Apple feels the pain of Apple TV+ struggles: Its Q4 revenues missed the mark in some divisions including Services, which includes advertising.

Peloton stock jumps by double digits: The connected fitness company’s focus on profitability is paying off, with Q1 FY25 revenues cleanly surpassing expectations.

New AI-powered Apple devices hit markets, but Indonesia’s ban and the EU’s App Store demands reveal global friction in Apple’s shift toward an AI-first strategy.

Marqeta Flex helps digital wallets and card issuers embed BNPL options, eliminating the need for direct integrations with merchants

Skipping its usual fall roll-out event, Apple will announce M4 devices and AI betas. It may be aiming to align launches with feature readiness.

Meta’s slimmed-down Llama AI runs on smartphones but faces ecosystem challenges: Without its own hardware, Meta’s success hinges on partnerships as it competes with Apple and Google.

iPhone 16 sales falter as AI enhancements fail to excite consumers: Apple reduces production by 10 million units, signaling weak demand despite rolling out new AI tools in iOS 18.2 beta.

The move could improve mobile gaming appeal but risks confusing users with fragmented offerings.

The reputational damage could make issuers wary of taking on the card as they look for a new partner

The deal faces an uphill battle no matter who wins, but we think it has better odds under Trump

Apple remains the top brand around: But the tech giant saw its first decline in 20 years as competitors embrace AI more seamlessly.

By using Siri and the Matter standard, Apple could dominate the IoT market with a seamless smart home ecosystem.

It’s a large volume opportunity for the BNPL player and helps Klarna compete with. It can also help keep users loyal to Apple as its NFC tech opens up

The card will expand Barclays’ presence in the US credit card industry and help diversify its card volume

In today’s podcast episode, we dive into how Apple Intelligence will move the AI usage needle and discuss which companies are poised to shape the future of artificial intelligence. "In Other News", we cover Bank of America’s recent outage and the risks associated with digital banking. Join host Marcus Johnson and analysts Jacob Bourne and Gadjo Sevilla for the conversation.

Self-driving car companies might rely on ride share platforms until consumer accessibility expands and manufacturing costs drop. But this strategy could drive down wages for human drivers.

Apple’s Prime Video deal draws the lines of power in streaming: Growth in SVOD is slowing significantly, leaving services little choice but to piggyback off larger platforms.

Microsoft is taking advantage of Google’s antitrust ruling, enhancing its own mobile gaming strategy while increasing options for consumers.

US buy now, pay later (BNPL) payment value will reach $94.29 billion in 2024. As the industry matures, user growth is becoming limited—forcing BNPL fintechs to find new avenues for growth.

If the DOJ breaks up Google, who would be king of search? A filing hinted at a potential breakup, but political uncertainties could slow plans.