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Bank of America has reiterated its 'buy' rating on Apple Inc (NASDAQ:AAPL, XETRA:APC) after tracking showed global delivery times for its iPhone Duo remained extended to January 2027. The bank’s research put the average global shipping lead time for the Duo at 79 days on October 26, with...

A leadership handoff, a supply-constrained iPhone, and an AI rollout colliding at once: Apple is navigating more moving parts than it has in years, and where the stock lands depends on which force wins out.

SAN DIEGO, October 26, 2026--Retiree Alleges Morgan Stanley Covered Call Strategy Cost Him His Apple and NVIDIA Shares; Reif Law Group Files Financial Elder Abuse Claims
I’m watching Apple (NASDAQ:AAPL) ahead of its fiscal fourth-quarter results, due Nov. 2 after the close. Shares are up 26.65% this year and the market cap stands near $5.07 trillion. This report tests whether record demand can outrun rising costs. Record Demand Meets a Memory Cost Squeeze Last quarter, revenue rose 16.4% to $109.42 billion. […]

CUPERTINO, Calif., October 26, 2026--Apple today unveiled the all-new iPad mini, featuring a stunning OLED display in an even thinner and lighter design, a huge leap in performance with A20 Pro, and water and dust resistance.1 The larger 8.5-inch OLED display, also available with a nano-texture option, delivers higher contrast and more than 2x higher peak brightness than the previous-generation iPad mini for a brilliant and immersive viewing experience.2 A20 Pro supercharges AI with Neural Accel

Investors will scrutinize cloud growth, AI spending plans and chip demand, as the market enters the thick of the earnings season.

Demand for Apple's first folding iPhone is off to a hot start.

Greenlight Capital questions the market valuations and TAM claims of AI providers in Q3 2026. Read the full analysis for more details.

Investing.com-- Apple has asked its suppliers to increase production and orders for the iPhone Duo amid strong demand for the company’s first foldable phone, Taiwan’s Economic Daily reported on Monday.

Ternus faces real challenges as he follows in Cook's footsteps.

After Apple pushed Steve Jobs out, he quietly poured $10 million of his own money into a struggling graphics lab few people had heard of. What that gamble eventually revealed about where his real wealth came from would surprise almost everyone who followed his career.

Peter Thiel says Apple has lost its innovative edge since Steve Jobs’ death, despite praising its business management and value.

Is the AI boom becoming a bubble?

What does Jefferies say about demand for the iPhone 18?Jefferies believes demand for Apple’s (NASDAQ:AAPL) iPhone 18 Pro and iPhone 18 Pro Max is showing further signs of slowing, based on delivery times, resale prices and information from the company’s supply chain. In a research note published Monday, analyst Edison Lee said the firm’s monitoring indicated weaker underlying demand for Apple’s latest premium smartphones.

A new gadget lineup extends the iPhone ecosystem to the front door.

Apple offers a hardware refuge during a moment of AI volatility.

Munster believes that the higher-priced iPhone Duo could become a meaningful contributor to Apple’s overall iPhone growth.

The YouTube reviewer liked Apple’s first foldable; your wallet might protest.

Apple (NasdaqGS:AAPL) plans to unveil its first touchscreen MacBook Pro at a major October 28 event. The October 28 showcase is also expected to feature refreshed iPad and iMac models built around new M-series chips. The launch marks one of the first major product direction calls under new CEO John Ternus, who recently took the helm. The touchscreen MacBook Pro shift is important. However, investors should weigh it alongside Apple's broader product and chip roadmap. Our analysis turns up 2...

Apple's (AAPL) new foldable iPhone Duo hits stores Friday. Yahoo Finance Tech Editor Dan Howley got his hands on one and joins Brooke DiPalma on Market Domination to share his takeaways on the new device.

Key Stats for Apple StockCurrent Price: $343. 99Target Price (Mid): ~$485Street Target: ~$328Potential Total Return: ~41%Annualized IRR: ~9% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Apple (AAPL) has reportedly raised its iPhone Duo shipment target about 44%, a day before the $1,999 foldable reaches stores on October 23.

