Datasets:
Dataset Viewer
id
stringlengths 5
7
| title
stringlengths 3
300
| text
stringlengths 1
39.8k
⌀ | created_utc
float64 1.24B
1.75B
| created_datetime
stringdate 2009-05-13 12:46:31
2025-07-02 10:01:13
| author
stringlengths 4
20
| score
int64 0
39.5k
| num_comments
int64 0
9.03k
| upvote_ratio
float64 0.05
1
| flair
stringclasses 311
values | permalink
stringlengths 30
93
| url
stringlengths 18
427
| subreddit
stringclasses 22
values | company
stringclasses 3
values |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1l7elfq | Apple is a sell for me. | The WWDC conference is so bad and embarrassing for a tech giant like apple. Cool guys, you have introduced liquid glass, but that doesn't make you a strong AI competitor..
If you partner with chatgpt, that only proves that as a big tech company you have no leverage because you do not have a superior In house AI technology that rivals openAi and Gemini. This is very concerning in my view for Apple stock.
The AI race is so competitive that if apple.comes up with a new model In the near future, it wouldn't cut it any more. They have to be the best, and they don't even have anything worth noting currently.
As a big tech company if you have no leverage, you'll be dethroned.
I sold all my apple shares. I do not care about the marketing mumbo jumbo.
Edit:
Hey folks, my intention isn't to be vitriolic to apple stock or the company. As of 2025 June, I'm not convinced on Apple's in house AI capabilities, and I think anyone can verify this on the web. | 1,749,498,719 | 2025-06-09 19:51:59 | Adventurous-Bet-9640 | 835 | 872 | 0.66 | null | /r/stocks/comments/1l7elfq/apple_is_a_sell_for_me/ | https://www.reddit.com/r/stocks/comments/1l7elfq/apple_is_a_sell_for_me/ | stocks | Apple |
1kcjdo4 | Apple Announces $100B Share Buyback. | Apple’s CEO. “We were happy to welcome iPhone 16e to our lineup, and to introduce powerful new Macs and iPads that take advantage of the extraordinary capabilities of Apple silicon. And we were proud to announce that we’ve cut our carbon emissions by 60 percent over the past decade.”
In conjunction with the results, Apple raised its share buyback program to $100B, and increased its quarterly dividend to $0.26 per share, an increase of 4%. The dividend is payable on May 15 to shareholders of record as of May 12.
| 1,746,132,886 | 2025-05-01 20:54:46 | 888_888novus | 2,885 | 447 | 0.97 | null | /r/stocks/comments/1kcjdo4/apple_announces_100b_share_buyback/ | https://www.reddit.com/r/stocks/comments/1kcjdo4/apple_announces_100b_share_buyback/ | stocks | Apple |
1ej2a5e | Warren Buffett’s Berkshire Hathaway sold nearly half its stake in Apple. Cash pile hits record $276 billion. |
Q2 operating earnings +15.5% Y/Y, cash hits record $276.94B
2Q rev of $93.6B compared to $92.5B Y/Y
Warren Buffett’s Berkshire Hathaway dumped nearly half of its gigantic Apple stake in a surprising move.
The Omaha-based conglomerate disclosed that its holding in the iPhone maker was valued at $84.2 billion at the end of the second quarter, indicating that the Oracle of Omaha offloaded 49.4% of the tech bet.
Shares of Apple jumped nearly 23% in the second quarter.
https://www.cnbc.com/2024/08/03/warren-buffetts-berkshire-hathaway-sold-nearly-half-its-stake-in-apple.html | 1,722,688,382 | 2024-08-03 12:33:02 | themagicalpanda | 3,426 | 542 | 0.96 | Company News | /r/stocks/comments/1ej2a5e/warren_buffetts_berkshire_hathaway_sold_nearly/ | https://www.reddit.com/r/stocks/comments/1ej2a5e/warren_buffetts_berkshire_hathaway_sold_nearly/ | stocks | Apple |
1bk7xgd | DOJ sues Apple over iPhone monopoly | The Department of Justice sued Apple on Thursday, saying its iPhone ecosystem is a monopoly that drove its “astronomical valuation” at the expense of consumers, developers and rival phone makers.
Federal antitrust enforcement and 17 attorneys general also say that Apple’s anti-competitive practices extend beyond the iPhone and Apple Watch businesses, citing Apple’s advertising, browser, FaceTime and news offerings.
“Each step in Apple’s course of conduct built and reinforced the moat around its smartphone monopoly,” the complaint filed in the District of New Jersey said. Apple shares were down around 1.8% as investors anticipated the lawsuit.
The Justice Department said in a release that to keep consumers buying iPhones, Apple moved to block cross-platform messaging apps, limited third-party wallet and smartwatch compatibility and disrupted non-App Store programs and cloud-streaming services.
The challenge represents a significant risk to Apple’s walled-garden business model. The company says that complying with regulations costs the company money, could prevent it from introducing new products or services, and could hurt customer demand.
The lawsuit could force Apple to make changes in some of its most valuable businesses: The iPhone, in which Apple reported over $200 billion in sales in 2023, the Apple Watch, part of the company’s $40 billion wearables business, and its profitable services line, which reported $85 billion in revenue.
“If left unchallenged, Apple will only continue to strengthen its smartphone monopoly,” Attorney General Merrick Garland said in the release.
Apple said in a statement that it disagreed with the premise of the lawsuit and that it would defend against it.
“This lawsuit threatens who we are and the principles that set Apple products apart in fiercely competitive markets. If successful, it would hinder our ability to create the kind of technology people expect from Apple—where hardware, software, and services intersect,” an Apple spokesperson told CNBC. “It would also set a dangerous precedent, empowering government to take a heavy hand in designing people’s technology.”
The lawsuit follows years of investigations into Apple’s business practices and two prior DOJ cases against Apple: One over e-book prices and another over allegations that it colluded with other technology companies to depress salaries.
“This anticompetitive behavior is designed to maintain Apple’s monopoly power while extracting as much revenue as possible,” the complaint said.
iMessage, Apple Watch, and cloud gaming
The complaint highlights comments from CEO Tim Cook and other executives. Some users have asked Apple to improve Android-to-iPhone messaging. Developers have gone as far as creating apps that can circumvent the platform limitations, only to be shut down by Apple.
Prosecutors highlighted one exchange between Cook and a consumer.
“Not to make it personal but I can’t send my mom certain videos,” the complaint says one user told Cook, referring to a 2022 interview at a Vox Media event.
“Buy your mom an iPhone,” Cook responded.
The DOJ is also focusing on Apple’s smartwatch, Apple Watch, saying the company designed it to only work with iPhones, and not Android devices. The company’s decision means that “users who purchase the Apple Watch face substantial out-of-pocket costs if they do not keep buying iPhones,” according to the complaint.
The DOJ said Apple has fought cloud streaming services on its App Store platform, blocking consumer access to high-quality video games on iPhones, echoing complaints from Microsoft and Facebook parent Meta.
Apple has faced several significant antitrust challenges more recently, largely focused on its control over the iPhone App Store. It mostly won in a civil suit against Epic Games in 2021, although it made concessions during the trial and had to make some changes to its policies under California law.
“Today’s lawsuit seeks to hold Apple accountable and ensure it cannot deploy the same, unlawful playbook in other vital markets,” Assistant Attorney General for antitrust Jonathan Kanter said in the release.
The company is currently jockeying with the European Commission over whether it’s complying with a new Digital Markets Act, which forces Apple to open up the iPhone app store to rivals such as Microsoft or Epic Games. Apple plans to charge big companies that eschew its app store 50 cents per download.
Apple was fined $2 billion in the EU over a dispute with Spotify about whether the music streaming service can link to its website and account system inside of its app.
Apple had 64% of the market share for U.S. iPhones in the last quarter of 2023, versus 18% for Samsung, according to Counterpoint Research.
Apple isn’t the only big tech company facing government scrutiny. The DOJ filed an antitrust case against Google in 2020 over its dominant search position and another year over its advertising business. The DOJ also famously sued Microsoft in the 1990s, eventually forcing it to allow users to unbundle the Internet Explorer browser from the Windows operating system.
Source: https://www.cnbc.com/2024/03/21/doj-sues-apple-over-iphone-monopoly.html | 1,711,031,573 | 2024-03-21 14:32:53 | Puginator | 2,717 | 908 | 0.93 | Company News | /r/stocks/comments/1bk7xgd/doj_sues_apple_over_iphone_monopoly/ | https://www.reddit.com/r/stocks/comments/1bk7xgd/doj_sues_apple_over_iphone_monopoly/ | stocks | Apple |
1ciq1fw | Apple announces largest-ever $110 billion share buyback as iPhone sales drop 10% | Apple reported fiscal second-quarter earnings on Thursday that were slightly higher than Wall Street expectations, but showed overall revenue down 4%, and iPhone sales falling 10%.
Apple announced that its board had authorized $110 billion in share repurchases, the largest in the company’s history, and a 22% increase over last year’s $90 billion authorization.
Here’s how Apple did versus LSEG consensus estimates in the March quarter:
EPS: $1.53 vs. $1.50 estimated
Revenue: $90.75 billion vs. $90.01 billion estimated
iPhone revenue: $45.96 billion vs. $46.00 billion estimated
Mac revenue: $7.5 billion vs. $6.86 billion estimated
iPad revenue: $5.6 billion vs. $5.91billion estimated
Other Products revenue: $7.9 billion vs. $8.08 billion estimated
Services revenue: $23.9 billion vs. $23.27 billion estimated
Gross margin: 46.6% vs. 46.6% estimated
Apple did not provide formal guidance, but Apple CEO Tim Cook told CNBC’s Steve Kovach that overall sales would “grow low single digits” during the June quarter.
Apple posted $81.8 billion in revenue during the year-ago June quarter and LSEG analysts were looking for a forecast of $83.23 billion.
Apple reported $23.64 billion in net income, a 2% decrease from $24.16 billion in the year-earlier period. Overall sales fell 4% in the March quarter.
Cook told CNBC’s Steve Kovach that year-over-year sales suffered from a difficult comparison to the year-ago period, when the company realized $5 billion in delayed iPhone 14 sales from Covid-based supply issues.
“If you remove that $5 billion from last year’s results, we would have grown this quarter on a year-over-year basis,” Cook said. “And so that’s how we look at it internally from how the company is performing.”
Apple said iPhone sales fell nearly 10% to $45.96 billion, suggesting weak demand for the current generation of iPhones, which were released in September. The sales were in-line with analyst estimates, and Cook said that without last year’s increased sales, iPhone revenue would have been flat.
Mac sales were up 4% to $7.45 billion, but they are still below the segment’s high-water mark set in 2022. Cook said sales were driven by the company’s new MacBook Air models that were released with an upgraded M3 chip in March.
Other Products, which is how Apple reports sales of its Apple Watch and AirPods headphones, was down 10% on an annual basis to $7.9 billion in revenue.
During the quarter, Apple released its first new major product category in years, the Vision Pro virtual reality headset, but the $3500 device is expected to sell in low quantities, especially compared to Apple’s major product lines.
“We’re only scratching the surface there so we couldn’t be more excited about our opportunity there,” Cook said.
Apple has not released a new iPad since 2022, which is a drag on sales. Revenue for the division fell 17% to $5.6 billion. Apple is expected to announce new iPads on May 7 that could revive demand for the product line.
Cook also said Apple has “big plans to announce” from an “AI point of view” during its iPad event next week as well as at the company’s annual developer conference in June.
Services was a bright spot during the quarter. Sales rose 14.2% to $23.9 billion. That’s how Apple reports revenue from its subscription services, warranties, licensing deals with search engines, and payments. Apple has a broad definition of subscribers, which includes users subscribing to apps through Apple’s App Store, and said that it has over 1 billion paid subscriptions.
Sales in Greater China, Apple’s third largest region, were off 8% to $17.8 billion in revenue, which was significantly better than the $15.25 billion in sales expected by FactSet analysts, potentially quelling investor worries that Apple may have been losing market share to local competitors such as Huawei.
“I feel good about China, I think more about long term than to the next week or so,” Cook said.
Cook told CNBC that iPhone sales grew in China during the quarter. “That may come as a surprise to some people,” Cook said.
In addition to the buyback authorization, Apple said it would pay a 25 cent dividend, a one cent increase. Apple’s $110 billion buyback authorization is the largest-ever announced, ahead of Apple’s previous repurchases, according to data from Birinyi Associates.
Source: https://www.cnbc.com/2024/05/02/apple-aapl-earnings-report-q2-2024.html | 1,714,681,940 | 2024-05-02 20:32:20 | Puginator | 2,995 | 522 | 0.94 | Company News | /r/stocks/comments/1ciq1fw/apple_announces_largestever_110_billion_share/ | https://www.reddit.com/r/stocks/comments/1ciq1fw/apple_announces_largestever_110_billion_share/ | stocks | Apple |
lkdf8u | Bulls make money, Bears make money, Pigs get slaughtered, and Ronald Wayne sold his 10% stake in Apple for $800 | In essence, don't be greedy but don't arbitrarily make investment decisions based on Old Mcdonald Had a Farm.
If all your research and due dilligence tells you a company will see 1200% growth over the next few years, trust the data. Don't say "Well, I really think this company is gonna go to the moon, but I already made 20%, I don't wanna be greedy." Making an arbitrary decision to sell and ignore your data is always a bad idea.
If this is all your life savings, take your 20% sure, there are always unforeseen risks. But if this is money you can afford to lose, and you've truly put in the work on your DD, don't second guess yourself out of fear.
Don't be a pig but don't be Ronald Wayne.
Edit/Correction: Wayne made an additional $1500 from selling his Apple stake, totalling $2300. | 1,613,394,805 | 2021-02-15 13:13:25 | awesomedan24 | 10,538 | 844 | 0.92 | Advice | /r/stocks/comments/lkdf8u/bulls_make_money_bears_make_money_pigs_get/ | https://www.reddit.com/r/stocks/comments/lkdf8u/bulls_make_money_bears_make_money_pigs_get/ | stocks | Apple |
1hz09io | Meta CEO Mark Zuckerberg trash talks Apple in interview | https://www.theverge.com/2025/1/10/24341039/meta-apple-mark-zuckerberg-trash-talks-joe-rogan-interview
> Meta CEO Mark Zuckerberg thinks Apple “[hasn’t] really invented anything great in a while” and that it has been coasting off of its past success. “Steve Jobs invented the iPhone and now they’re just kind of sitting on it 20 years later,” he said this week. Zuckerberg made the statements during a nearly three-hour long podcast with Joe Rogan where, along with discussing Meta’s moderation policy changes and turn against diversity and inclusion policies, they got into Meta’s beef with Apple and its policies.
> The conversation actually started with Rogan’s issues with Apple. Rogan said he’s moving “from Apple to Android” in part because he doesn’t “like being attached to one company.” He also isn’t a fan of Apple’s App Store policies. “The way they do that Apple store, where they charge people 30 percent,” he said. “That seems so insane that they can get away with doing that.” “I have some opinions about this,” Zuckerberg said. While he gives credit to the iPhone as “obviously one of the most important inventions probably of all time,” he argued that Apple has put rules in place that “feel arbitrary.” Zuckerberg said that Apple has “thoroughly hamstrung the ability for anyone else to build something that can connect to the iPhone in the same way” as Apple’s own products, like the AirPods. If Apple let other people use its protocol, “there would probably be much better competitors to AirPods out there,” Zuckerberg said.
> Down the line, Zuckerberg envisions a world where you’ll be able to use the neural interface wristband and the glasses to text a friend or an AI and have the glasses give you the answer. He also believes that as smart glasses or even contact lenses as a computing platform become more developed, the internet will be “overlaid” on the physical world. “I think we’ll basically be in this wild world where most of the world will be physical, but there will be this increasing amount of virtual objects or people who are beaming in or hologramming into different things to interact in different ways,” he said. “There isn’t a physical world and a digital world anymore,” he added. “We’re in 2025. It’s one world.” | 1,736,614,772 | 2025-01-11 16:59:32 | WickedSensitiveCrew | 915 | 462 | 0.87 | Company News | /r/stocks/comments/1hz09io/meta_ceo_mark_zuckerberg_trash_talks_apple_in/ | https://www.reddit.com/r/stocks/comments/1hz09io/meta_ceo_mark_zuckerberg_trash_talks_apple_in/ | stocks | Apple |
mafmmw | Apple holder for 15 years now, here’s why it wasn’t easy. | Always read if you bought Apple 10 years ago at xxxx it would be worth xxxx today. People assume it was luck or smart to buy then and easy hold with how the solid company is.
I read thousands of articles over the years saying Apple peaked, Android has caught up, techs dated, price to high, sales down...you name it. Holding long is hard is the point, no matter the company. Whether it’s negative press, stock down or stagnant too.
Apple brand is why I held, they withstood some bad years with making non innovative products due to loyalty and branding product so well.
And that’s why I’m also long on Tesla, Netflix, peloton....over valued or not. The company to perfect a product first and build a following is tough to over throw, if they stay innovative. | 1,616,389,985 | 2021-03-22 05:13:05 | oilers169 | 7,271 | 993 | 0.95 | Advice | /r/stocks/comments/mafmmw/apple_holder_for_15_years_now_heres_why_it_wasnt/ | https://www.reddit.com/r/stocks/comments/mafmmw/apple_holder_for_15_years_now_heres_why_it_wasnt/ | stocks | Apple |
1ghv5qo | Warren Buffett’s Berkshire Hathaway sold ~$14 billion worth of Apple this quarter. Cash pile hits record ~$325 billion. | Berkshires cash on hand hits a record $325 Billion
Currently owns ~$69.9 Billion worth of Apple $AAPL as of the end of Q3 down from $84.2B worth as of the end of Q2
No brk.a or brk.b shares repurchase in Q3
Posts Q3 revenue of $92.9B compared to $93.2B YoY
Operating earnings fell 6% from a year earlier to $10.09 billion as insurance underwriting earnings slumped
#
>**It is being widely reported that Berkshire's operating earnings declined 6.2% in the quarter. No. The reported figures include unrealized currency losses in 2024 and gains in 2023 on BRK's debt denominated in foreign currencies, largely yen. Earnings really grew 8.5% in Q3 to $11.2 billion against $10.3 billion and were up 18.0% for the nine months to $33.0 billion from $28.0 billion. Just as short-term movements in equity prices can distort the reporting of operating profits, so to do currency swings on debt outstanding. Both should be excluded from an analysis of operating and economic profit.**
Per Christopher Bloomstran on X | 1,730,549,971 | 2024-11-02 12:19:31 | themagicalpanda | 1,053 | 341 | 0.96 | Company News | /r/stocks/comments/1ghv5qo/warren_buffetts_berkshire_hathaway_sold_14/ | https://www.reddit.com/r/stocks/comments/1ghv5qo/warren_buffetts_berkshire_hathaway_sold_14/ | stocks | Apple |
1b6agqo | Apple hit with more than $1.95 billion EU antitrust fine over music streaming | The European Commission, the European Union’s executive arm, on Monday hit Apple with a 1.8 billion euro ($1.95 billion) antitrust fine for abusing its dominant position on the market for the distribution of music streaming apps.
