$AAPL — X 투자자들은 지금 무슨 이야기를 하나

$AAPL애플 · Consumer Electronics · 4.9조 달러

$331.12

프리마켓+0.2%

이벤트 흐름

주요 이벤트 · 시간순

30건

2026-10-01M&A·자금조달
2분기 다수 기관, 애플 보유 종목 조정… 엇갈린 움직임
링컨 캐피털 6.7% 축소, 뉴멕시코 교육 퇴직연금 7.4% 확대, 맨체스터 파이낸셜 3.1% 감소
첫날 -1.8%
2026-09-29 → 09-30기업🔥진행 중
애플 신임 CEO, 구조조정 추진…스마트 홈 출시 임박
블룸버그 보도에 따르면 터너스가 플래트닝, 홈 허브 등을 검토 중이며 10월 13일 발표 예정
첫날 -2.7% · 현재까지 -0.7%
전개 과정 2회
- 2026-09-29 보도: 터너스, 봄/가을 출시 주기 탈피 및 엔지니어링 집중 위한 중간 관리직 축소 검토
- 2026-09-30 블룸버그 보도에 따르면 터너스가 플래트닝, 홈 허브 등을 검토 중이며 10월 13일 발표 예정

이전 이벤트 28건

2026-09-29애널리스트악재
BofA, 메타의 쇼핑 AI가 애플 서비스 위협한다고 경고
AI 에이전트가 온라인 쇼핑을 애플 생태계 밖으로 옮겨 주가에 압박할 수 있어
첫날 -2.7% · 현재까지 -0.7%
2026-09-25 → 09-28M&A·자금조달호재🔥진행 중
Multiple Institutions Initiate Apple Positions in Q2, Totaling Over 60K Shares영어 원문
윈저, 갤러거, 밴티지 포인트 등이 신규 지분 공시, 기관 관심 시사
첫날 +1.5% · 현재까지 -4.1%
전개 과정 3회
- 2026-09-25 Elefante Mark B, True Freedom Investing, and Covington Investment Advisors initiated Apple stakes in Q2
- 2026-09-26 Flavin, Tandem, GSG 등 2분기 보고서에서 애플 신규 지분 공개
- 2026-09-28 윈저, 갤러거, 밴티지 포인트 등이 신규 지분 공시, 기관 관심 시사
2026-09-27 → 09-28규제악재🔥진행 중
애플 57억 달러 배심원 평결: 버퍼드, 지급 시 약 14억 달러 수령 예정
버퍼드 캐피털은 애플이 평결금을 지급하면 약 14억 달러를 받게 될 것이라고 밝혀, 재정적 영향이 더해졌다.
첫날 -0.8% · 현재까지 -3.3%
전개 과정 3회
- 2026-09-27 연방 배심원단, 애플의 탭틱 엔진이 Taction 특허 2건을 침해했다고 판결; 애플은 항소할 것이라고 밝혀
- 2026-09-28 배심원단, 애플이 Taction 특허를 침해했다고 판결, 미국 기록 경신
- 2026-09-28 버퍼드 캐피털은 애플이 평결금을 지급하면 약 14억 달러를 받게 될 것이라고 밝혀, 재정적 영향이 더해졌다.
2026-09-13 → 09-25M&A·자금조달
Multiple Institutions Initiate Apple Positions in Q2, Exceeding 60K Shares영어 원문
Adds details on Q2 initiations by Elefante Mark B, True Freedom Investing, and Covington Investment Advisors
첫날 +0.2% · 5일 후 +1.8%
전개 과정 8회
- 2026-09-13 Everett Harris, Mill Capital, and TFR Capital disclosed new AAPL stakes in recent 13F filings
- 2026-09-15 Five institutions including 1ST Source and Wealthspan disclosed new Apple stakes in Q2, showing continued institutional allocation
- 2026-09-16 Simplicity Wealth and Plato Investment disclose new stakes, showing institutional interest
- 2026-09-17 Multiple institutions disclosed new Apple stakes in Q2, indicating institutional interest
- 2026-09-20 Portland Financial and one8zero8 initiated AAPL stakes in Q2, extending accumulation trend
- 2026-09-23 X Square, Sterling, Heron Bay and others disclosed new AAPL stakes in 13F filings
- 2026-09-24 Welch Capital, Daiichi Life, and others initiate Apple stakes, showing institutional interest
- 2026-09-25 Adds details on Q2 initiations by Elefante Mark B, True Freedom Investing, and Covington Investment Advisors
2026-09-24기업
Qualcomm and Apple Renew Global Patent License Agreement, Effective 2027영어 원문
Renewal secures key chip patent licensing for Apple iPhones, removing supply chain uncertainty
첫날 -0.3% · 5일 후 -2.6%
2026-09-23제품호재
Apple launches M6 Mac mini and Mac Studio with major AI performance boost영어 원문
New Macs focus on on-device AI; M6 mini delivers up to 4x AI performance, starting at $899
첫날 -0.8% · 5일 후 -1.2%
2026-09-23제품
Apple develops screenless fitness tracker to rival Whoop영어 원문
Bloomberg reports Apple has been working for months on a screenless fitness tracker, release undecided.
첫날 -0.8% · 5일 후 -1.2%
2026-09-22기업
Apple and Google hire crypto experts for stablecoin and blockchain payments영어 원문
Job posts emphasize stablecoin and blockchain experience, signaling big tech's move into crypto payments.
첫날 +0.2% · 5일 후 -3.0%
전개 과정 2회
- 2026-09-22 Apple hiring Apple Pay strategy lead with stablecoin and tokenized deposit expertise
- 2026-09-22 Job posts emphasize stablecoin and blockchain experience, signaling big tech's move into crypto payments.
2026-09-21제품호재
Apple iPhone 18 Pro and Duo Launch with Anterix 900 MHz Private Network Support영어 원문
New models are first Apple devices to operate on dedicated private wireless, expanding enterprise reach
첫날 +0.8% · 5일 후 -0.2%
2026-09-19제품악재
iPhone 18 Pro/Pro Max launch, Jefferies flags weak demand, possible October order cuts영어 원문
