All that is just short-term noise. Looking ahead to 2031, $Lumen Technologies(LUMN)$ at $50, and potentially $70 in the next 7 to 10 years. This will materialize once AI data centers genuinely need connectivity. Training massive models or moving data for AI data centers cannot happen without physical fiber networks. As long as big tech wants to maintain influence and the system keeps running, $Lumen Technologies(LUMN)$ acts as a resilient hedge. Consider this: 1.4 billion people use iPhones. $Apple(AAPL)$ can sell anything across unlimited screen space, which is worth more than Times Square commercial real estate. And VISA's payment rails are th
$Apple(AAPL)$ Bank of America maintained a Buy rating and a $380 price target on Apple, citing the company's renewed focus on Siri AI. The firm said the upgraded assistant is being positioned as a context-aware tool that can operate across Apple's ecosystem, connecting user information, on-screen activity, and applications. Apple also introduced details about AFM 3, its latest generation of foundation models. The architecture combines on-device processing with cloud-based computing, allowing more demanding AI tasks to be handled through external infrastructure while keeping some workloads on users' devices. According to Bank of America, this hybrid design could help Apple expand AI capabilities while managing computing costs. The firm noted t
$Apple(AAPL)$ AAPL's chart is still green today, moving opposite to all other tech stocks. In uncertain macro times, AAPL continues to look like a safe haven.
$Apple(AAPL)$ The new target price is $360. The fact remains - Apple will continue to benefit because almost everyone owns an iPhone or other Apple devices, and that's likely to continue for years. Apple is a sure winner in the age of AI. Why? Again, because people are using Apple products one way or another. So there's not much to worry about.
Earlier this year, I mentioned these could see 10x-20x moves. $Intel(INTC)$ had the $Apple(AAPL)$ chip deal and foundry turnaround, which tripled the stock in months. $Dell Technologies Inc.(DELL)$ got the Pentagon contract plus AI server orders, turning into a multi-catalyst story. $Micron Technology(MU)$ has HBM memory sold out through 2026, and the AI supercycle might just be starting.
$Apple(AAPL)$ My reasons for considering Apple include: massive cash generation, a huge ecosystem moat, AI could reignite growth, the dividend continues to grow, and it's lower risk than many AI names. That's about it.
$Apple(AAPL)$ Apple initially stumbled on AI, but that could turn into its ultimate strength. In a note published Tuesday, Bank of America's Wamsi Mohan argued that Apple's control over its ecosystem, from silicon to operating systems, provides it with an "agentic AI moat." To me, this could prove crucial for its AI efforts.