Investing.com -- Apple’s Services division, long considered a pillar of stability, has recently been facing heightened scrutiny from investors amid legal, competitive, and regulatory challenges that could undermine its growth profile and premium valuation.According to Morgan Stanley, the April 30 injunction tied to the App Store and comments made by Apple (NASDAQ:AAPL) Services head Eddy Cue dur ...
Investing.com -- UBS analyst Francois-Xavier Bouvignies shared three key takeaways from the PCIM 2025 power electronics conference held in Nuremberg.The analyst highlighted intensifying Chinese competition, improving inventory conditions, and the accelerating adoption of next-gen technologies like gallium nitride (GaN).Competition from China is intensifying: UBS noted that concerns raised las ...
(Reuters) -The White House and congressional officials have been scrutinizing Apple (NASDAQ:AAPL)’s plan to strike a deal with Alibaba (NYSE:BABA) to make the Chinese company’s AI available on iPhones in China, The New York Times (NYSE:NYT) reported on Saturday. U.S. authorities were concerned that the deal would help a Chinese company to improve its artificial intelligence capacities, bro ...
Investing.com - Diabetes technology stocks have seen investor worries all but "vanish" over the possible negative implications of the emergence of popular obesity drugs, although it remains to be seen if this is a "false sense of security", according to analysts at Bernstein.A 2023 test showing that Novo Nordisk (NYSE:NVO)’s Wegovy weight-loss medication not only helped people lose weight b ...