Conflicting launch data: some channels cite strong pre-orders, but Jefferies reports zero lead times and low premiums
첫날 +0.8% · 5일 후 -0.2%
2026-09-17 → 09-18기업
Apple said to weigh M8 Ultra AI servers for 2029, in 2 or 4-chip configs영어 원문
Following NVLink news, new details reveal Apple's in-house server chip plan, potentially impacting AI inference market
첫날 +1.4% · 5일 후 -0.3%
전개 과정 3회
- 2026-09-17 Return to server market for private AI inference, a major strategic shift
- 2026-09-17 The Information reports Apple considering re-entering server market for AI inference
- 2026-09-18 Following NVLink news, new details reveal Apple's in-house server chip plan, potentially impacting AI inference market
2026-09-15제품악재
Apple's Siri AI Launch Faces Hurdles: Stock Pressure and Indian Regulatory Probe영어 원문
Siri AI released as beta, analysts assess iPhone 18 demand, Indian regulator probes software warranty terms
첫날 -0.5% · 5일 후 +2.5%
전개 과정 2회
- 2026-09-15 Siri AI beta rolls out with iOS 27, adding personal context and onscreen awareness; expands to more languages next month.
- 2026-09-15 Siri AI released as beta, analysts assess iPhone 18 demand, Indian regulator probes software warranty terms
2026-08-31 → 09-14규제
Apple v. OpenAI: Court Seeks Details on Secret Device영어 원문
Apple asks federal court for access to OpenAI's unreleased device details, intensifying legal dispute.
첫날 -0.9% · 5일 후 -0.2%
전개 과정 4회
- 2026-08-31 Apple alleges OpenAI employee accessed power converter schematic in trade secret case
- 2026-09-01 Court filing reveals instructions to destroy evidence in Liu Chang case, legal risk rises
- 2026-09-02 New legal developments, citing irreversible AI impact
- 2026-09-14 Apple asks federal court for access to OpenAI's unreleased device details, intensifying legal dispute.
2026-09-12 → 09-13제품호재
Apple's Foldable iPhone Duo Praised, Pre-orders Open영어 원문
Duo receives wide praise for hardware and software; pre-orders opened Sept 12
첫날 +0.2% · 5일 후 +1.8%
전개 과정 2회
- 2026-09-12 New device launch with pre-orders open, market focuses on sales potential as growth catalyst.
- 2026-09-13 Duo receives wide praise for hardware and software; pre-orders opened Sept 12
2026-08-27 → 09-11기업호재
Apple's First Foldable iPhone Duo Unveiled at Record Price, Stock Up 3%영어 원문
Apple officially unveils its first foldable iPhone Duo, entry price $1,999, with stock advancing 3% as Wall Street eyes strong sales potential.
첫날 +0.4% · 5일 후 +4.3%
전개 과정 8회
- 2026-08-27 Expected to unveil new iPhone and possibly foldable; date confirmed by multiple sources
- 2026-09-04 Citi sees first foldable iPhone above $2,000, Pro up ~$200
- 2026-09-06 Multiple sources confirm Sept. 9 event focus: foldable iPhone and premium pricing news flow
- 2026-09-08 Multiple sources confirm foldable iPhone launch, but yield issues limit global rollout, China rivals heat up
- 2026-09-08 Multiple sources confirm Apple will unveil its first foldable iPhone and iPhone 18 Pro on Sept 9, with new CEO Ternus hosting his first keynote; market watches product impact.
- 2026-09-10 Launch event introduces new products, foldable starts at ~$2,000, marking new CEO's first major release
- 2026-09-10 iPhone Duo starts at $1,999; multiple firms maintain positive ratings, market reacts positively
- 2026-09-11 Apple officially unveils its first foldable iPhone Duo, entry price $1,999, with stock advancing 3% as Wall Street eyes strong sales potential.
2026-09-08 → 09-09M&A·자금조달
Apple acquires brain-sensing startup Sonera, expanding neural sensing tech영어 원문
Acquisition may add new interface for health/wearables, Quest partnership strengthens health ecosystem
첫날 -1.2% · 5일 후 +4.8%
전개 과정 2회
- 2026-09-08 Apple has acquired Sonera, a developer of non-invasive magnetic sensors for brain and muscle activity; deal closed in May, potentially paving way for health wearables.
- 2026-09-09 Acquisition may add new interface for health/wearables, Quest partnership strengthens health ecosystem
