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RecapMed é um app que reúne dados sobre dor, sintomas e medicamentos

4 August 2026 at 19:10

Quando a nossa saúde exige mudanças repentinas de rotina, organizar a frequência e a quantidade de medicações e horários para consultas/exames pode se tornar um desafio. Foi a partir dessa necessidade que o desenvolvedor brasileiro Wilton Fernandes criou o RecapMed, uma espécie de diário sobre dores, sintomas e medicamentos.

Entre os seus recursos, destacam-se o registro de dor — que possui indicadores de região e uma escala visual para intensidade, além do tipo (pontada, queimação, choque, peso, formigamento, pressão, rigidez ou latejante) —, notificações e acompanhamento de adesão a medicamentos (permitindo registrar as doses tomadas para alimentar automaticamente o cálculo do percentual de adesão) e o Health Vault, que permite anexar exames, receitas e laudos em um espaço com acesso protegido por autenticação biométrica. Todos os registros são armazenados localmente, sem processamento em nuvem.

App RecapMed

Outra funcionalidade bem interessante é o Doctor Brief, que consolida todos os seus registros em um documento PDF resumido que pode ser compartilhado com o médico na hora da consulta, para que ele compreenda seu quadro clínico rapidamente.

O app também é compatível com o Apple Watch, permitindo registrar dores, confirmar doses de medicamento e acompanhar a sua porcentagem de hidratação, sincronizando automaticamente as informações registradas no iPhone.

O RecapMed pode ser adquirido na App Store por R$10 — não contando com nenhum tipo de assinatura ou compra interna.

Apple pretende liberar interoperabilidade entre iPhones e PCs com Windows no iOS 28

4 August 2026 at 19:02

Nos últimos anos, a Apple abriu o iOS para atender aos requisitos de interoperabilidade da União Europeia estabelecidos pela Lei dos Mercados Digitais (Digital Markets Act, ou DMA) — incluindo até mesmo a abertura de um sistema para pedidos por parte de rivais da companhia que quisessem solicitar a abertura de algum recurso específico.

Além da Meta, a Microsoft utilizou esse sistema de solicitações de interoperabilidade da UE para pedir à Apple suporte à função de copiar e colar entre dispositivos, abrangendo iPhones e PCs com Windows.

Conforme detalhado na página do pedido, disponível no portal Apple Developer, a empresa descreveu o recurso da seguinte forma:

  • Copiar texto ou outro conteúdo compatível no iPhone e colá-lo diretamente no PC com Windows, e vice-versa.
  • Executar fluxos de trabalho comuns de produtividade sem precisar colocar um aplicativo em primeiro plano ou realizar ações repetidas e explícitas para iniciar uma transferência.
  • Acessar a sincronização da área de transferência como um recurso contínuo e leve, em vez de uma operação manual dependente de aplicativos.

À época em que comentamos o pedido da Meta, as informações eram de que a Apple havia colocado o pedido da Microsoft na fase II — o que significa que seus engenheiros estavam avaliando a possibilidade, sem um comprometimento de implementação. Mais recentemente, a Maçã moveu o pedido para a fase III — indicando que a companhia começará a desenvolver um recurso que atenda ao pedido da Microsoft.

Estranhamente, o cronograma exibido na página do pedido indica que essa mudança para a fase III aconteceu em junho — ou seja, antes mesmo da divulgação das informações sobre a fase II. Pode ser, porém, que a Apple tenha atualizado sua página retroativamente com o progresso do pedido, já que em meados de julho a página não indicava a mudança para a fase III ainda.

Não obstante, o fato é que a solução proposta pela Apple exige a adoção do framework AccessorySetupKit para sincronizar os dados da área de transferência entre as duas plataformas — de modo que, após emparelhar um PC com Windows a um iPhone, será necessário conceder permissão uma única vez para que os dois dispositivos possam compartilhar conteúdos.

