apple

Jefferies Downgrades Apple to Underperform as Concerns Grow Over iPhone Pricing Power

📉 Jefferies downgraded Apple from Hold to Underperform and cut its price target from $285.56 to $263.66, implying roughly 16% downside from AAPL’s latest closing price.

📱 According to Jefferies’ supply-chain checks, Apple may have canceled its 20th-anniversary all-glass iPhone planned for 2027 due to low production yields. The device had been expected to support higher average selling prices and margins.

📊 Jefferies also lowered its forecast for iPhone ASP CAGR from about 9% to 6.8% for 2026–2031. A foldable iPhone could become a more important hardware growth driver, although an expected price above $2,000 may limit demand.

🏦 Six firms now carry Sell-equivalent ratings on Apple, the highest number since 2012, although the broader consensus remains tilted toward Buy. AAPL fell around 1–2% during the August 10 session.

#Apple $AAPLB $AAPL.US $AAPLon

Apple bets on China’s memory chips 😱
#Aİ Chip shortages are reshaping the global supply chain

Apple has recently been reported to be seeking products from China’s memory chip company CXMT to ease the cost pressure caused by the global memory chip shortage. At the moment, Apple is testing related memory chips and discussing the possibility of using them in some future devices.

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The reason behind this is simple
The AI boom is wildly consuming global chip resources
From AI servers to data centers, and then to consumer electronics, demand for high-performance memory is rising fast, increasing pressure on the global memory chip supply 👀

In the past, Apple mainly relied on suppliers such as Samsung, Micron, and SK hynix. But as costs kept climbing, Apple began looking for more supply channels to reduce supply-chain pressure.
And as an important Chinese memory chip company, CXMT is also rapidly expanding its market influence 🔥

However, this isn’t just a business decision
It also involves tech competition between China and the U.S.
#CXMT was previously noticed by the U.S., so if Apple expands cooperation, it may also face uncertainties in terms of policy and supply chain

This game reflects a bigger trend
In the AI era, competition isn’t just about models and software
It’s comprehensive competition across compute, chips, memory, and the supply chain 👀

In the future, whoever controls key hardware resources may gain a bigger advantage in the AI era
For the market, changes in the chip industry chain will also affect tech stocks, the semiconductor industry, and even global capital’s re-pricing of the AI sector 🚀

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Every day I’ll take you to follow global hot topics—not just what’s happening, but also help you understand the underlying logic and opportunities 👀🚀 #Apple

🚨 $AAPL RECEIVED BAD NEWS

Jefferies downgraded Apple to Underperform and reduced its target price from $285.56 to $263.66.

The reason seems serious.

According to analyst Edison Lee, the fully-glass iPhone that was expected on September 27 was allegedly canceled due to low yields of usable devices in production.

And this could affect Apple’s plans to sell more expensive models amid the rapid rise in memory costs.

Jefferies also cut its forecast for Apple’s earnings for fiscal years 2028 and 2029 by 2.1% and 3.4%, respectively.

And now here’s another interesting point.

Apple increased the buyback price for older iPhones by 5% in the US and by about 2% in Europe.

This could boost sales of iPhone 17, but at the same time create additional pressure on demand for iPhone 18.

It looks like a pretty challenging period is starting for Apple.

#AAPL #Apple

#bstockscis Today is the 4th day of my challenge to monitor the Apple token.
If we compare the price with yesterday, it has risen a little, but the changes are still quite insignificant—it's practically unnoticeable.
In my opinion, it’s worth waiting for interesting announcements from the company. Positive news can become a catalyst for further price growth. I hope Apple will still show a good upward move.@BinanceCIS #Apple

What happens if you invest $500 today in the two largest companies in the world at their current prices?

📊 Buy and Initial Investment Analysis
🍎 Apple $AAPL
At an estimated price of $310 USD, with $500 you buy 1.61 shares.

🟦 Microsoft $MSFT
At an estimated price of $500 USD, with $500 you buy 1.00 full share.

🔮 Estimated Scenario Over 10 Years (2026 – 2036) with Dividend Reinvestment (DRIP):
🍎 Apple (Target: $1,200 per share for the year 2036)

Accumulated shares: 1.64 AAPL (including reinvested dividends)

Estimated Value: $1,972.14

Return: 3.94x (+294.4%)

🟦 Microsoft (Target: $1,600 per share for the year 2036)

Accumulated shares: 1.04 MSFT (including reinvested dividends)

Estimated Value: $1,669.27

Return: 3.34x (+233.8%)

💡 Conclusion: Both tech giants offer strong long-term revaluation opportunities. By starting with a lower entry price, Apple projects a slightly higher capital multiplier over this 10-year horizon.