2026-08-28 → 09-06기업
Apple CEO Ternus' pay package in focus: 75% of stock comp tied to relative performance영어 원문
Ahead of his first major launch event, Ternus' comp structure linked to peer-relative performance highlights board scrutiny
첫날 +1.6% · 5일 후 +0.1%
전개 과정 9회
- 2026-08-28 Cook steps down Aug. 31, Ternus takes over; product event and market expectations converge
- 2026-08-30 Cook steps down after growing market cap from $350B to over $4T; Ternus to lead ahead of product launches and AI push
- 2026-08-31 Market cap rose from $350B to $4.7T under Cook; transition now official
- 2026-09-01 Cook's 15-year tenure ends with market cap growing from $350B to over $4T; new CEO faces AI and post-iPhone tests
- 2026-09-01 Leadership transition complete, market reacts positively, but AI and chip challenges remain
- 2026-09-02 New CEO compensation and market attention rise ahead of iPhone launch
- 2026-09-03 New CEO compensation disclosed, event approaching, market watches leadership impact
- 2026-09-04 New CEO's pay tied to performance, AI talent race key, shaping strategy
- 2026-09-06 Ahead of his first major launch event, Ternus' comp structure linked to peer-relative performance highlights board scrutiny
2026-09-03규제악재
Apple faces £2B UK lawsuit over app tracking rules영어 원문
Developers allege Apple favors its own ads via stricter privacy rules
첫날 +1.0% · 5일 후 +1.2%
2026-09-028-K 공시
8-K: 이사·임원 변동
첫날 -0.1% · 5일 후 +0.5%
2026-08-28제품
Apple TV and Apple One Price Hikes Confirmed영어 원문
첫날 +1.6% · 5일 후 +0.1%
2026-08-28기업
Apple Raises Apple TV and Apple One Subscription Prices영어 원문
Monthly price rises from $12.99 to $14.99, annual from $99 to $119
첫날 +1.6% · 5일 후 +0.1%
2026-08-27기업악재
Apple Cuts ~150 Siri & Vision Pro Jobs in AI-Focused Restructuring영어 원문
Layoffs hit Siri, ML, and Vision Pro teams amid AI pivot; raises execution doubts
첫날 +0.4% · 5일 후 +4.3%
2026-08-25 → 08-26제품
Apple Launches M6 and M5 Ultra Chips, Mac Studio Upgraded영어 원문
New chips boost on-device AI; multiple sources confirm launch details
첫날 -0.1% · 5일 후 +4.9%
전개 과정 2회
- 2026-08-25 New chips target AI workloads, debut 2nm process, boosting on-device AI strategy
- 2026-08-26 New chips boost on-device AI; multiple sources confirm launch details
2026-08-23규제
Apple Cuts EU App Store Commission to 26%, Adds 5% External Rate영어 원문
Effective Oct 1, resolves two-year regulatory dispute, impacting developer costs and platform competition.
첫날 +0.3% · 5일 후 +2.1%
2026-08-22기업
Apple Cuts 200+ More Jobs in AI and Siri Push영어 원문
Layoffs hit media, gaming, and 3D video as Apple shifts resources to AI and new devices.
첫날 +0.3% · 5일 후 +2.1%
전개 과정 3회
- 2026-08-22 Layoffs hit Siri, Vision Pro 3D video and gaming teams, signaling AI and hardware restructuring
- 2026-08-22 Bloomberg reports cuts span media, gaming, and 3D video roles as resources shift to AI and new devices
- 2026-08-22 Layoffs hit media, gaming, and 3D video as Apple shifts resources to AI and new devices.
2026-08-21규제
Apple Pays €17B Back Taxes to Ireland영어 원문
FT cites filings; payment tied to court ruling, highlighting shift in overseas tax burden
첫날 -0.6% · 5일 후 +3.3%
전개 과정 2회
- 2026-08-21 Per FT, payment relates to court-ordered back taxes, highlighting shift in overseas tax burden
- 2026-08-21 FT cites filings; payment tied to court ruling, highlighting shift in overseas tax burden
2026-08-20제품
Camera-Equipped AirPods Still on Track for 2027영어 원문
Leaked video shows earbud cameras for AI context, but launch timeline unchanged
첫날 -1.7% · 5일 후 +1.1%
2026-08-19규제
Apple EU App Store Fee Changes: 5% Commission, 26% Cut Effective영어 원문
Apple adjusts App Store fees in EU to address regulatory pressure, effective Oct 1.
첫날 +2.2% · 5일 후 -1.1%
전개 과정 2회
- 2026-08-19 From Oct 1, Apple replaces Core Technology Fee with 5% commission on digital transactions outside App Store; EU commission drops to 26%
- 2026-08-18 Apple adjusts App Store fees in EU to address regulatory pressure, effective Oct 1.

