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AI Delays, China, and a $600B Bet: Apple’s High-Stakes Balancing Act
/ Market Analysis

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, 2025
Alphabet’s $3 Trillion Milestone: Profit-Taking or Holding for the Long Game?

Alphabet’s $3 Trillion Milestone: Profit-Taking or Holding for the Long Game?

Alphabet’s $3 trillion valuation isn’t just about ad dollars - it sits at the center of an AI-powered panopticon.

September 16, 2025
Apple at $3.5 Trillion: Innovation, Loyalty, or Just Buybacks?

Apple 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, 2025
Why Alphabet’s Shares are Surging in Premarket: Court Rules Google Can Retain Chrome

Why Alphabet’s Shares are Surging in Premarket: Court Rules Google Can Retain Chrome

Alphabet shares surge in premarket trading after federal judge delivers more lenient antitrust ruling than expected, rejecting demands to sell Chrome.

September 03, 2025
Why Apple is Protected from Trump Admin’s Semiconductor Tariff Plans

Why 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, 2025

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