Which do you think is better? 🔥

#CRIPTOMONEDASYACCIONES #Apple #BinanceSquare #losfantasticosdeltrading

$BTC
$AAPL.US

🚨 Apple Explores Storage Chips from China's CXMT

Apple is reportedly testing memory and storage chips from ChangXin Memory Technologies (CXMT) across lines like the iPhone and MacBook.

With global storage shortages and rising costs driven by the booming AI market, tech giants are looking for new ways to ease supply chain constraints and stabilize prices.

* **The Strategy**: Apple is initiating preliminary talks to source chips specifically for devices sold within the Chinese market.

* **Regulatory Hurdles**: Current U.S. restrictions block technology transfers and custom specifications to CXMT, meaning Apple is restricted to buying standardized products rather than customized components.

* **Next Steps**: Navigating these rules may require minor redesigns in select products, alongside political discussions to secure green lights for cooperation.

#cxmt #Apple #USGovernment #CryptoNewsCommunity

What kind of move is this from Apple?
On August 8, the Apple China official website published a support document titled “Use Qianwen with Apple Intelligence on Mac.” For the first time, the company’s official wording confirmed that Apple Intelligence can call Alibaba’s Qianwen model—both writing tools and Siri can use it. However, less than 24 hours after the document went live, it was removed. The related page was restored to the earlier version, “Use ChatGPT with Apple Intelligence,” and to date Apple has offered no explanation.
Looking ahead, on July 8, Apple Intelligence just passed filing, and on July 15, Alibaba confirmed that Qianwen would be integrated as the underlying AI capability for China-region devices. The document was published and then deleted—adding another layer of uncertainty to the rollout timeline of Apple Intelligence on China-region iPhones and Macs.
$AAPL #Apple #Artificial Intelligence

Has Apple “surrendered” completely in China?
Mac users can now connect Tongyi Qianwen directly to Siri and writing tools.
Apple has just released a guide, to make the AI experience land for mainland China.
No new hardware—just pure software integration.
$AAPL shares up slightly 0.28%, to $313.29.
In plain terms, Apple Intelligence can’t get in, so they can only lean on Alibaba.
Regulation has it locked down—Apple has no choice.
Chinese users are definitely the ones who win; for Apple, it’s a real, concrete compromise.
With such muted market reaction, it clearly was seen through early.
Hahaha, from now on, when U.S. companies enter China, do they all have to do it like this—“shell leasing”?
#Apple

🍎 Apple’s Strong Quarter Comes With a Catch

Apple delivered a powerful fiscal Q3, with $109.42B revenue (+16% YoY) and $2.02 EPS. iPhone sales jumped 22% to $54.25B, while Services reached $30.74B. On the surface, the numbers look excellent.

But investors are looking beyond the headline beat. Tariff refunds added around $0.11 to EPS and roughly 2 percentage points to gross margin, while Services missed expectations. Apple also guided for just 9–11% Q4 revenue growth, below Wall Street expectations.

That explains why $AAPL faced heavy selling despite strong results.

Now the big question is whether the iPhone 18 cycle, AI progress and Services growth can deliver another leg higher, or whether margin pressure keeps weighing on the stock.

Great quarter. Tougher road ahead.

#Apple #AAPL #iPhone18 #AI #BinanceSquare

🚨 $AAPLB : The Next Big Opportunity in Apple Stock? 🍏📈

Apple has been one of the market's strongest long-term performers, and the next few months could be another important chapter for AAPL.

Here's why investors are paying attention:

🤖 Apple Intelligence is expanding, bringing more AI features across Apple devices.

📱 The next iPhone launch could spark a new upgrade cycle if demand exceeds expectations.

💰 Apple's Services business—including the App Store, iCloud, and Apple Music—continues to deliver steady, high-margin revenue.

📊 Many Wall Street analysts currently have a 12-month average price target near $330, while some bullish forecasts reach $400 if AI adoption and future earnings outperform expectations. These are analyst estimates, not guarantees.

⚠️ Investors should also watch quarterly earnings, supply-chain updates, and overall market conditions, as these could influence the stock's direction.
$AAPLB

📝 Note: This post is for informational purposes only and should not be considered financial or investment advice. Always do your own research (DYOR) before making any investment decisions.

Question for you

Do you think $AAPL can reach $400 in the next 12 months? 👇

#AAPLB
#Apple
#stocks

🚨 OpenAI slams Apple!
Publicly responds directly to “stealing trade secrets” allegations with internal emails
The legal battle between OpenAI and Apple escalates further.

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In response to Apple’s trade-secrets lawsuit, OpenAI for the first time publicly released multiple internal emails and chat logs, attempting to show that Apple’s accusations contain factual errors. OpenAI said that Apple not only misidentified some employees’ roles, but also overlooked communication records that already existed between the two companies’ lawyers before filing the lawsuit—therefore, OpenAI believes Apple’s case is “misleading.”
The main focus of the dispute centers on two former Apple employees.