Ademais, a Apple observou que, dada a complexidade de engenharia envolvida, a conclusão do desenvolvimento do recurso deverá acontecer só no outono (do hemisfério norte) de 2027. Além disso, ele será disponibilizado inicialmente em uma versão beta para desenvolvedores, visando testes antes do lançamento oficial. Caso a funcionalidade comece a ser testada próximo ao fim de 2027, o acesso pelos usuários em geral poderá ocorrer apenas no início de 2028 (em futuras atualizações do iOS 28, portanto).

Vale notar, por fim, que assim como muitas das mudanças motivadas pela DMA, a Apple poderá lançar a sincronização da área de transferência entre iPhones e PCs com Windows (inicialmente?) apenas na UE.

via MacRumors

Crise de memórias teria ampliado os prazos de entrega dos MacBooks Air

3 August 2026 at 14:05

Na edição mais recente da newsletter “Power On” (da Bloomberg), o jornalista Mark Gurman tratou da disponibilidade de estoque dos MacBooks Air, que contam com prazos de entrega cada vez maiores. Para ele, o motivo não poderia ser outro: a crise de memórias que a indústria da tecnologia atravessa no momento.

Inicialmente, a limitação da disponibilidade era restrita ao Mac mini e ao Mac Studio, mas agora ela já afeta os notebooks mais populares da Maçã. Segundo as fontes de Gurman ligadas ao varejo, percebe-se uma maior dificuldade por parte da Apple em manter o estoque previsto, e também mais limitação no fornecimento de novas unidades.

Also in Power On: Major shortages hit the MacBook Air amid the memory and silicon crunch, with many new orders now not arriving until September. Apple appears to be prioritizing sales now of the entry level MacBook Pro. https://t.co/3aouZVsmsg

— Mark Gurman (@markgurman) August 2, 2026
Também na “Power On”: grande escassez atinge o MacBook Air em meio à crise de memórias e silício, com muitos novos pedidos agora não chegando até setembro.
A Apple parece estar priorizando agora as vendas do MacBook Pro de entrada.

A hipótese não parece difícil de atestar: para quem opta por adquirir os notebooks agora, seja em uma Apple Store física ou online, o prazo de entrega para novos modelos pode se estender até setembro em casos de personalização (cor, tela e memória) ou até o final de agosto para configurações básicas.

Ele afirmou que isso se deve em parte à priorização da aquisição de novas memórias para o MacBook Pro de entrada (modelo de 14 polegadas), que poderá ganhar em breve uma atualização com o chip “M6” durante o outono do hemisfério norte (nossa primavera — isto é, entre setembro e dezembro).

Por fim, o jornalista observou que, tanto em seus sites quanto nas lojas físicas, o MacBook Pro básico ganhou mais destaque do que os MacBooks Air, um feito possivelmente inédito. Em alguns casos, a Apple chega a incluir um aviso de que a linha Air está sujeita à disponibilidade de estoque.

MacBook Pro de 16″

Cores: preto-espacial ou prateado
Tela: padrão ou nano-texture
Chips: M5 Pro ou M5 Max
Memória: 24GB, 36GB, 48GB, 64GB ou 128GB
Armazenamento: 1TB, 2TB, 4TB ou 8TB
R$ 30.599,00
R$ 33.999,00

MacBook Pro de 14″

Cores: preto-espacial ou prateado
Tela: padrão ou nano-texture
Chips: M5, M5 Pro ou M5 Max
Memória: 24GB, 36GB, 48GB, 64GB ou 128GB
Armazenamento: 1TB, 2TB, 4TB ou 8TB
Adaptador de energia: USB-C de 70W ou 96W
R$ 30.959,00

MacBook Air de 15″

Cores: azul-céu, prateado, estelar ou meia-noite
Chip: M5
Memória: 16GB, 24GB ou 32GB
Armazenamento: 512GB, 1TB, 2TB ou 4TB
Adaptador de energia: USB‑C de 30W, 35W com duas portas ou 70W
R$ 15.999,00

MacBook Air de 13″

Cores: azul-céu, prateado, estelar ou meia-noite
Chip: M5
Memória: 16GB, 24GB ou 32GB
Armazenamento: 512GB, 1TB, 2TB ou 4TB
Adaptador de energia: USB‑C de 30W, 35W com duas portas ou 70W
R$ 12.599,00
R$ 13.999,00

NOTA DE TRANSPARÊNCIA: O MacMagazine recebe uma pequena comissão sobre vendas concluídas por meio de links deste post, mas você, como consumidor, não paga nada mais pelos produtos/serviços usando os nossos links de afiliado.

