$AAPL - $AAPL

El interés en corto de Apple da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de Apple. Los datos de interés en corto se actualizan cada dos semanas.

Apple (NASDAQ:AAPL) Bolsa, Informe de interés en corto

Apple

Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.

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Apple Inc

Warren Buffett will unveil the newest Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) shareholder letter Saturday, after once again beating the <a href="https://www.benzinga.com/general/education/25/01/42832123/warren-buffett-beats-sp-500-in-2024-how-oracle-of-omahas-returns-compare-over-past-20-years">S&amp;P 500 in 2024</a>.
Here's a look at what could be included in the legendary investor&#8217;s newest shareholder letter.
What Happened: Each year, Buffett releases a shareholder letter that discusses the market outlook, the performance of Berkshire Hathaway segments and the public stocks it invests in.
Last year's letter was one of the more meaningful and memorable ones. <a href="https://www.benzinga.com/markets/equities/24/02/37301322/the-architect-berkshire-hathaway-warren-buffett-honors-charlie-munger-in-emotional-annual-letter">Buffett penned a detailed tribute</a> to the late Charlie Munger, who Buffett called "the architect of Berkshire Hathaway."
On Saturday, there could be moments of tribute to Munger once again. The <a href="https://www.berkshirehathaway.com/letters/letters.html">letter </a>will likely revolve more around current Berkshire Hathaway investments and operating segments.
"I am charged with writing a letter every year that will be useful to this diverse and ever-changing group of owners, many of whom wish to learn more about their investment," Buffett said in last year's letter.
You may not be a billionaire like Warren Buffett, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/trading-ideas/25/02/43419547/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-52">check out five stocks flying under the radar that deserve your attention.</a>
What Could Be In The 2024 Letter: There are hundreds of items that Buffett could cover in the 2024 annual letter.
One area covered in recent years is handpicking several stocks that are said to leave him feeling comfortable among the non-controlled stock investments. In 2022, he picked Coca-Cola and American Express. In 2023, Occidental Petroleum and the basket of Japanese stocks made the cut.
The question is: Which companies will Buffett pick for 2024? After selling Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares several times in recent quarters, Buffett held tight in <a href="https://www.benzinga.com/news/earnings/25/02/43756510/berkshire-hathaway-adjusts-portfolio-keeps-apple-stake-unchanged-offloads-stakes-in-bofa">the fourth quarter</a>. Buffett often praises the technology giant — a staple in the Berkshire Hathaway portfolio in recent years. Is there enough to call the company one of the most comfortable investments going forward?
If Apple doesn't make the cut, Buffett could still profile the company and its future growth. The stock still makes up a large weighting in the company's investment portfolio.
Buffett could profile newer investments in the shareholder letter. In recent quarters, Buffett's company has added to its stakes in Domino's Pizza (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>) and Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>). Berkshire Hathaway also took an initial 5,624,324 share position in Constellation Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STZ#NYSE">STZ</a>) in <a href="https://www.benzinga.com/news/global/25/02/43795579/warren-buffett-unfazed-by-trumps-tariff-threats-oracle-of-omaha-bets-on-mexico-beer">the fourth quarter.</a>
Buffett likely won't comment on whether it was he who made the investment decisions or an advisor. He also won&#8217;t likely indicate whether the company is done buying shares. Yet, investors would love more color on the reasoning behind the purchases. Buffett could share more on if the stocks were added as defensive names due to macroeconomic concerns or if there is growth or undervaluation that caught the firm's attention.
Succession is another topic that has been brought up in recent years. Last year's shareholder letter cited Greg Abel as the handpicked leader of the company after Buffett. Considering Buffett is 94 years old, investors are likely looking for more commentary on how and when the succession could take place, or how much control Abel currently has over the company.
The shareholder letter will also dive into the companies that are owned by Berkshire Hathaway, which could provide a good outlook on how sectors like insurance, railroads and consumer products are doing. Duracell, a Berkshire company, made its first ever<a href="https://www.benzinga.com/25/02/43598736/super-bowl-commercials-2025-complete-list-of-super-bowl-lix-ads-and-companies-behind-them"> Super Bowl commercial </a>earlier this month. Buffett&#8217;s writing about that decision could provide a great marketing lesson for the value of Super Bowl ads.
While Buffett doesn't get too political, commentary on the new White House administration, international markets, tariffs and rate cuts could all be items closely watched by investors.
Price Action: Berkshire Hathaway Class B shares trade at $479.82 versus a 52-week trading range of $395.66 to $491.67. The stock is up 6.3% year-to-date in 2025 and up 17.2% over the last year.
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500 Index, trades at $600.27. The ETF is up 2.7% year-to-date in 2025 and up 20.7% over the last year.
Berkshire is currently outperforming the SPY in 2025, but lagging on a 52-week basis.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/25/02/43498669/buffett-buys-more-shares-of-stock-down-52-over-last-year-heres-what-the-oracle-of-omaha-is-buying">Warren Buffett Buys More Shares Of Stock Down 52% Over Last Year: Here&#8217;s What The Oracle Of Omaha Purchased</a></li>
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Image: Shutterstock

Trading Ideas

POOL

Warren Buffett's Annual Shareholder Letter Arrives Saturday: Could Investors Get Updates On Apple, Succession, New Investments?

Apple Intelligence Comes To Apple Vision Pro In April

<a href="https://www.apple.com/newsroom/2025/02/apple-intelligence-expands-to-more-languages-and-regions-in-april/#:~:text=Apple%20Intelligence%2C%20the%20personal%20intelligence,English%20for%20Singapore%20and%20India.">https://www.apple.com/newsroom/2025/02/apple-intelligence-expands-to-more-languages-and-regions-in-april/#:~:text=Apple%20Intelligence%2C%20the%20personal%20intelligence,English%20for%20Singapore%20and%20India.</a>
&nbsp;
Apple Intelligence, the personal intelligence system that delivers helpful and relevant intelligence, will soon be available in more languages, including French, German, Italian, Portuguese (Brazil), Spanish, Japanese, Korean, and Chinese (simplified) — as well as localized English for Singapore and India.
These new languages will be accessible in nearly all regions around the world with the release of iOS 18.4, iPadOS 18.4, and macOS Sequoia 15.4 in April, and developers can start to test these releases today.
With the upcoming software updates, iPhone and iPad users in the EU will have access to Apple Intelligence features for the first time, and Apple Intelligence will expand to a new platform in U.S. English with <a href="https://www.apple.com/newsroom/2025/02/apple-intelligence-comes-to-apple-vision-pro-in-april/">Apple Vision Pro</a>&nbsp;—&nbsp;helping users communicate, collaborate, and express themselves in entirely new ways.
Apple Intelligence marks an extraordinary step forward for privacy in AI and is designed to protect users' privacy at every step. It starts with on-device processing, meaning that many of the models that power Apple Intelligence run entirely on the device. For requests that require access to larger models, Private Cloud Compute extends the privacy and security of iPhone into the cloud to unlock even more intelligence.
Apple Intelligence will continue to expand with new features in the coming months, including more capabilities for Siri.

