Apple achieved a record $114.5 billion revenue in Q3 without investing heavily in AI infrastructure, relying instead on partnerships and on-device AI. Meanwhile, Alphabet spent $51.36 billion on capital expenditures, resulting in negative free cash flow and borrowing $28.7 billion to fund its AI expansion, particularly in Google Cloud. Apple's strategy offers leverage by using existing AI models without building hyperscale data centers, contrasting with Alphabet's capital-intensive approach. Investors favor Apple's safer, capital-light model, reflected in its higher stock performance and valuation compared to Alphabet. The coming quarters will test Apple's margin resilience and Alphabet's ability to grow cloud profits amid rising debt.
Apple trades at USD 335.24 on Pluang as of Nov 04, 2026 19:12 WIB, up 1.01% for the day. Alphabet shares are priced at USD 282.52, gaining 0.89% in the same session. Apple’s market cap stands at $4.84 trillion, notably higher than Alphabet’s $3.43 trillion, reflecting investor preference for Apple’s capital-light strategy.
Apple announced a redesigned Health app powered by its AI, Apple Intelligence, offering personalized health recommendations and insights on sleep, heart health, fitness, and more. The app, available first to developers in the iOS 27.3 beta, will be r...
Jim Cramer highlighted an unidentified large seller offloading shares of Palantir and Apple right after both companies reported better-than-expected earnings. Palantir showed strong revenue growth but faces concerns over contract value growth and hig...
US tech stocks recovered on Tuesday after a recent selloff driven by concerns over AI spending. The S&P 500 rose 0.37% and the Nasdaq gained 0.83%, while the Dow fell slightly due to a drop in Apple's shares after a weak margin forecast. Investors ar...
Apple Inc. reported a 16.4% revenue increase to $109 billion in Q3 2026, driven largely by iPhone sales which accounted for 64% of the growth. However, the company faces challenges from rising manufacturing costs and memory supply constraints, which ...
Apple reported a record fiscal fourth quarter with strong iPhone and Mac sales, beating revenue and EPS estimates. However, shares dropped premarket after the company issued cautious guidance on December-quarter gross margins and slower Services grow...
