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Apple drops ESG links from top executives’ pay packages
The Economic Times· 2026-02-18 18:43
Inc. quietly dropped a so-called “ESG modifier” from its 2025 pay packages for Chief Executive Officer Tim Cook and other top executives, according to a corporate filing last month. The provision, in place since 2021, had allowed Apple’s board to adjust annual bonuses up or down by as much as 10% depending on the company’s performance on a variety of measures, including greenhouse-gas reductions and renewable energy use among suppliers.Apple’s move follows similar decisions at dozens of companies, includin ...
Apple to Ramp Up Work on AI Wearables
Bloomberg Technology· 2026-02-18 18:42
Apple is accelerating work on three new wearables, part of a shift towards AI-powered hardware, according to people with knowledge of the plans. Bloomberg’s Mark Gurman joins Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ Get the ...
Berkshire cuts Amazon stake, makes bet on New York Times
Digital Insurance· 2026-02-18 18:29
Core Insights - Berkshire Hathaway Inc. significantly reduced its stake in Amazon.com Inc. by over 75% in Q4, while acquiring a new stake in the New York Times Co. valued at $351.7 million [1][2] Investment Actions - Berkshire acquired 5.1 million shares of the New York Times Co. during the last quarter of the year [1] - The company now holds approximately 2.3 million shares of Amazon after the reduction [2] - Berkshire continued to decrease its stakes in Bank of America Corp. and Apple Inc., bringing them to 7.1% and 1.5% respectively [3] - The stakes in oil producer Chevron Corp. and insurance firm Chubb Ltd. were increased to 6.5% and 8.7% respectively [3] Market Reactions - The New York Times shares rose by 1.8% to $75.39 in early trading following the news [2] - Amazon shares increased by 1.3% in the same trading session [2] - Chubb's shares experienced an approximate 11% rise over Q4 after speculation about a potential acquisition of American International Group Inc. [4] Strategic Moves - Buffett, who stepped down as CEO on December 31, has been actively pursuing new investments, including a $9.7 billion deal for Occidental Petroleum Corp.'s petrochemical business and a $5.6 billion stake in Alphabet Inc. [5]
X @Bloomberg
Bloomberg· 2026-02-18 18:00
Apple CEO Tim Cook appears intent on tarnishing the company's brand by currying favor with the White House, @markgongloff says (via @opinion) https://t.co/CbVOvMw9nh ...
Tech Stocks Bounce Back as AI Concerns Begin to Ease
Youtube· 2026-02-18 17:20
Group 1 - Tech stocks are showing signs of recovery as dip buyers return, with notable companies like Apple and Amazon involved in this rebound [1] - The software sector's valuations were considered stretched prior to the recent market drawdown, indicating potential corrections in stock prices [2] - There is uncertainty regarding the allocation of capital expenditures (CapEx) towards memory versus real capacity, with a reported 60% growth in CapEx raising concerns about its impact on revenue growth [3] Group 2 - A shift in how companies are judged is occurring, with new metrics such as token consumption being introduced to assess long-term revenue visibility [4] - Companies that can demonstrate revenue visibility through new metrics like token consumption or backlog may see their multiples improve, while others may remain in a "penalty box" until they do [5]
X @Bloomberg
Bloomberg· 2026-02-18 16:24
Apple Podcasts’ fresh leap into video podcasts refocuses the audio medium on visuals https://t.co/I3yw9A2agX ...
Apple’s AI Strategy Offers Alternative for Investors
PYMNTS.com· 2026-02-18 16:21
Core Insights - Apple is perceived as a stable investment amid AI-related market volatility, with its correlation to the Nasdaq 100 Index dropping to 0.21, the lowest in 20 years [2] - The company's AI strategy positions it as an outlier among tech giants, as it is not engaging in the same level of capital expenditures as its peers [7] Group 1: Market Position - Apple's low correlation with the Nasdaq indicates a unique market position, suggesting it may be insulated from the current AI-driven market fears [2][3] - Analysts believe that while Apple may have less potential for growth in a tech rebound, it is unlikely to be sold off due to its perceived insulation from AI disruptions [3] Group 2: AI Strategy and Product Development - Apple is reportedly accelerating the development of AI-powered wearable devices, including a pendant, AirPods, and smart glasses [8] - During a recent earnings call, Apple's CEO emphasized the integration of AI into its ecosystem, framing it as a way to enhance value across hardware and services [9][10]
Apple's AI Strategy Offers Alternative for Investors
PYMNTS.com· 2026-02-18 16:21
In an ocean of artificial intelligence (AI)-related angst, Apple is reportedly offering investors a life preserver.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That’s according to a report Wednesday (Feb. 18) fr ...
不卷AI反成优势 苹果公司在美股被焦虑裹挟之际成为避险优选
Xin Lang Cai Jing· 2026-02-18 16:11
苹果公司上一次在同类科技股中如此"特立独行"还是将近20年前。近几周,在人工智能热潮引发的剧烈 波动席卷股市的众多角落之际,苹果为投资者提供了一个颇具吸引力的替代选项。 数据显示,苹果与纳斯达克100指数的40日相关系数上周跌至0.21,为2006年以来最低。自去年5月触及 0.92后,这一相关性一路走低。苹果在AI竞赛中大多选择观望,使其与诸多竞争对手相比成为了一 个"异类"。相关系数为1意味着两只证券完全同向波动,-1则表示走势相反。 B. Riley Wealth首席市场策略师Art Hogan表示:"苹果的低相关性现在百分之百是利好。我们处在一个 AI'打地鼠'式的环境里,投资者担心下一个被颠覆的对象是谁,于是先开枪再提问。"Hogan参与管理约 250亿美元的资产。 责任编辑:丁文武 苹果公司上一次在同类科技股中如此"特立独行"还是将近20年前。近几周,在人工智能热潮引发的剧烈 波动席卷股市的众多角落之际,苹果为投资者提供了一个颇具吸引力的替代选项。 数据显示,苹果与纳斯达克100指数的40日相关系数上周跌至0.21,为2006年以来最低。自去年5月触及 0.92后,这一相关性一路走低。苹果在AI竞 ...
伯克希尔减持苹果,增持纽约时报
Xin Lang Cai Jing· 2026-02-18 16:05
Group 1 - Berkshire Hathaway reduced its holdings in Apple stock during the fourth quarter [1][2] - The company also decreased its stakes in Amazon and Bank of America [1][2] - In Warren Buffett's final quarter as CEO, Berkshire established a new position in The New York Times valued at approximately $352 million [1][2]