Top Tech Stocks Push US Equities Lower; Apple, Netflix Slide
22 Oct 2025 13:55 UTC - by Felice Maranz
Latest Apple Articles
📢 Apple and Google: Stop Powering the Digital Abuse of Children
Demand Google and Apple remove Grok AI now. Stop the spread of illegal child sexual abuse material and hold Big Tech accountable.
Tell Apple and Google: Grok is generating child sexual abuse material (CSAM). Remove Grok from your app stores immediately!
Donna
•
Jan 12
Signed!
Apple set to transform Siri into built-in AI chatbot powered by custom Google Gemini tech in iOS 27
Apple is set to transform Siri into a full-fledged AI chatbot with the release of iOS 27 later this year, marking a significant shift in the company’s strategy to catch up in the generative AI race led by OpenAI, xAI, and Google.
Apple May Have Their Television After All...
Vision Pro's NBA Game • Thinking Machines Drama • Wikipedia Turns 25 • The Apple Card Fiasco • Meta Beyond Metaverse • Big Tech CapEx Perspectives • OpenAI/Cerebras Deal
I finally dusted off my Vision Pro and watched the Lakers/Bucks game in the 'Apple Immersive' format. Once I got past the laborious nature of doing so (including working past an error in the NBA app that didn’t alert me was an error, it just hung there until I figured it out), it was… pretty great actually. Obviously there are issues, but they’re largel…
Apple Watch A-Fib Study Shows Consumer Tech Can Strengthen—Not Replace—Standard Care
A new peer-reviewed study highlighted by 9to5Mac is reigniting a familiar debate in health and tech policy: can consumer technology meaningfully improve medical outcomes without expanding bureaucracy or over-medicalizing everyday life?
Wedbush analyst Dan Ives calls Greenland tariff threats ‘noise,’ urges buying Apple and other tech stocks on the dip
Wedbush Securities analyst Daniel Ives dismissed the latest U.S.-Europe tariff threats over Greenland as temporary market “noise” in a client note today, encouraging investors to use any resulting weakness as an opportunity to add to positions in leading tech names, including Apple.
AI Ramblings: Episode 40
Nvidia’s OpenAI $100 Billion Investment? Microsoft, Meta, Tesla AI capex & quarterly results Tesla invests in xAI/Grok and soon ‘TeraFabs’ Apple’s strong quarter, q.ai buy, & AI Bounce and more
Keywords
Rich On Tech Episode 159 - January 31, 2026
Amazon’s evolution, best big-screen TVs & better home internet (159, January 31, 2026)
So how long after the live show are your Episodes up as a Podcast. Thanks. Missed the first two hours of today’s show because of a grandkid’s baseball game 👍🏼
The segment with Sharon Gai on using AI as an everyday worker sounds practical. A lot of the AI conversation focuses on either hype or job replacement fear, but the idea of using it to stay relevant day-to-day is more actionable. Curious how she approaches the worksmarter angle without just falling into productivity theater.
Today's the last day to make these returns
10 tech stories in the quickest format possible
There are 10 tech stories in today’s Substack issue of The Shortcut
Apple acquires Q.ai for $2 billion, the second largest acquisition in its history
Q.ai's patented tech can read micro movements in someone’s face and can detect speech and emotions
Foundations by Axented
SpaceX, Tesla, and xAI in talks to merge, Amazon is reportedly in talks to invest $50B in OpenAI, & Apple’s new M6 chip could launch surprisingly soon.
Table of Contents:
DTNS January 31, 2026
For the week ending Saturday January 31, 2026
Welcome to this week's DTNS newsletter. We had a great Hangout yesterday with guests Tim Sinclair-Lee and Jared Shockley discussing their uses of Starlink internet and other forms of alternative internet like fixed wireless and more. Watch the video on YouTube
Rich On Tech Episode 157 - January 17, 2026
LISTEN TO THE FULL EPISODE HERE
Unsubscribe as Resistance
How pulling our economic support may be the best way to push back
If you’re struggling with what you can do, right now, to help the people of Minneapolis push back against rising violence and authoritarianism, you’re not alone. Marching matters. But from afar, our strongest leverage is economic.
Months ago I deleted all Meta products. I only use Threema (A Swedish calling app). I deleted twitter years ago. I use Bluesky now, I deleted all Amazon products including all prime, and Goodreads, I signed up for Goodreads sans amazon. I watch BritBox directly from Britibox, and Crave (Proudly Canadian) I am off all socials except for LinkedIn for work. The payback is incredible! I have since written 3 novels, reconnected with loads of friends, stopped ordering in, stopped shopping for junk. I exclusively support my local Canadian businesses that are ethical and kind. Life is so full and beautiful now that I am no longer an addict to the soul sucking fake world of berg and bezos! Also, Stingray music is pretty stress free. Life is truly what we make it. The power is in our hands...and wallets.