The Commission said it found that Apple had applied restrictions on app developers that prevented them from informing iOS users about alternative and cheaper music subscription services available outside of the app.
Apple also banned developers of music streaming apps from providing any instructions about how users could subscribe to these cheaper offers, the Commission alleged.
This is Apple’s first antitrust fine from Brussels and is among one of the biggest dished out to a technology company by the EU.
The European Commission opened an investigation into Apple after a complaint from Spotify in 2019. The probe was narrowed down to focus on contractual restrictions that Apple imposed on app developers which prevent them from informing iPhone and iPad users of alternative music subscription services at lower prices outside of the App Store.
Apple’s conduct lasted almost 10 years, according to the Commission, and “may have led many iOS users to pay significantly higher prices for music streaming subscriptions because of the high commission fee imposed by Apple on developers and passed on to consumers in the form of higher subscription prices for the same service on the Apple App Store.”
Apple response:
In a fiery response to the fine, Apple said Spotify would stand to gain the most from the EU pronouncement.
“The primary advocate for this decision — and the biggest beneficiary — is Spotify, a company based in Stockholm, Sweden. Spotify has the largest music streaming app in the world, and has met with the European Commission more than 65 times during this investigation,” Apple said in a statement.
“Today, Spotify has a 56 percent share of Europe’s music streaming market — more than double their closest competitor’s — and pays Apple nothing for the services that have helped make them one of the most recognisable brands in the world.”
Apple said that a “large part” of Spotify’s success is thanks to the Cupertino giant’s App Store, “along with all the tools and technology that Spotify uses to build, update, and share their app with Apple users around the world.”
Apple said that Spotify pays it nothing. That’s because instead of selling subscriptions in their iOS app, Spotify sell them via their own website stead. Apple does not collect a commission on those purchases.
Developers over the years have spoken out against the 30% fee Apple charges on in-app purchases.
Spotify did not immediately respond to a CNBC request for comment.
The fine will ramp up tensions between Big Tech and Brussels at a time when the EU is increasing scrutiny of these firms.
Last year, the Commission designated Apple among other tech firms like Microsoft and Meta as “gatekeepers” under a landmark regulation called the Digital Markets Act, which broadly came into effect last year.
The term gatekeepers refers to massive internet platforms which the EU believes are restricting access to core platform services, such as online search, advertising, and messaging and communications.
The Digital Markets Act aims to clamp down on anti-competitive practices from tech players, and force them to open out some of their services to other competitors. Smaller internet firms and other businesses have complained about being hurt by these companies’ business practices.
These laws have already had an impact on Apple. The Cupertino, California-based giant announced plans this year to open up its iPhone and iPad to alternative app stores other than its own. Developers have long-complained about the 30% fee Apple charges on in-app purchases.
Source: https://www.cnbc.com/2024/03/04/apple-hit-with-more-than-1point95-billion-eu-antitrust-fine-over-music-streaming.html | 1,709,557,613 | 2024-03-04 13:06:53 | Puginator | 1,688 | 410 | 0.93 | Company News | /r/stocks/comments/1b6agqo/apple_hit_with_more_than_195_billion_eu_antitrust/ | https://www.reddit.com/r/stocks/comments/1b6agqo/apple_hit_with_more_than_195_billion_eu_antitrust/ | stocks | Apple |
rv92bv | Apple hits 3 trillion market cap, becoming the first company to hit the mark | ERROR: type should be string, got "https://finance.yahoo.com/news/apple-hits-3-trillion-market-cap-184825195.html\n\n“Apple (AAPL) officially has a market capitalization of $3 trillion. The tech giant passed the $182.86 mark Monday, making it the first publicly traded company in history to hit such a market valuation. Shares were bouncing above and below the number during the day.\n\nApple’s rise to a $3 trillion market cap, which is based on its stock price, comes less than two years after its market cap hit $2 trillion. Microsoft (MSFT) is also potentially on its way to the $3 trillion mark after topping $2 trillion in June.\n\nApple’s rise to $3 trillion comes on the back of the incredible success of its iPhone line, which has spawned accessories like the Apple Watch and AirPods, not to mention services like AppleCare, the App Store, Apple Music+, and Apple TV+.\n\nApple’s latest generation of hardware has, however, been struck by the same supply chain issues affecting everything from car manufacturers to home appliance makers. According to Bloomberg, the company previously cut its iPhone production goal by 10 million units in October due to supply constraints.\n\nAnd Nikkei Asia reports that Apple’s manufacturing partners in China were getting days off when they would normally be working full throttle to ramp up device availability for the holiday season.\n\nStay ahead of the market\nBut Apple has also shown off some major innovations in 2021 including the launch of its powerful M1 Pro and M1 Max chips for its MacBook Pro laptops. Those chips allow Apple to ditch Intel’s own processors, giving Apple far more control over design and performance.\n\nAnd then there are reports about Apple’s future devices including the obvious updates to stalwarts like the iPhone, Apple Watch, and AirPods, as well as entirely new product categories like augmented reality and virtual reality headsets.\n\nApple’s rise to $3 trillion hasn’t been without controversy, however. The company has repeatedly been called out for its cooperation with the Chinese government including its censorship policies and its need to store user data there. Apple, however, says it “complies with the laws pertaining to local entities that control customer data and provides data as legally required.”\n\nLike its Big Tech compatriots, Apple is also contending with antitrust issues. In August 2020, “Fortnite” maker Epic filed suit against Apple claiming it violates antitrust laws by requiring developers to use its in-app payment system, which automatically grants Apple a 30% fee for each purchase.\n\nWhile the company largely came out of suit unscathed, the judge in the case has called on Apple to allow third-party app developers to add external purchasing options to their apps. Apple is appealing the ruling.\n\nThe company is also reportedly staring down the prospect of an antitrust battle with the Department of Justice, which is said to be preparing its own case against the iPhone maker. That would likely focus on Apple’s control of the iPhone and its iOS operating system.”" | 1,641,236,280 | 2022-01-03 18:58:00 | AptitudeSky | 4,100 | 571 | 0.94 | Company News | /r/stocks/comments/rv92bv/apple_hits_3_trillion_market_cap_becoming_the/ | https://www.reddit.com/r/stocks/comments/rv92bv/apple_hits_3_trillion_market_cap_becoming_the/ | stocks | Apple |
18ixvth | Apple has gotten so big it’s almost overtaken France’s entire stock market | Apple Inc., the world's most valuable publicly traded business, continues its amazing run, setting historic highs and approaching the market value of France's stock market. With a market capitalization of $3.1 trillion, Apple is larger than all but the six largest stock markets in the world. This isn't the first time Apple surpassed Paris in terms of value; they swapped places several times during the previous year's second-half selloff.
The French stock market is likewise at an all-time high, driven by luxury goods giants such as LVMH and Hermes International SCA. This spike followed a mid-summer slowdown but has resumed as data suggests that inflation is decreasing and there are no signs of a US recession.
A comparable economic backdrop in the United States has resulted in a returning rally in technology companies, with Apple rising more than 50% in 2023, adding over $1 trillion to the market capital. This represents a major shift from October when Apple faced pressure over revenue growth and sales in China.
Looking ahead, Wall Street predicts that Apple's sales will re-accelerate in 2024, due to a shown rebound in demand for smartphones, laptops, and PCs. This upward trend for Apple mirrored larger developments in the technology sector amid strong economic conditions and a positive outlook for the business. | 1,702,639,168 | 2023-12-15 11:19:28 | Theo_011 | 1,592 | 472 | 0.95 | Company Discussion | /r/stocks/comments/18ixvth/apple_has_gotten_so_big_its_almost_overtaken/ | https://www.reddit.com/r/stocks/comments/18ixvth/apple_has_gotten_so_big_its_almost_overtaken/ | stocks | Apple |
14k8vwr | Nancy Pelosi's husband just snapped up $2.6 million of Apple and Microsoft stock, closing out an options bet that the shares would soar | * Nancy Pelosi's husband exercised roughly $2.6 million worth of Apple and Microsoft stock options this month.
* Paul Pelosi bought 5,000 shares of both Apple and Microsoft stocks on June 15, exercising 50 call options.
* Nancy Pelosi has repeatedly said her husband's investments have nothing to do with her political knowledge.
Nancy Pelosi's husband exercised roughly $2.6 million worth of Apple and Microsoft stock options this month, according to a regulatory disclosure Thursday.
The transactions on the filing, marked with "SP" for the spouse, indicate that Paul Pelosi bought 5,000 shares of both Apple and Microsoft stocks on June 15, exercising 50 call options purchased on May 24, 2022, with a listed expiration date of June 16.
The Apple options had a strike price of $80, and the Microsoft options had a strike price of $180. On Friday, those shares closed at $186.68 and $335.02, respectively, totaling about $933,000 and $1.7 million.
Since the options were purchased last May, Apple shares have gained 33%, and Microsoft has climbed 29%. The upside from the strike price is even higher, at 131% and 83%, respectively.
First highlighted by Quiver Quantitative and Unusual Whales, the disclosure comes after Congress failed to make progress on new legislation around lawmakers and their relatives trading stocks.
Earlier this year, Insider and several other news organizations identified 78 members of Congress who didn't properly report their financial trades as mandated by the Stop Trading on Congressional Knowledge Act of 2012, also known as the STOCK Act.
Congress passed the law a decade ago to combat insider trading and conflicts of interest. But many lawmakers have not fully complied with reporting requirements, leading to calls for a complete ban on trading individual stocks among members of Congress.
Legislation on such a ban advanced last year, but the bill ultimately died.
Meanwhile, Paul Pelosi has faced backlash over stock trades that seem to coincide with legislation in the technology sector.
For example, in July 2021, he pocketed a $4.8 million gain in a Alphabet stock trade the week before the House Judiciary Committee advanced bipartisan antitrust bills targeting Google, Apple, and Amazon.
However, Nancy Pelosi has said repeatedly that her financier husband's trades have nothing to do with her political knowledge.
OpenSecrets estimated that Pelosi has a net worth of $114.6 million. | 1,687,858,457 | 2023-06-27 09:34:17 | No_Cow1 | 2,437 | 381 | 0.88 | Company News | /r/stocks/comments/14k8vwr/nancy_pelosis_husband_just_snapped_up_26_million/ | https://www.reddit.com/r/stocks/comments/14k8vwr/nancy_pelosis_husband_just_snapped_up_26_million/ | stocks | Apple |
khq7zg | BREAKING: Apple targeting 2024 for car production and eyes “next level battery technology” | I’ve been waiting for this for so long.. we have heard plenty of rumors about “project titan” I am pumped to see what Apple can do! The growth prospects on this are insane. If Apple can successfully integrate its ecosystem into a car... my god.
Here’s the article: https://www.reuters.com/article/us-apple-autos-exclusive-idUSKBN28V2PY
Edit: Thank you for the awards guys! | 1,608,584,743 | 2020-12-21 21:05:43 | jon_snow3445 | 4,138 | 595 | 0.93 | null | /r/stocks/comments/khq7zg/breaking_apple_targeting_2024_for_car_production/ | https://www.reddit.com/r/stocks/comments/khq7zg/breaking_apple_targeting_2024_for_car_production/ | stocks | Apple |
1kh3sud | Apple’s Eddy Cue: ‘You may not need an iPhone 10 years from now’ | https://www.theverge.com/news/662769/apple-iphone-may-not-need-10-years
> Eddy Cue, Apple’s senior vice president of services, gave an ominous warning today that the iPhone could go the way of the iPod 10 years from now. And the reason, as one might guess, is artificial intelligence.
> That may seem like a silly thing for Apple to say, given that more than half of its revenue is iPhone sales. But Cue calls AI a “huge technological shift,” and suggests that such shifts can humble companies that once seemed unassailable. “When I got to Silicon Valley,” he said, “all the best companies or the most successful companies” — he mentioned HP, Sun Microsystems, and Intel — “either don’t exist today or are significantly smaller and much less impactful.” | 1,746,640,348 | 2025-05-07 17:52:28 | joe4942 | 582 | 194 | 0.94 | Company News | /r/stocks/comments/1kh3sud/apples_eddy_cue_you_may_not_need_an_iphone_10/ | https://www.reddit.com/r/stocks/comments/1kh3sud/apples_eddy_cue_you_may_not_need_an_iphone_10/ | stocks | Apple |
141nmds | Apple Unveils Vision Pro AR/VR Headset, Its First Major New Product In Nearly A Decade | On Monday, Apple unveiled its much-anticipated mixed reality headset, the Vision Pro, the tech giant’s first major new product category since 2015’s Apple Watch.
The new device, packed with cameras and sensors, looks like a futuristic pair of ski goggles, and can immerse a wearer in virtual reality but also blend in the real-world elements of augmented reality. CEO Tim Cook announced the new product at the company’s Worldwide Developers Conference held at its sparkling Apple Park headquarters in Cupertino, CA.
Apple’s virtual reality plans date back roughly a decade, and Cook has been teasing his ambitions publicly for the better part of that time. As far back as 2016, the company filed patents for lightweight eyeglasses and a bulkier device. But while Cook reportedly preferred the more compact option, according to reports by Bloomberg, the technical challenge forced Apple to change its strategy.
The device announcement comes years after other Silicon Valley juggernauts including Meta and Google parent Alphabet have tried to bring high-tech headsets into the mainstream. Facebook in 2014 bought the startup Oculus for $2 billion and has released two generations of its Meta Quest, geared mostly toward gamers. Microsoft in 2016 made a big bet on its Hololens headset, a 3D augmented reality device, but has failed to gain traction with consumers. Google made the buzziest splash more than a decade ago with its disastrous Google Glass, a sleek headset with a camera on board. The product drew immediate outrage, with early adopters dubbed “glassholes.”
Apple has rarely been first to new product categories, instead letting other companies take the lead while it developed products it hoped could dominate over rivals. Apple was beat to market in mp3 players, smartphones, tablets and smartwatches, but its iPods, iPhones, iPads and Apple Watches have all become category-defining devices.
Apple will have a bigger challenge ahead as it asks people to put its latest product directly on their faces for everyday use—an aim which has eluded all its well-capitalized predecessors. Today’s headsets often lead to people complaining about the devices overheating, being too heavy to wear for too long or leaving sweaty foreheads. Others have found the experience of being disconnected to the real world—immersed in full-on virtual reality for long periods of time—too isolating. Cook said in an interview with GQ earlier this year that Apple’s device could increase collaboration, though Meta CEO Mark Zuckerberg’s vision to achieve a similar effect in the workplace has failed to take off.
https://www.forbes.com/sites/richardnieva/2023/06/05/apple-unveils-reality-pro-arvr-headset-its-first-major-new-product-in-nearly-a-decade/?sh=15606f2d37e8 | 1,685,989,780 | 2023-06-05 18:29:40 | JRshoe1997 | 1,144 | 1,028 | 0.92 | Company News | /r/stocks/comments/141nmds/apple_unveils_vision_pro_arvr_headset_its_first/ | https://www.reddit.com/r/stocks/comments/141nmds/apple_unveils_vision_pro_arvr_headset_its_first/ | stocks | Apple |
18i6qju | Apple stock closes at an all-time-high, added $1 trillion to its market cap in 2023 | Apple (AAPL) achieved a new record high yesterday, closing at $197.96, up 1.67% for the day.
The company consistently outperforms its peers and is one of only five US companies valued at over $1 trillion. Notably, on December 6, 2023, Apple surpassed a $3 trillion total market valuation.
Throughout 2023, Apple increased its market cap by $1 trillion, reaching a total valuation of $4 trillion expected in 2024 if the pace continues.
Other companies with over $1 trillion valuations include Microsoft, Alphabet, Amazon, and Nvidia. The gap between Apple and Microsoft is around $220 billion.
While these figures are interesting to observe, they don't mean much unless you're a stockholder. Apple's market cap is likely to reach $4 trillion in 2024 if its pace doesn't slow down, and with Apple Vision Pro on the horizon, anything is possible
| 1,702,553,756 | 2023-12-14 11:35:56 | Jones131212 | 1,658 | 278 | 0.95 | Company News | /r/stocks/comments/18i6qju/apple_stock_closes_at_an_alltimehigh_added_1/ | https://www.reddit.com/r/stocks/comments/18i6qju/apple_stock_closes_at_an_alltimehigh_added_1/ | stocks | Apple |
xpz6dd | Apple Ditches iPhone Production Increase After Demand Falters | Apple Inc. is backing off plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialize, according to people familiar with the matter, Bloomberg News reports.
https://www.bloomberg.com/news/articles/2022-09-28/apple-ditches-iphone-production-increase-after-demand-falters | 1,664,329,399 | 2022-09-28 01:43:19 | Shalaiyn | 2,028 | 538 | 0.93 | Industry News | /r/stocks/comments/xpz6dd/apple_ditches_iphone_production_increase_after/ | https://www.reddit.com/r/stocks/comments/xpz6dd/apple_ditches_iphone_production_increase_after/ | stocks | Apple |
1fdcraa | Apple loses EU court battle over 13 billion euro tax bill in Ireland | Europe’s top court on Tuesday ruled against Apple in the tech giant’s 10-year court battle over its tax affairs in Ireland.
The pronouncement from the European Court of Justice comes hours after Apple unveiled a swathe of new product offerings, looking to revitalize its iPhone, Apple Watch and AirPod line-ups.
CNBC has reached out to Apple for comment. The company’s shares were down 1% in premarket trading at 09:07 a.m. London time.
In 2014, the European Commission, the European Union’s executive arm, opened an investigation into Apple’s tax payments in Ireland, the tech giant’s headquarters in the EU.
