Opinion | A TikTok Choice for Google and Apple
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2025
0mins
Should l Buy AAPL?
Source: WSJ
Trump's Suspension of TikTok Law: President Trump has suspended the enforcement of a law requiring TikTok to divest from its Chinese owner, ByteDance, allowing for negotiations with U.S. investors while GOP Attorneys General are seeking compliance documents from Apple and Google.
Challenges in Negotiations: The potential for a complete divestment is uncertain due to China's classification of TikTok's algorithms as state secrets and ongoing trade tensions exacerbated by Trump's tariffs on China.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAPL is 299.69 USD with a low forecast of 230.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 278.120
Low
230.00
Averages
299.69
High
350.00
Current: 278.120
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apple's Future Growth Outlook Remains Positive
- Remarkable Historical Returns: Over the past 20 years, Apple's stock has surged by 10,650%, with a total return of 12,730% including reinvested dividends, highlighting its strong performance and investment appeal in the consumer tech sector.
- Innovation-Driven Products: The iPhone accounted for 59% of Apple's revenue in Q1 FY2026, while other products like the MacBook, iPad, and AirPods also performed well, further solidifying Apple's leadership position in the global market.
- Earnings Growth Expectations: Apple's latest financial results show a 16% increase in revenue and an 18% rise in diluted earnings per share (EPS), with analysts projecting an annual EPS growth of 11.5% from FY2025 to FY2028, providing confidence to investors.
- Stable Market Valuation: With a price-to-earnings ratio of 34.9, Apple's stock is expected to continue rising if this valuation remains stable, although concerns about its position in the age of artificial intelligence could affect investor sentiment; nonetheless, the overall outlook remains optimistic.
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Musk Values Personal Interaction Over Resumes in Hiring
- Hiring Philosophy Shift: Musk stated in a podcast with Stripe co-founder John Collison that he prioritizes personal interaction over resumes, emphasizing that if a 20-minute conversation isn't impressive, one should trust the conversation over paper credentials, reflecting his unique perspective on talent selection.
- Increased Team Stability: Tesla has seen senior leaders average 10 to 12 years of tenure in recent years, indicating a shift towards stability after earlier high turnover, although Musk acknowledged that Apple’s higher salaries led to talent loss, which is crucial for operational and strategic execution.
- Unique Leadership Style: Musk's leadership emphasizes small, highly technical teams and a high-performance culture, as he personally removes obstacles to achieve quick results, enhancing technical excellence and fostering employee engagement, reflecting his pursuit of innovation and efficiency.
- Multiplanetary Vision: Musk highlighted the high costs of expanding human existence, particularly to Mars, which underscores SpaceX's ambitious goals while acknowledging funding and feasibility challenges, impacting the company's long-term strategic planning.
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January Sales Surge Reflects AI Momentum
- Big Tech Capex Growth: Analyst Dan Ives from Wedbush anticipates that Big Tech capital expenditures will reach between $550 billion and $600 billion by 2026, a significant increase from approximately $380 billion in 2025, thereby driving further investment and innovation in the sector.
- Optimistic Semiconductor Outlook: The semiconductor industry is projected to approach $1 trillion in annual revenue, primarily fueled by demand from AI and data centers, which will provide substantial profits and market opportunities for industry players.
- Global Sales Data: The Semiconductor Industry Association reported global sales of $791.7 billion in 2025, forecasting a 26% increase in 2026, indicating sustained strong market demand and overall industry health.
- TSMC Stock Performance: Taiwan Semiconductor shares rose 2.87% to $365.60 during premarket trading on Tuesday, reaching a new 52-week high, reflecting optimistic market sentiment and increased investor confidence in the semiconductor industry's prospects.
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Dow Jones Industrial Average Surpasses 50,000 for First Time
- Historic Milestone: The Dow Jones Industrial Average surpassed 50,000 for the first time on February 6, marking a significant transformation from a 12-stock index to a diverse group of 30 multinational companies, enhancing investor confidence in future market performance.