관련 소식 · 이 종목은 주체가 아님

2026-09-30관련기업
로빈후드, AI 에이전트·주말 주식 거래·무기한 선물 공개영어 원문
The HOOD Summit rollout deepens Robinhood’s push into automated trading and around-the-clock retail access.
첫날 +1.1% · 현재까지 -1.8%
2026-09-28관련기업
엔비디아, 자사주 매입 1,500억 달러 추가… 총 2,350억 달러로 확대
회사는 확대된 프로그램을 2028 회계연도까지 운영할 계획이며, 이는 현금 창출력과 자본 환원 의지를 강조한다.
첫날 -0.8% · 현재까지 -3.3%
2026-09-24관련기업
Meta says Muse will monetize through transaction fees영어 원문
Zuckerberg framed Muse as a free AI assistant that could later earn Meta a small cut of transactions
첫날 -0.3% · 5일 후 -2.6%
2026-09-22관련시장
메타, 뮤즈 발표에 11% 급등… 먼스터는 애플과 테슬라를 다음 후보로 지목
시장은 메타의 새 AI 에이전트에서 나온 ‘사람들이 사용한 뒤 재평가됐다’는 논리를 다른 대형 기술주로 확장하고 있다.
첫날 +0.2% · 5일 후 -3.0%
2026-09-18관련기업
Buffett steps down as Berkshire chairman at 96; Howard takes over영어 원문
The move comes in Buffett’s shareholder letter and marks a major governance handoff at Berkshire Hathaway.
첫날 -0.3% · 5일 후 +1.5%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

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이벤트 흐름

주요 이벤트 · 시간순

30건

2026-10-01M&A·자금조달
2분기 다수 기관, 애플 보유 종목 조정… 엇갈린 움직임
링컨 캐피털 6.7% 축소, 뉴멕시코 교육 퇴직연금 7.4% 확대, 맨체스터 파이낸셜 3.1% 감소
첫날 -1.8%
2026-09-29 → 09-30기업🔥진행 중
애플 신임 CEO, 구조조정 추진…스마트 홈 출시 임박
블룸버그 보도에 따르면 터너스가 플래트닝, 홈 허브 등을 검토 중이며 10월 13일 발표 예정
첫날 -2.7% · 현재까지 -0.7%
전개 과정 2회
- 2026-09-29 보도: 터너스, 봄/가을 출시 주기 탈피 및 엔지니어링 집중 위한 중간 관리직 축소 검토
- 2026-09-30 블룸버그 보도에 따르면 터너스가 플래트닝, 홈 허브 등을 검토 중이며 10월 13일 발표 예정
2026-09-29애널리스트악재
BofA, 메타의 쇼핑 AI가 애플 서비스 위협한다고 경고
AI 에이전트가 온라인 쇼핑을 애플 생태계 밖으로 옮겨 주가에 압박할 수 있어
첫날 -2.7% · 현재까지 -0.7%
2026-09-25 → 09-28M&A·자금조달호재🔥진행 중
Multiple Institutions Initiate Apple Positions in Q2, Totaling Over 60K Shares영어 원문
윈저, 갤러거, 밴티지 포인트 등이 신규 지분 공시, 기관 관심 시사
첫날 +1.5% · 현재까지 -4.1%
전개 과정 3회
- 2026-09-25 Elefante Mark B, True Freedom Investing, and Covington Investment Advisors initiated Apple stakes in Q2
- 2026-09-26 Flavin, Tandem, GSG 등 2분기 보고서에서 애플 신규 지분 공개
- 2026-09-28 윈저, 갤러거, 밴티지 포인트 등이 신규 지분 공시, 기관 관심 시사
2026-09-27 → 09-28규제악재🔥진행 중
애플 57억 달러 배심원 평결: 버퍼드, 지급 시 약 14억 달러 수령 예정
버퍼드 캐피털은 애플이 평결금을 지급하면 약 14억 달러를 받게 될 것이라고 밝혀, 재정적 영향이 더해졌다.
첫날 -0.8% · 현재까지 -3.3%
전개 과정 3회
- 2026-09-27 연방 배심원단, 애플의 탭틱 엔진이 Taction 특허 2건을 침해했다고 판결; 애플은 항소할 것이라고 밝혀
- 2026-09-28 배심원단, 애플이 Taction 특허를 침해했다고 판결, 미국 기록 경신
- 2026-09-28 버퍼드 캐피털은 애플이 평결금을 지급하면 약 14억 달러를 받게 될 것이라고 밝혀, 재정적 영향이 더해졌다.