The Commission in 2016 ordered Dublin to recover up to 13 billion euros ($14.4 billion) in back taxes from Apple, at the time saying that the tech company had received “illegal” tax benefits from Ireland over the course of two decades.
Apple and Ireland appealed the Commission’s decision in 2019, and in 2020 the EU General Court sided with the U.S. tech giant. The EU’s second-highest court anulled the Commission’s 2016 decision and said that the executive arm did not prove that the Irish government had given Apple a tax advantage.
The Commission in turn appealed the General Court’s decision, sending the litigation up to the ECJ.
The case, which first began under outgoing competition chief Margrethe Vestager, highlights the continued conflict between U.S. tech giants and the EU, which has sought to tackle issues from data protection to taxation and antitrust.
This was not the last time that Apple found itself in the EU’s crosshairs. Most recently, the Commission hit the iPhone maker hit Apple with an antitrust fine of 1.8 billion euro ($1.99 billion) in March for abusing its dominant position in the market for the distribution of music streaming apps.
Separately, the EU’s sweeping Digital Markets Act has forced companies to change some of their practices in Europe. The Commission has opened various investigations under the DMA into tech giants, including Apple, Alphabet and Meta.
Source: https://www.cnbc.com/2024/09/10/apple-loses-eu-court-battle-over-13-billion-euro-tax-bill-in-ireland.html | 1,725,956,059 | 2024-09-10 08:14:19 | Puginator | 869 | 253 | 0.96 | null | /r/stocks/comments/1fdcraa/apple_loses_eu_court_battle_over_13_billion_euro/ | https://www.reddit.com/r/stocks/comments/1fdcraa/apple_loses_eu_court_battle_over_13_billion_euro/ | stocks | Apple |
1k6c2n8 | US calls EU fines on Apple and Meta 'economic extortion,' that will not be "tolerated" | https://www.reuters.com/sustainability/boards-policy-regulation/us-calls-eu-fines-apple-meta-economic-extortion-2025-04-23/
>WASHINGTON, April 23 (Reuters) - The White House said on Wednesday that fines on Apple (AAPL.O) and Meta Platforms (META.O) by the European Union were a "novel form of economic extortion" that the United States will not tolerate.
>
>**WHY IT'S IMPORTANT**
>
>Apple was fined 500 million euros ($570 million) on Wednesday and Meta 200 million euros, as EU antitrust regulators handed out the first sanctions under landmark legislation aimed at curbing the power of Big Tech.
>
>The fines were seen as a development that could stoke tensions between the EU and U.S. President Donald Trump who has threatened to levy tariffs against countries that penalize American companies.
>
>**CONTEXT**
>
>The White House on Wednesday called the legislation, the Digital Markets Act (DMA), discriminatory.
>
>The fines followed a year-long investigation by the European Commission, the EU executive, into whether the companies comply with the DMA that seeks to allow smaller rivals into markets dominated by the biggest companies.
>
>**KEY QUOTES**
>
>"This novel form of economic extortion will not be tolerated by the United States," a White House spokesperson said.
>
>"Extraterritorial regulations that specifically target and undermine American companies, stifle innovation, and enable censorship will be recognized as barriers to trade and a direct threat to free civil society." | 1,745,446,560 | 2025-04-23 22:16:00 | Fidler_2K | 419 | 214 | 0.95 | Company News | /r/stocks/comments/1k6c2n8/us_calls_eu_fines_on_apple_and_meta_economic/ | https://www.reddit.com/r/stocks/comments/1k6c2n8/us_calls_eu_fines_on_apple_and_meta_economic/ | stocks | Apple |
1l7lifs | Going Short on Apple | I just saw the new Apple UI update *liquid ass* and I'm at a loss for words.
Who in their right mind would want this? It's completely hideous and useless.
Apple has completely lost it. They have no idea where the world is going and they are trying to see the future by looking in the rear view mirror.
Instead of figuring out how an interactive dynamic LLM driven UI would work, they are recreating Windows Vista.
That's it. I'm out. I'm shorting Apple for the first time in my life. | 1,749,516,349 | 2025-06-10 00:45:49 | FinniRL | 3,728 | 563 | 0.91 | Discussion | /r/wallstreetbets/comments/1l7lifs/going_short_on_apple/ | wallstreetbets | Apple |
|
1fcyt51 | Apple lost its innovative magic？ | In 2015, just 6% of iOS users reported having their phone for 3+ years, a figure that had soared to 31% this year, per data from CIRP. And with every passing year, hype for the latest iPhone seems to diminish.
According to the chart, Google Search Volume For "new iphone"， is only a quarter of its 2013 peak.
https://preview.redd.it/pj7srmy2aund1.png?width=2054&format=png&auto=webp&s=053e30107eba608420e4ea71273a640c74ecff40
| 1,725,911,866 | 2024-09-09 19:57:46 | BobbyFuckkingAxelrod | 3,006 | 1,184 | 0.91 | Discussion | /r/wallstreetbets/comments/1fcyt51/apple_lost_its_innovative_magic/ | https://www.reddit.com/r/wallstreetbets/comments/1fcyt51/apple_lost_its_innovative_magic/ | wallstreetbets | Apple |
1jwe78l | Bad Apple | null | 1,744,334,641 | 2025-04-11 01:24:01 | Sine_Fine_Belli | 32,632 | 416 | 0.95 | Meme | /r/wallstreetbets/comments/1jwe78l/bad_apple/ | https://v.redd.it/cqp9noh9y3ue1 | wallstreetbets | Apple |
1k5vdtw | EU fines Apple €500M and Meta €200M for breaking Europe’s digital rules | null | 1,745,402,476 | 2025-04-23 10:01:16 | RubHog | 5,448 | 443 | 0.98 | News | /r/wallstreetbets/comments/1k5vdtw/eu_fines_apple_500m_and_meta_200m_for_breaking/ | https://www.politico.eu/article/eu-fines-apple-meta-breaking-europe-digital-markets-act-dma/ | wallstreetbets | Apple |
1jvtlh8 | Apple is charting flights for 600 tons of iPhones from India | What episode of South Park is this? This doesn't exactly scream healthy bussiness landscape. My guess is that we got a nice relief yesterday, but the disturbance from tariffs will still be felt for quite some time. It's going to be a long time before we see ATH. But then again I'm just a regard like all of you. | 1,744,276,571 | 2025-04-10 09:16:11 | TowelOld743 | 4,759 | 401 | 0.98 | Discussion | /r/wallstreetbets/comments/1jvtlh8/apple_is_charting_flights_for_600_tons_of_iphones/ | https://finance.yahoo.com/news/apple-airlifts-600-tons-iphones-085642904.html | wallstreetbets | Apple |
1iwzjwb | Apple announces $500 billion US investment in bet 'on the future of American innovation' | null | 1,740,395,106 | 2025-02-24 11:05:06 | Minimac1029 | 4,188 | 448 | 0.94 | News | /r/wallstreetbets/comments/1iwzjwb/apple_announces_500_billion_us_investment_in_bet/ | https://finance.yahoo.com/news/apple-announces-500-billion-us-investment-in-bet-on-the-future-of-american-innovation-110106571.html | wallstreetbets | Apple |
16i695d | Apple is one of us | null | 1,694,658,242 | 2023-09-14 02:24:02 | Qualityropesales | 24,619 | 2,145 | 0.86 | Meme | /r/wallstreetbets/comments/16i695d/apple_is_one_of_us/ | wallstreetbets | Apple |
|
1ej26lv | Warren Buffett’s Berkshire Hathaway sold nearly half its stake in Apple. This is getting ugly day by day, we going to recession 😭 | Warren Buffett's Berkshire Hathaway sold nearly half its stake in Apple https://www.cnbc.com/2024/08/03/warren-buffetts-berkshire-hathaway-sold-nearly-half-its-stake-in-apple.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
| 1,722,688,074 | 2024-08-03 12:27:54 | IndependentDebate929 | 5,242 | 754 | 0.87 | Discussion | /r/wallstreetbets/comments/1ej26lv/warren_buffetts_berkshire_hathaway_sold_nearly/ | https://www.reddit.com/r/wallstreetbets/comments/1ej26lv/warren_buffetts_berkshire_hathaway_sold_nearly/ | wallstreetbets | Apple |
z76bq4 | Elon Musk Declares war on Apple. Puts! | null | 1,669,664,825 | 2022-11-28 19:47:05 | Mnerdy | 39,480 | 3,976 | 0.81 | Meme | /r/wallstreetbets/comments/z76bq4/elon_musk_declares_war_on_apple_puts/ | wallstreetbets | Apple |
|
1fd4ifu | Apple’s $3.3 Trillion Gamble on AI iPhone 16 Backfires as Stock Sinks and Investors Yawn | null | 1,725,926,631 | 2024-09-10 00:03:51 | Similar_Diver9558 | 4,657 | 549 | 0.77 | News | /r/wallstreetbets/comments/1fd4ifu/apples_33_trillion_gamble_on_ai_iphone_16/ | https://www.forbes.com.au/news/investing/apples-ai-iphone-16-stock-slumps-at-new-launch-event/ | wallstreetbets | Apple |
1fls5m2 | Goldman Sachs’ break up with Apple could cost upto to $4 billion, says analyst. | null | 1,726,883,000 | 2024-09-21 01:43:20 | OptionsSage-69 | 5,477 | 395 | 0.97 | News | /r/wallstreetbets/comments/1fls5m2/goldman_sachs_break_up_with_apple_could_cost_upto/ | https://finance.yahoo.com/news/goldman-sachs-break-apple-could-205314394.html | wallstreetbets | Apple |
1kc7e78 | A judge just blew up Apple’s control of the App Store | Epic Games v. Apple judge Yvonne Gonzalez Rogers just ruled that, effective immediately, Apple is no longer allowed to collect fees on purchases made outside apps and blocks the company from restricting how developers can point users to where they can make purchases outside of apps. Apple says it will appeal the order. | 1,746,102,168 | 2025-05-01 12:22:48 | CouldHaveBeenKing | 3,124 | 205 | 0.98 | News | /r/wallstreetbets/comments/1kc7e78/a_judge_just_blew_up_apples_control_of_the_app/ | https://www.theverge.com/news/659246/apple-epic-app-store-judge-ruling-control | wallstreetbets | Apple |
1ihk4y4 | Apple Airpods made 6x the revenue of Palantir in 2024 ~18b vs ~3b | And even if you go by palantir's guidance of 3.7b in 2025 they are still beating Palantir's revenue by just under 5x | 1,738,682,699 | 2025-02-04 15:24:59 | AMcMahon1 | 4,083 | 250 | 0.98 | Discussion | /r/wallstreetbets/comments/1ihk4y4/apple_airpods_made_6x_the_revenue_of_palantir_in/ | https://www.reddit.com/r/wallstreetbets/comments/1ihk4y4/apple_airpods_made_6x_the_revenue_of_palantir_in/ | wallstreetbets | Apple |
1i5v936 | New trades from our lady and leader $GOOGL $AMZN $NVDA $PANW $TEM $VST. Sold $APPL. What does this mean? 🤔 bear fukt 🏳️🌈🐻🖕🏻🤡🖕🏻 | null | 1,737,393,201 | 2025-01-20 17:13:21 | frumpydrangus | 2,415 | 417 | 0.95 | Discussion | /r/wallstreetbets/comments/1i5v936/new_trades_from_our_lady_and_leader_googl_amzn/ | wallstreetbets | Apple |
|
1all0lt | $APPL Vision Pro letting me short $BA from 30k feet in the sky | Gonna end up shorting Apple. Cannot wear the Vision Pro for more than an hour without it smushing my head into a migraine. | 1,707,359,562 | 2024-02-08 02:32:42 | sicklaxbro | 7,453 | 535 | 0.92 | Meme | /r/wallstreetbets/comments/1all0lt/appl_vision_pro_letting_me_short_ba_from_30k_feet/ | https://v.redd.it/uuz3jjrhw9hc1 | wallstreetbets | Apple |
1b9cicu | NVIDIA is now a $2.3 trillion company. On pace to pass APPLE within days | NVDA is $290B away from passing AAPL
NVDA added $700B in \~2 weeks
That's TSLA and BOEING's valuation COMBINED
NVDA's $2.3 trillion market cap is now larger than the \~30 other names in SOXX COMBINED (AMD + AVGO + QCOM + INTC + TSM, et al)
If NVDA continues to trade at 40 p/s, it will reach $3000+ by 2026
NVDA has still not announced a stock split
NVDA's biggest event of the year GTC 2024 is 10 days away
DON'T BE A DUMBASS AND TRY TO SHORT NVDA BEFORE GTC AND STOCK SPLIT ANNOUNCEMENT | 1,709,864,621 | 2024-03-08 02:23:41 | rt9o | 4,488 | 769 | 0.94 | Discussion | /r/wallstreetbets/comments/1b9cicu/nvidia_is_now_a_23_trillion_company_on_pace_to/ | https://www.reddit.com/r/wallstreetbets/comments/1b9cicu/nvidia_is_now_a_23_trillion_company_on_pace_to/ | wallstreetbets | Apple |
1ej296p | Berkshire Hathaway Slashes Apple Stake by Nearly 50% | Buffett obviously either sees another better opportunity or trouble on the horizon with this move. Interested to see how this plays out. | 1,722,688,301 | 2024-08-03 12:31:41 | WedWealthist | 3,346 | 549 | 0.96 | News | /r/wallstreetbets/comments/1ej296p/berkshire_hathaway_slashes_apple_stake_by_nearly/ | https://www.barrons.com/articles/berkshire-hathaway-apple-stake-warren-buffett-9679bfc6 | wallstreetbets | Apple |
1fgimc7 | U.S. Govt pushes Nvidia and Apple to use Intel's foundries — Department of Commerce Secretary makes appeal for US-based chip production | null | 1,726,307,534 | 2024-09-14 09:52:14 | Kazgarth_ | 2,854 | 456 | 0.97 | Discussion | /r/wallstreetbets/comments/1fgimc7/us_govt_pushes_nvidia_and_apple_to_use_intels/ | https://www.tomshardware.com/tech-industry/us-govt-pushes-nvidia-and-apple-to-use-intels-foundries-department-of-commerce-secretary-raimondo-makes-appeal-for-us-based-chip-production | wallstreetbets | Apple |
15dxamt | This is not Apple, Nvidia, or Tesla its the US debt | null | 1,690,753,070 | 2023-07-30 21:37:50 | NewNinja8737 | 5,241 | 1,237 | 0.88 | Meme | /r/wallstreetbets/comments/15dxamt/this_is_not_apple_nvidia_or_tesla_its_the_us_debt/ | wallstreetbets | Apple |
|
1aede77 | Apple sold 200000 Vision Pros | This is not priced in right, must be calls for this earnings season?? | 1,706,581,460 | 2024-01-30 02:24:20 | isaacgordon2020 | 3,406 | 1,093 | 0.9 | News | /r/wallstreetbets/comments/1aede77/apple_sold_200000_vision_pros/ | https://www.macworld.com/article/2214079/vision-pro-preorder-weekend-sales-180000-units-report.html | wallstreetbets | Apple |
1kers0h | What has Elon Musk and Jeff Besos done that made them so rich? The CEOs and founders of Apple, Microsoft and Google are worth less despite those companies have a higher revenue on the Forbs list. | What did Elon and Jeff Besos do that was different from people like Bill Gates and Steve Jobs? Apple and Microsoft are absolutely juggernauts compared to Tesla and Amazon. For awhile Bill Gates was the richest man but he isnt anymore. The CEOs of the big tech companies earn far more than Tesla and yet Elon value has been so high.
Does anyone know what was done differently? | 1,746,385,960 | 2025-05-04 19:12:40 | Big_Flan_4492 | 550 | 279 | 0.78 | null | /r/investing/comments/1kers0h/what_has_elon_musk_and_jeff_besos_done_that_made/ | https://www.reddit.com/r/investing/comments/1kers0h/what_has_elon_musk_and_jeff_besos_done_that_made/ | investing | Apple |
949u8r | If in 2001, you bought $399 of Apple stock instead of buying the original iPod, today that stock would be worth ~$62,000. | null | 1,533,304,989 | 2018-08-03 14:03:09 | 04housemat | 10,534 | 693 | 0.92 | null | /r/investing/comments/949u8r/if_in_2001_you_bought_399_of_apple_stock_instead/ | https://www.reddit.com/r/investing/comments/949u8r/if_in_2001_you_bought_399_of_apple_stock_instead/ | investing | Apple |
n0ojht | Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks | Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.
Apple did not issue official guidance for what it expects in the quarter ending in June.
Here’s how Apple did:
* EPS: $1.40 vs. $0.99 est.
* Revenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-year
* iPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-year
* Services revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over year
* Other Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-year
* Mac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-year
* iPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-year
* Gross margin: 42.5% vs. 39.8% estimated
* Apple authorized $90 billion in share buybacks.
https://www.cnbc.com/2021/04/28/apple-aapl-earnings-q2-2021.html
Incredible beat by Apple, beats expected revenue by over $12 billion for the quarter. | 1,619,643,193 | 2021-04-28 20:53:13 | Kanolie | 3,413 | 686 | 0.98 | null | /r/investing/comments/n0ojht/apple_reports_another_blowout_quarter_with_sales/ | https://www.reddit.com/r/investing/comments/n0ojht/apple_reports_another_blowout_quarter_with_sales/ | investing | Apple |
1jq53p0 | Apple leads a drop in tech stocks after Trump tariff announcement | Tech stocks fell in late trading Wednesday after President Donald Trump announced new tariffs of between 10% and 49% on imported goods.
Apple had the largest drop among technology companies, falling nearly 6% in extended trading.
https://www.cnbc.com/2025/04/02/-apple-leads-drop-in-tech-stocks-after-trump-tariff-announcement.html | 1,743,641,889 | 2025-04-03 00:58:09 | MolassesCalm4876 | 589 | 201 | 0.96 | null | /r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/ | https://www.reddit.com/r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/ | investing | Apple |
plo6gd | Apple can no longer force developers to use in-app purchasing, judge rules in Epic Games case | https://www.cnbc.com/2021/09/10/epic-games-v-apple-judge-reaches-decision-.html
KEY POINTS
Judge Yvonne Gonzalez Rogers handed down a decision in a closely-watched trial between Apple and Epic Games on Friday.