John Ternus took over as Apple’s CEO in September 2026, and he could be awarded a significant number of shares for meeting performance-based goals. Here’s how many Apple shares he owns now.

Apple has rolled out a packed roster of new hardware and home devices, including iPhone 18 Pro, the foldable iPhone Duo, HomeView smart displays, HomePod mini 2 and the Apple Home Collection, while deepening U.S. manufacturing ties with suppliers such as Perryman, Qnity Electronics, Broadcom, Corning, Coherent, TSMC and Amkor. These launches link Apple’s AI-centric device roadmap with a heavier U.S. supply base, which affects product costs, component security and execution risk across its...

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Meta's (META) third quarter earnings results were posted on Wednesday, beating Wall Street's estimates. Revenue came in at $64.6 billion, topping Wall Street's estimates of $63.3 billion, while earnings per share (EPS) came in at $3.83, compared to estimates of $3.57. D.A. Davidson head of technology research, Gil Luria, sits down with Yahoo Finance Senior Reporter Brooke DiPalma to share his thoughts on the numbers.
After a court declined to order Apple and Google directly, the regulator of Astana's financial center says it will serve them the injunctions it won against Coinbase, HTX and four other unlicensed platforms.
The iPhone maker will hold its second event in October, with new product launches expected.

Apple trades at a 35x forward P/E while SK Hynix sits at just 5.5x, but valuation alone doesn't tell the full story.

The company added a new titanium supplier and expanded its partnership with an advanced film maker as part of a $600 billion commitment to U.S. manufacturing.

Cirrus Logic faces a ‘difficult outlook’ given Apple’s iPhone supply chain hurdles and a lack of growth drivers in the near term.

Apple Inc. (NASDAQ:AAPL) remains in the spotlight after launching its iPhone 18 Pro lineup and its first foldable phone, the iPhone Duo, amid reports that it asked suppliers to cut component orders. The stock ranks first on our list of the top 10 stocks Jim Cramer and billionaire Ken Fisher like. Higher prices and soft […]

For questions about this article or underlying research, email help@trefis.com.

Apple’s iPhone Duo is the company’s first foldable device. Although it packs a tablet-sized screen into your pocket, WSJ’s Nicole Nguyen found the phone’s $2,000 price tag comes with trade-offs.
Key Stats for Apple StockPrice change for Apple stock in last 6 months: 28%$AAPL Stock Price as of Oct. 20: $34052-Week High: $348$AAPL Stock Price Target: $328What Happened?Apple (AAPL:NASDAQ) shares fell after Loop Capital cut its rating to Hold from Buy.

Investors love Apple for its focus on innovation.

The companies poised for a heated confrontation over AI agents are also the two dominant digital advertising firms.
Wall Street is embracing blockchain, but will crypto investors benefit? Pantera Capital explains why rising adoption may not translate into token gains.
The top 15 stocks now hold a record 46.7% of the S&P 500, far above the 27.2% share during the 2000 Dot-Com Bubble.
Meta moved its Q3 report to October 21, a full week earlier than expected, a historically bullish move backed by surging enthusiasm for its new Muse AI models. Read more here.

Apple’s $1,999 foldable is sold out into 2027, but a new Bank of America tracker shows where the wait is half as long.

Investing.com -- Apple's (NASDAQ:AAPL) first foldable iPhone hits retail stores this Friday, October 23, with a starting price of $1,999 for the 256GB model. But buyers hoping to get their hands on the device anytime soon may face a long wait. Apple described pre-orders for the Duo as “nothing short of extraordinary,” with online delivery estimates slipping to late January 2027 within hours of pre-orders opening on Friday, October 16. The company has also reportedly advised retail staff to cauti

The latest trading day saw Apple (AAPL) settling at $339.5, representing a -1% change from its previous close.

Apple stock sinks on a dovish Loop Capital research note. Here’s why the investment firm recommends caution in playing AAPL shares.

Apple has done quite well in 2026, but there is more to that story.
Apple is the best performing Magnificent Seven stock, but Wall Street getting ready to wait on the sidelines.

Semiconductor stocks just cratered while one mega-cap tech name quietly climbed to record territory, and the reason why reveals a fault line running straight through the AI trade that most investors are missing.