Apple Podcasts Is a Perfect Match for CarPlay

By: Hannah
2 August 2026 at 17:28

Apple Podcasts runs within CarPlay, Apple’s in-car software platform for accessing compatible iPhone apps through a vehicle’s display and controls. CarPlay provides the driving environment, while Podcasts supplies the programs, episodes, library and playback features available inside it.

That combination suits a part of the day that often feels wasted. A commute may be too fragmented for reading or watching something, but it can provide enough uninterrupted time for a news briefing, interview, documentary series or comedy show.

Podcasts also give each journey a different character. The morning drive can offer information before work, while the return trip can provide lighter entertainment or continue a longer story. Drivers are free to choose whether the time should be useful, relaxing or simply less repetitive.

Apple Podcasts Fits Naturally Inside CarPlay

Apple Podcasts appears alongside other compatible audio apps when an iPhone connects to CarPlay. The vehicle display offers access to available episodes and essential controls without reproducing the complete iPhone interface on the dashboard.

The distinction is simple: Apple Podcasts does not create or power CarPlay. It is an audio app designed to operate within the wider CarPlay experience, which also handles navigation, calls, messages and other supported services.

CarPlay reduces podcast playback to the functions most appropriate in a vehicle. Drivers can use the Now Playing screen, CarPlay Dashboard, steering-wheel controls or buttons provided by the vehicle. Available commands can include playing, pausing, jumping back 15 seconds, moving forward 30 seconds and changing playback speed.

Siri provides another way to manage audio while keeping attention on the road. A driver can request a followed show, pause the current episode or continue listening without searching through the display. Support varies according to the vehicle and its controls, but the app remains connected to the iPhone rather than operating as a separate system installed by the automaker.

The interface is especially suitable for spoken audio. Songs can often continue without intervention, while a podcast listener may want to replay an explanation, skip part of an episode or resume a program interrupted earlier. CarPlay keeps those common controls accessible without placing the full Podcasts app in front of the driver.

Three devices display a talk show: a smartphone and tablet show a woman with long wavy hair speaking into a microphone, while another smartphone streams the apple podcasts video of a man with long hair playing guitar in a studio setting.
Image Credit: Apple Inc.

The Commute Becomes a Listening Window

A regular route creates a predictable amount of listening time. Someone with a 15-minute drive may prefer concise news, business updates or language lessons. A 40-minute journey provides room for detailed interviews, investigative reporting or serialized fiction.

Apple Podcasts includes programs covering education, technology, culture, history, sports, health and entertainment. The variety allows listeners to build different routines around the same drive rather than depending on one radio schedule or repeatedly hearing familiar music.

A morning episode can provide context for events likely to shape the working day. On the way home, comedy and conversational programs can create distance from work before the listener reaches the front door. Neither choice requires treating every available minute as a productivity exercise.

The format can also make traffic less frustrating. A delayed journey remains inconvenient, but an episode gives the driver something continuous to follow as the arrival time changes. Spoken stories can hold attention without asking the driver to look away from navigation or the road.

Apple Podcasts keeps longer programs useful even when they do not fit into one trip. Listening progress can synchronize across compatible devices using the same Apple Account, allowing an episode started at home to continue in the car or resume later on another device.

Preparation Makes CarPlay Listening Better

The safest podcast decision is usually the one made before the car starts moving. Apple Podcasts allows listeners to follow shows, download episodes and arrange a queue on the iPhone in advance. CarPlay can then concentrate on playback instead of discovery.