Rogers issued an injunction that said that Apple will no longer be allowed to prohibit developers from providing links or other communications that direct users away from Apple in-app purchasing.
Rogers said that Apple was not a monopolist and “success is not illegal.” | 1,631,290,451 | 2021-09-10 16:14:11 | ThisIsKevinDurant | 3,001 | 482 | 0.98 | null | /r/investing/comments/plo6gd/apple_can_no_longer_force_developers_to_use_inapp/ | https://www.reddit.com/r/investing/comments/plo6gd/apple_can_no_longer_force_developers_to_use_inapp/ | investing | Apple |
1kym4ye | Never been this worried about my Apple holding | I've a very significant holding in Apple, and this grew over the last 15 years. But, this is the first time I'm really starting to worry about them. Was there ever a period in the past where this company had nothing to look for in terms of products? Yes, Apple Car didn't materialize, Vision Pro didn't pan out well either. I don't see anything enthusiastic coming out of Apple in the next few years, other than slimmer iPhones, and such incremental updates.
Anyone else feeling that they are losing the plot here? | 1,748,552,569 | 2025-05-29 21:02:49 | Life-is-beautiful- | 288 | 259 | 0.82 | null | /r/investing/comments/1kym4ye/never_been_this_worried_about_my_apple_holding/ | https://www.reddit.com/r/investing/comments/1kym4ye/never_been_this_worried_about_my_apple_holding/ | investing | Apple |
icp5cv | Apple becomes first U.S. company to reach a $2 trillion market cap | >Apple hit a market cap of $2 trillion, doubling in valuation in just over two years. It’s the first publicly traded U.S. company to reach the $2 trillion milestone.
>Apple first reached a $1 trillion market cap on Aug. 2, 2018. Wall Street has largely expected Apple to be the first to surpass the $2 trillion mark. On July 31, Apple surpassed the state oil giant Saudi Aramco to become the world’s most valuable publicly traded company.
[CNBC full article](https://www.cnbc.com/2020/08/19/apple-reaches-2-trillion-market-cap.html), [AAPL stock price](https://www.cnbc.com/quotes/?symbol=AAPL) | 1,597,848,859 | 2020-08-19 14:54:19 | ChocolateTsar | 2,875 | 499 | 0.97 | null | /r/investing/comments/icp5cv/apple_becomes_first_us_company_to_reach_a_2/ | https://www.reddit.com/r/investing/comments/icp5cv/apple_becomes_first_us_company_to_reach_a_2/ | investing | Apple |
j1orad | Judge not convinced by Epic's arguments against Apple; Google to begin collecting 30% cut on in-app purchases in 2021 | Relevant articles: [NYTimes](https://www.nytimes.com/2020/09/28/technology/apple-epic-app-court.html), [CNN](https://www.cnn.com/2020/09/28/tech/apple-fortnite-epic-hearing/index.html), [CNBC](https://www.cnbc.com/2020/09/28/google-to-enforce-30percent-cut-on-in-app-purchases-next-year.html)
* Apple and Epic went to court today so that Epic could argue for a temporary court order that would force Apple to unblock Fortnite from its iOS App Store.
* "The case is considered a potentially landmark suit, one that tests the frontiers of antitrust law, said Judge Yvonne Gonzalez Rogers of the United States District Court for the Northern District of California."
* Judge Gonzalez Rogers looked skeptically at many of Epic's claims, explicitly telling the company several times in the hearing she was not persuaded by its arguments or its strategy. Epic knew that it was breaching its contract with Apple when it published the update, but did it anyway, she said, accusing the company of dishonesty. She rejected claims that Apple's in-app payment system is a separate product an an example of illegal bundling, as well as that Apple's app store operates as a monopoly.
* Fortnite players on iOS have a variety of choices to access the game even if it is no longer available on iOS, she said. "Walled gardens have existed for decades," she said. "Nintendo has had a walled garden. Sony has had a walled garden. Microsoft has had a walled garden. What Apple's doing is not much different... It's hard to ignore the economics of the industry, which is what you're asking me to do."
* Judge Yvonne Gonzalez Rogers recommended a jury trial in the case in July. “It is important enough to understand what real people think,” she said. “Do these security issues concern people or not?” (in reference to Apple's argument that tight control over its App Store to keep customers’ data secure and private.)
* In the coming days, Gonzalez Rogers is expected to rule on a temporary injunction forcing Apple to allow Fortnite back into its App Store and support Unreal Engine, Epic’s software development tools, in the interim.
* Separately on Monday, Google announced it will enforce rules that require app developers distributing Android software on the Google Play Store to use its in-app payment system. The move means that developers who have had customers pay them directly with a credit card for digital content will soon have to use Google’s billing system, which takes a 30% fee from payments. | 1,601,340,066 | 2020-09-29 00:41:06 | visvya | 2,076 | 544 | 0.98 | null | /r/investing/comments/j1orad/judge_not_convinced_by_epics_arguments_against/ | https://www.reddit.com/r/investing/comments/j1orad/judge_not_convinced_by_epics_arguments_against/ | investing | Apple |
1jta059 | A $2,300 Apple iPhone? Trump tariffs could make that happen. | Tariffs could increase iPhone prices by up to 43% - Rosenblatt Securities
Samsung may gain advantage due to lower tariffs on South Korea
Apple shares closed down 9.3% on Thursday
https://www.reuters.com/technology/will-trump-tariffs-make-apple-iphones-more-expensive-2025-04-03/ | 1,743,989,988 | 2025-04-07 01:39:48 | MolassesCalm4876 | 533 | 130 | 0.87 | null | /r/investing/comments/1jta059/a_2300_apple_iphone_trump_tariffs_could_make_that/ | https://www.reddit.com/r/investing/comments/1jta059/a_2300_apple_iphone_trump_tariffs_could_make_that/ | investing | Apple |
f5zz6f | Apple hit $1T in market value in September of 2019, and is now over $1.43T 5 months later. | Just an observation to describe just how insanely fast stock prices are rising right now. $430 Billion dollars in growth in 5 months is a ridiculously high growth rate to try to maintain. Please stay informed on your investing decisions in the coming months! | 1,582,064,486 | 2020-02-18 22:21:26 | spondgbob | 2,169 | 456 | 0.96 | null | /r/investing/comments/f5zz6f/apple_hit_1t_in_market_value_in_september_of_2019/ | https://www.reddit.com/r/investing/comments/f5zz6f/apple_hit_1t_in_market_value_in_september_of_2019/ | investing | Apple |
as2x8d | Buying tobacco stocks 30 years ago would beat buying Apple at the same time by 31.5% | With $100,000 investments performed on the same date. Dividends *not* reinvested. Math below.
#Phillip Morris
4,045 shares at a cost of $24.72 per share on a $100,000 investment.
Stock split, 4 for 1. 10/10/1989. You now have 16,180 shares.
Stock split 3 for 1. 4/10/1997. You now have 48,450 shares.
MO pays out $50.29 dividends per share for a total of **$2,436,550.50**
MO current price $48.85. A total of **$2,366,782.50** worth of MO stock.
03/28/2008, Altria (renamed in 2003) Spins off Philip Morris International. You receive 48,450 shares of PM stock
PM pays out $36.61 a share in dividends for a total of **$1,773,754.50**
PM current price $83.46. A total of **$4,043,637**
3/30/2007, Altria spins off Kraft foods. You receive 33,528 shares of KRFT.
KRFT pays out $5.80 per share in dividends for a total of **$194,462.40**
Kraft Foods Group merged with Heinz. Your 33,528 shares now trade under ticker KHC.
KHC pays out $14.28 per share in dividends for a total of **$478,779.84**
KHC current price 47.63. A total of **$1,596,938.64** of KHC stock.
10/1/2012 Kraft Spins off Mondelez. You now own 100,584 shares of MDLZ
MDLZ pays out $4.65 in dividends for a total of **$467,715.60**
MDLZ current price is $47.76 for a total of **$4,803,891.84**
Total return on investment? ***$18,162,512.82***
------
#AAPL
$100,000 would buy a split-adjusted 74,626 shares. At 170.5 current price $12,723,733 with total of $1,066,405.54 in dividends = ***$13,790,138.54*** | 1,550,528,668 | 2019-02-18 22:24:28 | missedthecue | 2,440 | 413 | 0.96 | null | /r/investing/comments/as2x8d/buying_tobacco_stocks_30_years_ago_would_beat/ | https://www.reddit.com/r/investing/comments/as2x8d/buying_tobacco_stocks_30_years_ago_would_beat/ | investing | Apple |
smovc2 | Disney, Netflix, Apple: is anyone winning the streaming wars? from TheEconomist | "Most people used to cancel their cable-TV subscription only when they moved house, says Doug Shapiro, a former chief strategy officer at Turner Broadcasting System, a television company. Now, he says, they are “becoming accustomed to churning on or off over the quality of content”, signing up to devour the latest hit and then cancelling their membership. Apple TV+, which has the most serious retention problem, loses a tenth of its customers every month, according to Antenna, a data firm, meaning that every year it churns through the equivalent of more than 100% of its members (see chart 2)." https://imgur.com/a/83Wohkk
https://www.economist.com/business/disney-netflix-apple-is-anyone-winning-the-streaming-wars/21807591
I didn't know there was lots of us that stop and start streaming services | 1,644,236,214 | 2022-02-07 12:16:54 | Alex09464367 | 1,072 | 592 | 0.95 | null | /r/investing/comments/smovc2/disney_netflix_apple_is_anyone_winning_the/ | https://www.reddit.com/r/investing/comments/smovc2/disney_netflix_apple_is_anyone_winning_the/ | investing | Apple |
7nmu67 | Citibank : 40% probability of Apple buying Netflix | https://finance.yahoo.com/news/40-chance-apple-acquire-netflix-084744946.html
Inteereeesting.
A third of Apples cash stack is sufficient, and it will be beneficial tax-wise due to the new reform (according to the article). | 1,514,904,620 | 2018-01-02 14:50:20 | CowsGoMooh | 2,121 | 562 | 0.9 | null | /r/investing/comments/7nmu67/citibank_40_probability_of_apple_buying_netflix/ | https://www.reddit.com/r/investing/comments/7nmu67/citibank_40_probability_of_apple_buying_netflix/ | investing | Apple |
1krmdgk | Best bargain today: Amazon, Alphabet, or Apple? | Looking at these three for the long-term, what do you like best?
Amazon at 33 is one of its lowest P/E levels ever, and even if tariffs slow spending, they're the lowest cost option for most people shopping online.
Alphabet's search downfall feels overhyped in a year of nerves. They've got lots of other businesses, Gemini could be great for them, they're well managed. P/E, 18.
Apple has seen a similar price dip, but.... At 32 its P/E is nowhere near cheap historically. I don't know what I think about it.
Leaning Alphabet to start buying, interested in Amazon, leaning away from Apple. Appreciate your thoughts.
| 1,747,792,536 | 2025-05-21 01:55:36 | jibboo2 | 188 | 152 | 0.86 | null | /r/investing/comments/1krmdgk/best_bargain_today_amazon_alphabet_or_apple/ | https://www.reddit.com/r/investing/comments/1krmdgk/best_bargain_today_amazon_alphabet_or_apple/ | investing | Apple |
ac5aw5 | Goldman says Apple will have to cut 2019 numbers even further, compares iPhone maker to Nokia | https://www.cnbc.com/2019/01/03/goldman-sachs-says-apple-will-have-to-cut-2019-numbers.html
* * *
Shortly after Apple slashed its revenue guidance for the first quarter, Goldman Sachs said the iPhone maker will likely have to bring down numbers for the full year. As those results drop further, so will the company's shares, the firm said.
"We see the potential for further downside to FY19 numbers depending on the trajectory of Chinese demand in early 2019," wrote Goldman's Rod Hall in a note to clients late Wednesday.
The company sees first-quarter revenue of $84 billion vs. a previous guidance of a range of $89 billion and $93 billion. Analysts expected revenue of $91.3 billion for the period, according to the consensus estimate from FactSet. Apple blamed most of the revenue shortfall on a slowing economy in China in the second half.
Apple shares dropped more than 9 percent to $143.70 in premarket trading after ending the first day of 2019 at $157.92. And Goldman's Hall slashed his 12-month forecast to $140 from $182. He also lowered his full-year 2019 revenue estimate by 6 percent to $253 billion and his full-year EPS estimate by 10 percent to $11.66.
Nokia comparison
"We have been flagging China demand issues since late September and Apple's guidance cut confirms our view," wrote Hall. "We do not expect the situation to get better in March and would remain cautious on the region."
But the analyst went further, comparing Apple to the fallen phone maker Nokia, which became reliant on customer upgrades in the face of a saturated market more than a decade ago. Customers delayed replacing their phones for longer and longer as economy slowed, Goldman notes.
"Nokia saw rapid nexpansion of replacement rates in late 2007 that was well beyond what any linear forecast would have implied," wrote Hall. "Beyond China, we don't see strong evidence of a consumer slowdown heading into 2019 but we just flag to investors that we believe Apple's replacement rates are likely much more sensitive to the macro now that the company is approaching maximum market penetration for the iPhone."
Goldman got to its new price target by applying just a 12 multiple to the firm's new earnings estimate. Its previous price-earnings ratio was 13.6. | 1,546,518,788 | 2019-01-03 12:33:08 | closingbell | 1,506 | 505 | 0.94 | News | /r/investing/comments/ac5aw5/goldman_says_apple_will_have_to_cut_2019_numbers/ | https://www.reddit.com/r/investing/comments/ac5aw5/goldman_says_apple_will_have_to_cut_2019_numbers/ | investing | Apple |
yoa5ej | Apple warns Covid restrictions in China are hurting iPhone production | [https://www.cnbc.com/2022/11/06/apple-warns-covid-restrictions-in-china-are-hurting-iphone-production-.html](https://www.cnbc.com/2022/11/06/apple-warns-covid-restrictions-in-china-are-hurting-iphone-production-.html)
* iPhone 14 production has been temporarily reduced because of Covid-19 restrictions at its primary iPhone 14 Pro and iPhone 14 Pro Max assembly plant in Zhengzhou, China.
* The factory, operated by Foxconn, is operating at “significantly reduced capacity,” Apple said
Another sign Apple Q4 numbers may come out lower than expected. There have also been reports of demand slowing, mainly with the regular (non-"pro") iPhone 14. In Europe a lot of people will wait till next year when iPhone will have mandatory USB port (EU regulations) and in EU where i live and UK most people are now more focused on paying sky high energy bills and not the latest iphone.
Would not be surprised if more analists lower Q4 estimates in coming days and weeks. | 1,667,787,896 | 2022-11-07 02:24:56 | ThinkBigger01 | 972 | 267 | 0.94 | null | /r/investing/comments/yoa5ej/apple_warns_covid_restrictions_in_china_are/ | https://www.reddit.com/r/investing/comments/yoa5ej/apple_warns_covid_restrictions_in_china_are/ | investing | Apple |
1as5eli | Warren Buffett Sells Apple Shares, Buys Lots Of Oil | [https://www.ft.com/content/780409aa-8285-4c58-bb1e-97c6f69a87b9](https://www.ft.com/content/780409aa-8285-4c58-bb1e-97c6f69a87b9)
​
How is this not a big deal? Bezos continues to sell Amazon, Buffett sells Apple, everything in tech is super high, and Russia is turning into a war economy.
​
​
​ | 1,708,079,161 | 2024-02-16 10:26:01 | Dragonprotein | 477 | 266 | 0.7 | null | /r/investing/comments/1as5eli/warren_buffett_sells_apple_shares_buys_lots_of_oil/ | https://www.reddit.com/r/investing/comments/1as5eli/warren_buffett_sells_apple_shares_buys_lots_of_oil/ | investing | Apple |
940fjw | Apple just hit a $1 trillion market cap | http://cnbc.com/id/105347148 | 1,533,224,957 | 2018-08-02 15:49:17 | pipsdontsqueak | 1,577 | 411 | 0.92 | null | /r/investing/comments/940fjw/apple_just_hit_a_1_trillion_market_cap/ | https://www.reddit.com/r/investing/comments/940fjw/apple_just_hit_a_1_trillion_market_cap/ | investing | Apple |
nmetge | Apple represents 20.13% of Vanguard's Information Technology ETF (VGT); Microsoft represents 16%. Is this ETF really diversified? | I was looking at Vanguard Information Technology (VGT) holdings this afternoon, and was shocked to find that although there are 331 companies in this ETF, 36% of the entire fund consists of just two companies: Apple and Microsoft. See here: [https://investor.vanguard.com/etf/profile/portfolio/VGT/portfolio-holdings](https://investor.vanguard.com/etf/profile/portfolio/VGT/portfolio-holdings)
The reason that I invest in ETFs is to diversify my holdings of equity securities. I've been tossing a few dollars into VGT since last year, under the assumption that since it's an ETF, my investments will be broadly diversified across the information technology industry. So here are some questions I now have:
1. Is this dramatic skewedness toward just one or two companies unusual in an ETF?
2. Does anyone care to explain why such a skewness is justified in this case?
3. What are some technology ETFs that better balances the exposure to each company in the fund, but also have near-zero expense ratios? | 1,622,142,142 | 2021-05-27 19:02:22 | ncrowley | 1,563 | 218 | 0.92 | null | /r/investing/comments/nmetge/apple_represents_2013_of_vanguards_information/ | https://www.reddit.com/r/investing/comments/nmetge/apple_represents_2013_of_vanguards_information/ | investing | Apple |
1d8zcp3 | Nvidia briefly passes Apple as second most valuable public U.S. company | [https://www.cnbc.com/2024/06/05/nvidia-passes-apple-in-market-cap.html](https://www.cnbc.com/2024/06/05/nvidia-passes-apple-in-market-cap.html)
[Nvidia](https://www.cnbc.com/quotes/NVDA/) briefly passed [Apple](https://www.cnbc.com/quotes/AAPL/) in market cap on Wednesday during intraday trading as the chipmaker emerges as the primary beneficiary of the [artificial intelligence](https://www.cnbc.com/ai-artificial-intelligence/) boom. If it holds until the close, it will be the second most valuable U.S. company.
Nvidia hit a [$3 trillion market cap](https://www.cnbc.com/2024/06/05/nvidia-briefly-passes-3-trillion-market-cap-on-back-of-ai-boom.html) milestone during intraday trading. Nvidia had a market value of $3.007 trillion at one point, versus Apple’s, which stood at $3.005 trillion.
