'How many iPhones could they have flown in through Boeing Airplanes?'....turns out about 3 to 4 weeks worth

Cook Spoke to Lutnick About iPhone Tariff Impacts - WaPo, 'refrained from publicly criticizing the president or his policies'

April 17, 2025 1:39 PM EDT

Cook Spoke to Lutnick About iPhone Tariff Impacts - WaPo

"Cook spoke to Commerce Secretary Howard Lutnick last week about the potential impact of the tariffs on iPhone prices, two people familiar with the phone call said, speaking on the condition of anonymity to reflect private conversations that... More

Apple (AAPL) Executive Mark Rogers Plans To Leave Company This Fall - Bloomberg

April 15, 2025 3:57 PM EDT

Apple (NASDAQ: AAPL) Executive Mark Rogers Plans To Leave Company This Fall - Bloomberg

Apple To Rejigger Sales Unit With Departure Of Enterprise ChiefApple Plans To Divide Rogers' Sales Role Between Two Executives... More

Apple airlifted iPhones worth a record $2 billion from India in March as Trump tariffs loomed

April 15, 2025 10:44 AM EDT

By Aditya Kalra and Munsif Vengattil

NEW DELHI (Reuters) - Apple's main India suppliers Foxconn and Tata shipped nearly $2 billion worth of iPhones to the United States in March, an all-time high, as the U.S. company airlifted devices to bypass President Donald Trump's impending tariffs, customs data shows.

The smartphone maker stepped up production in India and chartered cargo flights to ferry 600 tons of iPhones to the United States to ensure sufficient inventory in one of its biggest markets on concern Trump's tariffs would push up... More

Apple (AAPL) Airlifted $2B of iPhones from India in March as Trump Tariffs Loomed - Reuters

April 15, 2025 10:42 AM EDT

(Updated - April 15, 2025 10:43 AM EDT)

Apple (NASDAQ: AAPL) Airlifted $2B of iPhones from India in March as Trump Tariffs Loomed - Reuters

Foxconn and Tata shipped nearly $2 billion worth of iPhones to the United States in March, an all-time... More

Active options: NVDA AAPL TSLA PLTR AMZN META INTC BABA

April 15, 2025 5:27 AM EDT

Active options: NVDA AAPL TSLA PLTR AMZN META INTC BABA

... More

Huatai Financial Starts Apple (AAPL) at Buy (1)

April 15, 2025 5:02 AM EDT

Huatai Financial initiates coverage on Apple (NASDAQ: AAPL) with a Buy (1) rating and a price target of $254.00.

For an analyst ratings summary and ratings history on Apple click here. For more ratings news on Apple click here.

Shares of Apple closed at $202.93 yesterday.

... More

China halts Boeing deliveries as trade war with U.S. escalates

April 15, 2025 4:45 AM EDT

Investing.com -- Boeing (NYSE: BA) shares dropped about 2.5% in pre-market Tuesday trade on report China ordered its airlines to stop taking deliveries of the company's jets.

This decision is likely a direct consequence of the escalating trade tensions between the United States and China, with U.S.... More

VIX, Wall Street's fear gauge, sinks nearly 20% on temporary tech tariff relief

April 14, 2025 4:33 PM EDT

Investing.com -- The VIX, or fear index, collapsed 18% on Monday to $30.73. It has been as high as $65.73 in the recent tariff melee.

The downside action in the volatility index follows news over the weekend that reciprocal tariffs on electronics coming from China, including smartphones, would not be subject to the 145% tariff rate. Instead, Trump said the 20% tariff rate would still apply.

However, the lower rate on electronics will only be temporary as they are expected to be included in a... More

US Starts Chips, Pharma Probe Ahead Of Pledged Trump Tariffs - Bloomberg

April 14, 2025 4:20 PM EDT

US Starts Chips, Pharma Probe Ahead Of Pledged Trump Tariffs - Bloomberg

... More

Apple to enhance AI technology using on-device user data analysis

April 14, 2025 3:43 PM EDT

Investing.com -- Apple Inc (NASDAQ: AAPL) is set to start analyzing data on users' devices to enhance its artificial intelligence (AI) platform. The move aims to protect user information while helping Apple keep pace with AI competitors. Apple's traditional training of AI models uses synthetic data, which is designed to replicate real-world inputs without any personal details. However, this synthetic information isn't always reflective of actual user data, which can hinder the effectiveness of its AI systems.