A prepared queue is useful when several episodes are planned for one journey. The next selection can begin automatically after the current program ends, removing the temptation to search through categories while driving. Listeners can combine a short briefing with a longer interview or place lighter material after a demanding program.

Downloads make the experience more reliable. Saved episodes can continue playing through areas with weak cellular coverage, including rural roads, tunnels and underground parking structures. Downloading through Wi-Fi can also prevent a long daily routine from consuming unnecessary mobile data.

Automatic downloads can keep recent episodes from followed shows ready for the next drive. Storage still requires attention, especially when subscriptions publish frequently, but played downloads can be removed automatically according to the selected Podcasts settings.

Playback speed provides another form of control. Faster playback can help a listener finish a familiar news format within a shorter trip, while normal or slower speeds may suit technical discussions, unfamiliar accents or narrative programs where delivery forms part of the experience.

Next Generation CarPlay Porsche

Listening Continues After the Car Stops

CarPlay does not create a separate podcast library inside the vehicle. It extends the listening activity already connected to the iPhone, preserving followed shows, saved programs and playback position when the drive ends.

That continuity prevents commute listening from becoming isolated. A listener can discover and prepare episodes on an iPhone, hear part of one through CarPlay and continue later on a Mac or another compatible device. Downloads remain stored on the device that received them, while supported library information and progress can synchronize through the Apple Account.

Commute length can eventually shape a personal programming schedule. A 12-minute daily news show may fit the morning route almost exactly, while a 45-minute interview can cover both directions with the remaining section ready for the following day. The queue can change with the calendar, leaving shorter episodes for busy mornings and deeper programs for the roads that provide enough time to hear them properly.

The post Apple Podcasts Is a Perfect Match for CarPlay appeared first on AppleMagazine.

Apple fecha o melhor trimestre abril-junho da sua história no último balanço de Tim Cook

2 August 2026 at 14:30

Todas as empresas de capital aberto (que possuem ações à venda na bolsa de valores) são obrigadas, por lei — na maioria dos países (inclusive Brasil) —, a disponibilizar publicamente suas demonstrações financeiras periodicamente. Esse costuma ser um momento bastante esperado por acionistas (analisando se a empresa na qual estão investindo está sendo bem administrada e gerando lucros), investidores (para captar novas oportunidades de alocar seus recursos), além da imprensa e de curiosos em geral. Na última quinta-feira (30/7), foi a vez da Apple de divulgar seus resultados financeiros referentes ao trimestre abril-junho de 2026.

Para alegria de todos, o CEO 1Chief executive officer, ou diretor executivo. Tim Cook se despede da sua posição com o melhor terceiro trimestre fiscal que a empresa já registrou — um recorde absoluto! Como já informado aqui no MacMagazine, no período de abril a junho (encerrado no dia 27/6), a companhia relatou uma receita de US$109,4 bilhões (alta de 16,4%) em relação ao mesmo trimestre do ano anterior, e lucro líquido de US$29,8 bilhões (um avanço de 27%). A margem bruta chegou a incríveis 50,1%, a maior já apurada em períodos semelhantes da história da empresa!

Hoje, a Apple tem orgulho de relatar o nosso melhor trimestre de abril-junho de todos os tempos, com crescimento de receita de dois dígitos em iPhone, Mac e Serviços, e em todos os segmentos geográficos.

A fala acima é de Cook. Ele deixará o cargo em 1º de setembro, quando John Ternus assumirá, e passará a presidir o conselho de administração.

O fenômeno Mac

Uma das grandes surpresas do relatório foi o crescimento no faturamento de Macs. Pela primeira vez, a categoria ultrapassou a casa dos US$10 bilhões em um trimestre abril-junho, e o crescimento de 29% superou o do iPhone.