Nvidia shares have risen over 24% since the company [reported first-quarter earnings](https://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.html) in May and have been on a tear since last year. The company has an estimated 80% market share in AI chips for data centers, on which big tech companies spend billions.
Investors are also becoming more comfortable that Nvidia’s huge growth in sales to a handful of cloud companies can persist. For the most recent quarter, its data center business, which includes its GPU sales, rose 427% in a year to $22.6 billion in sales, about 86% of the company’s overall revenue.
Meanwhile, Apple shares are only about 5% this year, as Apple’s sales growth has stalled in recent months. In its most recent quarterly earnings report, Apple said overall sales dropped 4% and iPhone sales fell 10% from the year-ago period. Apple faces strategic questions and issues about demand in China, manufacturing, and mixed reactions to its new virtual reality headset, Vision Pro.
Apple was the first company to reach $1 trillion and $2 trillion market caps. It has frequently been the most valuable U.S. company over the past few years but was again [passed by Microsoft](https://www.reuters.com/technology/microsoft-overtakes-apple-worlds-most-valuable-company-2024-01-11/) earlier this year. Microsoft has benefitted from the same investor demand for AI as Nvidia.
Nvidia’s stock has been more volatile than Apple. Founded in 1991, it was primarily a gaming company, selling hardware to play 3D computer games. More recently it has sold cryptocurrency mining chips and cloud subscription services.
Nvidia shares have gone parabolic as its AI business has developed, rising over 3,290% in the past five years. It announced a [10-1 stock split in May](https://www.cnbc.com/2024/05/22/nvidia-announces-10-for-1-stock-split.html). | 1,717,617,690 | 2024-06-05 20:01:30 | StatQuants | 577 | 149 | 0.94 | null | /r/investing/comments/1d8zcp3/nvidia_briefly_passes_apple_as_second_most/ | https://www.reddit.com/r/investing/comments/1d8zcp3/nvidia_briefly_passes_apple_as_second_most/ | investing | Apple |
1lkamnh | Trump Threatens NATO Allies With Higher Military Spending Or Trade Taxes Will This Affect Markets? | Trump has just told Spain (and indeed all of Europe) that if they don't pay more for their NATO military they should be prepared to face higher trade costs - standard Trumpian threat maneuvering but now that it's in the headlines again, we'll have to see if it has any impact on the markets
Trump suggests that if NATO countries like Spain don't pay more, the US could raise tariffs or trade barriers against them Trump suggests that if NATO countries like Spain don't cough up more money the U.S could raise tariffs or trade barriers against them.
If you remember the 2018-2019 trade war it's not a new thing, but now that it's back in the air it could spark a new round of concerns about U.S.-European trade friction
Considering that Europe's economic growth is weak right now, and that inflation hasn't come down all the way, they're a lot more afraid of this than the U.S.
Market reaction:
S&P 500: up 0.2% today, basically not taken seriously
European Stoxx 50: down about 0.6%, suggesting that European investors are already wary
US military stocks (e.g. RTX, LMT, NOC): up slightly in pre-market, probably gaming expectations of a possible increase in Europe's military spending
EURUSD: weakened a bit reflecting a decline in confidence in the eurozone
What are the implications for investors
Benefit:
military industrial companies Europe if really obedient to increase military spending U.S. defense companies are likely to eat.
U.S.-based industrial stocks If trade barriers rise Manufacturing repatriation concepts to be speculated again (focus on CAT, DE, CMI)
Risk averse assets If geopolitical tensions escalate Gold and U.S. bonds may attract safe-haven funds
Damage:
European exporters to the U.S. (e.g., BMW, Volkswagen) may face higher tariffs
U.S. companies with large operations in Europe (e.g., Starbucks, Apple, Nike) may be pressured by policy uncertainty
My take:
Markets are largely ignoring this at the moment, but if Trump continues to poll higher or European dignitaries publicly respond in a strong way, we can't rule out it becoming a macro risk event
If that happens, don't be surprised to see volatility spike and Q3 have another tariff scare
I'm not in a hurry to move my positions, but I've already added LMT and RTX to my watch list, and if this continues to build, the military sector could move first. | 1,750,869,636 | 2025-06-25 16:40:36 | FFVIIGuru | 113 | 88 | 0.86 | Industry Discussion | /r/stocks/comments/1lkamnh/trump_threatens_nato_allies_with_higher_military/ | https://www.reddit.com/r/stocks/comments/1lkamnh/trump_threatens_nato_allies_with_higher_military/ | stocks | Apple |
1lk2wb3 | Why Qualcomm’s Latest Price Target Can’t Be Ignored | As we head into the final week of June, **Qualcomm** continues to test investors’ patience. Even with a fundamentally solid earnings report in April and a tidy 25% gains since then, the tech giant is failing to ignite the kind of sustained uptrend seen in bigger peers like **NVIDIA** or **Broadcom**. Shares have been drifting downwards for nearly two weeks, though Monday’s 1% gain showed some welcome strength. The uptrend that began in April is technically still intact, but only just.
This lack of momentum has been especially frustrating given Qualcomm’s healthy diversification across handsets, automotive, and the Internet of Things (IoT), not to mention its recent M&A activity.
And yet, analyst coverage has been sparse in comparison to other major chipmakers. That’s why last week’s update from Bank of America can’t be ignored.
# Bank of America Sees at Least 30% Upside
Bank of America’s research team, led by Tal Liani,reiterated its Buy rating on Qualcomm, though it trimmed its price target from $245 to $200. It’s a noteworthy move, while they’ve tempered expectations, they still see roughly 30% upside from where the stock closed on Monday.
Their reasoning was clear. As we mentioned above, Qualcomm’s Q2 earnings were solid, with the numbers coming in ahead of analyst expectations pretty much across the board. Its QCT segment, which includes the company’s core chip business, and its Handsets did especially well, while Automotive and IOT were both impressive too.
# Potential Headwinds for Qualcomm
The problem, though, according to Bank of America, is that some of its sales trends are showing signs of stagnation. As **Apple** , one of Qualcomm’s key customers, continues to bring more and more of its manufacturing in-house, Bank of America now expects its contribution to headset sales to fall sharply and potentially disappear altogether. That’s a huge headwind for a company still heavily dependent on smartphone cycles.
Still, they believe Qualcomm’s AI PCs and data center growth can offset some of the drag, though the company is lacking any near-term catalysts that could spark renewed bullishness. All that being said, however, their updated $200 target reflects a 15x multiple on their 2026 earnings estimate, which keeps Qualcomm looking extremely cheap relative to the sector. The stock’s current forward P/E sits below 14, in stark contrast to NVIDIA’s 46.
These risks aren’t new, but taken together, they help explain why the stock has struggled to build lasting momentum. The Bank of America team could easily have downgraded the stock to a Hold, but they didn’t, and investors should take confidence from that.
And with the stock trading at a highly unusual discount to its peers from a valuation standpoint, you can’t help but feel there’s a bargain to be had here - you might just have to wait a little longer than is ideal for the payoff.
# Watch the Chart
From a technical standpoint, Qualcomm is approaching an inflection point. Last week’s update would have helped spur some bullish interest, but the stock has been effectively trending down for the past fortnight. Crucially, the MACD just completed a bearish crossover, and momentum could turn negative if shares don’t start rallying north soon.
Given the S&P 500 index is on the verge of an all-time record close, bulls will want to see Qualcomm move back towards $160 this week, which would mean it avoids setting a lower low and risking a breakdown of the uptrend.
As AI and edge computing continue to drive long-term demand, stocks like QCOM, AVGO, MAAS, MSFT, MU, and TXN could benefit from renewed infrastructure and device-side innovation, especially in areas like IoT and automotive connectivity.
For investors willing to stomach some near-term volatility, Qualcomm offers an intriguing mix of value, optionality, and a long-term AI tailwind. The latest analyst commentary should serve as a reminder that while the potential mightn’t be as bright as some others out there, it’s far from lost. But unless shares can shake off the lethargy and recapture momentum soon, it may take another upside surprise to get the stock firing again. | 1,750,850,059 | 2025-06-25 11:14:19 | Zestyclose-Salad-290 | 0 | 5 | 0.45 | Company Discussion | /r/stocks/comments/1lk2wb3/why_qualcomms_latest_price_target_cant_be_ignored/ | https://www.reddit.com/r/stocks/comments/1lk2wb3/why_qualcomms_latest_price_target_cant_be_ignored/ | stocks | Apple |
1lfflkx | Is this the Tesla narrative, really? | Can someone help me make sense of this narrative for 100x potential that is keeping TSLA afloat?
Here’s a recap.
1. “Electric cars can be fast, cool & desirable” (2008-2012)
2. “Tesla is the Apple of autos” (2013-2019)
3. “Tesla is not a car company - it’s an AI, energy, and robotics platform.” (2020-2021)
4. “Tesla is building the future of AI & autonomy.” (2022-present)
Note that during these 4 periods, Tesla just made cars (with declining sales now) and never delivered on any form of full autonomy.
Am I missing something? | 1,750,351,575 | 2025-06-19 16:46:15 | Healthy_Peanut6753 | 864 | 328 | 0.91 | null | /r/stocks/comments/1lfflkx/is_this_the_tesla_narrative_really/ | https://www.reddit.com/r/stocks/comments/1lfflkx/is_this_the_tesla_narrative_really/ | stocks | Apple |
1le2m3m | Apple is resilient, but stock buybacks are diverting capital from its moat | As a longtime Apple customer, I deeply understand its value proposition. However, management is facing a declining moat from the disruptive growth of artificial intelligence in the hardware space, which poses a price-return risk. Management would be wise at this point to focus less on stock buybacks and more on effectively investing cash flow into more aggressive M&A and better R&D talent. I predict Apple stock will return 10% annually over the next 12 months. I also predict Apple will return 10% annually over the next 10 years as well.
AAPL has been relatively weak so far in 2025. As of June 17, shares were trading at $195.64, down $2.83 intraday (-1.43%) Cumulatively, the year-to-date decline is about 20%, making it one of the worst-performing tech giants in MAG7
In the last month, the stock price has oscillated between $196 and $202 since the end of May, and is still below the key 50-day SMA of $205.69 and the 200-day SMA of $225.74, indicating that medium- to long-term downward pressure still exists.From a fundamental standpoint, Apple achieved revenue of $95.4 billion in the second quarter of fiscal 2025, up 5% year-over-year Diluted earnings per share of $1.65, up 8% year-over-year, both of which exceeded Wall Street's expectations
The stock price is currently in the vicinity of 193 U.S. dollars has important support, if broken may further test the 180 U.S. dollars line, and above the key resistance in the 214-216 U.S. dollars range, once recovered will be expected to regain the momentum of the rebound if the AAPL fell to 193-190 U.S. dollars range,
can be considered to take a small position in the low batch of buying, using the average support area for short-term rebound arbitrage. If AAPL falls to $193-190, you can consider taking small positions to buy in low batches and take advantage of the SMA support area for short-term rebound arbitrage. If the price can recover $205-206 and stabilize above it, it can open up space for a larger rally. | 1,750,203,986 | 2025-06-17 23:46:26 | Aluseda | 74 | 71 | 0.75 | Advice | /r/stocks/comments/1le2m3m/apple_is_resilient_but_stock_buybacks_are/ | https://www.reddit.com/r/stocks/comments/1le2m3m/apple_is_resilient_but_stock_buybacks_are/ | stocks | Apple |
1le0uqf | Microsoft & AMD team up on next gen Xbox chips what does this mean for Nvidia and Sony? | Big news just dropped Microsoft and AMD just announced a multi-year partnership to develop custom chips for the next wave of Xbox console from in-home to handhelds
This comes right after Microsoft showed off their new handhelds (Xbox Ally and Ally X) with ASUS. Seems like they’re going all-in on mobile gaming and cloud-based access. Sarah Bond even mentioned AI-enhanced visuals and full backward compatibility
AMD already has deep ties with both Xbox and PlayStation. But now with this new exclusive push, is Microsoft trying to build an ecosystem like Apple where hardware, software and cloud all sync seamlessly?
Also how does this play out for Nvidia, who powers Nintendo's Switch line? And what’s Sony’s move here, especially after letting Xbox publish games on PlayStation?
Game Pass is already pulling in strong growth and Xbox’s segment posted $13B+ last quarter. If Microsoft nails the hardware side too is this where the next leg of growth comes from? | 1,750,199,244 | 2025-06-17 22:27:24 | Necromantion | 171 | 21 | 0.89 | Company Discussion | /r/stocks/comments/1le0uqf/microsoft_amd_team_up_on_next_gen_xbox_chips_what/ | https://www.reddit.com/r/stocks/comments/1le0uqf/microsoft_amd_team_up_on_next_gen_xbox_chips_what/ | stocks | Apple |
1l9eqvh | Why does google adjust what displays in their stock financials search depending on the stock? | Just a question, I was looking at a handful of stocks just by searching the name of the company and then stock after. Each displayed their standard stock graph with some buttons and cards below them, but it seems to cherry pick which companies to display certain statistics for. Curious why that is and if that’s par for the course or some sort of unethical practice?
For reference I had searched Google stock, Apple stock and Vita Co Co stock, all displayed a “quarterly financial” bubble and next to that also displayed an “Earnings” bubble showing their EPS beat vs expected, but when I searched for GameStop’s stock it only displayed the “quarterly financial” bubble no EPS beat despite them showing a 325% beat on estimates? | 1,749,707,109 | 2025-06-12 05:45:09 | Wide-Understanding96 | 7 | 2 | 0.82 | Company Question | /r/stocks/comments/1l9eqvh/why_does_google_adjust_what_displays_in_their/ | https://www.reddit.com/r/stocks/comments/1l9eqvh/why_does_google_adjust_what_displays_in_their/ | stocks | Apple |
1l92yry | Apple still burning $1B year on TV+ and Cook says it not abo ut hardware? | Tim Cook gave an interesting interview today ahead of the release of Apple big F1 film He doubled down on the fact that Apple TV+ isn about driving hardware sales it a standalone business not a bundle driver
We a toolmaker Cook said, adding that Apple relationship with Hollywood existed long before TV+ launched.
I don see it as selling more iPhones I see it as a business
Compared to Netflix or MaxPrime TV+ doesn't have a lot of content
But it interesting to see how Apple handles it
A tight catalogue of fame
Brad Pitt Scorsese Ridley Scott and more
Theatrical premieres of strategic F1 films with Warner Bros and Killers of the Flower Moon with Paramount
No adverts no junk filler
Feels less like Netflix and more like modern HBO but subsidised by iPhone profits
Is this just Apple buying brand equity in Hollywood for the long haul?
Or will this quietly become the next service breakthrough in 5 years?
Do you think Apple TV+ will be profitable on its own?
Is Cook playing 4D chess or is this just another expensive hobby?
Would you judge Apple differently if TV+ did reach 100 million subscribers? | 1,749,672,968 | 2025-06-11 20:16:08 | Dremire | 167 | 59 | 0.85 | Company News | /r/stocks/comments/1l92yry/apple_still_burning_1b_year_on_tv_and_cook_says/ | https://www.reddit.com/r/stocks/comments/1l92yry/apple_still_burning_1b_year_on_tv_and_cook_says/ | stocks | Apple |
1l91epr | Blackberry Phones are Trending...Again | I was scrolling through social media and noticed a trend over the past month, people really want BlackBerry phones back. Especially millennials and gen z.
Not sure if its the simplicity, the sleek design, the prestige or the security but i think this trend is starting to pick-up.
The clicks keyboards for iphones have grown super popular, selling out in most best buy stores. IMO it makes the iphone look super long and terrible. Would be better if the phone had a keyboard option.
[https://www.bestbuy.com/site/clicks-keyboard-for-apple-iphone-15-pro-max-bumblebee/6583854.p?skuId=6583854](https://www.bestbuy.com/site/clicks-keyboard-for-apple-iphone-15-pro-max-bumblebee/6583854.p?skuId=6583854)
I think if Blackberry does this right they can make a serious comeback, they have the support of the people, they are familiar with the business and just need to test the market, see where consumers are willing spend. People seem bored and ready to ditch their iPhones.
| 1,749,669,268 | 2025-06-11 19:14:28 | Euro347 | 0 | 6 | 0.31 | Company Discussion | /r/stocks/comments/1l91epr/blackberry_phones_are_trendingagain/ | https://www.reddit.com/r/stocks/comments/1l91epr/blackberry_phones_are_trendingagain/ | stocks | Apple |
1l8an4a | Taiwan Semiconductor’s May sales jump 39.6% as AI demand stays strong | Taiwan Semiconductor Manufacturing (TSMC), the primary chip supplier to Nvidia (NVDA) and Apple (AAPL), reported a 39.6% year-over-year rise in May revenue as clients rushed to stockpile chips amid growing trade tensions.
The company generated NT$320.5 billion ($10.7 billion) in revenue last month. While this marks a strong annual increase, it's an 8.3% decline from April, when TSMC saw a sharper 48.1% year-over-year gain.
Revenue for January through May 2025 totaled NT$1,509.34 billion, an increase of 42.6% compared to the same period in 2024.
Looking ahead, analysts project a 50.3% Y/Y increase in TSMC's second-quarter sales, signaling continued robust demand despite month-over-month volatility.
TSMC chief executive and Chairman C.C. Wei said last week that the demand for the company's AI chips continues to outweigh supply.
The chipmaker reported strong Q1 results in April and issued a positive outlook for the coming years. "We continue to observe robust AI related demand from our customers throughout 2025. We reaffirm our revenue from AI accelerators to double in 2025," said Wei on the earnings call. | 1,749,590,117 | 2025-06-10 21:15:17 | thelastsubject123 | 116 | 11 | 0.92 | null | /r/stocks/comments/1l8an4a/taiwan_semiconductors_may_sales_jump_396_as_ai/ | https://www.reddit.com/r/stocks/comments/1l8an4a/taiwan_semiconductors_may_sales_jump_396_as_ai/ | stocks | Apple |
1l82scp | Apple + OpenAI and Meta+ Scale vs. Palantir… | Not really sure, but how does Apple's OpenAI integration play into the enterprise AI race? I know it's mostly consumer-facing for now, but long term… could it lead to broader LLM adoption in enterprise workflows? And if that happens, does it overlap with what Palantir is building through AIP?
