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☆ Here are Wednesday's biggest analyst calls: Nvidia, Netflix, Dell, GM, SunPower, Alphabet, Nio, Tesla, Exxon & more
▼ + stars: | 2024-05-15 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are the biggest calls on Wall Street on Wednesday: UBS reiterates Nvidia as buy UBS said it's standing by its buy rating heading into Nvidia earnings next week. Wells Fargo names Natera a top pick Wells said the fertilizer company is a new top pick at the firm. Morgan Stanley resumes Exxon as overweight Morgan Stanley resumed coverage of the stock and says it has "attractive growth at a compelling valuation." Morgan Stanley reiterates Palo Alto as overweight Morgan Stanley said it's bullish on shares of Palo Alto heading into earnings next week. Morgan Stanley names Dell a top pick Morga Stanley raised its price target on the stock and says it remains a best idea.

Persons: it's, Cantor Fitzgerald, Tesla, Canto, Tesla's, Wells, CTVA, KeyBanc, TD Cowen, Janus Henderson, Morgan Stanley, Palo, Bernstein, Mills, Campbell, underperform Bernstein, Wolfe, SunPower, Dell, Morga Stanley, Stephens, Truist, Oppenheimer, Will, DA Davidson Organizations: UBS, Nvidia, " Bank of America, Bank of America, Alphabet's, Google, JPMorgan, China, Deutsche Bank downgrades, Deutsche, Fair, Six, Sciences, NTR, Netflix, Energy, Palo Alto, Palo, Food, Tech, Barclays, General Motors, Holdings, ALC, Apple, Apple's Worldwide Developer's Conference, Will Apple, Walmart, D.A Locations: OW, Palo Alto, U.S

Google I/O 2024 "should assuage fears over [Alphabet's] AI competitive position," analysts at Oppenheimer wrote in a research note to clients on Wednesday. Here's the full list of Alphabet's AI updates. "I was using Google Search versus using ChatGPT … [and] ChatGPT was so much more thorough than Google without ads. The next big question in AI: Who will Apple choose to partner with for its own AI features? Google CEO Sundar Pichai speaks at the Google I/O developer conference.

Persons: Goldman Sachs, Oppenheimer, Bard, Jim Cramer, Siri, Alexa —, Sundar Pichai, ChatGPT, Jim, Goldman, Jim Cramer's, Andrej Sokolow Organizations: Citi, Google, Wednesday, ChatGPT, Microsoft, Gmail, Gemini, Apple, Developers, CNBC, Getty

☆ Apple flexes its new No. 1 smartphone maker status and makes a rare move in China
▼ + stars: | 2024-01-17 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Apple became the world's largest smartphone maker in 2023 for the first time ever. Despite a rough start to 2024, we think the company can build on this momentum in the U.S. and China. Apple's frontrunner status was confirmed in separate industry research reports from International Data Corporation (IDC) on Monday and Canalys on Tuesday. To be sure, Apple's iPhone is facing intensified competition in China as domestic players like Huawei and Xiaomi have started offering high-end alternatives. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Apple, Canalys, Nabila Popal, Will Apple, Jim Cramer's, Jim Cramer, Jim, Eduardo Munoz Organizations: Samsung, International Data Corporation, IDC, IDC's, Huawei, Apple, Big Tech, Microsoft, Xiaomi, Apple Watch, CNBC Locations: U.S, China, India, New York

☆ Apple's iPhone 15 launch clouded by China problems
▼ + stars: | 2023-09-12 | by ( Stephen Nellis | ) www.reuters.com time to read: +4 min

The iPhone made up more than half of Apple's $394.3 billion in sales last year, but it faces new challenges with selling in China, the Cupertino, California firm's third-largest market. Huawei wants to gain an edge on Apple with add-on features like satellite calling that relies on China's government-backed network. Apple's current iPhone lineup includes satellite capabilities, though they are meant only for emergency situations. "The truth of the matter is, we're in a very down smartphone market," said Bob O'Donnell, head of TECHnalysis Research. Reporting by Stephen Nellis in Cupertino, California; Editing by Peter Henderson and Lisa ShumakerOur Standards: The Thomson Reuters Trust Principles.