Global

'Apple Intelligence On iPhone, iPad, And Mac Expands To More Languages And Regions In April'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$110.00</td>
<td>$36.0K</td>
<td>27.5K</td>
<td>5.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$247.50</td>
<td>$27.9K</td>
<td>1.2K</td>
<td>4.0K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$97.00</td>
<td>$51.1K</td>
<td>221</td>
<td>2.2K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/28/25</td>
<td>$220.00</td>
<td>$102.4K</td>
<td>2.6K</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$59.00</td>
<td>$35.0K</td>
<td>1.4K</td>
<td>1.3K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$165.00</td>
<td>$32.5K</td>
<td>647</td>
<td>627</td>
</tr>
<tr>
<td>GRRR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$30.00</td>
<td>$34.7K</td>
<td>965</td>
<td>489</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$100.00</td>
<td>$26.5K</td>
<td>1.4K</td>
<td>469</td>
</tr>
<tr>
<td>RGTI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/07/25</td>
<td>$11.00</td>
<td>$36.0K</td>
<td>642</td>
<td>440</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$210.00</td>
<td>$29.9K</td>
<td>578</td>
<td>418</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a put option trade with bearish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 100 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $360.0 per contract. There were 27533 open contracts at this strike prior to today, and today 5911 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option trade that happens to be bearish, expiring in 7 day(s) on February 28, 2025. This event was a transfer of 100 contract(s) at a $247.50 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $279.0 per contract. There were 1244 open contracts at this strike prior to today, and today 4093 contract(s) were bought and sold. 
• Regarding ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 513 contract(s) at a $97.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $51.1K, with a price of $100.0 per contract. There were 221 open contracts at this strike prior to today, and today 2280 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a put option trade that happens to be neutral, expiring in 7 day(s) on February 28, 2025. This event was a transfer of 200 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $102.4K, with a price of $512.0 per contract. There were 2685 open contracts at this strike prior to today, and today 1814 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 50 contract(s) at a $59.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $700.0 per contract. There were 1489 open contracts at this strike prior to today, and today 1365 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option sweep that happens to be bearish, expiring in 28 day(s) on March 21, 2025. This event was a transfer of 45 contract(s) at a $165.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $32.5K, with a price of $725.0 per contract. There were 647 open contracts at this strike prior to today, and today 627 contract(s) were bought and sold. 
• Regarding GRRR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>), we observe a call option trade with bullish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 50 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $34.7K, with a price of $695.0 per contract. There were 965 open contracts at this strike prior to today, and today 489 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 100 contract(s) at a $100.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $26.5K, with a price of $265.0 per contract. There were 1480 open contracts at this strike prior to today, and today 469 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a put option trade with bearish sentiment. It expires in 14 day(s) on March 7, 2025. Parties traded 300 contract(s) at a $11.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $120.0 per contract. There were 642 open contracts at this strike prior to today, and today 440 contract(s) were bought and sold. 
• Regarding ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we observe a put option trade with bullish sentiment. It expires in 55 day(s) on April 17, 2025. Parties traded 16 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $29.9K, with a price of $1870.0 per contract. There were 578 open contracts at this strike prior to today, and today 418 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ANET

AVGO

FSLR

GRRR

RGTI

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

With Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) gradually shifting to its own chips, investors are closely monitoring Qualcomm's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) position in the semiconductor industry. Several ETFs have significant exposure to Qualcomm, making them noteworthy for those tracking developments in the sector:
VanEck Fabless Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMHX#NASDAQ">SMHX</a>): This ETF provides exposure to major fabless semiconductor firms that are key players in wireless communication and AI-driven processing. The fund holds 5.35% of its assets in Qualcomm currently.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>): One of the most popular semiconductor ETFs, SOXX holds a diversified portfolio of leading chipmakers, including Qualcomm, in which it currently invests 6.45% of its assets.
Invesco Semiconductors ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSI#NYSE">PSI</a>): This ETF invests in semiconductor firms with strong growth potential. Qualcomm is one of its top three holdings, with 5.18% weightage.
Why is the exposure to Qualcomm the talk of town right now? Let&#8217;s see.
<h3 class="wp-block-heading">Is Qualcomm About To Lose A Key Customer?</h3>
Apple has leapt toward self-reliance with the introduction of its<a href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag"> first custom-designed modem chip</a>. Revealed on Feb. 19, this chip will power the newly launched iPhone 16e, a $599 model in Apple&#8217;s latest smartphone lineup. This move could signal a major shift in Apple&#8217;s relationship with Qualcomm, its long-time modem supplier.
For years, Apple has depended on Qualcomm for modem chips that connect iPhones to wireless networks. Qualcomm also supplies modems for Android smartphones and Windows laptops, making it a dominant player in the industry. However, Apple has been working on reducing its dependence on third-party suppliers and took a major leap with the development of the C1 subsystem—a collection of components that now includes Apple&#8217;s in-house modem chip.
Also Read: <a href="https://www.benzinga.com/markets/25/02/43840286/apples-iphone-16e-to-drive-revenue-growth-for-tim-cooks-company-says-top-analyst">Apple&#8217;s iPhone 16e To Drive Revenue Growth For Tim Cook&#8217;s Company, Says Top Analyst</a>
Creating a modem chip isn't easy. It must be compatible with networks worldwide and work seamlessly with hundreds of carriers. Only a handful of companies, including Samsung, MediaTek, and Huawei, have successfully developed their own modem chips.
Apple itself struggled in the past to move away from Qualcomm. It even had a legal battle with the chip giant before settling in 2019 and signing new supply agreements. But now, Apple believes it has cracked the code with its advanced C1 chip, which it plans to refine and expand across its devices in the coming years.
<h3 class="wp-block-heading">What's Next For Qualcomm?</h3>
Qualcomm faces a significant challenge as Apple moves away from its modem business. The transition could result in a revenue hit to Qualcomm's annual revenue. Management at Qualcomm has already <a href="https://www.wsj.com/tech/qualcomm-inks-deal-with-apple-to-supply-iphone-chips-through-2026-4d7890a4">projected </a>that it will supply only 20% of Apple&#8217;s modem chips by 2026, according to a September 2023 Wall Street Journal report.
Qualcomm has been preparing for Apple's departure for years, but it still relies on the iPhone maker for over 10% of its total revenue, according to its annual filing for 2024.
With Apple gradually shifting to its own chips, Qualcomm could eventually lose one of its biggest customers. While Apple hasn't given a timeline for a complete transition, this development raises concerns for Qualcomm's future revenue from iPhone modems.
On the flip side, it is still too early to say whether Apple&#8217;s modem chip is successful. Let&#8217;s say if the phone does not perform as well as iPhones with Qualcomm chips, it will bolster investors&#8217; faith in Qualcomm. For now, investors can only keep an eye on the developments and tap ETFs carrying semiconductor companies including Qualcomm.
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Photo: Shutterstock

