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...Six former Google employees hired over the past two years were listed among the authors of a significant research paper published in March, in which Apple revealed it had developed a family of AI models...
...BlackRock Riyadh Investment Management will be a wholly owned subsidiary of the $10.5tn US asset manager....
...There are six plausible explanations we can think of for what is going on with Apple’s stock. Several are intertwined: It became overvalued....
...“I think the biggest take is that the business is holding together and setting up for what should be accelerating growth over the next three quarters,” said Gene Munster at Deepwater Asset Management....
...iPhone sales plunged 24 per cent In the first six weeks of the year, according to a Counterpoint Research report....
...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...
...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...Buffett has long heaped praise on Apple’s management team and in 2022 he described the company as one of Berkshire’s “four giants”, alongside its insurance operations, the BNSF railroad and its energy and...
...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....
...The sale of DR Horton marked a sudden shift by an investor typically billed as a long-term holder; Berkshire disclosed it had invested in the largest US homebuilder just six months ago....
...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...
...The figure represented a 13 per cent year-on-year decline, and research group Counterpoint said iPhone sales in the first six weeks of this year were also down 24 per cent from a year earlier....
...“Apple should be transparent in their uses of AI and their risk management processes.”...
...The pandemic elevations in their valuations of the other six were not as extreme and/or have reverted already....
...The DMA, a sweeping set of rules unveiled in March 2022, aims to keep in check the market power of six “gatekeepers”: Alphabet, Amazon, Apple, ByteDance, Meta and Microsoft....
...Data from research group Counterpoint shows that in the first six weeks of this year, Apple smartphone sales fell 24 per cent from a year earlier. Huawei sales, by contrast, were up 64 per cent....
...Research from Cairn Hotel Group found a third of hotel workers expected to leave the industry after six months....
...“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.”...
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...“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....
...“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....
...Between them, Berkshire has spent about $40bn buying shares of Apple....
...Job moves Tesla’s top human resources executive, Allie Arebalo, has left the company after six years, according to Bloomberg....
...“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.”...
...Instead, they’re trying to buy themselves time by refinancing existing debt, in a move that’s commonly known as “liability management”....
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