Apple Stock News

Plus, an AI voice quiz, Oracle's $300 billion deal with OpenAI and growing pains on Mark Zuckerberg's AI superteam, in this edition of the Technology newsletter.

Fear over President Donald Trump's new tariffs has subsided, at least in the stock market. April lows have disappeared into a thriving bull market, and the S&P 500 is up more than 11% year to date.

Big tech stocks produced some of the biggest gains in the current bull market, which dates back to October 2022.

Meta stock has led other big tech companies with 28% YTD total returns, but Meta's forward P/E of 27 is still lower than many other peers. A major tailwind for the company in the last few quarters is the efficiency of headcount and good growth in the price per ad metric. Meta's device strategy is finally showing signs of inflection, and EssilorLuxottica's CEO mentioned that production of Ray-Ba...

Apple (AAPL 1.82%) shares have been choppy around this week's product event as investors parse what the iPhone 17 family, a new ultra-thin iPhone Air, and updated wearables mean for demand this holiday season. The Cupertino, California-based tech company refreshed its flagship devices with faster chips, display and camera upgrades, and new AirPods and Apple Watch devices.

Apple (AAPL 1.82%) just secured a massive advantage from the Department of Justice's ruling against Alphabet's Google, preserving $20 billion in annual revenue while strengthening its high-margin services growth. Investors may be underestimating Apple's leverage and long-term stability.

Two of the world's largest companies are Apple (AAPL 1.82%) and Alphabet (GOOG 0.27%) (GOOGL 0.22%). These two companies are currently the third and fourth largest in the world by market cap, so neither is likely to provide market-crushing returns.

Apple (AAPL 1.82%) and Eli Lilly (LLY -0.20%) share several similarities. Both are long-standing leaders in their respective industries, having produced market-beating returns over the past 10 years, but have lagged behind the market in 2025.