이전 이벤트 25건

2026-09-13 → 09-25M&A·자금조달
Multiple Institutions Initiate Apple Positions in Q2, Exceeding 60K Shares영어 원문
Adds details on Q2 initiations by Elefante Mark B, True Freedom Investing, and Covington Investment Advisors
첫날 +0.2% · 5일 후 +1.8%
전개 과정 8회
- 2026-09-13 Everett Harris, Mill Capital, and TFR Capital disclosed new AAPL stakes in recent 13F filings
- 2026-09-15 Five institutions including 1ST Source and Wealthspan disclosed new Apple stakes in Q2, showing continued institutional allocation
- 2026-09-16 Simplicity Wealth and Plato Investment disclose new stakes, showing institutional interest
- 2026-09-17 Multiple institutions disclosed new Apple stakes in Q2, indicating institutional interest
- 2026-09-20 Portland Financial and one8zero8 initiated AAPL stakes in Q2, extending accumulation trend
- 2026-09-23 X Square, Sterling, Heron Bay and others disclosed new AAPL stakes in 13F filings
- 2026-09-24 Welch Capital, Daiichi Life, and others initiate Apple stakes, showing institutional interest
- 2026-09-25 Adds details on Q2 initiations by Elefante Mark B, True Freedom Investing, and Covington Investment Advisors
2026-09-24기업
Qualcomm and Apple Renew Global Patent License Agreement, Effective 2027영어 원문
Renewal secures key chip patent licensing for Apple iPhones, removing supply chain uncertainty
첫날 -0.3% · 5일 후 -2.6%
2026-09-23제품호재
Apple launches M6 Mac mini and Mac Studio with major AI performance boost영어 원문
New Macs focus on on-device AI; M6 mini delivers up to 4x AI performance, starting at $899
첫날 -0.8% · 5일 후 -1.2%
2026-09-23제품
Apple develops screenless fitness tracker to rival Whoop영어 원문
Bloomberg reports Apple has been working for months on a screenless fitness tracker, release undecided.
첫날 -0.8% · 5일 후 -1.2%
2026-09-22기업
Apple and Google hire crypto experts for stablecoin and blockchain payments영어 원문
Job posts emphasize stablecoin and blockchain experience, signaling big tech's move into crypto payments.
첫날 +0.2% · 5일 후 -3.0%
전개 과정 2회
- 2026-09-22 Apple hiring Apple Pay strategy lead with stablecoin and tokenized deposit expertise
- 2026-09-22 Job posts emphasize stablecoin and blockchain experience, signaling big tech's move into crypto payments.
2026-09-21제품호재
Apple iPhone 18 Pro and Duo Launch with Anterix 900 MHz Private Network Support영어 원문
New models are first Apple devices to operate on dedicated private wireless, expanding enterprise reach
첫날 +0.8% · 5일 후 -0.2%
2026-09-19제품악재
iPhone 18 Pro/Pro Max launch, Jefferies flags weak demand, possible October order cuts영어 원문
Conflicting launch data: some channels cite strong pre-orders, but Jefferies reports zero lead times and low premiums
첫날 +0.8% · 5일 후 -0.2%
2026-09-17 → 09-18기업
Apple said to weigh M8 Ultra AI servers for 2029, in 2 or 4-chip configs영어 원문
Following NVLink news, new details reveal Apple's in-house server chip plan, potentially impacting AI inference market
첫날 +1.4% · 5일 후 -0.3%
전개 과정 3회
- 2026-09-17 Return to server market for private AI inference, a major strategic shift
- 2026-09-17 The Information reports Apple considering re-entering server market for AI inference
- 2026-09-18 Following NVLink news, new details reveal Apple's in-house server chip plan, potentially impacting AI inference market
2026-09-15제품악재
Apple's Siri AI Launch Faces Hurdles: Stock Pressure and Indian Regulatory Probe영어 원문
Siri AI released as beta, analysts assess iPhone 18 demand, Indian regulator probes software warranty terms
첫날 -0.5% · 5일 후 +2.5%
전개 과정 2회
