inefficiencies and contrarian insights to maximize long-term compounding while safeguarding against capital impairment [1] - A strong margin of safety is prioritized to protect against capital loss, with a 2-3 year investment horizon that allows for enduring market volatility [1]

Banco BPM clears governance overhaul, opening door for bigger Credit Agricole role | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Credit Agricole logo outside a bank office in Reze, near Nantes, February 3, 2026. REUTERS/Stephane Mahe [Purchase Licensing Rights, opens new tab]- Companies- Summary- CA's choice will shape fund shareholders' representation- CA could gain seats via current board's list, or file its own- Bank's share ...

Core Insights - The European smartphone market experienced a 1% decline in 2025, totaling 134.2 million units, attributed to subdued demand and new eco-design regulations [1] - Samsung maintained its position as the largest smartphone vendor in Europe, with shipments slightly increasing to 46.6 million units [1] - A slow first half of 2025 was noted due to the absence of the Galaxy A0x series, but Samsung rebounded in the second half of the year [1]

Core Insights - Infobip supports Apple's Roadside Assistance via satellite feature through Australian Motoring Service (AMS), enhancing automotive safety and customer service in Australia [1] Company and Industry Summary - The collaboration between Infobip and AMS allows drivers with iPhone 14 or later to request assistance and communicate via text, even in areas lacking cellular coverage [1] - This technology represents a significant advancement in the automotive safety sector, particularly for regions in Australia with limited connectivity [1]

One thing every investor knows or learns is the importance of diversification. If you’ve invested in a sector that’s not performing nearly as well as you thought it might, there’s no reason to lose sleep. That’s because once you’ve diversified your portfolio, there are other sectors available to potentially keep your portfolio afloat. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock A ...

We’re in a new era with the Trump 2.0 government – early into the second year of the second administration, the tariff policy has been turned on its head, somewhat, by the US Supreme Court, also known as SCOTUS.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.SCOTUS late last week deemed that the legislation Trump has been using to impose tariffs so far is invalid for such a purpose, effectively meaning t ...

Core Insights - Apple is set to host a "special Apple experience" on March 4, which may differ from its traditional press events [1] - The company plans a "three-day flurry of announcements," culminating in the March 4 event, featuring hands-on opportunities with new products in New York, London, and Shanghai [2] - At least five new products are expected to be announced, including a low-cost MacBook, an iPhone 17e, an iPad Air with an M4 chip, a new entry-level iPad, and upgraded MacBook Air and MacBook Pro models [2]

Core Insights - Micron Technology is experiencing significant benefits from the surge in AI spending, potentially outperforming Alphabet this year [1] Group 1: Alphabet's AI Developments - Alphabet's AI chatbot, Google Gemini, has gained 750 million monthly active users, marking an 88% increase in nine months [3] - Revenue from products based on Alphabet's generative AI models grew nearly 400% year over year in Q4 2025 [3] - Alphabet has entered a collaboration with Apple, where Apple will pay $1 billion annually to use Gemini for Siri [4] - Google Cloud services are a major revenue driver for Alphabet, with cloud sales rising 48% to $17.7 billion [4] Group 2: Micron's Performance and Strategy - Micron Technology is outperforming Alphabet, driven by high demand for memory chips essential for AI data centers [5] - Micron's Chief Business Officer stated the company is "sold out" of memory for 2026, anticipating increased capital expenditures from major tech firms totaling up to $650 billion [6] - To meet demand, Micron plans to invest $200 billion in new manufacturing facilities across the U.S. over the coming years [8] - Micron's sales surged 56% to $13.6 billion in Q1 of fiscal 2026, with non-GAAP earnings increasing 167% to $4.78 per share [8] - Analysts project Micron's sales will more than double by 2027, reaching $97.6 billion [8] Group 3: Market Position and Outlook - Micron is well-positioned to benefit from the intense memory demand from major tech companies like Alphabet, Meta, and Microsoft [9] - There is potential for Micron's stock to outperform Alphabet shares this year due to its strategic advantages in the AI sector [9]

Core Insights - The essence of progress lies in action rather than regret, emphasizing the importance of focusing on future opportunities instead of past mistakes [1][10] - Companies can become complacent after a product's success, but challenging old ideas is crucial for innovation, as demonstrated by Jobs' leadership at Apple [2][10] Company History - Steve Jobs co-founded Apple in 1976 with Steve Wozniak, starting from a garage and achieving commercial success with the Apple II, leading to the company's public offering in 1980 [3][4] - Internal conflicts led to Jobs' departure from Apple in 1985, driven by his intense management style, which created tension within the leadership [5][10] - After leaving, Jobs founded NeXT and acquired Pixar, with Pixar achieving global success through films like Toy Story, while NeXT's technology later became significant for Apple [6][10] Product Development - Jobs' return to Apple in 1997 marked a pivotal moment, as he streamlined product lines and focused on branding, which revitalized the struggling company [6][10] - Under Jobs' leadership, Apple launched groundbreaking products such as the iMac, iPod, iTunes, and the iPhone in 2007, which transformed mobile device usage and set new industry standards [7][10] - The introduction of the iPad further expanded Apple's market reach, showcasing the effectiveness of Jobs' forward-thinking approach [8][10] Legacy - Steve Jobs passed away on October 5, 2011, but his philosophy of innovation and focus on future possibilities continues to influence the tech industry [9][10]