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Paypal Is Pulling An Apple, Making It A Buy
Seeking Alpha· 2025-09-25 14:29
PayPal Holdings, Inc. (NASDAQ: PYPL ) has not lived up to the expectations of investors over the past five years. After losing ~60% of its market value since September 2020, the company is among the very few profitable tech giants to have lost ground inDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dil ...
Apple Asks EU to Repeal Sweeping Big Tech Antitrust Rules
Yahoo Finance· 2025-09-25 14:26
The Apple App Store app on a smartphone. Apple Inc. has asked European Union antitrust watchdogs to scrap regulations intended to protect digital consumers, arguing they expose users to privacy risks and threaten to undermine innovation. Most Read from Bloomberg The US company reiterated its opposition Thursday to the sweeping rules, which the EU implemented last year to protect consumers and ensure that big tech firms don’t abuse their dominance of internet spheres from mobile apps to search engines. ...
Meme Stocks Have Grown Up — And They're Making Money For Investors
Investors· 2025-09-25 14:16
TRENDING: Track Which Stocks Top Money Managers Are Buying And Selling So-called Meme stocks — or buzz-worthy tickers investors like to talk up on social media — are making a comeback. But they look very different this time. Meme stocks have mostly grown up since the last time they were popular. And more importantly, they're paying off. The VanEck Social Sentiment ETF (BUZZ), which holds roughly 75 stocks commonly discussed online, returned 45% this year, says Morningstar Direct. That puts it in the top 10 ...
Analyst Explains Why Apple (AAPL) Will Struggle to Maintain Its Customer Base – ‘They’ve Gone On The Defense’
Yahoo Finance· 2025-09-25 14:09
We recently published Trending Analyst Calls: Top 10 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks analysts were recently talking about. Laura Martin from Needham said in a program on CNBC earlier this month that Apple is losing its ability to raise prices and the company is “not innovating.” The analyst warned that it would become difficult for the company to maintain its installed user base. “They’ve gone on to defense. If you don’t have innovation, you can’t raise price. And as the genius that ...
Why Apple and other slow AI adopters may be right
MarketWatch· 2025-09-25 14:03
AI bubble? What bubble? Investors and companies have a healthy skepticism about AI's transformative potential. ...
Billionaire Xiaomi Founder Debuts a $630 Answer to iPhone 17
Yahoo Finance· 2025-09-25 13:50
Xiaomi 17 phones Xiaomi Corp.’s billionaire co-founder unveiled a $630 smartphone designed to take on the just-released iPhone 17, underscoring the Chinese company’s broader ambitions to take on US rivals from Apple Inc. to Tesla Inc. Most Read from Bloomberg The Xiaomi 17, which will be offered in Pro and Pro Max models just like Apple’s marquee series, starts at 4,499 yuan ($631.20) for the most basic model, rising to 5,999 yuan at the top end, co-founder and Chief Executive Officer Lei Jun said via a ...
苹果发文抨击欧盟数字市场法:用户体验恶化,隐私风险增加
南方都市报· 2025-09-25 13:33
当地时间9月24日,苹果公司发文称,已实施超过一年的欧盟《数字市场法案》(下简称DMA)给欧盟 地区苹果用户带来一系列负面影响,包括使用体验明显下降、面临更多隐私安全风险等,并指出该法案 破坏了欧洲营商环境,呼吁欧盟委员会重新研判DMA对欧盟地区使用苹果产品用户造成的影响。 DMA生效一年半后,近日,苹果发文反对DMA,原因是该法案规定迫使苹果改变其产品设计以及向欧 盟用户交付产品的方式,此举降低了欧盟苹果用户在下载App、使用App付款,以及苹果产品之间协同 运作等环节的体验感。具体问题进一步表现为,苹果产品全新功能的延迟推出、更高的隐私安全风险 等。 苹果在文中提到,DMA要求其必须先确保某些特定功能可在非苹果产品和App上运行,然后才能开放 给苹果用户。然而,落实这一要求需要大量工作配合,因此苹果只能在欧盟地区延迟推出多项新功能, 包括AirPods即时翻译、iPhone 镜像输出、地图App上"访问地点记录"和"优先路线"等实用功能。 "按照DMA规定,今后苹果在欧盟地区延迟推出的功能名单会越来越长,令欧盟地区苹果用户的体验感 进一步下降。"苹果表示。 苹果官方发文 据南都N视频记者了解,2024年3 ...