Apple argues that after joining OpenAI, they retained and used confidential information related to hardware projects, allegedly leaking trade secrets. OpenAI, however, presented chat logs in reply, claiming that after those employees left, Apple’s internal personnel still proactively contacted them to request searching for documents, transferring materials, and answering technical questions. OpenAI believes this shows that the relevant access rights were always retained by Apple, rather than the employees independently obtaining or unlawfully keeping the information.

At the same time, OpenAI emphasized that the company has consistently required that all new employees must not bring or use any confidential information from a previous employer.
Behind this lawsuit is, in fact, the increasingly intense competition in AI hardware.
After OpenAI acquired the company related to Apple’s design team prior to the acquisition, the competition between the two in the field of AI endpoint devices has continued to heat up. This lawsuit has also become one of the most closely watched legal cases in the AI industry.
The case is still under review, and the final outcome has yet to be determined. Still, this showdown over AI hardware and trade secrets may influence the direction of the entire industry in the future.

#OpenAI #苹果 #Apple

🚨 $AAPL 'S FOLDABLE IPHONE LEAK DROPS AT 4.5MM — THE THINNEST DEVICE THEY'VE EVER BUILT 💥

The leak shows a 4.5mm profile unfolded — thinner than the 5.1mm iPad Pro and every iPhone Apple ever shipped. To hit that number, someone had to take the cut. 🔍

Face ID is out. The rear camera drops from three lenses to two. Touch ID moves inside the power button. Aggressive targets always demand sacrifices — and memory price hikes push the rumor tag from $2,000 to $2,900. 📈

Expect the reveal in early September next to the iPhone 18 Pro line. The real battle is the hinge and the crease — Samsung's Galaxy Z Fold 7 already hits 4.2mm, so Apple trails on raw specs and bets everything on durability instead. 💡

Would you pay $2,900 for the thinnest foldable iPhone, or do the compromises kill the trade for you? 💬

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AAPL #Foldable #TechTrade #Apple

🔍 💎

$AAPLB
is quietly climbing while most traders are distracted.
The price is holding above key support, and buyers continue to defend every dip. If momentum stays strong, a fresh breakout could be next.
Sometimes the biggest moves start when nobody is watching.
#AAPLB #Apple #bStocks

📱 Durov denounces extortion against Telegram on the App Store

Pavel Durov stated that an attacker inserted illegal content by editing an old message and reported it to Apple to force the platform to be taken down.

🔐 What happened:
Apple temporarily removed the app from the App Store. It restored it after Telegram removed the content and blocked the user responsible.

The platform has more than 1.000 million monthly users #Apple #gram

Pavel #Durov explained why Telegram was removed from the App Store (https://t.me/durov/538).

What surprised me even more is that #Apple didn't announce it — Durov did. In the screenshot I shared, it's pretty clear that this was an issue on Apple's side.

So why is #GRAM dropping instead of #AAPL ?

Or are they planning something?

🚨 Breaking News

Apple has removed a popular app from its App Store worldwide, sparking widespread discussion across the technology and crypto communities.

📱 With a huge user base, this decision has raised renewed concerns about censorship and digital freedom.

⚠️ The impact of this sudden move may affect millions of users around the world, and as a result, volatility in the market (price fluctuations) could increase further.

👀 So keep an eye on the relevant tokens: $VIC | $TUT | $VIC

#BreakingNews #Apple #Crypto #MarketUpdates" #volatility

📨❗️TELEGRAM is removed from the APP STORE of APPLE.

❤⚠️No information is yet available about why the Telegram app disappeared from the Apple App Store.

When we have information, we’ll let you know.

😏😔😔😶

📨✔️TELEGRAM IS BACK IN THE APP STORE OF APPLE.

📨TELEGRAM through its ACCOUNT in 😜 after a brief exit from the application in the APP STORE of APPLE.

#Apple #Telegram #appstore #Telegram. #applestore $AAPL $GRAM

@Ton Network

🚨 JUST IN: 🇬🇧🇺🇸 Apple has launched a legal challenge against the UK government after being ordered to provide a "back door" for access to encrypted user data.

Apple argues that creating any backdoor would weaken security for all users, not just those under investigation, and has once again reaffirmed that it will never build a master key into its products. The case will now be reviewed by the UK's Investigatory Powers Tribunal.

This follows an ongoing dispute over the UK's Technical Capability Notices (TCNs), which can require technology companies to assist law enforcement in accessing encrypted data. The UK government says these powers are necessary to combat terrorism and serious crime, while privacy groups argue they threaten digital security and civil liberties.

The outcome of this case could have significant implications for the future of end-to-end encryption and user privacy worldwide.

$APLE.US
#Apple #Privacy #CyberSecurity #Encryption #BreakingNews