Apple's new CEO, John Ternus, is under pressure from Washington to abandon a Chinese memory chip deal that former CEO Tim Cook fought to maintain. This comes as Apple faces rising memory costs, which have significantly impacted iPhone pricing and profit margins. The memory supply chain, dominated by a few suppliers including a Chinese firm, is a key focus amid US efforts to shift Apple towards American suppliers like Qualcomm and Broadcom. Ternus is keeping options open, with future moves likely influenced by upcoming US midterm elections and ongoing geopolitical tensions affecting Apple's global business strategy.
As of Sep 23, 2026 02:01 WIB, Apple (AAPL) trades at USD 340.08 with a modest 1-day gain of 0.33%, while Qualcomm (QCOM) is priced at USD 196.40, showing a stronger 1-day increase of 1.12%. Qualcomm's current price remains well below its 52-week high of USD 251.10 but comfortably above its 52-week low of USD 124.07. On Pluang, Apple sees a higher typical hold time of 142 days compared to Qualcomm's 88 days, reflecting differing investor engagement with these key players amid ongoing supply chain and geopolitical developments.
Investing $5,000 in Apple today could yield about $7,705 by 2031, a 54.1% total return or roughly 9.03% annualized, driven by strong iPhone sales, record Services revenue, and AI advancements like Siri. The bullish scenario projects even higher retur...
Chinese President Xi Jinping is set to visit the U.S. from Wednesday to Friday, with several top American tech executives like Microsoft CEO Satya Nadella, Nvidia's Jensen Huang, and Apple's Tim Cook attending a key dinner in Washington, D.C. The Chi...
Ron Johnson, who built Apple's retail stores, believes AI will enhance online shopping but won't replace physical stores. He argues that personal, high-value purchases like laptops require in-person experience, which AI can't provide. Johnson expects...
Apple is offering up to $95 per device to customers who bought certain iPhone 15 and 16 models in the US between June 10, 2024, and March 29, 2025, as part of a $250 million settlement. The lawsuit claimed Apple misled customers by promoting advanced...
The Invesco S&P 500 Momentum ETF (SPMO) underwent a semi-annual reconstitution, resulting in 54 changes affecting about 40% of its portfolio. Apple and Merck were the largest additions, while Nvidia was removed despite a strong one-year gain of over ...
