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...As a February Morgan Stanley Asset Management report put it: Index concentration has historically proved self-correcting, with some combination of regulatory, market and competitive forces, along with business...
...Buffett later supercharged the investment as he warmed to the technology company, and he spent tens of billions of dollars buying its stock....
...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...Gene Munster at Deepwater Asset Management said he was surprised by Apple’s decision to settle the case, given companies commonly offer commentary on market trends....
...Apple said it spent “months in conversation with the European Commission” about the DMA, and that its plan reflects the work of “hundreds of Apple team members who spent tens of thousands of hours” on the...
...Back in November 2022 these investors — including Trillium Asset Management, the New York City Retirement System and the Greater Manchester Pension Fund — had filed a shareholder proposal that would have...
...“Apple should be transparent in their uses of AI and their risk management processes.”...
...Farhikhtegan, a newspaper close to the regime’s hardliners, said there had been as many as 32 big scams in Iran in recent years that defrauded tens of thousands of victims....
...“He surely knew it was coming this week,” said Gene Munster at Deepwater Asset Management. “Apple is going to war with the DoJ, and settlement is not an option.”...
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
...Typo watch A hawk-eyed reader caught a typo in our Friday interview with JPMorgan Asset Management’s Bob Michele....
...Apple is also feeling the heat on the other side of the Atlantic....
...Yet Foxconn, the biggest iPhone-maker, is now replicating this model in India as it seeks to house tens of thousands of workers serving the Apple supply chain....
...“They have a growth problem, and when you are $400bn plus in revenue and you are a tech company, it’s part of your DNA to grow,” said Gene Munster at Deepwater Asset Management....
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...“The Vision Pro is going to be a major product for Apple over the long term, that is, the next five to 10 years,” said Gene Munster at Deepwater Asset Management....
...“Cook’s legacy as an operator is already solidified as world class,” said Gene Munster at Deepwater Asset Management. “His legacy as an innovator is going to hinge on how the Vision Pro plays out.”...
...“I think there’s just a belief that there’s all this noise in the background, and ‘don’t worry about it’,” said Gene Munster, managing partner at Deepwater Asset Management....
...The two firms had developed a thesis that travel would bounce back sharply after the global lockdowns with beaten-down travel and hospitality companies benefiting the most....
...The strategist and professor Michael Mauboussin, of Morgan Stanley Investment Management, has a new paper tracing increasing returns to five separate causes: economies of scale; international trade; learning...
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
...[and] Apple has been less clear about how it will monetise the data it has with AI.”...
...Long known for its prowess in investment banking, the group is now seeking to balance that highly cyclical business by growing its asset and wealth management arm....
...The European Union plans to hit Apple with a €500mn fine over music streaming, German companies make record investments in the US, and emerging market investors switch to ETFs that exclude China....
...Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
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