$AAPL

Apple and Microsoft have been added to Russia's register of digital communication providers, requiring them to retain customer data for three years and disclose it to authorities. Noncompliance may result in service bans. Both companies face regulatory disputes in Russia, including payment restrictions and app removals.

Jim Cramer hinted at large selling in Palantir (PLTR) and Apple (AAPL) post-earnings. PLTR reported Q3 revenue of $2.31B, beating estimates, but faces concerns over bookings growth. AAPL reported record revenue of $114.48B but guided to lower margins. Both stocks fell on Tuesday, with PLTR down 3.98% and AAPL down 2.55%.

U.S. tech stocks rebounded on Nov 3, with the Nasdaq up 0.9% and S&P 500 up 0.4%, driven by semiconductor gains. Nvidia and Broadcom rose 2.3% and 3.1%, respectively, while Apple fell 1.9%. AMD reported $13.4B in revenue, beating expectations. Palantir dropped 1.6% despite 96% revenue growth. Oil prices rose due to Middle East tensions. Gold and silver saw minor gains. Investors watched U.S. midterm elections.

Apple announced several new products, including the iPhone 18 Pro/Pro Max, Apple Watch Series 12, iPad Mini, and new MacBooks. The Apple HomeView smart display, HomePod Mini 2, and Apple TV 4K are also new. Prices range from $149 to $2,899, with availability starting from now to November 13. The products feature new AI capabilities and improved hardware.

Apple updated its insider trading policy to explicitly ban employees from using confidential information in prediction markets. The change was included in its fiscal 2026 Form 10-K filing, following its Q4 2026 earnings report. The policy now prohibits betting on prediction markets using Apple's confidential information, even if not considered insider trading under applicable laws.

GG Technologies (StayTouch) sued Apple in Texas federal court, alleging that Apple's NameDrop feature infringes its patented contact-sharing technology. The startup claims it developed the technology before Apple's announcement. Apple's feature allows users to share contacts by holding iPhones together.

Apple now permits all developers to integrate Siri AI into their apps. The feature is available in the latest betas of iOS, iPadOS, macOS, and visionOS. According to Apple, this preview enables any app to incorporate Siri functionality.

Apple (AAPL) reported record Q4 '26 results but Q1 '27 guidance suggests margin pressure and slower revenue growth. An analyst downgraded AAPL to Sell due to high valuation.

Apple highlighted risks in its annual filing related to AI agents acting unpredictably, which could lead to lawsuits or reputational damage. The company noted challenges in controlling third-party AI agents and potential regulatory costs. Apple's CEO mentioned expanding Siri's capabilities but emphasized security and privacy. According to the filing, evolving AI regulations and ethical concerns pose additional risks.

TrendForce forecasts Apple's iPhone Duo will capture 29.8% of the global foldable smartphone market by 2027, up from 24.8% in 2026. Samsung's share is expected to decline, while Huawei's market position is projected to weaken. The total foldable market is anticipated to grow 16.3% year-over-year, with Apple contributing around 5 million units in 2026.