Apple Inc.

• AAPL Stock Price 24h change: +2.16%. From 255.41 USD to 260.92 USD. Factors: Market optimism ahead of the Jan 29 earnings report and positive sentiment from price target upgrades by major investment firms like JPMorgan.
• Technical analysis: AAPL exhibits a "short-term recovery within a bearish channel." While the 14-day RSI (70.69) and MACD (2.54) suggest bullish momentum, the price remains below the 200-day moving average (264.20), indicating long-term resistance and a "neutral-to-bullish" technical crossover.
• Apple announced the next-generation AirTag with 50% improved range and louder speakers, utilizing the same second-generation Ultra Wideband chip found in the iPhone 17.
• Reports indicate Apple is leveraging Google Cloud TPUs to train "LLM Siri," signaling a strategic pivot to "coopetition" to accelerate its AI capabilities ahead of the 2026 AI supercycle.
• Analysts project fiscal Q1 2026 revenue of $138.42 billion (up 11.3% YoY), driven by strong iPhone 17 demand and double-digit growth in high-margin Services.
• US House passed legislation to tighten AI chip export controls, potentially impacting global hardware supply chains and product roadmaps for major tech firms.
• Global PC RAM shortages, driven by AI server demand, are pushing memory prices higher, creating a supply chain squeeze for consumer electronics manufacturers.

• AAPL Stock Price 24h change: -0.12%. From 248.35 USD to 248.04 USD. Yesterday's performance was relatively flat as the market enters a cautious "wait-and-see" phase ahead of the Q1 2026 earnings report scheduled for January 29.
• From a technical perspective, AAPL is currently testing a critical short-term support zone around $243-$245. While the long-term trend remains positive with a 10.9% gain over the past year, the stock has faced a 9.4% "valuation reset" over the last 30 days. Key resistance is noted at $260, and a failure to hold current levels could see a retest of the $215-$220 range.
• Apple is reportedly shifting training for its next-generation "Conversational Siri" to Google's TPU infrastructure, signaling a pragmatic move to accelerate its AI roadmap by leveraging external compute capacity.
• Analysts at JPMorgan raised their price target for AAPL to $315 from $305, citing higher earnings power and optimism surrounding the upcoming iPhone 18 cycle despite short-term headwinds in App Store growth.
• Rumors suggest Apple is preparing a significant product blitz for early 2026, including a potential "budget-friendly" MacBook and updates to the iPad Air with OLED technology to maintain ecosystem momentum.
• The broader technology sector is facing a "valuation exhaustion" phase as investors demand concrete evidence of AI monetization, with the Nasdaq recently confirming a technical breakdown below its primary ascending trendline.
• Global hardware markets are reporting a severe squeeze in RAM and NAND flash supplies due to surging demand from AI data centers, potentially driving up component costs for consumer electronics by 40-70% through 2026.