Baidu reportedly in talks with Apple over AI tie-up, shares surge

Apple-Baidu AI cooperation likely 'driven by regulatory concerns' - Citi

Citi analysts said in a note Tuesday that Apple's (NASDAQ: AAPL) reported cooperation with Baidu (NASDAQ: BIDU) on AI is mostly driven by regulatory concerns.

Yesterday, WSJ reported Apple is set to use Baidu's... More

Apple (AAPL) innovation 'drives a sticky Services ecosystem,' but UBS sees some signs of stress

In a note Monday, analysts at UBS maintained a Neutral rating and $190 per share price target on Apple (NASDAQ: AAPL), stating that innovation drives sticky services.

However, the investment bank noted that there are some signs of stress.

UBS explained that its Evidence Lab surveyed ~4,000 iPhone... More

Foundational AI model market experiencing shakeout event: Macquarie

Analysts at Macquarie told investors in a note this week that it looks like the foundational AI model market is experiencing a shakeout event.

The financial services firm noted that shakeouts "roiled" some foundational AI start-ups, and they expect more of this as the market attempts to... More

Mizuho says Alphabet stock is 'undervalued'. But here's the catch

In a note to clients this week, analysts at Mizuho maintained a Buy rating and $170 per share price target on Alphabet (NASDAQ: GOOGL) shares, but they noted that the stock could remain at current levels for a while.

The bank revealed that it feels GOOGL's multiples could be in a holding pattern near-term until a number of issues are resolved.

First off, Mizuho stated that it's "challenging... More

The EU initiates investigations into Apple, Google and Meta under new digital competition law - WSJ

According to a report by The Wall Street Journal on Monday, the European Union has launched investigations into Apple (NASDAQ: AAPL), Meta Platforms (NASDAQ: META), and Alphabet (NASDAQ: GOOGL) under its new digital-competition law.

The reported move increases the regulatory scrutiny major US tech... More