Persons: Dado Ruvic, Apple, Ben Bajarin, Bob O'Donnell, O'Donnell, Tim Cook's, Siri, Stephen Nellis, Peter Henderson, Lisa Shumaker Organizations: Apple, REUTERS, Rights, Huawei Technologies, Huawei, iPhones, Apple Watch, Creative, Counterpoint Research, TECHnalysis Research, Thomson Locations: Rights CUPERTINO , California, China, Cupertino , California

☆ Apple buying Disney would be a storybook ending for Iger, but fairy tales aren't real
▼ + stars: | 2023-09-06 | by ( Alex Sherman | ) www.cnbc.com time to read: +3 min

Apple co-founder Steve Jobs became Disney's largest individual shareholder after Disney acquired Pixar, then owned by Jobs, for $7.4 billion in 2006. The deal also gave Jobs a seat on the Disney board and fostered a close friendship between Jobs and Disney Chief Executive Bob Iger. Buying Disney wouldn't even classify as a bet-the-company transaction. Still, it's not clear Apple would have any interest in buying Disney. On one hand, buying Disney would supercharge those fledging businesses, which could help with Apple device churn while growing subscription revenue.

Persons: Will Apple, Steve Jobs, Bob Iger, Iger, Jobs, Steve, Steve —, it's, Apple, Apple hasn't, that's Organizations: Apple, Beats Electronics, Microsoft, Activision Blizzard, Disney, Pixar, Jobs, ESPN

☆ Jack Dorsey worries Apple Vision Pro will turn us all into 'WALL-E' characters — glued to chairs and plugged into constant entertainment
▼ + stars: | 2023-06-14 | by ( Grace Mayer | ) www.businessinsider.com time to read: +4 min

Jack Dorsey was asked what he thought about high-tech headsets, like Apple's new Vision Pro. In the interview, Dorsey shared his thoughts on companies developing augmented reality and virtual reality technologies. Just a week earlier, Apple announced its new Vision Pro mixed-reality headset, a strong competitor product to Meta's own line of virtual reality headsets. Jack Dorsey admitted that virtual reality was "going to happen," but said it's time to have an "honest conversation" about its possible effects. Will Apple's Vision Pro turn us all into "WALL-E"-like characters?

Persons: Jack Dorsey, Dorsey, Krystal Ball, Saagar, we're, Enjeti, he's, MARCO BELLO, Neal Stephenson, Ernest Cline's, They're, Apple's, Apple Organizations: Morning, Twitter, Pixar, Apple

☆ Apple CEO Tim Cook to meet with India’s Prime Minister Narendra Modi following Mumbai store opening
▼ + stars: | 2023-04-18 | by ( Seema Mody | ) www.cnbc.com time to read: +4 min

Prime Minister Narendra Modi launches slew of infrastructure projects from MMRDA Grounds, at Bandra-Kurla Complex, Bandra (East) on Jan. 19, 2023 in Mumbai, India. After opening a flagship store in Mumbai, CEO Tim Cook will travel to New Delhi to meet with Indian Prime Minister Narendra Modi on Wednesday. Apple's growth in India is widely seen as a success story by Modi and Indian officials. Flipkart and Amazon are dueling for the top spot in India's e-commerce market, and both face competition from newcomer Meesho. — CNBC's Steve Kovach contributed to this reportWATCH: Tim Cook visits India to open first Apple retail store

☆ Apple stock has 5 under-the-radar drivers that could catapult it to a near-$4 trillion valuation, Morgan Stanley says
▼ + stars: | 2023-03-03 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

Apple stock still has a lot of upside that some investors may be underestimating, according to Morgan Stanley. Morgan Stanley said five under-the-radar catalysts could send Apple stock to its bull-case scenario of $230. The bullish target represents 53% upside and would catapult Apple to a near-$4 trillion valuation. But Morgan Stanley believes not only will Apple reclaim its $3 trillion valuation milestone, but that it could surge as much as 53% from current levels to a near-$4 trillion level. He is so confident that Morgan Stanley named Apple its top stock pick of 2023.

☆ The iPhone will be irrelevant one day. We already know how it will happen.
▼ + stars: | 2022-10-26 | by ( Michael Gartenberg | ) www.businessinsider.com time to read: +5 min

The iPhone has become a "nonsubstitutable infrastructure," columnist Michael Gartenberg says. The iPhone — with iOS and the App Store — has maintained such a dominant position in the mobile industry for so long, it has achieved the status of what's known as "nonsubstitutable infrastructure." Nonsubstitutable infrastructure is something that so strongly holds users, a competitor can't get them to replace it. The New Jersey Turnpike is nonsubstitutable infrastructure. Despite this, it's inevitable that the iPhone and the Apple ecosystem will be replaced by something else.

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