A explicação está em parte na procura alucinada por Macs mini para rodar agentes de inteligência artificial e na leva de lançamentos de março: MacBook Air com M5, MacBook Pro com M5 Pro e M5 Max, e principalmente o MacBook Neo, o modelo de entrada que estreou a US$600 — preço que subiu para US$700 em junho, no reajuste geral motivado pelo custo de memória. A Apple parece ter encontrado um mercado relevante abaixo do Air, e vale acompanhar o que isso faz com a margem da linha nos próximos trimestres.

O iPad foi a única categoria no vermelho, com queda anual de 6%. Não é surpresa: a própria Apple havia avisado que a comparação seria difícil, pois no ano anterior houve o lançamento do iPad com chip A16. O iPad Air com M4, que chegou em março, não foi suficiente para compensar. Cabe ainda analisar se o bem-sucedido MacBook Neo não acabou levando um pouco do mercado dos tablets, também.

O asterisco que quase ninguém vai mencionar

A margem bruta de 50,1% e o lucro por ação de US$2,02 não são resultado apenas da operação, e esse detalhe se perde facilmente na comemoração dos recordes.

À primeira vista, no press release — e nos comentários que fizemos no último podcast —, esse ponto não ficou bem claro, mas merece atenção. A Apple informou, no comunicado, que a margem incluiu cerca de dois pontos percentuais e o lucro por ação incluiu US$0,11 vindos de reembolso de tarifas, dinheiro que a empresa havia pago ao governo americano e recebeu de volta depois que a Suprema Corte derrubou, em fevereiro, as tarifas impostas sob a IEEPA (a lei de poderes econômicos internacionais de emergência). A empresa não detalhou a origem exata dos valores devolvidos, mas a decisão da Corte é o evento que abriu caminho para os reembolsos.

É dinheiro real, entra legitimamente no resultado, mas não é recorrente e não diz nada sobre a capacidade da Apple de vender aparelhos. Descontando o efeito, a fotografia muda um pouco: a margem bruta cai para aproximadamente 48%, exatamente o que o consenso projetava, e o lucro por ação vai para cerca de US$1,91, contra os US$1,89 esperados. De uma superação de 6,9% no lucro, sobra uma de pouco mais de 1%.

Ou seja: o trimestre continua bom em receita e em volume, que são genuinamente fortes. Mas o brilho extraordinário no lucro é, em boa parte, contábil, e não se repete.

A Apple abre a margem bruta em dois blocos apenas: produtos e serviços. Ela nunca divulga margem por categoria individual (não existe margem oficial de iPhone, Mac ou iPad em documento nenhum da empresa, e todo número desse tipo que circula é estimativa de analista), mas os dois blocos que ela abre já contam a história.

Linha de negócioMargem do FQ3 2026Margem do FQ3 2025Variação
Produtos40,07%34,52%+5,55pp
Serviços75,62%75,58%+0,04pp
Consolidado50,06%46,49%+3,57pp

A margem de hardware subiu 5,55 pontos percentuais em 12 meses. A margem de hardware não sobe 5 pontos por ganho de eficiência: é ali que o reembolso de tarifas desembarcou, porque tarifa incide sobre produto físico. A prova está na linha seguinte: serviços, que não pagam tarifa nenhuma, ficou praticamente parado. A melhora não foi operacional.

Vale registrar um desequilíbrio que explica boa parte do valuation da Apple. Serviços representam 28,1% da receita, mas respondem por 42,4% do lucro bruto do trimestre. Produtos são 71,9% da receita e apenas 57,6% do lucro. Cada dólar de serviço vale quase o dobro de um dólar de hardware, e é por isso que o mercado aceita pagar perto de 40x o lucro por uma empresa que, no fim das contas, vende telefone.

Serviços: um pequeno sinal de alerta

Os relatórios revelaram um problema silencioso do trimestre. Serviços cresceram 12,1%, um bom número isolado, mas bem abaixo dos 16,2% do trimestre encerrado em março e, mais grave, abaixo do que a própria Apple havia sinalizado. Na teleconferência de abril, o diretor financeiro Kevan Parekh disse que os serviços cresceriam em ritmo “similar ao reportado em março” (ou seja, algo perto de 16%, ressalvando o efeito cambial). Ficaram cerca de 4 pontos percentuais aquém.