Also wondering: if OpenAI continues releasing API tools that let you build custom agents really easily, and those agents can interact with company data and perform actions — wouldn’t that start to affect Palantir projected TAM? | 1,749,571,915 | 2025-06-10 16:11:55 | magisterdoc | 0 | 21 | 0.43 | null | /r/stocks/comments/1l82scp/apple_openai_and_meta_scale_vs_palantir/ | https://www.reddit.com/r/stocks/comments/1l82scp/apple_openai_and_meta_scale_vs_palantir/ | stocks | Apple |
1l7e5ay | The market was disappointed in Apples WWDC developer event | Investors were less than thrilled after Apples WWDC developer event. The market was hoping Apple would have made a leap in its AI capabilities. It seems to have missed the mark there again.
Is Apple being left behind? | 1,749,497,687 | 2025-06-09 19:34:47 | eelnor | 180 | 79 | 0.88 | Company Discussion | /r/stocks/comments/1l7e5ay/the_market_was_disappointed_in_apples_wwdc/ | https://www.reddit.com/r/stocks/comments/1l7e5ay/the_market_was_disappointed_in_apples_wwdc/ | stocks | Apple |
1l69k09 | What To Expect in Markets This Week: June 9-13, 2025 | No paywall: [https://www.investopedia.com/what-to-expect-in-markets-this-week-may-inflation-data-apple-conference-gamestop-earnings-11749224](https://www.investopedia.com/what-to-expect-in-markets-this-week-may-inflation-data-apple-conference-gamestop-earnings-11749224)
News from a tech giant, inflation data and earnings from a meme-stock legend are among the highlights of the week ahead in markets.
Apple's annual Worldwide Developers Conference opens the week with a keynote session from CEO Tim Cook scheduled for Monday. Cook will likely use the event to address the company's new products, services, and partnerships. GameStop could clarify its cryptocurrency strategy on the company's earnings call, set for Tuesday. Key companies in the growing artificial intelligence (AI) market are also scheduled to update investors on their financials during the week.
A U.S. inflation report scheduled for Wednesday could indicate whether President Donald Trump’s tariffs are beginning to have an effect on the economy. The news follows a healthy jobs report Friday.
After markets shook off trade tensions last week to bring the S&P 500 back above 6000, investors will keep an eye on tariffs as Trump’s deadline on trade deals approaches. At the same time, the Senate will continue to work toward passage of Trump’s “Big, Beautiful” budget bill amid increasing criticism from Tesla CEO and former Department of Government Efficiency Chief Elon Musk.
# Economists Look for Inflation’s Impact in May CPI Report
Wednesday’s expected release of the Consumer Price Index (CPI) will be the first look at inflation from May. With a Federal Reserve meeting around the corner, the report could set the tone for the central bank as it faces pressure from Trump to lower interest rates. Fed officials are in their blackout period ahead of their next two-day meeting, which begins June 17.
Trump’s tariffs will be a key topic in Friday’s consumer sentiment report, which dropped for four straight months before leveling out in May. Consumers are consistently worried that tariffs will drive inflation higher, sending the closely watched survey to some of its lowest readings since the pandemic. As inflation has lately appeared in check, the freefall in sentiment may have hit bottom.
# GameStop Reports As It Jumps into Bitcoin Market
GameStop’s (GME) earnings report comes as the video-game retailer dips its toe in the cryptocurrency pool. The company, which fired up the meme stock craze in 2021 with its meteoric rise, announced in late May that it bought $500 million in bitcoin. With its retail video game business in decline, GameStop looks to emulate the playbook of Michael Saylor’s Strategy (MSTR) and other companies centering their business models on buying bitcoin.
AI will be a key theme in other corporate earnings this week. Oracle’s (ORCL) report on Wednesday follows the January announcement that the database software firm would join ChatGPT maker OpenAI and SoftBank as part of a joint venture known as Stargate to build AI infrastructure. Adobe’s (ADBE) report on Thursday is also expected to focus on the company’s sales of AI-enhanced graphics software.
# This Week’s Calendar
**Monday, June 9**
* Wholesale inventories (April)
* Apple’s (AAPL) WWDC conference begins with CEO Tim Cook's keynote address and special event
* Key Earnings: Casey’s General Stores (CASY)
**Tuesday, June 10**
* NFIB Small Business Optimism Index (May)
* Key Earnings: GameStop, J.M. Smucker (SJM), Core & Main (CNM), GitLab (GTLB), and Academy Sports & Outdoors (ASO)
**Wednesday, June 11**
* Consumer Price Index (May)
* Key Earnings: Oracle, Chewy (CHWY), SailPoint (SAIL), and Cognyte Software (CGNT)
* More Data to Watch: Monthly U.S. federal budget (May)
**Thursday, June 12**
* Initial jobless claims (Week ending June 7)
* Tesla (TSLA) robotaxi launch expected
* Key Earnings: Adobe
* More Data to Watch: Producer Price Index (May)
**Friday, June 13**
* Consumer sentiment - preliminary (June) | 1,749,380,655 | 2025-06-08 11:04:15 | callsonreddit | 154 | 19 | 0.94 | Industry Discussion | /r/stocks/comments/1l69k09/what_to_expect_in_markets_this_week_june_913_2025/ | https://www.reddit.com/r/stocks/comments/1l69k09/what_to_expect_in_markets_this_week_june_913_2025/ | stocks | Apple |
1l4s5f5 | WWDC 2025 is next week Can Apple finally deliver something real in AI? | Apple’s big developer conference kicks off June 9, and Wall Street is *watching closely* — especially with the AI hype still going strong.
Last year, Apple teased us with “Apple Intelligence,” their own take on generative AI. Big demos, big promises... but not much follow-through. Siri still isn’t GPT-level, and most of the AI features we *did* get have been kind of meh.
So what should we expect this year?
Here’s a quick rundown:
iOS/macOS/iPadOS are getting a major design overhaul, reportedly inspired by the Vision Pro’s visionOS. Mark Gurman says it’s the biggest visual revamp since iOS 7.
AI features in smaller doses like an intelligent battery manager that learns your habits, and live translation for AirPods (finally catching up to Google). But don’t expect ChatGPT-style magic just yet.
Apple might open its own LLMs to devs, allowing on-device AI apps. That could be a big deal long-term if devs jump in.
New unified gaming app looks like Apple wants to get serious about gaming. Still miles away from console-level stuff, but their App Store is already a mobile gaming monster.
Also, the iPhone 17 is rumored to be thinner and lighter**,** and paired with the new OS could help reignite sales in China where Apple’s been struggling for a few quarters now.
Bottom line: Apple might not blow minds like last year, but if the software updates are slick enough and the AI stuff feels *usable*, it could be enough to get AAPL back in the good graces of investors. | 1,749,215,763 | 2025-06-06 13:16:03 | Amith0072 | 36 | 15 | 0.92 | Company News | /r/stocks/comments/1l4s5f5/wwdc_2025_is_next_week_can_apple_finally_deliver/ | https://www.reddit.com/r/stocks/comments/1l4s5f5/wwdc_2025_is_next_week_can_apple_finally_deliver/ | stocks | Apple |
1l4nkwf | $GOOG is successfully transitioning from a search company to an AI company | For years, we've known Google as the king of search. But if you think that's their only game, you're missing the massive shift that's happening right now. The idea that Google's money will soon come from a lot more than just search isn't some far-off prediction—it's already happening.
Sure, search still pays the bills. But Google is aggressively building its future around some seriously impressive AI, and it's all starting to pay off. What really sets them apart, though, is their secret weapon: the power to weave their best AI, Gemini, directly into the Google search bar everyone already uses.
# Google's "Unfair" Advantage: Upgrading Search for Billions
This is the kicker. No other AI company, not even OpenAI, has this kind of advantage. Google can take its powerful Gemini AI and plug it straight into its search engine. Imagine, instead of just typing keywords and getting a list of links, you have a conversation with a super-smart AI that gives you direct answers.
Google can slowly shift billions of us from the classic search page to this new AI-powered experience. They don't have to find new users; they're already on Google's homepage. This means Google can test, learn, and improve its AI with more data than anyone else, creating a feedback loop that will be almost impossible for competitors to catch.
# So, is Gemini Actually Better Than ChatGPT?
That's the big question. While people love to debate which AI is "smarter," it's a bit more complicated. Both are incredibly good, but they have different strengths. The key for Google is that Gemini is getting really good at being accurate and not "hallucinating"—which is the creepy AI habit of just making things up. You can't have an AI powering the world's search engine if it's spitting out fiction. So, Google's obsession with factual accuracy is exactly what's needed for the next generation of search.
# It's Not Just Search, Though. Google's AI is Everywhere.
Google's game plan is much bigger than just upgrading its main product. They're building entire businesses around AI:
* **A Personal Expert for Your Documents (NotebookLM):** This might be one of the coolest, most useful AI tools out there. You feed NotebookLM your own documents—reports, articles, class notes, whatever—and it becomes an expert on *only that information*. It will summarize, answer questions, and even give you citations, all without pulling in random stuff from the internet. It’s a game-changer for anyone who has to wade through a lot of text.
* **Self-Driving Cars Are Here (Waymo):** While a lot of companies are still just talking about self-driving cars, Google's sister company Waymo is actually doing it. With millions of miles driven on real roads, their cars are already on the streets of several cities, operating as a ride-hailing service. They are, without a doubt, the leader in the self-driving race, which could be a monstrously huge business.
* **The Powerhouse in the Background (Google Cloud):** All of this AI magic needs a ton of computing power, and that's where Google Cloud comes in. Its revenue is skyrocketing (up 28% in one recent quarter) because thousands of other companies are paying Google to use its powerful infrastructure to build their own AI tools. It's a classic "selling shovels in a gold rush" strategy, and it's working beautifully.
This kind of massive pivot isn't new, and the smartest companies have done it before. Look at Apple. It went from being a computer company on the ropes to the most powerful force in mobile by seeing that the future was in devices like the iPod and iPhone. Or consider Netflix. It started as a DVD-by-mail service and made the terrifying decision to blow up its own profitable business to lead the charge into streaming. They knew that if you don't disrupt yourself, someone else will. What Google is doing right now is playing from the same book. It's using its current strength to build what comes next, ensuring that as the world changes, it will be the one driving that change, not just reacting to it. | 1,749,199,686 | 2025-06-06 08:48:06 | Dismal_Ad6347 | 0 | 6 | 0.38 | Company Discussion | /r/stocks/comments/1l4nkwf/goog_is_successfully_transitioning_from_a_search/ | https://www.reddit.com/r/stocks/comments/1l4nkwf/goog_is_successfully_transitioning_from_a_search/ | stocks | Apple |
1l4afcf | What are the losers you keep holding and think they would come back? and why? | As title says.
What are your material losers (more than 10% paper loss) ? and why you think they’d come back?
Let me start with sharing mine..
1. AGNC. I’ve been holding this forever .. wish interest rate would come down. it pays a 12% dividend so it doesn’t hurt too much
2. Qcom. I have strong conviction of this one. the mobile business especially car will be dominant
3. LLY. this one is just a sector issue.
4. MRK. don’t understand how this wonderful drug company can end up so,low
5. PFE. it’s paying 7% Dividend and doesn’t hurt that much keep holding as long as it doesn’t go further down
6. psx. energy refinery will come back, just a matter of time
7. cop. as above
8 Aapl. Apple is all about China. i’m like 9% off. not too bad. it shall come back later
9 BIDU. betting robomtaxi in china.. long term loss anyways.
10 BABA betting AI in china.. long term loss anyways.
11. LDOS. this one I have strong convictio it will go higher. A very good stock
12 LNTH. this one I have strong conviction it will go higher.
What are your losers and you are sure they would go higher? | 1,749,157,081 | 2025-06-05 20:58:01 | Apprehensive_Two1528 | 78 | 337 | 0.92 | null | /r/stocks/comments/1l4afcf/what_are_the_losers_you_keep_holding_and_think/ | https://www.reddit.com/r/stocks/comments/1l4afcf/what_are_the_losers_you_keep_holding_and_think/ | stocks | Apple |
1l44wps | Magnificent Seven power ahead as earnings outpace rest of S&P 500 by nearly 3-to-1 | The Magnificent Seven giants—Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), and Tesla (NASDAQ:TSLA)—have historically been a strong force in driving U.S. market gains. Their Q2 Y/Y earnings growth was again proof of that when compared to the remaining 493 members of the S&P 500 (SP500).
In the second quarter of 2025, the Magnificent 7 group posted year-over-year earnings growth of 27.7%, which is nearly three times higher than the combined growth of the remaining 493 S&P 500 companies (9.4%), according to FactSet. First quarter earnings were 16.0%, more than triple of the remaining 493 companies (4.8%).
Year-to-date price action: TSLA -12.1%, AAPL -18.8%, NVDA +5.5%, META +14.7%, MSFT +9.8%, AMZN -5.3%, and GOOG -11%.
| 1,749,143,943 | 2025-06-05 17:19:03 | thelastsubject123 | 55 | 9 | 0.88 | null | /r/stocks/comments/1l44wps/magnificent_seven_power_ahead_as_earnings_outpace/ | https://www.reddit.com/r/stocks/comments/1l44wps/magnificent_seven_power_ahead_as_earnings_outpace/ | stocks | Apple |
1l2wfro | Nvidia regains "most valuable company" title for the first time since January | Nvidia passed Microsoft in market cap on Tuesday, once again becoming the most valuable publicly traded company in the world.
Shares of the artificial intelligence chipmaker rose about 3% on Tuesday to $141.40, and the stock has surged nearly 24% over the past month as Nvidia’s growth has persisted even through export control and tariff concerns.The company now has a $3.45 trillion market cap. Microsoft closed Tuesday with a $3.44 trillion market cap.
Nvidia has been trading places with Apple and Microsoft at the top of the market cap ranks since last June. The last time Nvidia was the most-valuable company was on Jan. 24.
[CNBC Article](https://www.cnbc.com/2025/06/03/nvidia-microsoft-most-valuable-company.html) | 1,749,010,762 | 2025-06-04 04:19:22 | StocksTok | 76 | 12 | 0.94 | Company News | /r/stocks/comments/1l2wfro/nvidia_regains_most_valuable_company_title_for/ | https://www.reddit.com/r/stocks/comments/1l2wfro/nvidia_regains_most_valuable_company_title_for/ | stocks | Apple |
1l2qwch | Thinking about picking up some Google, Apple, Broadcom and NVIDIA stock. Thoughts? | I think all of these companies are heavily undervalued and everyone is scared of tariffs. Google at least won’t be entirely impacted by tariffs and they’re the leader in AI right now. Apple is being thrown around with tariffs but they’re extremely profitable. Nvidia is also undervalued because they’re pretty much the only way to train AI which is the next frontier. Broadcom also has insane revenue growth and momentum. What do yall think? | 1,748,993,684 | 2025-06-03 23:34:44 | PlaneTheory5 | 36 | 113 | 0.64 | Advice Request | /r/stocks/comments/1l2qwch/thinking_about_picking_up_some_google_apple/ | https://www.reddit.com/r/stocks/comments/1l2qwch/thinking_about_picking_up_some_google_apple/ | stocks | Apple |
1l259sh | VOO etf vs "safe" + growth big cap stocks? | Hi guys, so I know this question was asked before. But I hope to hear your opinions on this. I know buying VOO etf and contribute every month is the key. However, I can't ignore the fact that there are some relatively safe mega cap companies with growth potential like NVDA, Amazon, Google. etc. As of now, my portfolio includes NVDA, amazon, google, Apple & baba.
I did a quick calculation on compounding interest for VOO. In 5 years, with an average of 9% return (I am being conservative here), a $50k initial investment with no monthly contribution in VOO could be $76,931. So basically around 50% return after 5 years. If I put $1000 monthly contribution, the amount would be $148,747 after 5 years. This is almost triple.
Now mega caps like amazon, google, NVDA, a 50% increase in their market cap in 5 years is possible. But these companies are 2-3 trillions now. They will certain get bigger but 50% bigger is a lot and pretty sure they won't get triple in 5 years. Looking back 5 most recent years, SP500 has been up 94.58% while Amazon lags behind only 68.57%. Google did better at 139.82%. Apple is 153.9%. Microsoft is 152%. NVDA is a different monster at 1455%.
So now I start to regret my buying strategy. I should just buy VOO and make monthly contribution, and only keep smaller positions for these stock picks. Am I missing something here? is VOO's compound interest that powerful? is there any downside for investing in SP500 ? | 1,748,933,709 | 2025-06-03 06:55:09 | coopermug | 1 | 13 | 0.52 | null | /r/stocks/comments/1l259sh/voo_etf_vs_safe_growth_big_cap_stocks/ | https://www.reddit.com/r/stocks/comments/1l259sh/voo_etf_vs_safe_growth_big_cap_stocks/ | stocks | Apple |
1llectc | I cut my APPL call loss and went into INTC puts. | Not upset with my position, could of have been more patient with my entry, but i believe it’s gonna crash to 21.5 and im gonna cash this mofo. If it continues the trend up tomorrow, I’m gonna double down next week. | 1,750,978,822 | 2025-06-26 23:00:22 | InvestigatorMain4008 | 14 | 19 | 0.74 | YOLO | /r/wallstreetbets/comments/1llectc/i_cut_my_appl_call_loss_and_went_into_intc_puts/ | wallstreetbets | Apple |
|
1llbbos | Apple Executives Have Held Internal Talks About Buying AI Startup Perplexity | null | 1,750,971,092 | 2025-06-26 20:51:32 | Throwaway93ee90299 | 36 | 17 | 0.82 | News | /r/wallstreetbets/comments/1llbbos/apple_executives_have_held_internal_talks_about/ | https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity | wallstreetbets | Apple |
1le1cjg | RIP my Trading Career 6/13-6/27 | Technically 6/27, but whatever. | 1,750,200,559 | 2025-06-17 22:49:19 | InvestigatorMain4008 | 156 | 51 | 0.91 | Loss | /r/wallstreetbets/comments/1le1cjg/rip_my_trading_career_613627/ | wallstreetbets | Apple |
|
1l9xn6q | Apple delays Siri AI upgrade to Spring 2026 | Apple Inc. has set an internal release target of spring 2026 for its delayed upgrade of Siri, marking a key step in its artificial intelligence turnaround effort.