- 2026-09-15 Siri AI beta rolls out with iOS 27, adding personal context and onscreen awareness; expands to more languages next month.
- 2026-09-15 Siri AI released as beta, analysts assess iPhone 18 demand, Indian regulator probes software warranty terms
2026-08-31 → 09-14규제
Apple v. OpenAI: Court Seeks Details on Secret Device영어 원문
Apple asks federal court for access to OpenAI's unreleased device details, intensifying legal dispute.
첫날 -0.9% · 5일 후 -0.2%
전개 과정 4회
- 2026-08-31 Apple alleges OpenAI employee accessed power converter schematic in trade secret case
- 2026-09-01 Court filing reveals instructions to destroy evidence in Liu Chang case, legal risk rises
- 2026-09-02 New legal developments, citing irreversible AI impact
- 2026-09-14 Apple asks federal court for access to OpenAI's unreleased device details, intensifying legal dispute.
2026-09-12 → 09-13제품호재
Apple's Foldable iPhone Duo Praised, Pre-orders Open영어 원문
Duo receives wide praise for hardware and software; pre-orders opened Sept 12
첫날 +0.2% · 5일 후 +1.8%
전개 과정 2회
- 2026-09-12 New device launch with pre-orders open, market focuses on sales potential as growth catalyst.
- 2026-09-13 Duo receives wide praise for hardware and software; pre-orders opened Sept 12
2026-08-27 → 09-11기업호재
Apple's First Foldable iPhone Duo Unveiled at Record Price, Stock Up 3%영어 원문
Apple officially unveils its first foldable iPhone Duo, entry price $1,999, with stock advancing 3% as Wall Street eyes strong sales potential.
첫날 +0.4% · 5일 후 +4.3%
전개 과정 8회
- 2026-08-27 Expected to unveil new iPhone and possibly foldable; date confirmed by multiple sources
- 2026-09-04 Citi sees first foldable iPhone above $2,000, Pro up ~$200
- 2026-09-06 Multiple sources confirm Sept. 9 event focus: foldable iPhone and premium pricing news flow
- 2026-09-08 Multiple sources confirm foldable iPhone launch, but yield issues limit global rollout, China rivals heat up
- 2026-09-08 Multiple sources confirm Apple will unveil its first foldable iPhone and iPhone 18 Pro on Sept 9, with new CEO Ternus hosting his first keynote; market watches product impact.
- 2026-09-10 Launch event introduces new products, foldable starts at ~$2,000, marking new CEO's first major release
- 2026-09-10 iPhone Duo starts at $1,999; multiple firms maintain positive ratings, market reacts positively
- 2026-09-11 Apple officially unveils its first foldable iPhone Duo, entry price $1,999, with stock advancing 3% as Wall Street eyes strong sales potential.
2026-09-08 → 09-09M&A·자금조달
Apple acquires brain-sensing startup Sonera, expanding neural sensing tech영어 원문
Acquisition may add new interface for health/wearables, Quest partnership strengthens health ecosystem
첫날 -1.2% · 5일 후 +4.8%
전개 과정 2회
- 2026-09-08 Apple has acquired Sonera, a developer of non-invasive magnetic sensors for brain and muscle activity; deal closed in May, potentially paving way for health wearables.
- 2026-09-09 Acquisition may add new interface for health/wearables, Quest partnership strengthens health ecosystem
2026-08-28 → 09-06기업
Apple CEO Ternus' pay package in focus: 75% of stock comp tied to relative performance영어 원문
Ahead of his first major launch event, Ternus' comp structure linked to peer-relative performance highlights board scrutiny
첫날 +1.6% · 5일 후 +0.1%
전개 과정 9회
- 2026-08-28 Cook steps down Aug. 31, Ternus takes over; product event and market expectations converge
- 2026-08-30 Cook steps down after growing market cap from $350B to over $4T; Ternus to lead ahead of product launches and AI push