A linha chegou a recuar 0,8% em relação ao trimestre imediatamente anterior. Foi o único item da projeção que a Apple não cumpriu, e não é um item qualquer: é o que sustenta o múltiplo da ação. Parte da imprensa de mercado atribuiu a reação negativa à combinação de serviços com a Grande China, embora as estimativas para a região divergissem bastante entre as casas: havia projeções de US$18,8 bilhões, que o resultado cumpriu, e de US$19,5 bilhões, que não.

Some-se a isso um risco que não tem data marcada. Boa parte da receita dos serviços vem do acordo pelo qual o Google paga à Apple para ser o buscador padrão do Safari — cerca de 36% da receita de anúncios de busca, algo próximo de US$20 bilhões por ano. Existe um processo em andamento que questiona a legitimidade desta taxa. A sentença de setembro de 2025 permitiu que o acordo continuasse, mas o Departamento de Justiça dos Estados Unidos recorreu em fevereiro de 2026 e o Google entrou com recurso próprio em maio. Se a decisão cair, o buraco nessa linha é de dois dígitos de bilhão!

Três números que o comunicado não destaca

Fora das manchetes do balanço, três indicadores das demonstrações merecem atenção, e nenhum deles apareceu no material de divulgação.

  1. O estoque quase dobrou, de US$5,7 bilhões em setembro de 2025 para US$11,1 bilhões, alta de 94%. Uma empresa que é referência mundial em operar com estoque enxuto dobrou o estoque em 9 meses. A leitura mais provável é compra antecipada de memória, antes que os preços subam ainda mais. É a confirmação contábil do que Cook disse em junho, quando afirmou que aumentos de preços eram inevitáveis.
  2. Pesquisa e desenvolvimento saltou para US$11,7 bilhões, o dobro do ritmo da receita, e passou de 9,4% para 10,7% do faturamento. Ao mesmo tempo, o investimento em ativo fixo (equipamentos, imóveis, veículos etc.) caiu 28% no acumulado de 9 meses. É a tese da IA “capital-light” traduzida em números: a Apple gasta mais em gente e software, e menos em concreto e servidor, apostando em rodar inteligência nos mais de 2 bilhões de aparelhos que já estão nas mãos dos usuários. O oposto de Microsoft, Google e Amazon.
  3. O caixa operacional de 9 meses foi de US$117 bilhões, contra US$81,8 bilhões. Mesmo assim, a recompra de ações caiu de US$70,6 para US$62,1 bilhões. A Apple está segurando dinheiro, o que é coerente com o estoque dobrado e com uma troca de comando marcada para 1º de setembro.

Há ainda um detalhe na linha de outras receitas, que agrupa o que a Apple ganha fora da operação: juros do caixa aplicado, juros pagos sobre dívida, variação cambial e valorização de participações minoritárias. O resultado foi de US$572 milhões positivos, contra US$171 milhões negativos há um ano — um giro de US$743 milhões. A carteira de caixa e aplicações subiu para US$146,5 bilhões, enquanto a dívida caiu para US$82,3 bilhões. Mais dinheiro rendendo, menos juros a pagar. É lucro financeiro, não operacional.

A projeção para setembro veio bem abaixo

O trimestre relatado é recorde. A projeção que o acompanha, não. E como o mercado precifica futuro e não passado, foi ela que dominou a reação. A ação, que havia fechado o pregão a US$333,43, caiu cerca de 6,5% na negociação estendida ao longo da teleconferência, o que equivale a aproximadamente US$317 bilhões de valor de mercado. No dia seguinte, a queda se confirmou: -7,35%. A projeção da Apple para o trimestre de setembro, o último do ano fiscal, veio com dois números desconfortáveis.