- Growth Potential Analysis: Based on an average annual return of 7.89% over the past 93 years, the Dow is projected to reach 100,000 by 2035, while an 8.22% return over the last 50 years suggests it could achieve this milestone by the end of 2034, indicating strong market growth potential.
- Impact of Modernization: The Dow's compound annual growth rate of 11.95% over the past decade, driven by S&P Dow Jones Indices' modernization efforts and the inclusion of several
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Ferrari Unveils Luce Electric Sports Car Interior
- First Electric Sports Car: The Ferrari Luce, set to be the brand's first all-electric production vehicle, will have its exterior revealed in May 2026 in Italy, and while pricing and launch details remain undisclosed, its special order model is expected to attract high-end clientele.
- Innovative Design Philosophy: Departing from the screen-heavy interiors typical of EVs, the Luce features a blend of physical controls and compact displays, aiming to enhance the driving experience and reflecting Ferrari's commitment to traditional driving enjoyment.
- Social Media Buzz: The interior reveal sparked significant online discussion, with automotive journalist Jordan Golson noting that the Luce is not just a new Ferrari but a critique of industry design trends, showcasing Ferrari's unique perspective in the electric vehicle transition.
- Market Sentiment Shift: On Stocktwits, retail sentiment for Ferrari (RACE) flipped from 'bearish' to 'extremely bullish', with users expressing hopes for the stock to surpass $300, indicating a positive market reaction to the Luce despite a 24% decline in stock price over the past year.
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Broadcom Poised to Join $3 Trillion Club
- Massive Market Potential: With a market capitalization of $1.6 trillion, Broadcom could offer investors an 86% return if it joins the $3 trillion club, highlighting its crucial role in data center infrastructure and strong financial performance.
- Impressive Financial Results: In Q4, Broadcom generated record revenue of $18 billion, up 28% year-over-year, with adjusted EPS of $1.95, a 37% increase, indicating robust overall business performance despite a 65% rise in AI-related revenue.
- Optimistic Growth Forecast: Management projects Q1 fiscal 2026 revenue of $19.1 billion, nearly a 29% increase, with adjusted EBITDA expected at $12.8 billion, up 30%, showcasing the company's potential for sustained growth in the future.
- Industry Leadership: Broadcom is widely recognized as a leader in Application-Specific Integrated Circuits (ASICs), and its diverse product offerings ensure it is not solely reliant on AI chip sales, positioning it to capitalize on ongoing investments in data centers and expand market opportunities.
See More
Apple's Future Growth Outlook Remains Positive
- Remarkable Historical Returns: Over the past 20 years, Apple's stock has surged by 10,650%, with a total return of 12,730% including reinvested dividends, highlighting its strong performance and investment appeal in the consumer tech sector.
- Innovation-Driven Products: The iPhone accounted for 59% of Apple's revenue in Q1 FY2026, while other products like the MacBook, iPad, and AirPods also performed well, further solidifying Apple's leadership position in the global market.
- Earnings Growth Expectations: Apple's latest financial results show a 16% increase in revenue and an 18% rise in diluted earnings per share (EPS), with analysts projecting an annual EPS growth of 11.5% from FY2025 to FY2028, providing confidence to investors.
- Stable Market Valuation: With a price-to-earnings ratio of 34.9, Apple's stock is expected to continue rising if this valuation remains stable, although concerns about its position in the age of artificial intelligence could affect investor sentiment; nonetheless, the overall outlook remains optimistic.
See More
Musk Values Personal Interaction Over Resumes in Hiring
- Hiring Philosophy Shift: Musk stated in a podcast with Stripe co-founder John Collison that he prioritizes personal interaction over resumes, emphasizing that if a 20-minute conversation isn't impressive, one should trust the conversation over paper credentials, reflecting his unique perspective on talent selection.
- Increased Team Stability: Tesla has seen senior leaders average 10 to 12 years of tenure in recent years, indicating a shift towards stability after earlier high turnover, although Musk acknowledged that Apple’s higher salaries led to talent loss, which is crucial for operational and strategic execution.
- Unique Leadership Style: Musk's leadership emphasizes small, highly technical teams and a high-performance culture, as he personally removes obstacles to achieve quick results, enhancing technical excellence and fostering employee engagement, reflecting his pursuit of innovation and efficiency.