Specialty ETFs

ETFs

PowerShares Exchange-Traded Fund Trust Dynamic Semiconductor Portfolio

QCOM

SMHX

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Apple's In-House Modem Chip Sparks Qualcomm Concerns: 3 ETFs With Key Exposure

President Trump Says Apple Will Build Plants In U.S., Not Mexico; Apple Shifting Plants Because Of Tariffs

BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/AAPL/analyst-ratings" rel="noreferrer noopener">price target of $265</a>.
Apple recently announced that the Apple TV App <a target="_blank" href="https://www.benzinga.com/news/24/05/39077579/apple-tv-coming-to-android-iphone-maker-reportedly-seeks-senior-engineer-to-create-version-for-rival" rel="noreferrer noopener">will be available on</a> Android mobile devices (including phones, tablets, and foldables).
Instead of accessing Apple TV+ using a browser, Android users can have a better experience.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43882755/apple-iphone-faces-new-threat-in-china-oppo-launches-ai-powered-foldable-phones-at-lower-prices" rel="noreferrer noopener">China&#8217;s Oppo Heats Up Smartphone Landscape, Launches AI-Powered Foldable At Competitive Price</a>
From Apple&#8217;s standpoint, this announcement can help increase subscription revenue in the long term by making Apple TV+ more readily available and convenient to view on the Android installed base, which is much larger than the iOS installed base.
Beyond any financial benefit, it also helps make Apple more accessible to users of the Android installed base, which, over time, can help increase migrations into the iOS ecosystem.
The rerating reflects stable cash flows, earnings resiliency and potential beneficiary of AI use on edge devices.
Mohan assumed a Base case where, over time, Apple penetrates 1.5% of the Android installed base, which can support the Apple TV App. The analyst assumed users in emerging markets would pay a lower monthly charge. He estimated ~$2 billion in revenue and ~$0.02 EPS impact.
In addition, users can subscribe to the MLS season pass, which can drive some incremental revenue for Apple.
While the impact of mid-term revenue and EPS may not be significant, making more Apple Apps available on Android can help increase Apple brand awareness beyond the iOS ecosystem and drive future migrations.
The Android operating system (OS) has a dominant market share in emerging markets.
Mohan noted that iOS users tend to have higher ARPU for apps and subscriptions than Android users.
Moreover, Apple would have costs related to providing Apple TV+ on Android, including the platform fee paid to Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ&#8221; GOOGL) Google.
The analyst expects Apple to continue investing in original content to make Apple TV+ attractive to subscribers. Overall, he assumed a lower gross margin of 30% for the steaming subscription service versus an overall Apple Services gross margin of around 70%.
Mohan&#8217;s fiscal 2025E revenue and EPS remain at $411 billion and $7.30.
Price Action: AAPL stock is down 0.07% at $245.59 at last check Friday.
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<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/43883619/uscellular-q4-earnings-3-99-million-postpaid-connections-churn-drops-to-1-29-withholds-2025-guidance-due-to-t-mobile-deal" target="_blank" rel="noreferrer noopener">UScellular Q4 Earnings: 3.99 Million Postpaid Connections, Churn Drops To 1.29%, Withholds 2025 Guidance Due To T-Mobile Deal</a></li>
</ul>
Photo by oasisamuel on Shutterstock

Price Target

Reiteration

Analyst Ratings

Apple Expands Apple TV+ to Android, Eyes Subscription Growth and Ecosystem Expansion, Analyst Says

<a href="https://www.bloomberg.com/news/articles/2025-02-21/apple-removes-end-to-end-encryption-feature-from-uk-after-backdoor-order?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2025-02-21/apple-removes-end-to-end-encryption-feature-from-uk-after-backdoor-order?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2025-02-21/apple-removes-end-to-end-encryption-feature-from-uk-after-backdoor-order?srnd=homepage-americas</a>

'Apple Removes Cloud Encryption Feature From UK After Backdoor Order'

China&#8217;s Oppo showcased its <a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">new flagship folding phone</a> with artificial intelligence-focused features Thursday, intensifying rivalry with premium smartphone companies like Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Samsung&nbsp;Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and Huawei.
The iPhone captured an <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/42951487/apples-iphone-market-share-declines-in-china-huawei-and-xiaomi-gain-momentum-in-2024-counterpoint" rel="noreferrer noopener">18% global market share</a> in 2024, down from 19% in 2023, due to its smartphones&#8217; lack of AI features. Samsung&nbsp;led with a market share of 19% in 2024, down from 20% in 2023.
Oppo, akin to its rivals, remains committed to artificial intelligence-focused features on the device.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43847808/lenovo-q3-earnings-20-revenue-jump-ai-pcs-and-smartphones-power-market-expansion" rel="noreferrer noopener">Lenovo Q3 Earnings: 20% Revenue Jump, AI PCs and Smartphones Power Market Expansion</a>
Oppo&#8217;s ultra-thin design, the Find N5 phone, with a 6.62-inch display and a half foldable, will retail for 2,499 Singapore dollars ($1,867.70), according to CNBC <a target="_blank" href="https://www.cnbc.com/2025/02/20/oppo-find-n5-folding-phone-specs-price-availability-.html" rel="noreferrer noopener">report</a>.
Find N5&#8217;s 5,600 milliampere-hour (mAh) battery, which is made of silicon-carbon material and is the size of a credit card. Oppo Find N5 has a triple-camera setup with a telephoto lens that can zoom in up to 30 times thanks to AI Telescope Zoom.
The phone also has a personal AI assistant that can interpret and summarize documents, generate summaries of phone calls, and translate video calls.
Oppo&#8217;s O+ Connect lets users connect their phones to a Mac computer. Oppo uses Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google as its AI partner in international markets.
Recently,&nbsp;Huawei launched the Mate XT, a &#8220;trifold&#8221; phone with three screens, for the international market. Samsung recently launched additional AI capabilities on its&nbsp;new flagship Galaxy S25 series.
Apple tapped Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) to <a target="_blank" href="https://www.benzinga.com/25/02/43631776/apple-teams-up-with-alibaba-for-ai-innovation-in-china-submits-ai-features-for-regulatory-approval" rel="noreferrer noopener">integrate AI features</a> into iPhones in China as it fights to regain lost market share from
China-backed players like Oppo, Vivo, Xiaomi, and Huawei, whose smartphones with AI features were available at a considerable discount compared to Apple.
Apple also has a partnership with Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>). Recently, <a target="_blank" href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag" rel="noreferrer noopener">Apple showcased its</a> $599 iPhone 16e with OLED display, A18 chip, and custom modem.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/43846533/alibaba-q3-earnings-revenue-and-eps-beat-eyes-global-e-commerce-profitability-in-fy25-increase-investments-in-ai" target="_blank" rel="noreferrer noopener">Alibaba Q3 Earnings: Revenue And EPS Beat, Eyes Global E-Commerce Profitability In FY25, Increase Investments In AI</a></li>
</ul>
Photo via Oppo