Really smart to frame this as pulling economic support rather than just boycotting. The subscription model makes this particularly effective bc companies feel every cancellation immediately in their metrics. My main concern is whether this can scale beyond early adopters,since most people won't sacrifice convenience even when they intellectualy agree with the cause.
Apple just had its best-ever quarter for iPhone sales after 'simply staggering' demand
Hold up, let Tim Cook cook
Last Week in AVP #103: New Apple Immersive Video “Top Dogs“, a Two-Part Docuseries is Coming to Apple Vision Pro, Nvidia’s GeForce Now Available on Apple Vision Pro, visionOS 26.3 Beta 3, and more!
If you enjoy the content, please consider supporting me with a paid subscription
This article comes at the perfect time, AVP gaming needed this!
🤯💸 Trump Picks New Fed Chair
Happy Sunday,
Really good synthesis of the market week. The Warsh nomination framing as "regime change" is interesting because it sets up expectations that might not be deliverable with only one vote on the committee. I spent time analyzing Fed dynamics in 2018 and the institutional resistance to politcal pressure is stronger than most realize. The Microsoft/Apple contrast you laid out hits different when you consider how investors are finally demanding ROI metrics for AI capex.
The $157 Billion Illusion: Why OpenAI's Valuation Is About to Collapse
The $20 billion Google-Apple deal isn't about search, it is a Game theory in action.
If this made you pause, you’re not here by accident.
One thing I'd strongly encourage digging into deeper, everyone, is that around 2001, the U.S. Federal Government figured out how to lean in on the implication of the internet, resulting in monopolies that transformed the open internet that some of us remember, into what it is now (a few dominant websites and experiences). They went after Microsoft, and the result wasn't the breakup of AT&T kind of thing that had previously occurred; instead, it was a boom of regulation under false pretenses of privacy, security, and protecting the users: https://paulobrien.substack.com/p/the-ip-trap-how-licensing-knowledge
Since then, Facebook sat before Congress and made legislators look like morons, we've had to incessantly debate net neutrality (as though internet access should have ANY restrictions at all), Google and Apple wrestled for control, and now we have the AI era.
We all live under an *illusion* of a competitive free market online.
In a world that used to be determined by Marketing (the practice of studying the market to provide value, resulting in companies incessantly trying to be better), arguably, became a world in which every innovation (every startup) needs an Executive in Public Policy, Government Relations, and capital to lobby.
This is a great analysis Farida. What I want to encourage is that much of all of this is determined by how Congress will determine winners and losers. That's not a good thing, just the way it is.
Love this analysis and POV. One can sense a bit of Oz Wizardry going on, but you’ve just pulled back the curtain with cold, hard data and quotes!
Hey Hugo! Love that you started your own IP, but the reach isn't what the show deserves, curious- would be open to building out a discovery pipeline?
Brilliant. This update is packed with truly impressive European climate tech inovatons. Is the AI aspect of the energy trading platform something you've covered in more depth before?
HOW GOOGLE BEAT APPLE
What That Means For Big Tech's Next Battle
It’s the second week of 2026, Peaceniks! And the biggest news in tech last week had absolutely nothing to do with CES…
Totally agree with you about both of these companies - it seems like Apple hasn't had a big new idea in quite a long time. It's baffling to me that when I'm listening to a song on the radio, I can't say "Hey Siri, add this song to X playlist on Spotify." It's such a simple thing! But Siri sucks and doesn't seemed to have advanced at all in the past couple of years. Meanwhile, Gemini is WAY better than ChatGPT, and I've permanently switched and stopped paying for GPT entirely. How could Apple have missed the mark this badly?
Brilliant analysis - very insightful, thanks for sharing! I wonder though, where is Amazon playing in the bigger picture?
AI: Weekly Summary. RTZ #976
...week ending January 23, 2026
OpenAI makes a case for AI Compute hyper-growth: OpenAI CFO Sarah Friar laid out its ChatGPT driven growth metrics against a backdrop of rapidly scaling AI Compute infrastructure. The piece outlines specific revenue growth metrics against the massive capital driven
Super helpful roundup of the weeks AI developments. The skilled worker shortage angle for data centers is something I hadnt considered before, like everyone's focused on power and chips but nobody talks about needing actual electricians and plumbers lol. That SpaceX IPO timing with the space data center narrative feels strategicly convenient ngl.
99% Market Dominance - And It Ain't a Monopoly. Just Organic Choices by Individuals
I am a conservative. Who thinks decades’ worth of a lack of proper antitrust enforcement - has been a key component in the downfall of America.
Apple TV has finally given us a first look at Ted Lasso season 4
And we’re getting lots of fan favourites back
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