/ AAPL
AI Delays, China, and a $600B Bet: Apple’s High-Stakes Balancing Act
Caught between U.S. reshoring efforts and China’s manufacturing leverage, Apple’s trillion-dollar momentum may hinge on how fast ‘Apple Intelligence delivers.
October 16, 2025Apple at $3.5 Trillion: Innovation, Loyalty, or Just Buybacks?
Apple’s valuation now rests on a delicate balance between financialization and its ability to monetize loyalty.
September 10, 2025Why Apple is Protected from Trump Admin’s Semiconductor Tariff Plans
Apple dodges Trump's 100% semiconductor tariffs through a strategic $100 billion U.S. manufacturing commitment.
August 07, 2025Apple’s AI Gamble: is it Smart Patience or Just Falling Behind?
So far, Apple’s AI strategy appears underfunded by contrast with the Big Tech cluster. Simultaneously, it is difficult to ignore AI’s underlying problems.
August 01, 2025Does Alphabet’s Stock Offer a Buying Opportunity After Recent Crash?
Apple's potential shift away from Google as the default search engine sent shockwaves through the market, but this dip could present a strategic entry point for long-term investors.
May 09, 2025