Government

Regulations

Media

BABA

BIDU

NVDA

SSNLF

China's Oppo Heats Up Smartphone Landscape, Launches AI-Powered Foldable At Competitive Price

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) against its key competitors in the Technology Hardware, Storage &amp; Peripherals industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>Apple Background</h3>
Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Apple Inc</td>
<td>39.02</td>
<td>55.32</td>
<td>9.50</td>
<td>58.74%</td>
<td>$45.91</td>
<td>$58.27</td>
<td>3.95%</td>
</tr>
<tr>
<td>Super Micro Computer Inc</td>
<td>29.50</td>
<td>6.35</td>
<td>2.39</td>
<td>6.68%</td>
<td>$0.4</td>
<td>$0.6</td>
<td>37.87%</td>
</tr>
<tr>
<td>Hewlett Packard Enterprise Co</td>
<td>11.26</td>
<td>1.15</td>
<td>0.96</td>
<td>5.72%</td>
<td>$1.44</td>
<td>$2.61</td>
<td>15.06%</td>
</tr>
<tr>
<td>NetApp Inc</td>
<td>22.94</td>
<td>28.39</td>
<td>4.07</td>
<td>32.84%</td>
<td>$0.44</td>
<td>$1.18</td>
<td>6.15%</td>
</tr>
<tr>
<td>Western Digital Corp</td>
<td>20.60</td>
<td>2.05</td>
<td>1.57</td>
<td>4.89%</td>
<td>$0.96</td>
<td>$1.52</td>
<td>41.33%</td>
</tr>
<tr>
<td>Pure Storage Inc</td>
<td>173.85</td>
<td>15.68</td>
<td>7.85</td>
<td>4.44%</td>
<td>$0.11</td>
<td>$0.58</td>
<td>8.94%</td>
</tr>
<tr>
<td>Eastman Kodak Co</td>
<td>10.61</td>
<td>0.61</td>
<td>0.65</td>
<td>1.34%</td>
<td>$0.04</td>
<td>$0.04</td>
<td>-2.97%</td>
</tr>
<tr>
<td>Turtle Beach Corp</td>
<td>60.90</td>
<td>3.72</td>
<td>1.12</td>
<td>3.3%</td>
<td>$0.01</td>
<td>$0.03</td>
<td>59.51%</td>
</tr>
<tr>
<td>AstroNova Inc</td>
<td>23.51</td>
<td>0.98</td>
<td>0.59</td>
<td>0.26%</td>
<td>$0.0</td>
<td>$0.01</td>
<td>7.65%</td>
</tr>
<tr>
<td>Average</td>
<td>44.15</td>
<td>7.37</td>
<td>2.4</td>
<td>7.43%</td>
<td>$0.42</td>
<td>$0.82</td>
<td>21.69%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through a detailed examination of Apple, we can deduce the following trends: 
<ul>
<li>
With a Price to Earnings ratio of 39.02, which is 0.88x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
</li>
<li>
With a Price to Book ratio of 55.32, which is 7.51x the industry average, Apple might be considered overvalued in terms of its book value, as it is trading at a higher multiple compared to its industry peers.
</li>
<li>
The stock's relatively high Price to Sales ratio of 9.5, surpassing the industry average by 3.96x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 58.74% is 51.31% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
With higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $45.91 Billion, which is 109.31x above the industry average, the company demonstrates stronger profitability and robust cash flow generation.
</li>
<li>
The company has higher gross profit of $58.27 Billion, which indicates 71.06x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
With a revenue growth of 3.95%, which is much lower than the industry average of 21.69%, the company is experiencing a notable slowdown in sales expansion.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740150053_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a financial metric that helps determine the level of financial risk associated with a company's capital structure.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
When comparing Apple with its top 4 peers based on the Debt-to-Equity ratio, the following insights can be observed:
<ul>
<li>
In the context of the debt-to-equity ratio, Apple holds a middle position among its top 4 peers.
</li>
<li>
This indicates a moderate level of debt relative to its equity with a debt-to-equity ratio of 1.45, which implies a relatively balanced financial structure with a reasonable debt-equity mix.
</li>
</ul>
<h3>Key Takeaways</h3>
For Apple in the Technology Hardware, Storage &amp; Peripherals industry, the PE, PB, and PS ratios indicate that the stock is relatively undervalued compared to its peers. However, the high ROE, EBITDA, gross profit, and low revenue growth suggest that Apple is efficiently utilizing its resources and generating strong profits, but may be facing challenges in revenue expansion.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

In-Depth Analysis: Apple Versus Competitors In Technology Hardware, Storage &amp; Peripherals Industry

<a href="https://www.theinformation.com/articles/apple-versus-qualcomm-a-split-looms-for-techs-rockiest-marriage" title="https://www.theinformation.com/articles/apple-versus-qualcomm-a-split-looms-for-techs-rockiest-marriage">https://www.theinformation.com/articles/apple-versus-qualcomm-a-split-looms-for-techs-rockiest-marriage</a>

'Apple Plans To Replace Qualcomm Modems In The Rest Of Its iPhones With Apple Modems; Apple Has Been Quietly Working On A Plan That Could Potentially Whittle Down The Patent Fees It Needs To Pay Qualcomm' - The Information