The company’s Siri team is aiming to bring the revamped voice assistant to market as part of an iOS 26.4 software update, according to people with knowledge of the matter. The long-promised changes will allow Siri to tap into consumers’ personal data and on-screen activities in order to better fulfill queries.
Apple’s “.4” updates — known as “E” on the company’s internal software development schedule — are typically released in March. That was the case with iOS 18.4 this year and iOS 17.4 in 2024. But an exact date hasn’t been set internally for the software, beyond a spring time frame, said the people, who asked not to be identified because the work is private.
Apple, in response to a request for comment, said it hasn’t announced exact timing for the new Siri features. It reiterated earlier statements that the upgrades are planned for the “coming year.”
The timeline could still shift depending on whether new snags emerge. If the next several weeks of development work proves promising, the company could consider giving a preview of the features when it launches the next iPhones in the fall, one of the people said, though no final decisions have been made.
The upgrade has been a long time coming. Apple originally introduced the next-generation Siri features at its Worldwide Developers Conference in June of last year. The idea was to modernize the voice assistant — first introduced in 2011 — which hasn’t kept pace with chatbots and other AI tools.
The technology in the works also includes a system called App Intents that allows Siri to more precisely control applications and in-app actions across Apple devices.
If the latest release timing sticks, Apple will have gone nearly two years between announcing the new Siri and delivering it to customers. It’s been an especially high-profile delay because the capabilities were part of the iPhone 16 marketing last year — despite the new Siri not being close to ready.
Within Apple, the original goal was to have the Siri features ready in the fall of 2024, alongside the new iPhone. The target then shifted to spring 2025. The company had privately expected a rollout as part of iOS 18.4, before moving the target again to May with iOS 18.5. | 1,749,761,669 | 2025-06-12 20:54:29 | s1n0d3utscht3k | 296 | 102 | 0.96 | News | /r/wallstreetbets/comments/1l9xn6q/apple_delays_siri_ai_upgrade_to_spring_2026/ | https://www.bloomberg.com/news/articles/2025-06-12/apple-targets-spring-2026-for-release-of-delayed-siri-ai-upgrade | wallstreetbets | Apple |
1l8wqvw | Am I cooked | Yolo Apple calls expiring late June. I still got plenty of time but should I cut my losses at this point | 1,749,658,346 | 2025-06-11 16:12:26 | Remarkable-Bid-9775 | 0 | 41 | 0.48 | Discussion | /r/wallstreetbets/comments/1l8wqvw/am_i_cooked/ | wallstreetbets | Apple |
|
1l8f72z | At what point should i consider exercising options? Deep ITM gains | First time having such deep ITM options, at what point should i just let it be exercised instead? Only been buying/selling options so far | 1,749,602,158 | 2025-06-11 00:35:58 | wenxuan2 | 31 | 47 | 0.73 | Gain | /r/wallstreetbets/comments/1l8f72z/at_what_point_should_i_consider_exercising/ | wallstreetbets | Apple |
|
1l8dl6f | I like the stock | null | 1,749,597,602 | 2025-06-10 23:20:02 | Responsible_gambler | 33 | 11 | 0.82 | YOLO | /r/wallstreetbets/comments/1l8dl6f/i_like_the_stock/ | wallstreetbets | Apple |
|
1l70xoe | WWDC is today lock in those APPL calls 😍 | null | 1,749,463,583 | 2025-06-09 10:06:23 | Vast-Mud3009 | 129 | 58 | 0.86 | News | /r/wallstreetbets/comments/1l70xoe/wwdc_is_today_lock_in_those_appl_calls/ | wallstreetbets | Apple |
|
1l6dfob | Powell praying AI paying, boomers buying and you wanna short this | Honestly I still don’t get why people are so aggressively bearish. Like yeah, consumer data looks weak, retail earnings are trash, housing is soft cool we get it. That’s been true for months But have you actually looked at what moves the market right now?
Big tech is absolutely ripping AI isn’t some future fantasy it’s real spend, real revenue, real margins. Nvda adds $300B in a week, Msft printing, Goog melting up even Apple finally waking up. That’s literally half the index. And people think the S&P’s just gonna collapse? Lmao
Every week I see the same doom porn credit cracks, recession lurking, “this time it’s different” and yet price action doesn’t care. You know why? Because when stuff does start breaking, the Fed eases. They don’t want a crash heading into an election year. They’ll pivot the second things get messy
And the fear over rising delinquencies… yeah no kidding. What did you think would happen after the fastest hiking cycle in 40 years? Obviously credit gets tight. But this isn’t 2008. Unemployment is still under 4%, corporate balance sheets are solid, and the system isn’t imploding Chill
The market’s not pricing in perfection. It’s pricing in “slightly less bad” and “maybe we get cuts”. Yields are easing, buybacks are rolling, and there’s no alternative that yields 30% YTD like $Qqq. Money has to go somewhere
Truth is, most of you are still traumatized from 2022. You don’t trust green candles. You assume every rip is a bull trap. But markets don’t crash when everyone’s scared. They crash when everyone’s dancing on tables. Right now? Everyone’s still hiding in T-bills and buying puts
You really think the S&P dumps while Apple is buying back stock like it’s a religion and boomers are auto-buying every paycheck? Come on
And don’t even get me started on the Fed Powell’s out here praying the soft landing meme becomes real. They’re not raising again. They’re literally looking for a reason to cut. Give them one more bad payroll print and they’ll have the press release ready
But sure, let me go sell all my longs and load puts because Starbucks missed same-store sales by 1.2%. Brilliant.
This market isn’t euphoric it’s hated. And that’s exactly why it keeps grinding higher
Still long. Still buying dips. Still not fighting the tape | 1,749,392,799 | 2025-06-08 14:26:39 | xxCBCDxx | 634 | 469 | 0.8 | Discussion | /r/wallstreetbets/comments/1l6dfob/powell_praying_ai_paying_boomers_buying_and_you/ | https://www.reddit.com/r/wallstreetbets/comments/1l6dfob/powell_praying_ai_paying_boomers_buying_and_you/ | wallstreetbets | Apple |
1l628m7 | why GOOGL (Alphabet) is a great buy right now | With WWDC and the Robotaxi event next week, I'd like to discuss Google and its parent company Alphabet, they have been in trouble for a while now regarding some bullshit anti-trust cases, and I want to tell you why its pure FUD. Google has really caught up with the rest of the Mag 7 giants in their AI advancements if you haven't noticed. They have been doing AI machine learning since 2001. Bard was unimpressive, but that was only little over a year ago. The speed at which they have been making new advancements is almost hard to track (even across other LLM's).
Have you tried Gemini? VEO 3 costs 250/m and people are loving it. (the rev. from that will be great as well) and the new AI mode for search seems to finally have been embraced and I think they can actually leverage AI to better serve people the right business ads / referrals. ***Either way they are monetizing AI***\*...\*
Regarding all the FUD, I dont believe the judge can make them sell chrome, EU case is just stupid, the whole thing is about them having monopoly on search and ads... well there is Bing, Yahoo, DuckDuckGo, Perplexity, Meta / Instagram business Ads, etc.. they have no monopoly anymore if there was one...
I dont believe the cases will result in anything materially bad for the stock but nobody can be sure, so that is why I want to dig into the Fundmental and Technical Analysis.
# ----------- Fundamentals -----------
Alphabet is a massive conglomerate with many subsidiaries. Lets talk about how they are competing and kicking ass in so many different industries.
\-
**AI:**
*VEO 3, AI Mode, Gemini, DeepMind* \- Competing with GPT pro, Microsoft, etc. (note VEO 3 is still the only model that does text to video PLUS audio. I think they leveraged youtube for it.
**Data Centers / Internet Provider:**
\-----*Google Cloud, TPU's, Google Fiber* \-Competing with many, but their TPU's are very good for AI data centers, and google Fiber competes with internet / service providers like AT&T / Comcast / T-Mobile, etc..
**Quantum Computing:**
\------Competing with Microsoft, IBM, Rigetti, etc.
**Smart Phones:**
\------*Android, Pixel Phone* (with Gemini that kicks Siri's ass) - competing with Apple big-time
**Streaming / Ads:**
\------*Youtube & Google Ads* \- Competing with Meta and Netflix
**Smart Home / Wearables:**
\------*Nest, Fitbit,* & ***XR Glasses*** \- Competing with Amazon, Apple's announced glasses and their 'watch', Microsoft, etc.
**Autonomous Driving / UAV Delivery:**
\------***Waymo, Wing*** \- Competing with Tesla (been kicking their ass on it for a while now), GM, and yes, Amazon Air delivery. *They also just announced another partnership with Walmart to bring more drones to over 100 stores for deliveries!*
**AI in Healthcare / Biotech:**
\------*Verily, & Calico* \- working on aging / genetics and ai in healthcare.
\-*and probably a few others i've missed..*. but the scope of their work is clear.
\-
When you buy GOOGL you are buying the entirety of Alphabets investments. And they are so well positioned from a fundamental and financial perspective as seen in this group of charts. They make double nearly double the revenue of Nvidia...
[Google makes more revenue than the rest of the Mag 7, nearly double Nvidia's earnings! the only exception of Apple which could be in jeopardy too if they dont continue to innovate.](https://preview.redd.it/i61ok3bywl5f1.png?width=1183&format=png&auto=webp&s=ab383da02f61b9d5fdc7bb71ce2bde6c7d453ac2)
\-
Yet oddly, Google has the lowest P/E (price to earnings) ratio than the rest of the Mag 7! That seems off if you ask me. I believe they can take plenty of market share back in the future based on these 2 figures.
https://preview.redd.it/a61jyxhzwl5f1.png?width=1125&format=png&auto=webp&s=6b85188b91cd7b2b6b95516e18513586d86d630b
\-
# -------- Technical Analysis --------
so now lets look at the Chart! Because Price Action Speaks more than anything else...
I like to use Multiple Timeframes for analysis so here I have the 4 hour, daily, and weekly charts.
I know there are a lot of lines and colors, dont be scared. The indicators I use are patterns combined with price action, fib levels, TTM squeeze, RSI and some other factors such as price gaps.
\- With RSI, above/below the 50 line tells you if momentum is bullish or bearish. All the higher timeframes are above that 50 line indicating a potential bullish reversal.
\- With TTM it makes it easier to visualize these momentum shifts. Right now my focus is on that Weekly chart on the bottom right - higher time frames are usually more important and it appears to be on the verge of a weekly breakout. Now with a stock like this it could take months to reach that earnings Gap and make a new all time high. When or If this happens depends on a lot of factors, but I am only focusing on the chart.
\- The Fibonacci Retracements I mostly use for the 50% line to determine if the price has had a change of trend. Right now the price is attempting a breakout above this retracement and if it can break over 175 then there is plenty of room up.
\- Ive also illustrated some patterns and concepts on the chart. Inverted Head and Shoulders, Trendline Break, Higher Highs and Higher Lows, potentially an even larger inverted H&S on the daily chart to the top right.
https://preview.redd.it/d2fprue33m5f1.jpg?width=3676&format=pjpg&auto=webp&s=77f0a1e390e7b81ec6f893f6f38220ffc3fde21f
Ok so what does this technical analysis mumbo jumbo mean? Its hard to say because of Trump, Tarrifs, Deals, Interest Rates, Bonds, Geopolitics, the fact that the market has already just about reached all time highs and this is lagging... it is concerning. It could also just be setting up for a massive (bearish) head and shoulders as you might notice on the bottom right weekly chart.
But with WWDC, RoboTaxi, and several trump deals supposedly taking place next week, we could be setup for some bullish continuation if these tech events impress. Either way, Long Term I believe Google / Alphabet stock will get back to 200.
From a technical and fundamental perspective they are in great shape. I would even bet that if the market pulls back, that institutions may rotate their Mag 7 holdings into the laggards such as this and Amazon.
While they are aggressively competing with so many different companies and industries, their earnings are expected to continue to grow and as you saw earlier, they earn double what Nvidia earns... Pelosi still has calls, and lets face it, you still use some kind of google product in your life whether its youtube, your android based phone, ai / gemini research, waymo, etc... I believe Google is well positioned to be a winner this year in AI and many of its subsidiary company products.
\--------------
# TLDR:
**Alphabet is a great Bet !**
I currently am selling put credit spreads on GOOGL, and have several 180 calls for 7/18 that I only plan to hold through next week before I re-enter as there is going to be a lot going on next week for the markets. Their earnings are on 7/22 I believe, so August may be a better strike date. Shares or LEAPS (calls dated atleast for 2026) are also a good idea IMO, you can sell calls against them to hedge when there are large spikes.
**Anyway, I am highly regarded** ***and this is not financial advice,*** but I am very bullish on Google long term. Its not an easy one to trade if you like short dated options, you need patience, but the chart, the p/e ratios, the incredible amount of subsidiaries competing with more than other Mag 7 companies makes this thing a highly undervalued growth & value stock.
*Price Target short term - 180*
*Price Target long term - 200+*
thanks for getting this far into my regarded ted talk, give it a chance! | 1,749,351,843 | 2025-06-08 03:04:03 | Not-a-Cat_69 | 531 | 231 | 0.87 | DD | /r/wallstreetbets/comments/1l628m7/why_googl_alphabet_is_a_great_buy_right_now/ | https://www.reddit.com/r/wallstreetbets/comments/1l628m7/why_googl_alphabet_is_a_great_buy_right_now/ | wallstreetbets | Apple |
1l37omv | SanDisk ($SNDK) due diligence DD | **INITIAL POSITION:** Bought 200 shares today @ 39.39 (I liked the number). Will buy more incrementally until I've deployed $50k into it and thats my cutoff for this ticker. I don't go super heavy on stuff like this (\*\*\*screenshot added in comments\*\*\*).
Yes I am talking about the thing you have in the junk drawer:
https://preview.redd.it/kdcjtnod8x4f1.jpg?width=1512&format=pjpg&auto=webp&s=81a635c49f4c524daeb979a6c8869f104b262ad9
I am a senior level IC at a FAANG and deal with AI regularly and I only buy stocks in things I deal with and understand.
I looked into this when my wife came home with the wrong type of thumb drive for her stupid Macbook (a Sandisk that requires a USB - thank you Apple for removing those fucking ports on everything). Was curious if this was a company I could short and then learned what they were doing. Now I think this is a sleeper pick that nobody's really paying attention to.
**Product deep dive:**
* NVIDIA certified Sandisk’s Gen5 eSSDs for datacenter use. Certification means they're officially in the vendor chain for AI servers.
* Additionally, they've also built something called High Bandwidth Flash (HBF) which is a new memory architecture built for massive memory capacity and throughput (important for AI). Nobody else is making this and it's developed in-house (one of the main reasons I bought).
* Sandisk is shipping one of the most power-efficient flash technologies available right now, BiCS8.
* Cloud sales—12% of Sandisk’s total output went to AWS/GCP/Azure this quarter, up from 8% a year ago. My employer is one of these and our AI spend is essentially a blank check. It's kind of an arms race right now.
* AI spend isn't going to stop. I work in a part of a FAANG where we're seeing complete transformation plans to overhaul our customer-facing service into an AI-heavy experience. Yes a lot of companies are bleeding money on this but a lot aren't. I see the sales numbers and the internal productivity boost we've gotten is insane.
**Brand shift:**
Yes they do still make consumer stuff. But IGAF about thumb drives sold at Walmart. What they are building gives them a seat at the table for large AI-related deals.
**Earnings TLDR:**
* Revenue: $1.7B
* Adjusted free cash flow: $220M
* Cash on hand: $1.5B
* Forecast: demand strengthening through year-end
* Gross margin took a hit (22.7%), but they’re working on it through pricing and cost controls
This was their first full quarter as a standalone company after separating from Western Digital. Still early.
**Other areas they’re moving into:**
* **EV**: Flash tech being used for autonomous driving, just nominated Ford Supplier of the Year. NOTE: I am not an EV person and haven't really gone down this rabbit hole. I'm just looking into the AI side.
* **Gaming**: Their new SSDs are winning “Best Of” awards
* **Content creation**: Rolled out pro-grade memory cards and high-performance portable SSDs
**Risks:**
* Gross margins were down this quarter—mostly due to pricing pressure and the usual NAND volatility
* Consumer segment is still soft
* Goodwill impairment made GAAP numbers ugly (-$1.8B), though this was non-cash and tied to the separation
* This is absolutely a lotto play.
* Thin options liquidity. I just got shares.
I could be wrong here, but that would also be very on-brand in this subreddit. | 1,749,049,019 | 2025-06-04 14:56:59 | b0men | 87 | 88 | 0.92 | DD | /r/wallstreetbets/comments/1l37omv/sandisk_sndk_due_diligence_dd/ | https://www.reddit.com/r/wallstreetbets/comments/1l37omv/sandisk_sndk_due_diligence_dd/ | wallstreetbets | Apple |
1l1bdm0 | Apples Elliot wave and general market direction. | I found this between wave 4 and 5... With the end of wave 5 being earnings on May 1st... Since then I've been working with chatgpt to help me map this with iv formula and expected moves based on elliott wave theory. If this is correct apple could be heading back to 170 range but after that it's ripping to 300+with general market going to all time highs and more what's even weirder is that regardless of politics or fed this is following through... And also fit with the narrative that we are mimicking the past forgot which year but 170 range will mark what looks to be a double bottom. | 1,748,847,478 | 2025-06-02 06:57:58 | Djblueluis | 0 | 46 | 0.38 | Discussion | /r/wallstreetbets/comments/1l1bdm0/apples_elliot_wave_and_general_market_direction/ | wallstreetbets | Apple |
|
1kwww01 | Apple Plans to Launch Dedicated Video Gaming App for Its Devices | Apple plans to pre-install a video gaming app for the first time on its devices iPhone, iPad, and Mac, with a rollout to Apple TV later this year, according to people familiar with the matter.The app, which will replace Game Center, will also be part of Apple's attempts to improve gaming experiences on its devices | 1,748,375,340 | 2025-05-27 19:49:00 | Relittito | 103 | 69 | 0.84 | Discussion | /r/wallstreetbets/comments/1kwww01/apple_plans_to_launch_dedicated_video_gaming_app/ | wallstreetbets | Apple |
|
1kvuqnj | NVIDIA Artificial Intelligence | Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA)) has outperformed every stock in the S&P 500 ([\^GSPC](https://finance.yahoo.com/quote/%5EGSPC)) since [the launch of ChatGPT ](https://finance.yahoo.com/news/how-chatgpt-changed-the-world-of-tech-in-just-one-year-180957543.html)in late November 2022 Shares in the chipmaker have risen nearly 700% since ChatGPT brought the power of artificial intelligence to the masses, far outpacing the S&P 500's roughly 45% over the same time period. The next closest gain for an S&P 500 company in that time period is a 540% pop for Vistra Corp ([VST](https://finance.yahoo.com/quote/VST)).Nvidia has established itself as the key provider of chips needed to operate AI systems. Now at the epicenter of an AI arms race, Nvidia has established itself as[ a cornerstone of the recent bull market](https://finance.yahoo.com/news/live/stock-market-today-tech-leads-stocks-higher-as-nvidia-surges-to-record-high-175727614.html) in stocks as the company's sales and profits have skyrocketed over the past several years.
