Latest Articles
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Apple Stock Is Priced Like Its Best Days Are Ahead
[8/25/2020] Does Apple’s Soaring P/E Indicate Much Better Days Ahead? Apple stock (NASDAQ:AAPL) has extended its rally, rising by about 30% since late July to levels of around $500 currently. The stock is up about 65% year-to-date and has...
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Apple Stock Is Up 50% This Year. What’s Going On?
Apple (NASDAQ: AAPL) stock is up by over 50% this year, despite the fact that the company has seen limited growth. Revenues rose less than 5% for most of the last eight quarters, the exceptions being the 9% growth posted in Q1 FY’20 due to ...
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How The Epic Lawsuit Impacts Apple’s Most Lucrative Business
Last week, Epic Games sued Apple (NASDAQ:AAPL) for antitrust violations, after its popular Fortnite game was removed from the AppStore shortly after Epic let players bypass Apple’s in-app purchase system, avoiding the 30% commission on sale...
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How A Subscription Bundle Helps Apple De-Risk Its Services Business
Apple (NASDAQ:AAPL) reportedly intends to launch bundled subscriptions this Fall, combining its various services including Apple Music, News, Arcade, and TV+ into a package priced at a lower monthly fee compared to subscribing for individual serv...
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No, The WeChat Ban Probably Isn’t A Big Deal For Apple
Last week, U.S. President Donald Trump issued an executive order banning American companies from doing business with popular Chinese app WeChat on national security grounds. While the specifics of the ban aren’t clear yet, there are concern...
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Apple Stock: A Reality Check
Apple’s (NASDAQ:AAPL) market cap has almost doubled, from about $900 billion at the end of 2017 to about $1.7 trillion currently. Now looking solely at Apple’s fundamentals, the numbers don’t really add up. Apple’s revenue...
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How Did Apple Add $800 Billion In Value Over 3 Years?
Apple (NASDAQ: AAPL) has added about $800 billion dollars in market capitalization since the end of 2017, with the company valued at $1.66 trillion as of July 9, 2020. This is more than the combined value of the smallest 130 companies in the S&am...
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How Will Apple’s Transition From Intel Chips Impact Its Margins?
Earlier this week, Apple announced that it would begin shifting its Macs from Intel chips to its proprietary ARM-based processors, with a complete transition planned by 2022. The benefits are clear from a strategy standpoint – by designing ...
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Apple Stock At $340: Two Key Risks And A Trigger
Apple stock (NASDAQ:AAPL) lost more than 25% – dropping from $300 at the beginning of the year to below $225 in late March, due to the coronavirus outbreak, but has soared by close to 50% since then to about $336 currently. The recovery ...
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Qualcomm, Qorvo & Jabil: Apple Suppliers Have Been Left Behind From The Rally. Time To Buy?
Apple (NASDAQ:AAPL) stock is up about 5% year-to-date, despite the Coronavirus pandemic, driven by its strong balance sheet and fast-growing services business, which makes it a safe haven of sorts. However, most of Apple’s suppliers have no...
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Will People Care About The Next iPhone?
This fall, Apple (NASDAQ:AAPL) is likely to launch multiple new iPhones, which will feature 5G wireless technology and a potentially significant design overhaul. While such a launch would typically create a big buzz and a sizeable upgrade cycle f...
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Sell Apple Stock to Buy Microsoft?
The technology sector has not been immune to the current Coronavirus crisis, although technology majors have fared somewhat better than the broader markets. Apple stock (NASDAQ:AAPL) has declined by close to -20% since early February after the W...
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A Recession Could Take Apple Back To $140
Apple (NASDAQ:AAPL) stock is down ~25% from its February highs, as the spread of the novel Coronavirus rattles the stock markets and the broader economy. While Apple has outperformed the S&P thus far through the crisis, likely due to its gro...
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Is Apple’s Stock Immune To Coronavirus?
Global markets have been seeing big swings over the last several days, as cases of the novel Coronavirus accelerate outside China. While Apple (NASDAQ:AAPL) stock has also been volatile, trading at levels slightly below levels seen on January 31,...
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Apple’s Services To Top $50 Billion Profits By 2025 – Beating iPhone
Apple’s Services business has emerged as the company’s second-largest segment, following the iPhone, posting revenues of $46 billion in FY’19. The business has grown at a CAGR of 21% over the last 5 years, compared to just about...