Mark Zuckerberg&#8216;s Meta&nbsp;Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)&nbsp;have voiced their concerns over Europe&#8217;s stringent artificial intelligence (AI) regulations, arguing that these rules are hampering the growth of the region&#8217;s tech industry.
What Happened: The public policy chiefs of these tech giants expressed their concerns&nbsp;at the Techarena tech conference&nbsp;in Stockholm, Sweden, reported <a href="https://www.cnbc.com/2025/02/21/google-meta-execs-blast-europe-over-strict-ai-regulation.html">CNBC</a>. They contended that Europe&#8217;s rigorous approach to regulating technologies like AI and machine learning is suppressing innovation.
Meta&#8217;s director of public policy, Chris Yiu stated that the European regulation around technology is sometimes too fragmented or goes too far, resulting in product delays or watered-down versions. "I think there is now broad consensus that European regulation around technology has its issues, and sometimes it's too fragmented, like GDPR [General Data Protection Regulation], sometimes it goes too far, like the AI Act."
 He mentioned Meta&#8217;s recently released Ray-Ban smart glasses as an example, highlighting their AI-powered ability to translate speech or describe images for individuals with visual impairments. The product&#8217;s launch in Europe was delayed due to regulatory issues.
Google DeepMind&#8217;s head&nbsp;of public policy, Dorothy Chou also echoed Yiu&#8217;s sentiments, She pointed out that the AI Act was created before some technologies even existed and emphasized that policy should foster a better investment environment rather than hinder technological advancement.
SEE ALSO: <a href="https://www.benzinga.com/news/25/02/43780318/trumps-executive-order-on-corruption-what-it-means-for-u-s-companies">Trump&#8217;s Executive Order On Corruption: What It Means For U.S. Companies</a>
Why It Matters: These criticisms come amidst growing concerns from Big Tech firms about&nbsp;the EU&#8217;s approach to tech&nbsp;regulation. Google and Meta have intensified their lobbying efforts to influence and ease certain aspects of the AI Act. 
In January, Google contested a record <a href="https://www.benzinga.com/25/01/43274659/google-fights-record-eu-android-fine-claims-users-choose-its-services-over-rivals">EU antitrust fine </a>over its Android operating system, arguing that users preferred its services. In February, Meta announced its plans <a href="https://www.benzinga.com/news/large-cap/25/02/43581128/consumer-tech-news-feb-3-feb-7-meta-plans-not-to-comply-with-the-eu-ai-code-of-practice-apple-raises-applecare-service-subscription-cost-more">not to comply</a> with the EU AI Code of Practice.
Meta also hinted that it will turn to President Donald Trump if the EU doesn&#8217;t relent. However, EU antitrust chief&nbsp;Teresa Ribera refused to change her stance and told Reuters on Tuesday that the team will make key decisions regarding Meta and Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), based on evidence, as scheduled in March.
Since March last year, both the tech giants have been under the EU&#8217;s scrutiny and could incur substantial fines of up to 10% of their global annual revenue if found in violation of the Digital Markets Act.
Despite the EU drawing a lot of criticism from the Trump Administration, Ribera said, &#8220;We need to be flexible but we cannot transact on human rights nor are we going to transact on the unity of Europe, and we are not going to transact on democracy and values.&#8221;
READ MORE: <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43878760/dogecoins-journey-from-memecoin-to-real-money-crazy-but-cool-says-elon-musk-i-am-living-the-meme">Dogecoin&#8217;s Journey From Memecoin To &#8216;Real&#8217; Money &#8216;Crazy But Cool,&#8217; Says Elon Musk: &#8216;I Am Living The Meme&#8217;</a>

Mark Zuckerberg's Meta And Google Slam Europe's Strict AI Rules: 'Sometimes It Goes Too Far'

<a target="_blank" href="https://www.benzinga.com/topic/taiwan" rel="noreferrer noopener">Taiwan&#8217;s Financial Supervisory Commission</a> is exploring the removal of the 30% cap for constituent member stocks in the market capitalization of local index ETFs.
The Taiwanese regulator may approve appropriate amendments in the first half of this year, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-02-21/taiwan-considers-lifting-weighting-cap-on-etfs-as-tsmc-surges?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Friday.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43860815/lam-research-unveils-ai-chipmaking-tools-secures-tsmc-and-micron-as-customers-projects-up-to-28-billion-revenue-by-2028-plans-85-free-cash-flow-return" rel="noreferrer noopener">Lam Research Unveils AI Chipmaking Tools, Projects Big Returns</a>
Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) member weighting in local equity benchmark Taiex climbed to 37%, making adjustments in ETF products tracking the index difficult.
The chipmaker stock surged 140% since the global artificial intelligence investing frenzy in late 2022. Taiwan Semiconductor stock surged 60% in the last 12 months. It is the key supplier of AI chips for Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) smartphones.
The AI frenzy is in no mood to slow down. Reportedly, Microsoft Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) <a target="_blank" href="https://www.benzinga.com/news/25/01/43316522/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">committed $80 billion</a> in AI infrastructure spending&nbsp;for 2025, and&nbsp;Meta Platforms Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)&nbsp;earmarked $60-65 billion.
The Taiwanese contract chipmaker&#8217;s rumored Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) deal could <a target="_blank" href="https://www.benzinga.com/media/25/02/43815191/taiwan-semiconductors-potential-intel-takeover-could-widen-gap-threatening-samsungs-chip-business-report" rel="noreferrer noopener">expand its market share</a> to 75% (up from 64.9% in the third quarter of 2024) and could further increase the market cap of the stock.
Taiwan looks to boost U.S. trade and defense ties, addressing President Donald Trump&#8217;s chip concerns as the chipmaker invests <a target="_blank" href="https://www.benzinga.com/25/02/43727973/taiwan-semiconductor-eyes-us-expansion-amid-taiwans-push-for-bigger-investments-and-advanced-chip-production" rel="noreferrer noopener">$65 billion in Arizona fabs</a>.
Trump had verbally attacked Taiwan since his presidential campaign days for allegedly undermining U.S. manufacturing of semiconductor chips, including the lack of a formal defense treaty between the Chinese-claimed Taiwan as its most significant international backer and arms supplier.
Trump also criticized Taiwan for its trade surplus with the U.S.. He threatened to impose 100% tariffs on Taiwan-made chips. Reportedly, Trump plans to scrap the US CHIPS and Science Act, which Taiwan Semiconductor is a significant beneficiary of.
Meanwhile, Taiwan Semiconductor ramped up U.S. expansion, spending $17.14 billion on advanced chips and packaging as Taiwan seeks a global AI chip alliance.
Investors can gain exposure to Taiwan Semiconductor through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action:&nbsp;TSM stock traded higher by 0.75% to $201.60 premarket at the last check on Friday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/43847808/lenovo-q3-earnings-20-revenue-jump-ai-pcs-and-smartphones-power-market-expansion" target="_blank" rel="noreferrer noopener">Lenovo Q3 Earnings: 20% Revenue Jump, AI PCs and Smartphones Power Market Expansion</a></li>
</ul>
Photo by Jack Hong via Shutterstock