Apple's new method aims to solve this issue while ensuring that user... More

Apple: Is shifting iPhone manufacturing to US a real possibility?

April 14, 2025 2:27 PM EDT

Investing.com -- Apple may be able to weather near-term tariff headwinds from rising U.S.-China trade tensions, and while relocating iPhone manufacturing to the United States is not imminent, it could be "conceptually possible," Bank of America said.

The U.S. announced a temporary reprieve from new 125% reciprocal tariffs for consumer electronics, sparing Apple (NASDAQ: AAPL) for now.

Electronic imports from China remain at the previous 20% rate, but this is expected to be... More

Equity positions near record lows as investors balance growth fears and policy hop

April 14, 2025 12:44 PM EDT

Investing.com --Investors have cut their exposure to stocks to some of the lowest levels in years, as worries about economic growth clash with hopes for policy support, as per Deutsche Bank.

Overall stock market positioning is now well below normal levels, the bank said, as computer-driven funds continue to pull back while traditional investors remain cautious.

So-called systematic strategies, which rely on rules and market signals to make investment decisions, have reduced their exposure to near the lowest point since the COVID-19 shock in March 2020.

One group... More

UBS Reiterates Neutral Rating on Apple (AAPL)

April 14, 2025 10:07 AM EDT

UBS analyst David Vogt reiterated a Neutral rating and $236.00 price target on Apple (NASDAQ: AAPL).

The analyst commented, "According to the US Customs and Border Protection Agency, smartphones, PCs, servers and other technology imported from China face a tariff of 20%, down from the prior 145%. This... More

BofA on Apple (AAPL): 'Temporary tariff reprieve lessens EPS headwinds'

April 14, 2025 9:42 AM EDT

BofA Securities analyst Wamsi Mohan reiterated a Buy rating and $250.00 price target on Apple (NASDAQ: AAPL).

The analyst comments "Over the weekend, it was announced that consumer electronics and other electronic components are exempt from the 125% reciprocal tariffs on China and all other reciprocal tariffs. Electronic... More

These 2 IT stocks are biggest beneficiaries from tariff exemptions: MS

April 14, 2025 7:00 AM EDT

Morgan Stanley analysts identified two stocks within the IT hardware sector that they believe are the biggest beneficiaries of the latest tariff exemptions following a sweeping presidential memorandum that sharply reduced the reciprocal tariff burden on IT hardware imports.

The bank estimates that reciprocal tariffs across the sector have dropped from a peak of over $50 billion annuallyabout 30% of group EBITto just $7 billion, or 4% of EBIT.

This is because nearly every major hardware category - smartphones, PCs, tablets, storage arrays - is now excluded from reciprocal tariffs, lessening both (1) the average tariff rate for our group to just 5%,... More

Apple (AAPL) tops Q1 smartphone sales - Counterpoint Research

April 14, 2025 6:45 AM EDT

Apple (NASDAQ: AAPL) has taken the top spot for first-quarter smartphone sales, according to Counterpoint Research.

... More

Apple takes top spot for first-quarter smartphone sales, data shows

April 14, 2025 6:44 AM EDT

By Zaheer Kachwala

(Reuters) -Apple took the top spot for global smartphone sales in the first quarter on the back of the iPhone 16e's launch and strong demand in countries such as Japan and India, data from Counterpoint Research showed on Monday.

Apple had 19% of the smartphone market, despite flat or declining sales in the U.S., Europe and China, followed by Samsung with 18% of the market, according to Counterpoint.

The data suggests iPhone demand remains strong in emerging markets, even as... More

Needham: tariff uncertainty increases Apple's (AAPL) FCF risks

April 14, 2025 6:26 AM EDT

Needham analyst Laura Martin reiterated a Buy rating and $225.00 price target on Apple (NASDAQ: AAPL).