Ahead of the [company's next quarterly earnings release on May 28](https://finance.yahoo.com/news/nvidia-to-report-q1-earnings-as-middle-east-deals-export-control-reprieve-boost-stock-122728218.html), we broke down some of the most eye-popping charts that show how Nvidia became one of the most-followed stocks in the market.There's perhaps no clearer way to see how Nvidia ran away from the competition in the AI boom than looking at the company's market capitalization against its peers. Back when ChatGPT launched, Nvidia had a market cap of just over $400 billion. It's now over $3.3 trillion. Over that same time period, chip competitor Intel's ([INTC](https://finance.yahoo.com/quote/INTC)) market cap has actually decreased, while Advanced Micro Devices' ([AMD](https://finance.yahoo.com/quote/AMD)) market cap has increased incrementally from $125 billion to $177 billion.Nvidia's rise proved to be at the center of a new technological boom. Combined with Nvidia, the rise in dominance of six other companies — Apple ([AAPL](https://finance.yahoo.com/quote/AAPL)), Alphabet ([GOOGL](https://finance.yahoo.com/quote/GOOGL), [GOOG](https://finance.yahoo.com/quote/GOOG)), Microsoft ([MSFT](https://finance.yahoo.com/quote/MSFT)), Amazon ([AMZN](https://finance.yahoo.com/quote/AMZN)), Meta ([META](https://finance.yahoo.com/quote/META)), and Tesla ([TSLA](https://finance.yahoo.com/quote/TSLA)) — formed what would come to be known as the ["Magnificent Seven."](https://finance.yahoo.com/news/one-chart-shows-how-the-magnificent-7-have-dominated-the-stock-market-in-2023-203250125.html)
The group began the AI boom with a combined market cap just shy of $7 billion. Now, two and a half years later, the Big Tech group's market cap is worth over $16.8 trillion. The seven companies have grown from about 22% of the S&P 500's market cap in November 2022 to 32% of the index's market cap today.Given the outsized weighting in the S&P 500, large swings in shares of Nvidia have become a feature of how even broad market investors are thinking about the direction of stocks. In June 2024,[ three Wall Street strategists boosted their year-end S&P 500 targets](https://finance.yahoo.com/news/ai-enthusiasm-prompts-3-wall-street-banks-to-raise-stock-market-forecasts-100027154.html), citing better-than-expected consistent performance among key AI players.
As of May 19, the Magnificent Seven have accounted for about 52% of the S&P 500's gain since Nov. 30, 2022. Nvidia alone has contributed 17.21%, by far the most among the group, with the next closest stock, Microsoft, which has added about 8.8%.Nvidia's stock hasn't been rising from just hype. The company's quarterly financial metrics have soared. In the quarter ChatGPT launched, Nvidia posted revenue of $6.3 billion. Two years later, it would post revenue of $35.3 billion. That's a 460% increase in sales in two years. As seen in the chart below, the main source of growth for Nvidia has been its data center revenue segment, which includes the sales of its AI chips.
From the company's fourth quarter of 2023 to its final quarter of its 2025 reporting period, data center revenue grew almost 900%.
Nvidia's data center revenue particularly stands out when considering its rise against peers in the industry. In the final quarter of 2024, Nvidia notched a record $35.58 billion in just data center revenue, up from $3.62 billion in the final quarter of 2022.
In comparison, Alphabet's data center revenue increased to $11.96 billion, ending 2024 up from $7.32 billion in the final quarter of 2022.
| 1,748,267,142 | 2025-05-26 13:45:42 | wilbo75771 | 260 | 86 | 0.91 | Discussion | /r/wallstreetbets/comments/1kvuqnj/nvidia_artificial_intelligence/ | https://www.reddit.com/gallery/1kvuqnj | wallstreetbets | Apple |
1kvubow | Dollar under pressure as tariffs start to stir things up again | he U.S. dollar is testing a couple of key support levels as the market is clearly getting restless again over tariff uncertainty. Traders are more or less reminiscent of the U.S.-China trade war. Although it is not 2019, but the “familiar tension” is back.
Recent analysis and current tariff policy:
U.S. bond yields fell a little bit, the dollar less interest rate support, coupled with the market for the second half of this year rate cuts are still expected (such as September or November), no one dares to bet on the Fed to raise interest rates again!
President Trump's threat to impose tariffs of 25% to 50% on iPhones made in China has prompted Apple to accelerate plans to move production lines to India and Trump's announcement that he will impose tariffs of 50% on European Union imports starting July 9, after imposing a 10% “reciprocal” tariff on EU goods.
Market Reaction and Economic Impact:
Market Volatility: The Trump administration's tariffs have triggered sharp swings in global markets.
Slowdown in economic growth: High tariffs could dampen economic growth and lead to a decrease in government tax revenues. In addition, companies may reduce the impact of tariffs by avoiding them or adjusting their supply chains, further undermining the effectiveness of the tariff policy
So, all in all It's not that the dollar is going to collapse, but if trade policy continues to be ambiguous and macro data is not strong, then the dollar may continue to dip in the short term
My point of concern:
DXY support around 104 - if it breaks down here, then there could be a real downward move.
The EURUSD is strengthening and commodities (e.g. gold) are slowly moving higher in a classic “dollar under pressure” configuration. Unless Powell has something new to say in his next speech, it will probably be a lower week.
My summary:
The dollar has been a bit of a bear lately.
Tariff uncertainty is making the market nervous.
Markets are generally conservative , watch the DXY and safe-haven asset movements.
| 1,748,265,991 | 2025-05-26 13:26:31 | vanuatu124 | 471 | 143 | 0.89 | Discussion | /r/wallstreetbets/comments/1kvubow/dollar_under_pressure_as_tariffs_start_to_stir/ | https://www.reddit.com/r/wallstreetbets/comments/1kvubow/dollar_under_pressure_as_tariffs_start_to_stir/ | wallstreetbets | Apple |
1ktseue | APPL calls | null | 1,748,028,773 | 2025-05-23 19:32:53 | _thispageexists | 54 | 64 | 0.86 | Discussion | /r/wallstreetbets/comments/1ktseue/appl_calls/ | https://www.reddit.com/gallery/1ktseue | wallstreetbets | Apple |
1ktiwzz | It's all about Apples and Oranges | null | 1,748,005,067 | 2025-05-23 12:57:47 | ken201204 | 72 | 21 | 0.92 | Gain | /r/wallstreetbets/comments/1ktiwzz/its_all_about_apples_and_oranges/ | wallstreetbets | Apple |
|
1kt1igi | IonQ Jumps 40% on Earnings Beat, Quantum Logistics Deal With Einride, and CEO's 'Nvidia of Quantum' Vision | No paywall: [https://finance.yahoo.com/news/ionq-stock-surges-strategic-quantum-173000536.html](https://finance.yahoo.com/news/ionq-stock-surges-strategic-quantum-173000536.html)
What Happened?
Shares of quantum computing company IonQ (NYSE:IONQ) jumped 36.3% in the afternoon session after renewed enthusiasm for quantum computing following the sharp pullback in the first quarter of the year.
While specific news for the day wasn't immediately apparent to have caused a major surge, the company has had a series of positive announcements, including strong Q1 2025 earnings that beat analyst estimates.
Earlier in the week, the company announced a collaboration with Swedish company Einride to develop quantum solutions for fleet routing, logistics optimization, and supply chain solutions. This would also extend to Einride's autonomous and electric fleet operations worldwide, two of the fast evolving tech markets, which hold a lot of opportunities and growth potential.
Adding to the optimism, the company's CEO reiterated its ambitious mission to become the 'Nvidia of quantum computing' in an interview with Barron's.
The shares closed the day at $45.88, up 36.9% from previous close.
Is now the time to buy IonQ? Access our full analysis report here, it’s free.
What The Market Is Telling Us
IonQ’s shares are extremely volatile and have had 105 moves greater than 5% over the last year. But moves this big are rare even for IonQ and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was about 1 month ago when the stock gained 7.9% on the news that investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.
IonQ is up 4.4% since the beginning of the year, but at $45.01 per share, it is still trading 11.9% below its 52-week high of $51.07 from January 2025. Investors who bought $1,000 worth of IonQ’s shares at the IPO in January 2021 would now be looking at an investment worth $4,168.
Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. | 1,747,946,816 | 2025-05-22 20:46:56 | callsonreddit | 42 | 21 | 0.86 | News | /r/wallstreetbets/comments/1kt1igi/ionq_jumps_40_on_earnings_beat_quantum_logistics/ | https://www.reddit.com/r/wallstreetbets/comments/1kt1igi/ionq_jumps_40_on_earnings_beat_quantum_logistics/ | wallstreetbets | Apple |
1ksme7s | Unpopular opinion on DWAVE(QBTS) | So here is the deal guys, I have been doing some research into D-Wave and here is what I would like to share with the entire community.
Let me start with the very basic and something everyone knows already( I hope) they are in the quantum industry, currently there are 6000+ devoting they time in some sort of quantum research, of those 6000, “only” 513 are pure-play , D-Wave is part of the later, so 1/513.
….Yes its a crowded space.
First lets talk about the fundamentals (in the end its all about that anyway)
Last year they made 8M of revenue and spend 75M, so they lost almost 70M in 2024. Simple maths so far right. In terms of Price/earnings (the famous P/E) is non, zero, nada, and thats ok for a new company, specially in the early stages. Right?
Wrong they exist since 1999, yes you hear that right, 25+ years and since they started operations they were never profitable. 25 years old company. …Let that sink in.
Now some red flags are becoming clear, but hey lets calm down, 1 ratio is not enough to give the big picture, one must have a “helicopter view”.
2024 Price to Book (P/B)=35.22 For comparison the average price for a Nasdaq100 company is 4.56. And yes the most valued companies in the world (Apple/Googles…etc) are almost 8 times cheaper than D-Wave. And they (Apple,microsoft…et al)are not the cheapest stock to own by any means.
Ok so P/E and P/B are screaming red flags, lets have a look at EV/Revenue as a better metric since it takes into consideration debt and cash on hand, and not only Market Cap.
2024 EV/Revenue is a whopping…wait for it…241 2024 D-Wave EV/Revenue=241, you guys have any idea of how hard this? Again, for comparison the average Nasdaq 100 company sits at just 6.84 Crazy right?…
But wait there more… 2024 Price to sales (P/S)=154 this basically means that for $1 they get in revenue they need to spend $154+ For comparison, the average Nasdaq100 company sits at 2.85.
Let me get this straight: D-Wave is 75 x expensive that the most valuable companies in the world (and again, those companies are not cheap to own)
Am sorry to be repetitive, but I have to say it again: D-Wave is 75x more EXPENSIVE than the MOST VALUABLE COMPANIES in the WORLD.
U guys know how much dilution occur last year? 260M, 266,595,867 if u wanna be precise.
They are laughing at us retailers while cashing millions and providing for their families, and you guys allow that to happen by buying a laughing stock.
It’s a JOKE!!!!
Yes, revenue increased 500% in last Q, they sold a single computer for 13M and they did not disclose how long it take them to build(wondering why?). Allow me to explain why, on average it takes 3-5 years, lets be optimistic here and assume the best scenario, lets say they made it in 2 years, world record (and remember if they did that, they would be bragging on the media).
The second important question would be, how much it cost them? Well they did not disclose as always. Well, if u take again the best case scenario, and imagine that they build in the last 2 years, it cost 79.3M(2023) + 75.6M (2024) thats the amount they lost in the last 2 years, but this includes everything (COGS: Cost of Good sold, General and Administrative Expenses, R&D,Selling & Marketing)
By the way, you know what they spend those 155M of expenses ending 2024 and 2023? Its all salaries, 85% to be more precise.
35% its all for administration and high management salaries, 25% for the research and development team salaries 15% was just for PPE and the last 10% was on marketing.
In other words they spend more on high management than in R&D. You know how CRAZYY this is?
And one more thing…
Last night the CEO is dumping 14,3M shares of the stock after pumping the stock price a day to an all time high with the release
of a new QC Advantage2, let me repeat this so that it really sinks in.
The CEO of DWave is dumping almost x2 the amount the company made in Revenue as I post this
This was allowed to go public via a SPAC, the biggest scam in modern history of investing. Am not going to go into details but please kindly do ur own research.
Oh and in the mean time theres no dividend, because…duhhhhhh!!!!
Tick tock, the music is stopping.
…And yes am shorting as we speak. Full transparency | 1,747,905,933 | 2025-05-22 09:25:33 | FxxMeAmFamous | 62 | 102 | 0.83 | Discussion | /r/wallstreetbets/comments/1ksme7s/unpopular_opinion_on_dwaveqbts/ | https://www.reddit.com/r/wallstreetbets/comments/1ksme7s/unpopular_opinion_on_dwaveqbts/ | wallstreetbets | Apple |
1ljdjmz | Investing for 15+ years, whats your recommended strategy? | Hello, I manage to invest 600-800€ per month living in Germany and this is my current pie. Would you recommend adjusting it or maybe making it completely different? Thanks for your opinions.
Vanguard S&P 500 (Acc) - 15%
Apple - 13%
Nvidia - 12%
Microsoft - 9%
Alphabet (Class A) - 9%
iShares NASDAQ 100 (Acc) - 9%
Amazon - 7%
Broadcom - 7%
Rolls-Royce - 7%
Meta Platforms - 6%
Unilever - 6% | 1,750,777,581 | 2025-06-24 15:06:21 | nxstymatt | 0 | 35 | 0.5 | null | /r/investing/comments/1ljdjmz/investing_for_15_years_whats_your_recommended/ | https://www.reddit.com/r/investing/comments/1ljdjmz/investing_for_15_years_whats_your_recommended/ | investing | Apple |
1lhul3c | Advice about ethical investing? |
So, for context, I’m from Spain and almost 30. I started investing around two years ago, when I didn’t really know how it worked. My biggest investment was my current house, which I bought for around 200,000€, and I’ve also put some money into the stock market sporadically (around 3,000€ total), investing in the classics like Amazon, Apple, Microsoft, Nvidia, and Coca-Cola, by buying individual stocks through Revolut, not funds or ETFs.
I never invested in Tesla, Netflix, and some other companies because they go against my values (Elon Musk, subscription services, gas or arms companies, etc.). But over time, I’ve realized that many of the companies I have invested in don’t align with my morals either, especially after some of them publicly supported Trump (Meta, Amazon, etc.) or Israel (Carrefour, McDonald’s, and many more).
Now I’m dealing with an internal conflict. I want to make money, but not by supporting unethical companies. I’ve noticed that a lot of funds and ETFs also include these companies in different proportions, and the ones that don’t often don’t perform well. So it’s hard to find ways to invest that feel both profitable and principled.
I guess my questions are: how do you align your values with your investments? Do you think there’s a middle ground, and if so, how do you find it? Do you have any recommendations for specific companies, funds, or ETFs that are both ethical and profitable? Or would it make more sense to put the money into a high-yield savings account, crypto, gold, or something else?
All feedback is welcome.
| 1,750,616,077 | 2025-06-22 18:14:37 | cheesebandita | 0 | 17 | 0.27 | null | /r/investing/comments/1lhul3c/advice_about_ethical_investing/ | https://www.reddit.com/r/investing/comments/1lhul3c/advice_about_ethical_investing/ | investing | Apple |
End of preview. Expand
in Data Studio
Reddit Finance Posts Dataset (Apple, Tesla, Microsoft)
This dataset contains 12046 Reddit Posts collected from 20 finance-related subreddits via the Reddit API using the keywords Apple, Tesla, and Microsoft. The included subreddits are:
stocks, wallstreetbets, investing, StockMarket, options, RobinHood,
pennystocks, SecurityAnalysis, personalfinance, Dividends, CryptoCurrency,
CryptoMarkets, ETFs, FinancialIndependence, ValueInvesting, quant,
algotrading, forex, economy, Superstonk, spacs, financialplanning
About This Dataset
This is a small-scale, beginner-friendly dataset intended mainly for testing, prototyping, and educational purposes.
It serves as a minimal, ready-to-use sample for anyone who wants to experiment with Reddit finance discussions.
Easy to Extend:
The provided data collection pipeline (see emilpartow/financial-sentiment-pipeline) makes it simple to expand the dataset with more comments, different time frames, additional companies, or other subreddits as needed.
If you need a larger or customized dataset, you can easily adapt and rerun the pipeline to collect more data for your own use case.
Dataset Overview
Each row in the dataset contains metadata and content for a Reddit comment or post, with the following columns:
id: Reddit post IDtitle: Title of the posttext: Body text of the post (if available)created_utc: Timestamp in UTCcreated_datetime: Datetime (ISO format)author: Reddit usernamescore: Reddit score (upvotes minus downvotes)num_comments: Number of comments (for posts)upvote_ratio: Upvote ratio (for posts)flair: Post flair (if available)permalink: Direct Reddit link to the comment or posturl: URL (if different from permalink)subreddit: Name of the subredditcompany: The matched company keyword (Apple,Tesla, orMicrosoft)
Potential Use Cases
- Sentiment analysis
- Named Entity Recognition (NER)
- Text classification
- Experiments with Reddit and finance text data
Data Collection
All posts were collected using PRAW (Python Reddit API Wrapper).
Full code and data processing pipeline can be found here:
➡️ emilpartow/financial-sentiment-pipeline
Notes
- No manual or verbal content review was performed: The dataset consists of comments as collected via the Reddit API. There may be offensive, biased, or otherwise inappropriate content present.
- Please respect Reddit’s API Terms of Use when working with this dataset.
License
Questions or feedback?
Feel free to open an issue or discussion in the linked GitHub repository!
- Downloads last month
- 112