INTC

MSFT

Taiwan Semiconductor Too Big For The Index, Regulator Considers Lifting Weight Cap

The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) is one of the most <a href="https://www.benzinga.com/quote/QQQ">popular exchange-traded funds</a> in the world, giving customers exposure to the tech-heavy Nasdaq-100 index. It has over $341 billion in assets under management as of this writing
What happened: Launched in 1999, the ETF holdings are dominated by the "Magnificent 7" tech titans like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and so on, making it an enticing bet for long-term return.&nbsp;
Exactly a year ago, the ETF traded at $425.71 per share. So, if you had invested $1,000, you could have bought about 2.34 shares of QQQ.
The stock closed at $537.23 during the last trading session, meaning the original investment would have turned $1261.96, reflecting a gain of 26.19% in a year.
See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43826697/bitcoin-early-in-bull-market-can-compete-with-gold-etfs-blockstream-ceo-says">Bitcoin &#8216;Early In Bull Market,&#8217; Can Compete With Gold ETFs, Blockstream CEO Says</a>
Now suppose you were persuaded by the growing hoopla around the world's largest cryptocurrency, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), at the time, and chose to gain exposure through the newly launched BlackRock&#8217;s iShares Bitcoin Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>).
An investment of $1,000 when IBIT traded at $29.08 a piece a year ago would have fetched you 34.38 shares. At Thursday's closing price of $56.04, this investment would be worth $1927.09, marking a 92% jump.&nbsp;
Clearly, investing in a Bitcoin ETF would have resulted in significantly higher returns than QQQ.
IBIT smashed industry records in its debut, accumulating <a href="https://www.benzinga.com/24/12/42737368/blackrocks-bitcoin-fund-breaks-records-with-historic-etf-launchwill-it-surpass-the-worlds-biggest-gold-etf-in-january">a record $50 billion in </a>AUM within the first year. Currently, the fund has over $56 billion in AUM.
Price Action: Shares of IBIT closed 2.54% lower at $56.04 during Thursday&#8217;s regular trading session, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA.." target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>. The QQQ ETF closed down 0.42% to 537.23.
Image via Shutterstock
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Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) AI-driven Visual Intelligence feature is reportedly coming to iPhone 15 Pro models in an upcoming iOS update.
What Happened: Apple Intelligence, the company's suite of AI-powered features, includes Visual Intelligence, which allows users to analyze objects, translate text, and search for information in real-time using their iPhone's camera.
While iPhone 16 and 16 Pro users can trigger the feature using a dedicated camera button, the iPhone 15 Pro and Pro Max and <a href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag">newly launched</a> iPhone 16e lack this hardware.
See Also: <a href="https://in.benzinga.com/markets/equities/25/02/43873396/apple-stock-has-run-up-over-10-in-a-month-jim-cramer-says-iphone-maker-is-ramping-and-the-credit-goes-to-chinese-subsidies">Apple Stock Has Run Up Over 10% In A Month, Jim Cramer Says iPhone Maker Is &#8216;Ramping&#8217; And The Credit Goes To Chinese Subsidies</a>
&#8220;Apple's solution to enable visual intelligence on the iPhone 16e, despite it lacking the Camera Control button, is two-fold. First, visual intelligence is now available in the Control Center. Second, as demonstrated by Apple in the announcement video, you can assign the Action Button to visual intelligence,&#8221; said Daring Fireball's John Gruber.
Gruber further said that Cupertino will likely assign Visual Intelligence to the Action button or use a Control Center shortcut, citing an Apple representative.
Apple hasn't confirmed which iOS version will bring Visual Intelligence to iPhone 15 Pro models, but Gruber speculates it may arrive in iOS 18.4, which could enter beta testing "any day now."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Apple's decision to extend Visual Intelligence to iPhone 15 Pro users reduces the pressure to upgrade to the iPhone 16 series for AI-driven camera enhancements.
Since its launch in September 2023, the iPhone 15 Pro series has seen significant adoption, with the Pro and Pro Max models accounting for 5.44% and 6.83% of the market by November 2024, <a href="https://www.statista.com/statistics/1447263/iphone-15-adoption-rate-by-model-worldwide/?__sso_cookie_checker=failed">according</a> to Statista.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Apple's Visual Intelligence May Come To iPhone 15 Pro: Here's How It Can Transform Your Camera With AI-Powered Real-Time Search

Amid escalating trade tensions between the U.S. and China, Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO Tim Cook is said to have met President Donald Trump.
What Happened: Citing an anonymous source, <a href="https://www.bloomberg.com/news/articles/2025-02-20/apple-s-tim-cook-meeting-with-trump-as-tariffs-threaten-iphones">Bloomberg </a>reported a possible meeting between Cook and Trump at the White House. The purpose of the meeting, however, remains undisclosed.
The escalating trade war between the US and China has put Apple in a tricky situation. The Trump administration&#8217;s&nbsp;10% tariff on Chinese goods&nbsp;could potentially hinder Apple&#8217;s efforts to revive its sluggish iPhone sales.
Moreover, China, Apple&#8217;s largest manufacturing hub, is contemplating an investigation into the company&#8217;s&nbsp;policies and the fees it&nbsp;charges app developers. 
Also, this month,&nbsp;<a href="https://www.benzinga.com/news/global/25/02/43554574/apple-faces-mounting-pressure-from-uk-government-to-grant-spying-access-to-encrypted-data-of-users-worldwide">Apple faced pressure</a>&nbsp;from the U.K. government to create a backdoor for accessing the encrypted data of its users worldwide. 
This meeting with President Trump could be seen in the context of tariffs and privacy-related concerns from the U.K.
Apple did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
SEE ALSO: <a href="https://www.benzinga.com/personal-finance/25/02/43856927/billionaire-blackrock-ceo-larry-fink-says-people-are-saving-too-much-and-not-investing-enough-to-retire-with-dignity">Billionaire Blackrock CEO Larry Fink Says People Are Saving Too Much And Not Investing Enough To &#8216;Retire With Dignity&#8217;</a>
Why It Matters: The tariffs imposed by the Trump administration raised concerns over the impact on the pricing of Apple products. <a href="https://www.benzinga.com/markets/equities/25/02/43839627/apple-may-hike-iphone-prices-by-9-due-to-trumps-tariffs-says-bank-of-america">Analysts at the Bank of America</a>&nbsp;securities have suggested that Apple may need to increase iPhone prices by 9% to counter the tariffs. 
The iPhone maker tried to shift its supply chain from China to India and Vietnam. While India is a major assembling hub for iPhones, Vietnam is a major hub for AirPods. However, the Chinese government is setting obstacles to this shift and has resorted to tightening controls on advanced equipment and critical materials. Additionally, the reciprocal tariffs on India announced by Trump have also become a cause of concern for the Tim Cook-led company.
Post-election, Cook had expressed his willingness to engage with the Trump administration. However, the two have previously had disagreements over Apple&#8217;s privacy policies, with Trump insisting that Apple should do more to assist federal law enforcement in accessing encrypted phones. Apple has consistently opposed such requests citing potential dangers from hackers. 
Despite these challenges, <a href="https://www.benzinga.com/markets/equities/25/02/43873396/apple-stock-has-run-up-over-10-in-a-month-jim-cramer-says-iphone-maker-is-ramping-and-the-credit-goes-to-chinese-subsidies">Apple&#8217;s stock has surged over 10%</a> in the past month, with CNBC's Jim Cramer attributing the momentum to the Chinese government&#8217;s national consumer subsidy programs that also cover Apple products.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Apple CEO Tim Cook Reportedly Meets Trump As Tariff Impact Looms On iPhone Sales And Company's China Strategy

