The Investor Channel on $AAPL (Oct 30, 2026)
Apple is insulated from AI capex, likely to buy back shares and raise dividends, and at an all-time high as investors value its security; cloud/Azure/AWS growth, if sustained for the next decade, could let those companies surpass Apple, though for now investors prefer Apple's security.
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Moving on to Apple. It started the week at a price close to 347. The stock has declined slightly, as this company is one of the few major technology companies that does not spend tens of billions of dollars, and does not try to raise more and more money for capital expenditure.
The stock closed down nearly 1% this week, at around 345. This comes as the company continues to revamp and introduce new products. A new, more expensive MacBook Pro, but now featuring a touchscreen for the first time ever.
These devices are extremely expensive, costing around $3,000 for the 14-inch model and over $3,000 for the 16-inch model. I've received new processors while the company continues to roll out new products.
And now, their foldable iPhone Duo, which I tried out this week at a shopping center in Las Vegas, where I was able to hold it in my hands for the first time.
It is clearly a very sleek device, but some people are pointing to potential durability issues related to dirt and dust getting into the foldable screen. Given its price of $2000, users expect to get a perfect product.
We'll see if the company can modify the design while taking care of customers who may encounter early problems.
Apple appears to be completely immune to capital expenditures in the field of artificial intelligence. In fact, the company is likely to buy back its shares, consider increasing dividends, and all that stuff.
They might even laugh at their rivals because of the amount of money they spend .
Apple stands at an all-time high as many investors turn to the technological security it provides. Although the growth rates in the cloud, Azure, and Amazon Web Services (AWS) are incredible.
If this continues for the next decade, I think those companies will definitely surpass Apple, but for now, investors appreciate the security that Apple provides.
If you flip this chart, you will get an Apple chart, which represents support during the upward movement . It represents resistance when returning through it.
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