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Latest Apple Inc News and Updates
Financials Moore Capital lowers its stakes in JPMorgan Chase
JPMorgan’s latest 2Q14 results beat estimates. Meanwhile, net income was down to $6 billion from $6.5 billion in 2Q13. The earnings per share (or EPS) was $1.46, compared to $1.60 in 2Q13.Real Estate Why AQR Capital exits its position in Geo Group Inc.
AQR Capital sold a position in GEO Group Inc. in 2Q14. The company accounted for a 0.0206% position in the fund’s first quarter U.S. long portfolio.Fund Managers Davidson Kempner Initiates Stake in Apple
In February 2015, Apple announced its 1Q15 results and once again beat all analysts’ estimates.Company & Industry Overviews Will Apple’s Launch of News+ Help Boost Its Revenue?
On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.Consumer Border Wall and Trump’s Obsession with National Security
Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.Earnings Report Here Are Broadcom’s New Business Segments in Fiscal 2019
Broadcom’s (AVGO) fiscal 2019 first-quarter revenue is expected to be hit by declines in Apple’s (AAPL) iPhone sales and a slowdown in spending by hyperscale cloud customers.Macroeconomic Analysis Dotcom Bubble 2.0? We Don’t Think So!
Although tech stocks have been buoyant in 2015, we don’t think that this means the advent of dotcom bubble 2.0. There are some key differences.Earnings Report These Are Texas Instruments’ Future Growth Drivers
Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.Company & Industry Overviews Can Yelp Grow Its Share of This $23 Billion Industry?
Yelp’s acquisition of Nowait can be seen as another step to grow its portfolio of restaurant-oriented apps and get a larger share of digital advertising.Technology & Communications Must-know: Why AT&T’s churn rate is the best in the industry
Lower churn rates help companies save cost that they would otherwise incur acquiring new customers. So it’s an important parameter in the telecom industry.Company & Industry Overviews How Will Investment in Advanced Nodes Help TSMC?
TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.Technology & Communications Why we’re seeing a telecom shift from subsidy to installment plans
Compared to the traditional subsidy model, the Next program provides more flexibility to customers who like to frequently upgrade their devices.Personal Finance Stocks versus ETFs: Which Should Investors Choose?
Every investor faces some tough choices. Should you turn to stocks, exchange-traded funds (ETFs), index funds, mutual funds, or bonds?Industrials Markets Look at US-China Trade Talks as Slowdown Concerns Multiply
Today, another round of trade talks started in Beijing.Cannabis Why Canopy Growth Isn’t Happy with Apple
Apple removed 181 vaping-related apps due to the vape crisis in the US. Canopy Growth is not happy with Apple’s move. Let’s see why.Financials Paul Singer Increased His Holdings in NXP Semiconductor in 3Q17
Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.Technology & Communications Why price is important for every smartphone player except Apple
Apple is no longer the top-selling smartphone player with the Verizon (VZ) and Sprint (S) networks, where Samsung (SSNLF) has held on to its top position.Company & Industry Overviews What Drove Broadcom’s Fiscal 2018 Revenue?
Broadcom (AVGO) has grown its business organically and through acquisitions.Consumer Strong Economy and a Rate Cut: Can Trump Have It Both Ways?
Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”Company & Industry Overviews The US–China Trade War Impacts Apple
A study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.Energy & Utilities Dimensional Fund Advisors’ Major Holdings in Q3
Dimensional Fund Advisors’ top buys are Apple (AAPL), AT&T (T), Microsoft (MSFT), L3Harris Technologies (LHX), and Verizon Communications (VZ).Earnings Report What’s driving Verizon’s increase in average revenue per account?
Average revenue per account (or ARPA) is an important metric for Verizon. It gives an idea of how well it’s able to monetize its users’ accounts. Verizon increases ARPA consistently.Technology & Communications Why Chinese carriers cutting smartphone subsidies affects Apple
China’s telecom providers, China Mobile (CHL), China Unicom (CHU), and China Telecom (CHA), had started to sell the iPhone 5S at a subsidized price. However, it seems the Chinese government wants to nip this trend in the bud itself.Fund Managers Inside Einhorn’s Greenlight Capital’s Top Holdings
Billionaire hedge fund manager David Einhorn is well known for his investment strategy, having advised long and short bets during different market scenarios.Company & Industry Overviews Apple Pay Will Likely Stay Ahead of Google and Samsung
Apple Pay is ahead of Google Pay and Samsung Pay. A report from Patently Apple indicated that by 2020, the digital wallet would have nearly 227 million users.Company & Industry Overviews Is IBM Plotting to Put PayPal Out of Business?
