USA v. Google: What's at Stake, 3 Potential Scenarios, Why It Matters to GOOGL and AAPL - MS

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Citi First Take on Apple (AAPL) iPhone15: Will Drive Higher Premiumization

September 12, 2023 4:34 PM EDT

Citi analyst Atif Malik reiterated a Buy rating and $240.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Apple released new iPhone 15 and Watch Series 9 products today. On first impression, IP15 is a much bigger spec upgrade from IP14 than... More

Goldman Sachs on Apple (AAPL) and China: 'any direct impacts of the reported government ban should prove minimal'

September 11, 2023 9:28 AM EDT

Goldman Sachs analyst Michael Ng reiterated a Conviction Buy rating and $222.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "According to the WSJ, the Chinese government ordered officials at certain government agencies and state-owned enterprises not to use foreign-branded devices including the iPhone for work or bring them into the... More

JPMorgan Comments on USA versus Alphabet (GOOG) Trial

September 8, 2023 10:27 AM EDT

JPMorgan analyst Doug Anmuth reiterated an Overweight rating and $150.00 price target on Alphabet (NASDAQ: GOOG).

The analyst comments "The long awaited USA vs. Google trial is set to begin next week on September 12. The trial will determine if Google has unlawfully maintained monopoly power through a set of exclusive contracts with distribution partners including web browser developersmost notably Appleand Android OEMs (i.e. Samsung) & carriers (i.e. Verizon). In this report we look at some potential outcomes of the trial and analyze the potential financial impact. Going in,... More