The analyst commented: "We expect AAPL to rise by 5%-10% on Monday owing to 90-day tariff exemptions on smartphones, laptops, etc - announced last Friday, April 11. However, on Sunday... More

Apple (AAPL) call put ratio 1 call to 1.5 puts into share price up before the bell

April 14, 2025 5:58 AM EDT

Apple (NASDAQ: AAPL) 30-day option implied volatility is at 50; compared to its 52-week range of 16 to 65. Call put ratio 1 call to 1.5 puts into share price up before the bell.

... More

Apple (AAPL) PT Lowered to $245 at JPMorgan

April 14, 2025 5:50 AM EDT

JPMorgan analyst Samik Chatterjee lowered the price target on Apple (NASDAQ: AAPL) to $245.00 (from $270.00) while maintaining a Overweight rating.

The analyst comments "The latest updates from the US administration late on Friday (4/11), exempting amongst other things, smartphones and PCs, from reciprocal tariffs is a big relief for Apple. The exemption... More

Apple holds steady on India iPhone production as tariff risks mount - Kuo

April 14, 2025 4:00 AM EDT

Investing.com -- Apple Inc (NASDAQ: AAPL) is maintaining its iPhone production strategy, despite fresh signals of volatility in U.S.-China trade relations, according to TF International Securities analyst Ming-Chi Kuo.

Kuo said Apples shipment forecasts and plans to shift final assembly for the U.S. market to India remain... More

KeyBanc Upgrades Apple (AAPL) to Sector Weight

April 14, 2025 3:29 AM EDT

KeyBanc analyst Brandon Nispel upgraded Apple (NASDAQ: AAPL) from Underweight to Sector Weight.

The analyst comments: "We are upgrading AAPL to SW. Late Friday's announcement of exception from tariffs on smartphones is probably the best case scenario we can think of... More

Japan's Nikkei rises as iPhone-related stocks jump

April 13, 2025 8:40 PM EDT

TOKYO (Reuters) -Japan's Nikkei share average ended higher on Monday, as iPhone-related shares jumped after the United States excluded smartphones and other electronics from steep tariffs.

The Nikkei gained 1.18% to close at 33,982.36, after gaining as much as 2.22% earlier in the session.

The broader Topix rose 0.88% to end at 2,488.51.

"The market is still swayed by various headlines," said Yugo Tsuboi, chief strategist at Daiwa Securities.

"And... More

US exempts smartphones from reciprocal tariffs, seen as positive for Apple

April 12, 2025 12:10 PM EDT

Investing.com -- Late Friday, the United States took a step that could be favorable for tech companies like Apple (NASDAQ: AAPL) by exempting certain electronics from the reciprocal tariffs previously imposed by President Donald Trump. The U.S. Customs and Border Protection (CBP) released a list late on Friday, detailing around 20 products that would no longer be subject to these tariffs. Items on the list include smartphones, computers, semiconductor-based transducers, solid-state storage devices, and flat panel displays.

This development comes as a... More

Apple is praying for a tariff exemption, while planning for the worst

April 11, 2025 11:54 AM EDT

Investing.com -- The U.S.-China tariff situation escalated, escalated again, and now is a full-blown trade war. As of Friday morning, the U.S. has a 145% tariff on goods coming from China, and China has a 125% tariff on goods coming from the U.S. Ground zero for the trade war is Apple, which makes 90% of its iPhones in China.

Shares of Apple Inc (NASDAQ: AAPL) are down 14% since President Trump kicked off liberation day on April 2nd, wiping out nearly $500 billion in market value. The wipeout comes despite... More

Apple (AAPL) call put ratio 1.3 calls to 1 put as share price up 1.3%

April 11, 2025 10:55 AM EDT

Apple (NASDAQ: AAPL) 30-day option implied volatility is at 54; compared to its 52-week range of 16 to 65. Call put ratio 1.3 calls to 1 put as share price up 1.3%.

... More

ByteDance is Developing AI Smart Glasses - The Information

April 11, 2025 9:04 AM EDT

(Updated - April 11, 2025 9:07 AM EDT)

ByteDance is Developing AI Smart Glasses - The Information

TikTok's owner is planning to sell its own version of artificial intelligencepowered smart glasses.ByteDance's glasses are expected to offer similar capabilities to those of Meta's Ray Ban glasses.... More