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly testing its second-generation C2 modem for upcoming iPhone models.
What Happened: A private X, formerly Twitter, account with a track record of accurate Apple leaks claims that the company is already testing the C2 modem, internally identified as "C4020," <a href="https://www.macrumors.com/2025/02/20/apple-already-testing-a-c2-modem/">reported</a> MacRumors.
Apple&#8217;s next-generation modem is expected to deliver improved 5G connectivity with enhanced speed and reliability while also being more energy efficient.
See Also: <a href="https://www.benzinga.com/25/02/43874069/meta-slashes-employee-stock-awards-by-10-as-zuckerberg-pours-up-to-65-billion-into-ai-race-against-openai-alphabet-and-amazon-report">Meta Stock Has Soared Almost 50% Over A Year But Now The Company Is Slashing Staff Stock Awards As It Braces To Face OpenAI, Amazon And Others In AI Race</a>
The latest rumor signals a major step in <a href="https://www.benzinga.com/24/12/42376583/how-apples-billion-dollar-modem-gamble-could-redefine-the-future-of-macs-headsets-and-foldable-iphones-report">Apple's effort to move away</a> from Qualcomm Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) chips and improve in-house wireless technology. Earlier reports suggested that Apple&#8217;s first modem, C1, might be <a href="https://in.benzinga.com/25/02/43774315/apples-iphone-se-4-to-feature-tsmc-made-in-house-5g-modembut-it-may-lag-behind-qualcomms-snapdragon-x75">slower than Qualcomm&#8217;s</a> Snapdragon X75 modem.
Why It Matters: The current <a href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag">C1 modem in the</a> iPhone 16e is already noted for its power efficiency, contributing to the longest battery life among 6.1-inch iPhones.
Apple's chipmaking chief, Johny Srouji, mentioned that the C1 modem is just the beginning, with the C2 modem marking the next phase.
Bloomberg's columnist Mark Gurman previously highlighted the significance of Apple's first in-house modem, calling it a "monumental technical achievement" after a seven-year, multi-billion-dollar effort.
However, Gurman noted that Apple gave it minimal attention in its official announcements, which he believes was intentional.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The C1 Apple modem is a monumental technical achievement. A several billion dollar effort that has been in the works for 7 years. In the end it gets two sentences in the press release and 15 seconds in the announcement video. Apple is clearly downplaying this intentionally.
&mdash; Mark Gurman (@markgurman) <a href="https://twitter.com/markgurman/status/1892255032344519066?ref_src=twsrc%5Etfw">February 19, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Analyst Ming-Chi Kuo also weighed in, stating that all iPhone 17 models set to launch in late 2025 will feature Apple's own Wi-Fi chips, a move aimed at reducing reliance on Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>). He also said that only the slim iPhone 17 model is expected to adopt Apple's C1 modem.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Following Qualcomm, Broadcom&#39;s Wi-Fi chips will also be replaced by Apple&#39;s in-house chips at a faster pace. My latest industry survey indicates that all new 2H25 iPhone 17 models will feature Apple&#39;s in-house Wi-Fi chips (vs. only the slim iPhone 17 will adopt Apple&#39;s C1 modem…
&mdash; 郭明錤 (Ming-Chi Kuo) (@mingchikuo) <a href="https://twitter.com/mingchikuo/status/1892605046078259711?ref_src=twsrc%5Etfw">February 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Meanwhile, Flighty CEO Ryan Jones has questioned whether the C1 modem in the iPhone 16e can match expectations.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Actually important about iPhone 16e: &#8211; increase from $429 → $599 is a lot. 8GB and A18 alone don't justify. This is not really a typical "SE" &#8211; Apple's C1 modem, can it hold up? &#8211; Why no MagSafe? kneecapping for 16 sales and repair cost? &#8211; "2-in-1 camera" is brilliant…
&mdash; Ryan Jones (@rjonesy) <a href="https://twitter.com/rjonesy/status/1892743722145562913?ref_src=twsrc%5Etfw">February 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Price Action: Apple&#8217;s stock closed at $245.83 on Thursday, rising 0.39% for the day. However, in after-hours trading, it edged down 0.094% to $245.60, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: Shutterstock.com
Read Next:
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Leaker Claims Apple's Next-Gen C2 Modem Is Already In Testing— Here's What It Means For iPhone 5G Connectivity