- 2026-08-31 Market cap rose from $350B to $4.7T under Cook; transition now official
- 2026-09-01 Cook's 15-year tenure ends with market cap growing from $350B to over $4T; new CEO faces AI and post-iPhone tests
- 2026-09-01 Leadership transition complete, market reacts positively, but AI and chip challenges remain
- 2026-09-02 New CEO compensation and market attention rise ahead of iPhone launch
- 2026-09-03 New CEO compensation disclosed, event approaching, market watches leadership impact
- 2026-09-04 New CEO's pay tied to performance, AI talent race key, shaping strategy
- 2026-09-06 Ahead of his first major launch event, Ternus' comp structure linked to peer-relative performance highlights board scrutiny
2026-09-03규제악재
Apple faces £2B UK lawsuit over app tracking rules영어 원문
Developers allege Apple favors its own ads via stricter privacy rules
첫날 +1.0% · 5일 후 +1.2%
2026-09-028-K 공시
8-K: 이사·임원 변동
첫날 -0.1% · 5일 후 +0.5%
2026-08-28제품
Apple TV and Apple One Price Hikes Confirmed영어 원문
첫날 +1.6% · 5일 후 +0.1%
2026-08-28기업
Apple Raises Apple TV and Apple One Subscription Prices영어 원문
Monthly price rises from $12.99 to $14.99, annual from $99 to $119
첫날 +1.6% · 5일 후 +0.1%
2026-08-27기업악재
Apple Cuts ~150 Siri & Vision Pro Jobs in AI-Focused Restructuring영어 원문
Layoffs hit Siri, ML, and Vision Pro teams amid AI pivot; raises execution doubts
첫날 +0.4% · 5일 후 +4.3%
2026-08-25 → 08-26제품
Apple Launches M6 and M5 Ultra Chips, Mac Studio Upgraded영어 원문
New chips boost on-device AI; multiple sources confirm launch details
첫날 -0.1% · 5일 후 +4.9%
전개 과정 2회
- 2026-08-25 New chips target AI workloads, debut 2nm process, boosting on-device AI strategy
- 2026-08-26 New chips boost on-device AI; multiple sources confirm launch details
2026-08-23규제
Apple Cuts EU App Store Commission to 26%, Adds 5% External Rate영어 원문
Effective Oct 1, resolves two-year regulatory dispute, impacting developer costs and platform competition.
첫날 +0.3% · 5일 후 +2.1%
2026-08-22기업
Apple Cuts 200+ More Jobs in AI and Siri Push영어 원문
Layoffs hit media, gaming, and 3D video as Apple shifts resources to AI and new devices.
첫날 +0.3% · 5일 후 +2.1%
전개 과정 3회
- 2026-08-22 Layoffs hit Siri, Vision Pro 3D video and gaming teams, signaling AI and hardware restructuring
- 2026-08-22 Bloomberg reports cuts span media, gaming, and 3D video roles as resources shift to AI and new devices
- 2026-08-22 Layoffs hit media, gaming, and 3D video as Apple shifts resources to AI and new devices.
2026-08-21규제
Apple Pays €17B Back Taxes to Ireland영어 원문
FT cites filings; payment tied to court ruling, highlighting shift in overseas tax burden
첫날 -0.6% · 5일 후 +3.3%
전개 과정 2회
- 2026-08-21 Per FT, payment relates to court-ordered back taxes, highlighting shift in overseas tax burden
- 2026-08-21 FT cites filings; payment tied to court ruling, highlighting shift in overseas tax burden
2026-08-20제품
Camera-Equipped AirPods Still on Track for 2027영어 원문
Leaked video shows earbud cameras for AI context, but launch timeline unchanged
첫날 -1.7% · 5일 후 +1.1%
2026-08-19규제
Apple EU App Store Fee Changes: 5% Commission, 26% Cut Effective영어 원문
Apple adjusts App Store fees in EU to address regulatory pressure, effective Oct 1.
첫날 +2.2% · 5일 후 -1.1%
전개 과정 2회
- 2026-08-19 From Oct 1, Apple replaces Core Technology Fee with 5% commission on digital transactions outside App Store; EU commission drops to 26%
- 2026-08-18 Apple adjusts App Store fees in EU to address regulatory pressure, effective Oct 1.

