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Apple is slipping on the day, but the strongest active signal is options flow, which shows a moderate lean toward calls alongside heavier call premium than put premium. The wider picture looks mixed: institutions have been adding shares and analysts are mostly positive, while recent insider sales and the next earnings date keep some caution in place.
Generated Aug 21, 2026Reported EPS compared with analyst estimates.
Apple Inc.
Updated Aug 21, 5:56 AM UTCFree market coverage from the current news feed.
Berkshire Hathaway has invested in Macy's for the first time in six decades, building a 2.8% stake worth approximately $174 million. The investment comes as Macy's executes a turnaround strategy, closing underperforming stores while upgrading others, and posted strong Q1 results with revenue growth and significantly higher earnings. Despite analyst skepticism with an average price target below current levels, Berkshire appears attracted to the retailer's valuation at roughly 10 times trailing earnings.
Read storyUnder new CEO Greg Abel, Berkshire Hathaway has significantly increased its AI investments, with nearly 30% of its portfolio concentrated in two tech giants. Alphabet's position has been quadrupled since early 2026, benefiting from AI-enhanced search features and a booming Google Cloud business with a $514 billion order backlog. Apple remains Berkshire's largest holding at 19.5% of the portfolio, leveraging its in-house chip design for AI integration across 2.5 billion devices.
Read storyThe article predicts that Microsoft, Amazon, and Taiwan Semiconductor Manufacturing will join Nvidia, Apple, and Alphabet in the $4 trillion market cap club by 2028. Microsoft and Amazon are positioned to reach this milestone by returning to historical valuation multiples (30x forward earnings), while TSMC must achieve approximately 28% compound annual growth, which is slightly below its expected growth rate.
Read storyNvidia has partnered with six major financial institutions (BlackRock, Blackstone, KKR, Apollo Global Management, Brookfield, and Goldman Sachs) to create a $500 billion AI infrastructure financing plan. The deal aims to securitize AI compute assets and diversify Nvidia's customer base beyond hyperscalers. While the plan resembles financial engineering that could amplify an AI slowdown, it positions Nvidia as a critical ecosystem provider and enables recurring revenue streams through inferencing-as-a-service.
Read storyThe article argues that the Vanguard Morningstar Total Stock Market ETF (VTI), which holds 3,531 U.S. stocks across all market caps, remains a superior long-term core holding compared to S&P 500 ETFs. While VTI has underperformed the S&P 500 over the past decade, it outperformed in the past year. The author advocates for owning the entire U.S. stock market rather than just the 500 largest companies to capture potential gains from mid-cap and small-cap stocks.
Read storySK Hynix stock jumped 4% after the Trump Administration signaled opposition to Apple sourcing memory chips from China, preferring domestic U.S. manufacturers or allied countries like South Korea. The policy shift could benefit SK Hynix alongside American competitors Micron and Sandisk, with SK Hynix trading at a lower valuation multiple while maintaining strong projected earnings growth.
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