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares have gained over 10% in the past month, with CNBC&#8217;s Jim Cramer attributing recent momentum to Chinese government subsidies covering Apple products. 
What Happened: &#8220;Apple phone qualifies for China subsidies.. big reason why ramping last few days,&#8221; Cramer wrote on X on Thursday.
The development comes as Apple grapples with challenges in its second-largest market, having reported an 11% decline in Greater China revenue to $18.51 billion in the first quarter. 
During the company&#8217;s recent earnings call, CEO Tim Cook addressed China&#8217;s national consumer subsidy program, which was announced on Jan. 20 and covers smartphones, tablets, PCs, and smartwatches up to <a href="https://www.benzinga.com/markets/equities/25/01/43376074/tim-cook-sees-apple-products-covered-in-new-chinese-subsidy-program-as-iphone-maker-faces-11-revenue-decline-in-the-region-fiscal-stimulus-occurring">certain price thresholds</a>.
While some provincial subsidies were active in the December quarter, Cook noted the broader national program&#8217;s potential future impact: &#8220;We do see fiscal stimulus occurring,&#8221; he said, maintaining an optimistic outlook despite regional headwinds.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Apple phone qualifies for China subsidies.. big reason why ramping last few days
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1892582033345368439?ref_src=twsrc%5Etfw">February 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/asia/25/02/43872677/alibaba-cfo-toby-xu-touts-5-drop-in-share-count-thanks-to-aggressive-buybacks-as-jack-ma-founded-company-basks-in-stellar-q3-results">Alibaba CFO Toby Xu Touts 5% Drop In Share Count Thanks To Aggressive Buybacks As Jack Ma-Founded Company Basks In Stellar Q3 Results</a>
Why It Matters: The subsidies are part of what Morgan Stanley describes as China&#8217;s &#8220;most aggressive stimulus tone in a decade,&#8221; aimed at boosting consumption through <a href="https://www.benzinga.com/markets/asia/25/01/43168134/is-chinas-economic-stimulus-strategy-helping-its-ailing-markets-to-recover">moderately loose monetary policy</a>. This comes as China&#8217;s GDP growth in 2024 fell below targets, growing between 2.4% and 2.8% according to Rhodium Group estimates.
Gene Munster, managing partner at Deepwater Asset Management, provided context for Apple&#8217;s apparent downturn in China, suggesting that roughly half of the weakness was due to inventory management rather than fundamental demand issues. &#8220;The mess wasn&#8217;t as big as it looked in the numbers,&#8221; Munster stated on X.
Looking ahead, analysts are monitoring potential challenges, including U.S. trade policies under President Donald Trump&#8216;s administration that could impact Apple&#8217;s Chinese market operations. However, the company continues to embrace local innovation, with Cook expressing support for Chinese AI developments during the earnings call.
Price Action: Apple&#8217;s stock closed at $245.83 on Thursday, up 0.39%. The stock is up 3.74% in five days, 0.81% year to date, and 35.40% over the past year, according to <a href="https://www.benzinga.com/pro/">data from Benzinga Pro</a>.
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Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Apple Stock Has Run Up Over 10% In A Month, Jim Cramer Says iPhone Maker Is 'Ramping' And The Credit Goes To Chinese Subsidies

Taking a look at insider buying this week, we see that insiders are just as cautious and uncertain as the rest of us. The insider buy-sell ratio has moved to levels that are typically bearish, meaning that many more insiders are selling than buying.
&nbsp;Now, that is not necessarily a disaster. Insiders sell stock for all sorts of reasons—estate planning, buying a house, funding a dream wedding or an Ivy League education, or, in some cases, a dream divorce.
But there is only one reason an insider buys: they think their stock is going to move a lot higher.
Right now, the lack of insider buying suggests they are not feeling overly confident about the market's long-term upside. And let's be honest, the broader market indicators aren't giving us any warm fuzzies either. Market cap to GDP, the Buffett Indicator, is sitting at historic highs. The overall allocation to equities among pensions, individuals, and institutions is near peak levels, a setup that historically leads to anemic returns over the next decade.
The excess CAPE yield, which compares corporate cash flows to Treasury yields, is flashing warning signs with a spread that screams, &#8220;proceed with caution.&#8221;
A lost decade is not out of the question. That does not mean an outright crash, though. It could take many forms: a brutal meltdown and a slow recovery, a melt-up followed by a grinding pullback, or just a long, ugly period of sideways action. The market has been running hot since 2009, and it has weathered a few hiccups—2018 and COVID—but each time, the Fed stepped in and bailed everyone out. That kind of intervention cannot last forever.
Then there is the extreme market concentration. Most of the recent gains are coming from a small handful of stocks. The last time the market was this narrow? 1998-1999. Before that? The Nifty Fifty era of the 1970s. Neither ended well. Do the math.
So, where is the smart money going during these turbulent times?
That brings us to Tom Gayner at Markel (Ticker: MKL).
Markel is not your typical insurance company.
&nbsp;It's a specialty insurer, covering everything from marine and aviation to professional liability and even horse insurance,. It seems in addition to specialty property and liability coverages they also insure racehorses, show horses, and livestock. &nbsp;That even includes major medical insurance for horses
The business is well-run and highly profitable. Gayner, who took the reins in 1990, has transformed it from a $40 million outfit into an $18 billion powerhouse.
His investment track record is nothing short of spectacular, crushing the S&amp;P 500 over multiple decades. Recently, he made two separate six-figure stock purchases—one in November, another in early February. That kind of move from a guy with his track record should make you sit up and take notice.
Markel is not just about insurance. It also runs an investment portfolio that mirrors the Berkshire Hathaway model, with a strong emphasis on long-term, value-driven stock picks. The firm's portfolio includes major stakes in companies like Berkshire Hathaway (Ticker: BRK-A), Google (Ticker: GOOGL), Brookfield (Ticker: BN), Amazon (Ticker: AMZN), John Deere (Ticker: DE), Home Depot (Ticker: HD), Visa (Ticker: V), Apple(Ticker: AAPL), and Watsco (Ticker: WSC),a top-tier HVAC distributor generating impressive cash flow.
More recently, they have been buying Franco-Nevada, a gold royalty company, and Hagerty Insurance, which specializes in classic car coverage. They have also added Airbnb, Dollar General, and Insperity, a staffing solutions provider. The investment strategy is built on high-quality businesses with strong cash flow, and Markel's ability to generate returns has been exceptional over time.
Another name that caught my eye? Amcor PLC (Ticker: AMCR). It is a UK-based packaging and container company specializing in medical and consumer goods packaging. They are in the process of acquiring Berry Global, which will significantly boost their market position.
The stock is cheap, trading at just $10 per share with a solid 5% dividend yield. The CEO just snapped up another $1 million worth of stock, increasing his stake by over 30%. When the guy running the show puts that kind of money on the table, you should pay attention.
And for those of you still swiping left and right, Match Group (Ticker: MTCH) insiders are making a move. Match owns all the big names in online dating—Tinder, Hinge, OkCupid, Plenty of Fish, and even some niche brands. The CEO just bought $2 million worth of stock, and a director stepped up with a six-figure buy.
This business has high gross margins, strong cash flow, and solid projected earnings growth for 2025. Wall Street loves it, and now the people at the top are backing it with their own cash.
So what is the takeaway? The overall market looks sketchy. Insiders are not exactly lining up to buy, which is a big red flag. But when the few who are buying happen to be seasoned, successful executives with a history of making smart bets, it is worth following their lead. Keep your eyes on Markel, Amcor, and Match Group.
These insiders are not waiting for permission. They are backing their convictions with real money. That is the kind of move you want to watch in times like these.

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