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Apple-Heavy ETFs in Focus as iPhone Sales Power Holiday Quarter
ZACKS· 2026-01-28 17:15
Core Insights - Apple shares experienced an 11% increase in 2025 but faced a 9.3% decline at the start of 2026, followed by a recovery of 4.7% since January 20, including a 1.12% gain on January 27 [1] - Apple is expected to report its best iPhone sales growth in four years, driven by strong demand for the high-end Pro models and increasing expectations for AI features utilizing Google's technology [1][2] iPhone Sales Performance - iPhone 17 sales surged in Q4 2025, with sales in Greater China rising approximately 15% [4] - Apple captured a 20% share of the global smartphone market in 2025, up from 18% in 2024 [4] - Analysts project a 13.8% increase in iPhone sales for the October–December fiscal first quarter, marking the fastest growth in over four years [5] Stock Outlook - Apple has an average brokerage recommendation (ABR) of 2.02, indicating a generally positive outlook, with 21 Strong Buy and 3 Buy recommendations [6][7] - The average price target for Apple is $289.21, suggesting an 11.98% potential increase from the current stock price of $258.27 [8] AI Strategy - Apple's integration of Google's Gemini for Siri and other AI tools signifies a major shift in its AI strategy, allowing the company to utilize its extensive device base without incurring high costs [2] - The partnership with Google is expected to enhance the iPhone's status as the preferred device for accessing next-generation AI tools [3] ETFs Exposure - Several ETFs have significant exposure to Apple, including Global X PureCap MSCI Information Technology ETF (18.52%), iShares Global Tech ETF (14.96%), and Vanguard Information Technology ETF (14.89%) [9][11]
X @Bloomberg
Bloomberg· 2025-08-21 10:05
AI Features & Skepticism - Google采用“厨房水槽”式的方法,向越来越持怀疑态度的公众推销其最新Pixel设备的AI功能 [1] - 市场对Google Pixel设备的AI功能持怀疑态度 [1]
We got to see the Google's Pixel Watch 4 in person and it’s coming with quite a few updates.
The Verge· 2025-08-20 17:02
Product Updates - The Google Pixel Watch 4 features a new domed display with approximately 15% thinner bezels and 10% more screen space [1] - Battery life is improved compared to the previous year, with charging speed increased by about 25% [2] - The device can charge from 0% to 50% in approximately 15 minutes [2] - A new speaker and haptics engine are included for clearer interaction with Gemini [2] Features & Technology - Gemini is now available on the Pixel Watch 4 [2] - A new satellite SOS mode is introduced, allowing users to call 911 without an extra subscription on the LTE model [3] - A forthcoming health coach feature, utilizing AI, will create custom plans based on sleep and activity, requiring a Fitbit Premium subscription and launching in October [3][4] Pricing & Availability - The price of the Google Pixel Watch 4 remains unchanged at $349.99 [4] Repairability - The battery and display are designed to be more repairable, with visible screws in the lug area [3]
X @MEXC
MEXC· 2025-08-08 10:41
Product Update - MEXC encourages users to update their app to access and continue using the latest AI features [1]