Apple
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Apple disclosed CEO John Ternus's compensation package in an SEC filing, including a $3M salary and $55M equity target. Separately, Apple Maps has renamed Lake Ontario to 'Lake America' for US users following a presidential order.
corporate action · Impact 70Tim Cook ended his 15-year tenure as Apple CEO on August 31, handing leadership to hardware chief John Ternus. Cook remains as executive chairman. Apple stock rose 2.75% on Ternus's first day. Ternus told employees next week's iPhone launch will be 'phenomenal.'
analyst action · Impact 30Rosenblatt raised Apple's price target to $303 from $300, maintaining a Neutral rating. The firm expects Apple to navigate supply-chain pressures via higher prices and premium products. Focus shifts to new CEO John Ternus and the Sept. 9 iPhone launch; Rosenblatt says stronger product innovation is key to justifying Apple's premium valuation.
legal · Impact 30Apple says a defendant in its trade-secrets case against OpenAI accessed a proprietary circuit schematic and used confidential information to train an AI agent. The company also accuses OpenAI of destroying evidence. Apple is asking a federal court to expedite discovery.
legal · Impact 40Apple alleges former engineer Chang Liu used confidential Apple information to train an AI agent at OpenAI. New evidence from a MacBook provided by OpenAI on August 21. Apple is asking a federal judge to expedite discovery.
legal · Impact 40Apple alleges in court filings that an OpenAI defendant accessed proprietary power-converter circuit schematics and used Apple trade secrets to train an AI agent. The claim is unverified and comes from a third-party aggregator.
geopolitics · Impact 10US Interior Secretary said Apple may change Lake Ontario to 'Lake America' on its maps after President Trump spoke with the company. The change is not confirmed.
corporate action · Impact 30Phil Schiller, the Apple executive responsible for the App Store and company events, has resigned from those positions. The claim originates from an unverified account. Apple has not yet issued an official statement. Schiller had been a key figure in Apple's services and regulatory strategy.
corporate action · Impact 30Apple increased the price of Apple TV and its Apple One bundle. This is the second streaming price increase from the company in roughly a year.
analyst action · Impact 40IDC: apple could sell 10 million foldable iPhones in year one.
product · Impact 10Apple is reported to have set September 9 for its next major launch event, with expectations of unveiling the first foldable iPhone.
corporate action · Impact 40A claim says Apple's App Store sales fell for the first time in a decade. No figures or timing are provided. The report is unverified and should be treated as preliminary.
analyst action · Impact 40Evercore ISI reiterated Outperform on Apple with a $365 price target after the refreshed Mac mini launch featuring M6 and M5 Pro chips with AI upgrades. The firm sees in-house silicon and local AI supporting premium pricing and broader adoption.
product · Impact 10A claim on a prediction-market account says Apple has released a second-generation Polishing Cloth at $9, less than half the original $19 price. No official confirmation.
product · Impact 40Apple announced the M6, its first 2-nanometer chip, and the M5 Ultra, calling it its most powerful chip ever, designed for AI and pro workflows.
product · Impact 30Apple announced new Mac mini models with M6 and M5 Pro chips, plus updated Mac Studio with M5 Max and M5 Ultra. Preorders open today, availability Sept. 22. M6 Mac mini from $899.
corporate action · Impact 10Apple has announced its new M6 and M5 Ultra processors. The company did not provide additional details in the initial announcement.
corporate action · Impact 10post claims Tim Cook has less than one week remaining as Apple's CEO. The claim is unverified and lacks official confirmation or detail. No further information is available.
corporate action · Impact 60A market aggregator claims this is Tim Cook's last full week as Apple CEO. No official confirmation from Apple or Cook. The claim is unverified.
corporate action · Impact 40Apple paid 40% of its global taxes to Ireland in the last fiscal year, according to a Reuters report cited by a market aggregator. The claim lacks official confirmation and additional context.
corporate action · Impact 40Walmart will add tap-to-pay including Apple Pay and Google Pay to all US stores by year-end. Rollout starts Aug 24 at select locations. Gas stations follow by mid-2027.
corporate action · Impact 40Apple paid ~$17bn in taxes to Ireland after a court ruling, and cut over 200 roles across Siri, Vision Pro media, and gaming teams as it pivots toward AI and new devices.
legal · Impact 50A group of tech giants including Apple, Amazon, Meta, Microsoft, and Nvidia face lawsuits claiming they used thousands of hours of human voice recordings without permission to train AI models.
product · Impact 30Bloomberg reports Apple's camera-equipped AirPods remain on schedule for 2027. A leaked video confirms the design, but the product is not planned for 2026.
