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How AI is Changing Internet User Habits and Disrupting Search and Advertising Business Models — Implications for Tech Stock

... features (for instance, personalized suggestions on devices), but many expected updates have not been released on schedule. Meanwhile, competitors—from OpenAI to Google—have made AI functions ubiquitous, establishing a new benchmark for the industry. Apple has traditionally emphasized user privacy and data security. From this perspective, the company avoids cloud solutions where on-device processing is feasible. This approach has earned the trust of users and regulators, but technically complicates the implementation of the most advanced AI models, which require large datasets and processing power. Faced with this dilemma, Apple is currently proceeding cautiously to avoid sacrificing ...

Historic Decline in Interest: Why Institutions Are Turning Away from "Great Seven" Stocks

... investors have sharply reduced their positions in the "Great Seven" tech stocks — for the first time in history, long positions are nearly halved compared to usual levels. Why are hedge funds turning away from tech giants despite strong earnings reports? A detailed fundamental and technical analysis of each of the seven companies — from Apple to Tesla. Historical Decline in Interest: Why Institutional Investors Are Turning Away from the "Magnificent Seven" Stocks Hedge Fund Positions at Their Lowest in History Institutional investors are displaying unprecedented low interest ...

Economic Events and Company Earnings – Thursday, July 31, 2025: U.S. Inflation, Central Bank Rates, Reports from Apple and Amazon

... the services segment (App Store, subscriptions) continues to hit records, and sales of wearable devices and accessories are rising. iPhone sales are also estimated to have increased slightly due to stable demand in China and promotional activities. Apple’s earnings are expected to be in the range of ~$1.40-1.45 per share (compared to $1.26 last year). Margin improvement could result from cost stabilization and premium pricing for Pro models of iPhones. Investors will closely listen for guidance on the upcoming ...

How S&P 500's Dependency on China's Economy Affects Stock Returns and Investment Risks

... billion, China has long been the largest market for retail sales and smartphones. For instance, analysts have noted that for Apple Inc., the Chinese consumer market is its largest smartphone market, and a decline in sales in China immediately impacts ... ... Chinese consumption on global markets is significant: a decline in sales in China typically results in a drop in revenues and earnings forecasts for the corresponding companies on the stock markets of the U.S. and other countries. Meanwhile, China is pursuing ...

Economic News August 3, 2025 — Fed Rate Cut, Apple and Meta Reports, Gold Price Increase

... economies remains above target benchmarks, and the shift by central banks towards easing policy is only beginning – this supports high demand for hedge assets like gold. Corporate Reports: Tech Giants, Oil Leaders, and Consumer Demand The quarterly earnings season is underway, and the results from the world’s largest companies are showing mixed trends. Below are the most notable reports and trends from recent days: Apple – The tech giant exceeded analyst expectations. Apple’s revenue for April–June grew by approximately 10% year-over-year, reaching ~$94 billion – a record for the company’s third fiscal quarter. Net profit was approximately $23 billion ...