President Trump is expected to sign TikTok deal, US implements EU tariff agreement
Youtube· 2025-09-25 13:32
英特尔与苹果潜在合作 - 英特尔已就获取投资事宜接触苹果,两家公司讨论了如何更紧密地合作 [2] - 该消息推动英特尔股价在盘前交易中上涨超过3% [3] - 英特尔近期获得多笔投资,包括英伟达的50亿美元投资以及软银上个月的20亿美元投资 [3] 美国贸易政策与汽车关税 - 特朗普政府正式实施美欧贸易协议,确认自8月1日起对欧盟汽车和零部件征收15%的关税,此税率从25%下调 [4] - 德国汽车制造商股价因此上涨,华盛顿方面还列出了对普通药品、飞机及飞机零件的关税豁免清单 [4][5] TikTok交易进展 - 预计总统特朗普将于今日签署法案,批准将TikTok美国业务出售给包括甲骨文在内的美国投资者团体 [5] - 根据协议,当前所有者字节跳动将持有新公司不到20%的股份,该交易是中美贸易谈判的重要组成部分 [5][6] 企业财报业绩 - 埃森哲第四财季业绩超预期,营收达176亿美元,每股收益为3.3美元,推动股价盘前上涨1% [11] - 美国最大二手车零售商CarMax第二财季业绩大幅不及预期,每股收益仅为64美分,导致股价盘前下跌超过9% [12] - 好市多将于盘后公布第四财季业绩,分析师预计其美国和加拿大门店销售将录得中高个位数增长,但国际销售可能表现疲软 [13] 美联储政策与就业市场 - 当日有七位美联储政策制定者计划发表讲话 [14] - 评论指出劳动力市场正在降温,三个月平均每月就业增长仅为2.9万人,远低于去年9月触发降息时的约8万人 [15][16] - 制造业、房地产和小企业等对利率敏感的领域招聘意愿不足,移民限制也影响了劳动力供应 [17][18] 黄金市场动态 - 金价在创下一系列纪录高点后本周暂歇,但分析认为其仍有上涨空间 [19][21] - 央行购买是过去十年金价的主要推动力,若央行暂停购买或抛售将成为金价的主要阻力 [24] - 美元走弱和利率下降通常利好黄金,当前环境美元走弱对金价构成支撑,但长期利率略有上升可能促使部分投资者转向债券 [25] 个股表现与市场热点 - 瑞典零售商H&M第三季度营业利润飙升至49.1亿克朗,远超预期,推动股价上涨超过8% [30] - 特斯拉在欧洲市场面临挑战,8月销量下滑超过36%,市场份额降至1.2%,而竞争对手比亚迪销量同比增长三倍 [32] - 房地产平台Opendoor股价在三个月内上涨近1400%,近期因简街集团披露持有5.9%股权而继续上涨 [34][35] - 租车公司赫兹全球宣布计划发行高级票据以清理资产负债表,股价在盘前交易中波动 [36] 科技与加密货币 - 中国科技股连续第八周上涨,受阿里巴巴向人工智能领域投资500亿美元并与英伟达合作的消息推动 [50][51] - 比特币价格本周下跌约3.5%,至约111,600美元,分析认为回调主要由交易员杠杆和短期流动性因素导致,而非基本面变化 [43][44] 星巴克重组计划 - 星巴克宣布作为10亿美元重组计划的一部分,将裁员约900人并关闭部分门店 [49]
Intel Approached Apple For Possible Investment, Report Says
Forbes· 2025-09-25 13:30
ToplineIntel has held talks with Apple about a possible investment, Bloomberg reported Thursday, the latest effort by the beleaguered chipmaker to reinforce its business in recent weeks with funding from Nvidia, SoftBank and partial ownership by the U.S. government. The beleaguered chipmaker has received financial backing from the U.S. government, Nvidia and SoftBank in recent weeks.AFP via Getty ImagesKey FactsDiscussions between Intel and Apple are at an early stage and include talks about the two compani ...
EU rejects Apple demand to scrap landmark tech rules
TechXplore· 2025-09-25 13:30
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Apple and the EU have repeatedly locked horns over the bloc's Digital Markets Act. The European Union rejected a call by Apple to scrap its landmark digital competition law on Thursday, dismissing the US giant's claims that the rules put users' security at risk. Apple and the EU have repeatedly locked horns over the bloc's Dig ...