product · Impact 30A projection gives a 60% chance Apple releases a touchscreen MacBook by year-end. The claim is unverified and based on speculative market odds.
corporate action · Impact 60Apple is revamping its EU App Store terms effective October 1. The Core Technology Fee will be replaced by a 5% commission on digital transactions outside the App Store. EU commissions will be 26% for Apple in-app purchases, 20% for alternative payments, and 15% for external purchase links. Apple will also expand alternative app distribution and introduce additional child-safety measures. The changes are expected to end Apple's EU antitrust problems.
corporate action · Impact 20Apple announced new safety features for users under 18, including parental controls for alternative payments and a ban on website transaction links in kids' apps.
corporate action · Impact 60Apple has resolved its EU antitrust dispute over App Store fees, per an unverified claim. The resolution includes a fee overhaul effective October 1: 26% commission for in-app purchases, 20% for alternative payments, and 5% on external digital transactions, replacing the Core Technology Fee. The changes were previously reported as expected to settle the dispute.
analyst action · Impact 40Upgrades: HSBC upgraded YPF to Buy (PT $60). Deutsche Bank upgraded PMT to Buy (PT $12). KBW upgraded NYAX to Outperform (PT $75). Wells Fargo upgraded OKTA to Overweight (PT $180). Rothschild Redburn upgraded AAPL to Buy (PT $400, from $260). Berenberg upgraded MBLY to Buy (PT $11). Northland upgraded ALAB to Outperform. Downgrades: JPMorgan downgraded YSS to Neutral (PT $17). KBW downgraded BCSF to Market Perform (PT $13) and CCAP to Market Perform (PT $12). Raymond James downgraded ARX to Market Perform. Barclays downgraded MUR to Underweight (PT $34). Phillip Securities downgraded SHOP to Accumulate (PT $170). Deutsche Bank downgraded WDAY to Hold (PT $220); BTIG downgraded to Neutral. Clear Street downgraded KNTK to Hold (PT $57). Coverage: BMO Capital resumed GNL at Outperform (PT $10).
analyst action · Impact 70Rothschild Redburn upgraded Apple to Buy with a $400 price target. Analyst James Cordwell highlighted Apple's installed base, services growth, and a strategic AI opportunity. He forecasts iPhone sales to grow at a 12% five-year CAGR, led by the iPhone Ultra foldable.
macro · Impact 30Retail investors purchased $27 billion of Nvidia stock over the last year, the most among Magnificent 7 companies. Tesla ranked second with $15 billion, Microsoft $9 billion. Apple was the only Mag 7 stock sold by retail, with $5 billion in net sales.
corporate action · Impact 40Apple has proposed a 15% commission on purchases made outside the App Store, per TechCrunch. The move would extend Apple's fee to off-platform transactions. No official confirmation yet.
corporate action · Impact 10Apple has begun sending direct alerts to iPhone users when government-grade spyware such as Pegasus is detected targeting the device. The feature is designed to warn users of sophisticated surveillance threats.
corporate action · Impact 40Apple is in talks with publishers for multiyear licensing agreements to bring news into its upgraded AI-powered Siri. The company has discussed a possible nine-figure budget, with publishers paid based on usage. The new Siri is expected later this year.
corporate action · Impact 20Apple has reportedly hired a former American Airlines executive to lead its government affairs function. The move signals a focus on regulatory and policy engagement. No name or additional details were disclosed.
corporate action · Impact 20An Apple executive responsible for Apple Pay and Wallet is leaving the company, according to a report. No name, effective date, or reason has been disclosed. The departure could affect Apple's payments and digital Wallet strategy, but the report is unconfirmed and lacks detail.
corporate action · Impact 50Jefferies reports Apple has canceled its planned all-glass iPhone. The firm earlier downgraded Apple to Underperform, citing production yield issues for the 20th-anniversary model. No new details were provided.
corporate action · Impact 60Apple has canceled its planned all-glass 20th anniversary iPhone due to production difficulties, according to supply-chain checks. The model was expected in September 2027. Jefferies downgraded Apple to Underperform earlier today, citing the cancellation and rising memory costs.
corporate action · Impact 70Apple has scrapped its planned 20th-anniversary all-glass iPhone due to poor production yields, according to Jefferies supply-chain checks. The firm downgraded Apple to Underperform and cut its price target to $263.66, citing limited pricing power and rising memory costs.
analyst action · Impact 60Jefferies downgraded Apple to Underperform from Hold, cut PT to $263.66 (16% downside), citing cancellation of all-glass iPhone due to yield issues and rising memory costs.
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