Apple in talks to incorporate Google’s Gemini artificial intelligence engine into iPhone

Bankinter| Alphabet rises sharply after rumours that it is in talks with Apple to integrate its artificial intelligence model (Gemini) into its devices. Neither company has confirmed the rumour. Apple has also reportedly held talks with OpenAI recently. The news, if confirmed, is positive for Alphabet as it represents a quantum leap in its war with Microsoft over the artificial intelligence chatbot market. The news sent Alphabet shares higher on…

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Brussels fines Apple €1.84 billion, just 0.06% of its market cap, for preventing competition from music streaming rivals

Bankinter: The EU has fined Apple €1.8 billion for abuse of dominant position in the music streaming segment, following a lawsuit filed by Spotify. Apple has indicated that it will appeal the fine as it considers that no conclusive evidence of harm to consumers or competition in the market has been presented. Analysis: Although the news is undoubtedly negative and in the short term the stock fell yesterday, we note…

We need to be capable of making a valuation of the intangibles in the new economy

“Not Recognising Intangible Assets Is Creating Huge Amounts Of Goodwill”

“Goodwill only appears with the acquisition of a company. Not if you just grow organically, which makes comparisons difficult. Skype paid 2.6 billion dollars for eBay and goodwill was 2.3 billion. We need to be capable of making a valuation of the intangibles in this type of company,” explains Anne Jeny, member of the Management Committee of the European Accounting Association.

US technology sector

It’s Not Too Late To Take Advantage Of The Technology Sector Rally

The spectacular results of the four major US technology firms drove the Nasdaq index to a new record high as it closed the week at 6.701, a rise of 35% since the highs of the technology bubble at the start of the century which was a psychological level many thought would never be recovered.

Dow Jones

The US: The Paradox Of The Dow Jones Index

It doesn’t matter what Trump says: the manufacturing companies are facing hard times. The best example of this is the Dow Jones. If the index was composed today of the same stocks as in 2004, it would not reach 13,000 points.



Can Apple Avoid Disruption? Yes, by Bending the User Need Curve Higher

UBS | A recent appearance on CNBC put us in the position of defending Apple’s uniqueness. Anchor Joe Kernen argued that the history of computing is one of disruption, so how could Apple’s stock ever be worth $1 trillion? Our price target has never reached $1 trillion, but the point remains that to be a successful investment Apple needs to grow to an unprecedented size based on sustained differentiation.

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US companies: When having too much money is a bad sign (I)

WASHINGTON | By Pablo Pardo | In the 1Q14, companies at Standard and Poor’s 500 spent more money to repurchase shares in comparison to the profits they had made during that period. And  third quarter data point in the same direction. Large American firms do this for several reasons, such as inflating their share price –because, the fewer number of shares, the more profits per share they’ll have, which in turn benefits  managers, who receive financial compensation in the form of company shares.


Apple: “There is upside to gross margins” (UBS)

MADRID | The Corner | “Apple became a stalled growth stock that has started to show momentum again,” analysts at UBS believe. The tech giant is announcing its fiscal 3Q results on Tuesday after the markets close. Although 3Q reports have historically been sluggish for the firm because clients don’t want to purchase gadgets until the new ones come out in September, expectations are high. UBS rises their price target from $100 to $115 per share, among others because some new product categories could “put the mojo back in the story.”

apple ireland

EU’s probe on Apple puts multinationals tax deals under the spotlight

MADRID  | The Corner | The European Union may get tough on its country members having sweetheart tax deals with global corporations. So far Ireland (and possibly Luxembourg and the Netherlands soon) will have to submit information about its fiscal arrangements granted to multinationals like Apple, Amazon or Starbucks. The move came after last year the US Senate accused Ireland of giving a special fiscal treatment to Apple. Where are the loopholes?