" $Apple(AAPL)$ stock in 2026 is what $Alphabet(GOOGL)$ was in 2025."Dan Ives is bullish on APPL and is supportive of its recent Gemini deal with $GOOGL.I don't see the comparison, though. At the 2025 lows, GOOGL traded for a P/E of 17, despite 10%+ Revenue growth.Today, APPL trades for a P/E of 37, despite only 8% top line growth estimates.AAPL is a zero in AI, and it seems they are throwing in the towel and will just partner with the best provider, and today that might be Gemini.This seems like a shortsighted decision to me.Yes, they are saving billions in R&D and capex today, but at the cost of possibly hundreds of billions of future revenues.I don't believe that depending on GOOGL for such a crit
Three Week Loss? Is Apple Abandoned or Turned Into a Buying Opportunity?
Apple has reclaimed the No.1 spot in global smartphone shipments, even as its stock has fallen for six consecutive weeks. Rising global memory chip costs are adding fresh pressure to Apple. Prices for key storage components are reportedly up ~230% since early this year. Apple shares have now fallen for three straight weeks, lagging the AI rally as investors wait for meaningful AI integration—especially in Siri. With component costs surging, will iPhone 18 pricing hurt demand or protect margins? If AI features fail to materially upgrade Siri, does Apple risk falling further behind AI peers?
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