- Multiplanetary Vision: Musk highlighted the high costs of expanding human existence, particularly to Mars, which underscores SpaceX's ambitious goals while acknowledging funding and feasibility challenges, impacting the company's long-term strategic planning.
See More
January Sales Surge Reflects AI Momentum
- Big Tech Capex Growth: Analyst Dan Ives from Wedbush anticipates that Big Tech capital expenditures will reach between $550 billion and $600 billion by 2026, a significant increase from approximately $380 billion in 2025, thereby driving further investment and innovation in the sector.
- Optimistic Semiconductor Outlook: The semiconductor industry is projected to approach $1 trillion in annual revenue, primarily fueled by demand from AI and data centers, which will provide substantial profits and market opportunities for industry players.
- Global Sales Data: The Semiconductor Industry Association reported global sales of $791.7 billion in 2025, forecasting a 26% increase in 2026, indicating sustained strong market demand and overall industry health.
- TSMC Stock Performance: Taiwan Semiconductor shares rose 2.87% to $365.60 during premarket trading on Tuesday, reaching a new 52-week high, reflecting optimistic market sentiment and increased investor confidence in the semiconductor industry's prospects.
See More
Dow Jones Industrial Average Surpasses 50,000 for First Time
- Historic Milestone: The Dow Jones Industrial Average surpassed 50,000 for the first time on February 6, marking a significant transformation from a 12-stock index to a diverse group of 30 multinational companies, enhancing investor confidence in future market performance.
- Growth Potential Analysis: Based on an average annual return of 7.89% over the past 93 years, the Dow is projected to reach 100,000 by 2035, while an 8.22% return over the last 50 years suggests it could achieve this milestone by the end of 2034, indicating strong market growth potential.
- Impact of Modernization: The Dow's compound annual growth rate of 11.95% over the past decade, driven by S&P Dow Jones Indices' modernization efforts and the inclusion of several
See More
Ferrari Unveils Luce Electric Sports Car Interior
- First Electric Sports Car: The Ferrari Luce, set to be the brand's first all-electric production vehicle, will have its exterior revealed in May 2026 in Italy, and while pricing and launch details remain undisclosed, its special order model is expected to attract high-end clientele.
- Innovative Design Philosophy: Departing from the screen-heavy interiors typical of EVs, the Luce features a blend of physical controls and compact displays, aiming to enhance the driving experience and reflecting Ferrari's commitment to traditional driving enjoyment.
- Social Media Buzz: The interior reveal sparked significant online discussion, with automotive journalist Jordan Golson noting that the Luce is not just a new Ferrari but a critique of industry design trends, showcasing Ferrari's unique perspective in the electric vehicle transition.
- Market Sentiment Shift: On Stocktwits, retail sentiment for Ferrari (RACE) flipped from 'bearish' to 'extremely bullish', with users expressing hopes for the stock to surpass $300, indicating a positive market reaction to the Luce despite a 24% decline in stock price over the past year.
See More
Broadcom Poised to Join $3 Trillion Club
- Massive Market Potential: With a market capitalization of $1.6 trillion, Broadcom could offer investors an 86% return if it joins the $3 trillion club, highlighting its crucial role in data center infrastructure and strong financial performance.
- Impressive Financial Results: In Q4, Broadcom generated record revenue of $18 billion, up 28% year-over-year, with adjusted EPS of $1.95, a 37% increase, indicating robust overall business performance despite a 65% rise in AI-related revenue.
- Optimistic Growth Forecast: Management projects Q1 fiscal 2026 revenue of $19.1 billion, nearly a 29% increase, with adjusted EBITDA expected at $12.8 billion, up 30%, showcasing the company's potential for sustained growth in the future.
- Industry Leadership: Broadcom is widely recognized as a leader in Application-Specific Integrated Circuits (ASICs), and its diverse product offerings ensure it is not solely reliant on AI chip sales, positioning it to capitalize on ongoing investments in data centers and expand market opportunities.
See More