관련 소식 · 이 종목은 주체가 아님

2026-09-30관련기업
로빈후드, AI 에이전트·주말 주식 거래·무기한 선물 공개영어 원문
The HOOD Summit rollout deepens Robinhood’s push into automated trading and around-the-clock retail access.
첫날 +1.1% · 현재까지 -1.8%
2026-09-28관련기업
엔비디아, 자사주 매입 1,500억 달러 추가… 총 2,350억 달러로 확대
회사는 확대된 프로그램을 2028 회계연도까지 운영할 계획이며, 이는 현금 창출력과 자본 환원 의지를 강조한다.
첫날 -0.8% · 현재까지 -3.3%
2026-09-24관련기업
Meta says Muse will monetize through transaction fees영어 원문
Zuckerberg framed Muse as a free AI assistant that could later earn Meta a small cut of transactions
첫날 -0.3% · 5일 후 -2.6%
2026-09-22관련시장
메타, 뮤즈 발표에 11% 급등… 먼스터는 애플과 테슬라를 다음 후보로 지목
시장은 메타의 새 AI 에이전트에서 나온 ‘사람들이 사용한 뒤 재평가됐다’는 논리를 다른 대형 기술주로 확장하고 있다.
첫날 +0.2% · 5일 후 -3.0%
2026-09-18관련기업
Buffett steps down as Berkshire chairman at 96; Howard takes over영어 원문
The move comes in Buffett’s shareholder letter and marks a major governance handoff at Berkshire Hathaway.
첫날 -0.3% · 5일 후 +1.5%

$AAPL (애플) — X 투자자 토론

5팩터 평가: 중간 등급 (섹터 내 백분위 52.3)

$AAPL 종목을 가장 많이 언급한 신뢰 작성자

$AAPL 종목이 등장한 최근 헤드라인

$AAPL (애플) — X 투자자 토론

5팩터 평가: 중간 등급 (섹터 내 백분위 52.3)

$AAPL 종목을 가장 많이 언급한 신뢰 작성자

$AAPL 종목이 등장한 최근 헤드라인

2분기 다수 기관, 애플 보유 종목 조정… 엇갈린 움직임

애플 신임 CEO, 구조조정 추진…스마트 홈 출시 임박

BofA, 메타의 쇼핑 AI가 애플 서비스 위협한다고 경고

Multiple Institutions Initiate Apple Positions in Q2, Totaling Over 60K Shares영어 원문

애플 57억 달러 배심원 평결: 버퍼드, 지급 시 약 14억 달러 수령 예정

Multiple Institutions Initiate Apple Positions in Q2, Exceeding 60K Shares영어 원문

Qualcomm and Apple Renew Global Patent License Agreement, Effective 2027영어 원문

Apple launches M6 Mac mini and Mac Studio with major AI performance boost영어 원문

Apple develops screenless fitness tracker to rival Whoop영어 원문

Apple and Google hire crypto experts for stablecoin and blockchain payments영어 원문

Apple iPhone 18 Pro and Duo Launch with Anterix 900 MHz Private Network Support영어 원문

iPhone 18 Pro/Pro Max launch, Jefferies flags weak demand, possible October order cuts영어 원문

Apple said to weigh M8 Ultra AI servers for 2029, in 2 or 4-chip configs영어 원문

Apple's Siri AI Launch Faces Hurdles: Stock Pressure and Indian Regulatory Probe영어 원문

Apple v. OpenAI: Court Seeks Details on Secret Device영어 원문

Apple's Foldable iPhone Duo Praised, Pre-orders Open영어 원문

Apple's First Foldable iPhone Duo Unveiled at Record Price, Stock Up 3%영어 원문

Apple acquires brain-sensing startup Sonera, expanding neural sensing tech영어 원문

Apple CEO Ternus' pay package in focus: 75% of stock comp tied to relative performance영어 원문

Apple faces £2B UK lawsuit over app tracking rules영어 원문

8-K: 이사·임원 변동

Apple TV and Apple One Price Hikes Confirmed영어 원문

Apple Raises Apple TV and Apple One Subscription Prices영어 원문

Apple Cuts ~150 Siri & Vision Pro Jobs in AI-Focused Restructuring영어 원문

Apple Launches M6 and M5 Ultra Chips, Mac Studio Upgraded영어 원문

Apple Cuts EU App Store Commission to 26%, Adds 5% External Rate영어 원문

Apple Cuts 200+ More Jobs in AI and Siri Push영어 원문

Apple Pays €17B Back Taxes to Ireland영어 원문

Camera-Equipped AirPods Still on Track for 2027영어 원문

Apple EU App Store Fee Changes: 5% Commission, 26% Cut Effective영어 원문

로빈후드, AI 에이전트·주말 주식 거래·무기한 선물 공개영어 원문

엔비디아, 자사주 매입 1,500억 달러 추가… 총 2,350억 달러로 확대

Meta says Muse will monetize through transaction fees영어 원문

메타, 뮤즈 발표에 11% 급등… 먼스터는 애플과 테슬라를 다음 후보로 지목

Buffett steps down as Berkshire chairman at 96; Howard takes over영어 원문