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The issuer wants concessions from Apple to protect it from some of the issues Goldman Sachs has dealt with

With six months to comply or face a formal inquiry, Apple must open its walled garden, putting its privacy defenses at odds with regulatory pressure.

Apple unveils new Apple Watch feature that detects sleep apnea: The timing of the feature鈥檚 unveiling could be the spark Apple needs to reignite its stagnating device business.

The absence of Apple Intelligence at launch and limited language support may hinder consumer interest and slow early adoption.

The update should help consumers feel safer using the P2P app, which may help boost Apple Cash adoption

Apple News+ has low engagement and few monthly active users, and the division was hit by layoffs last year, a rare occurrence for Apple. Our take: Apple TV+ may be a brand loyalty tool rather than a profits driver.

Consumer trust could be damaged if Apple promoted those features to help sell its new lineup while knowing it wouldn鈥檛 be able to deliver. Amazon didn鈥檛 tie Alexa+ to a device launch as Apple did, so a lawsuit is less likely.

Tech鈥檚 Big Five (including Meta, Google, Amazon, Microsoft, and Apple) have all upped mentions of AI during their 2024 earnings calls compared with two years prior, according to company releases.

Renovation on hold: Apple is postponing its iPad-HomePod smart hub and broader smart home plans due to delayed AI features. And some Apple AI employees are under the impression that work on these features could be abandoned altogether, forcing them to rebuild new functionality from scratch.

Take Apple: The company assembled $22 billion worth of iPhones in India over the past year, a nearly 60% YoY increase, per Bloomberg. While Apple and its suppliers continue shifting production away from China, they鈥檝e seen potential tariffs on Indian-assembled iPhones swing from 26% to 10% to 0% in just a week.

Companies like Apple, Nvidia, and Amazon now face difficult choices. They can absorb costs, pass them to consumers, or accelerate the shift to US-based manufacturing, which would take time and money.

In 2022, Google paid Apple $22 billion to be the default search engine in Safari. But Google is being challenged on multiple fronts for monopolistic practices. A federal judge ruled last week that Google operates an ad tech monopoly. In a separate case in August 2024, a judge ruled that the Big Tech company has an online search monopoly.

For example, major ecosystems like Apple Fitness+ and Google Health Connect allow users to track health metrics across devices. And developers are starting to incorporate AI-powered features that allow for expanded use cases beyond basic activity tracking. Oura added an AI health coach to its wearable ring technology last year.

Providers can now access Apple iOS, which holds the other half of the market. Predictions. A major mobile wallet will pilot an Apple NFC partnership in 2025. Block is a likely candidate. Its wildly successful Cash Card鈥攗sed by 42.1% of Cash App鈥檚 57 million active users鈥攃an help it earn interchange revenues that would balance access fees paid to Apple.

Apple NFC opens doors for wallet competition. Apple iPhone users can now pick their default contactless app by clicking the phone鈥檚 side button. Apple has agreed to give US wallets and payment apps access to the iPhone鈥檚 near-field communication (NFC) technology鈥攆or a fee.

Apple sells device location information for geographically targeted ads in the App Store and Apple News. Our take: Srinivas proposes that users trade personal data for better browsing and more personal ads. While that could turn off privacy-conscious consumers, the CEO鈥檚 honesty could appeal to some people.

The news: Apple is revising child safety measures in the App Store with a new Declared Range API that will allow developers to request approximate age ranges for Child Account users with parental approval, per 9to5Mac. The new system, which is rolling out later this year, will rely on 鈥渟hare age range鈥� notifications rather than requiring government ID verification.

Apple is caught in the fallout from China鈥檚 new tariffs, even as it shifts production to India and Vietnam鈥攃ountries already hit by new Trump tariffs of 27% and 46%, respectively. 25% of goods sold on Amazon come from China, per The Economic Times, Import cost increases could disrupt their model for affordable and easily accessible goods.

Google found guilty of anti-competitive practices: Court ruling challenges market dominance through exclusive agreements and payments to Apple.

Apple鈥檚 fiscal Q1 earnings report revealed that services鈥攚hich also include iCloud, Apple Music, and the App Store鈥攈ave been a key driver of growth, generating $26.3 billion in revenue. Services now make up 21.4% of Apple鈥檚 total revenues. Apple is rethinking its film strategy after a series of box office disappointments, including scrapping the theatrical release of 鈥淲olfs.鈥�

What's happening: Last month, Apple unexpectedly released a new social planning app called Invites. The app allows users to create and send event invitations, as well as collaborate on Apple Music playlists. While anyone can access invitations and RSVP to them, only subscribers to iCloud+ can create invites.

Apple lost $174 billion, Nvidia鈥檚 value dropped by $140 billion, and Tesla鈥檚 fell by $130 billion, per CNBC. Microsoft, Alphabet, Meta, and Amazon also saw sharp declines. The S&P 500 narrowly avoided correction Tuesday, while the Dow dropped 500 points and the Nasdaq slipped 0.2%. Why it鈥檚 worth watching: Markets and investors are reacting to uncertainty over geopolitical trade wars.

Spotify has the most paying subscribers, and Apple scores highly by default. Spotify will boast 58.5 million paying subscribers in 2024, a little more than half its listener base. Apple comes next at 40.6 million鈥攊ts entire listenership, as it does not offer a free tier.