IBM (IBM) announced in February 2017 that it was teaming up with Visa (V) to enable people to pay for goods and services through virtually any connected device.Macroeconomic Analysis The Ins and Outs of Moat Investing
Stock selection, a cornerstone of the moat investment philosophy, has driven much of the recent success of the Morningstar® Wide Moat Focus Index.Company & Industry Overviews How Successful Has Qualcomm’s $30 Billion Buyback Been?
Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.Company & Industry Overviews TSMC’s First-Quarter Profit Margins Fall to Seven-Year Low
TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.Technology & Communications How NetSuite Will Improve Oracle’s Position in the Cloud Space
In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.Consumer Why Jeff Bezos Loves Startups
According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.Fund Managers What Were the Top Holdings of Citadel Advisors in Q3?
In Q3 2019, Citadel Advisors’ portfolio of publicly traded securities was worth $212.04 billion. In Q2 2019, its portfolio was worth $155.1 billion.Technology & Communications EU Court Rules in Apple’s Favor, No Fault in Irish Tax Case
The General Court of the European Union handed Apple a win in the long-running Irish tax dispute. The tax dispute started four years ago.Company & Industry Overviews How Is GoPro Enhancing Customer Experiences?
During GoPro’s 4Q16 earnings call, the firm stated that it wants to make GoPro products central to the smartphone experience.Company & Industry Overviews AMAT Feels the Impact of the Shift from Mobile Era to AI Era
The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.Earnings Report Understanding the Economic Sense behind Amazon’s Echo Show
Amazon (AMZN) has a brand new Echo smart speaker called Echo Show. Including Echo Show, there are now five variants of Echo-branded products.Earnings Report Apple beats all estimates to produce stellar fiscal 1Q15 results
In December 2014, the success of iPhone 6 and Plus helped Apple beat Google’s Android-based smartphones in terms of market share in the US.Earnings Report Sprint ramps up promotional efforts to expand customer base
The launch of Apple’s iPhone 6 in September, just before the holiday season, was a key driver for Sprint’s increased promotional efforts during fiscal 3Q14.Company & Industry Overviews Apple Could Introduce Apple Pencil 2 with New iPad
Stylus could come with wireless charging support As Apple (AAPL) prepares to introduce updated versions of its hardware products, there are speculations that the company could also introduce a second-generation model of its stylus pen, the Apple Pencil. The first-generation Apple Pencil, launched in late 2015, costs $100. Apple is expected to release the Apple […]Company & Industry Overviews What Qualcomm Investors Should Watch For
Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.Company & Industry Overviews How Jeff Bezos’s Workday and Domo Investments Fared in 2018
Twitter stock surged by about 73% in the first trading day after its IPO to $44.90.Consumer Apple’s Premium Pricing Strategy, Product Differentiation
Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over timeEarnings Report TSMC’s Process Node Strength Reflects in Its Q4 Revenue
A smaller node improves transistor density, thereby improving performance and power efficiency.Technology & Communications Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.Company & Industry Overviews Apple’s Investment in India: Did Trump Compel It?
In a well-strategized move, Apple (AAPL) is relocating its production base to India. Apple’s investment in India will be around $1 billion.Company & Industry Overviews BlackBerry has become a niche smartphone player
BlackBerry has been reduced to a niche smartphone player. Its recently released smartphones were introduced specifically with enterprises in mind.Consumer Why iPhone’s average selling price increase is good for Apple
An important factor driving iPhone revenues was the increase in iPhone’s ASP. iPhone’s ASP of $603 in fiscal 4Q14 increased by $42 sequentially and $26 on a YoY basis.Technology & Communications Apple Stock: 5 Things Investors Need to Know
Apple spots a decent upside potential. At $303.74 per share at the closing on Thursday, the stock trades at a 7.4% discount to its 52-week peak of $328.Company & Industry Overviews Nike’s Target Markets: Everything You Need to Know
Nike (NKE) faces some challenges in its target markets. In the US, economic growth rates have tapered down, and the trade war could affect its China market.Earnings Report Applied Materials’s position in the semiconductor space
AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.