Rumors of 'Apple Pay Later' service cause rivals' shares to drop
Rivals to Apple's as yet only rumored pay-later credit addition to Apple Pay have seen their shares drop dramatically.
Goldman Sachs
William Gallagher
Apple, Goldman Sachs working on Apple Pay 'buy now, pay later' service
Apple is allegedly working with Goldman Sachs to provide enhanced installment payment plans to its customers without using Apple Card, in a service internally known as "Apple Pay Later."
Malcolm Owen
China iPhone 12 cycle 12% weaker than iPhone X was, analyst claims
Amid a dip in the Chinese smartphone market, Goldman Sachs says that current iPhone shipments in China are 12% lower than the iPhone X series, bucking talk of a super cycle.
Mike Peterson
Goldman Sachs Rod Hall admits defeat, hikes Apple target to $130
After a year of sub-$100 predictions for Apple stock, Goldman Sachs' Rod Hall has upped his 12-month price target to $130 from $83 after Apple posted another profound earnings beat for the second quarter.
China smartphone data shows solid iPhone 12 demand, but no 'super cycle'
Analysts are weighing in on the latest smartphone shipment data out of China, which suggests solid demand for iPhone models but casts doubt on a "super cycle."
Reopening, end of Apple TV+ trial are risks to Services revenue, bearish analyst says
Goldman Sachs believes that a slowdown in App Store growth and the possibility of an end to Apple TV+ free trials presents "significant downside risk" to Apple's investors looking ahead to 2022.
Goldman Sachs cleared of Apple Card discrimination claims
Goldman Sachs did not break any fair lending laws, an investigation into discriminatory allegations against the Apple Card underwriter reveals, but a regulator adds those same rules need to be strengthened and modernized.
Apple Car could bolster services but low margins limit upside, analyst says
Goldman Sachs believes that an "Apple Car" makes sense as a services-supporting hardware platform, but notes that the high costs of releasing a car could mean a limited impact for investors.
Apple's Mac gained market share in growing PC market
Apple Mac revenues rose 50% year-over-year in the third quarter of 2020 as global PC unit shipments increased 18%, driven largely by continued work-from-home and remote learning trends.
Mikey Campbell
Amber Neely