IndicadorFQ3 2026 (real)FQ4 2026 (projetado)
Crescimento de receita16,4%de 9% a 11%
Margem bruta50,1%de 47% a 48%
Margem bruta sem reembolso de tarifas48,1%de 47% a 48%
Receita implícitaUS$109,4 bilhõesde US$111,7 a US$113,7 bilhões

A desaceleração de 16,4% para algo entre 9% e 11% já seria suficiente para incomodar. O que agravou foi a justificativa: Parekh afirmou que o impacto das restrições de oferta deve “aumentar significativamente” em relação ao trimestre anterior — citando explicitamente iPhone, Mac e iPad —, e mencionou ainda ventos contrários de câmbio sobre a receita de iPhone.

A margem projetada de 47% a 48% é o número mais revelador de todo o balanço. Ela fica abaixo do resultado limpo deste trimestre sem o reembolso de tarifas. Ou seja: a Apple está dizendo que a margem vai cair de verdade, em bases comparáveis. O colchão de estoque de memória comprado a preço favorável, que segurou os custos nos últimos trimestres, está acabando, e o trimestre de setembro é justamente o que carrega o lançamento dos “iPhones 18 Pro/18 Pro Max” — e provavelmente do “iPhone Ultra”, o primeiro dobrável da empresa.

O que Ternus herda

Ternus assumirá como diretor executivo em 1º de setembro, com Cook passando a presidente executivo do conselho. A julgar pelo balanço, ele recebe uma casa em ordem: receita recorde, base instalada de aparelhos ativos em máxima histórica em todas as categorias principais, patrimônio líquido de US$107,5 bilhões e — possivelmente — a companhia mais valiosa do mundo.

Recebe também três problemas bem definidos. O primeiro é o custo de memória, que já forçou aumentos de preço no MacBook Air, no Mac mini e no Mac Studio, e que agora vai comprimir margem sem o amortecedor do estoque barato.

O segundo é a desaceleração dos serviços, com os recursos judiciais contra o acordo de busca com o Google ainda pendentes.

O terceiro é entregar a Siri reformulada, anunciada na WWDC26, movida pelo Gemini do Google, prevista para o ciclo do iOS 27 e adiada por tempo indeterminado na União Europeia — decisão que a Apple atribui às exigências da Lei dos Mercados Digitais (Digital Markets Act, ou DMA).

A leitura mais honesta deste balanço talvez seja esta: Cook encerra sua gestão entregando o melhor trimestre abril-junho da história da Apple, a maior capitalização de mercado do mundo e uma operação que cresce dois dígitos em todos os continentes em que atua. O que ele não entrega pronto é a próxima curva: provar que a aposta de rodar inteligência artificial dentro do aparelho, e não na nuvem, vale o múltiplo de 40x que a ação vinha cobrando. Essa parte, agora, é com Ternus.

Metodologia

Os números do trimestre e do comparativo anual foram extraídos das demonstrações consolidadas condensadas não auditadas da Apple referentes ao terceiro trimestre fiscal de 2026 e ao terceiro trimestre fiscal de 2025, conferidas linha a linha. As margens por linha de negócio, os indicadores de balanço patrimonial e de fluxo de caixa e todos os percentuais foram calculados a partir desses documentos.

As estimativas de consenso de Wall Street citadas foram compiladas antes da divulgação junto a Yahoo Finance, TipRanks, Zacks, Visible Alpha, Hudson Labs e Goldman Sachs.

A projeção para o trimestre de setembro e as declarações do diretor financeiro vêm da teleconferência de 30 de julho de 2026, com apuração de 9to5Mac, CNBC e AppleInsider.

Os dados de mercado chinês são da IDC e da CAICT. A série de fechamentos mensais da ação tem origem em StatMuse, StockAnalysis.com, FinancialContent e Macrotrends, via S&P Global Market Intelligence.

O ajuste identificado como “sem reembolso de tarifas” não é uma linha contábil: é cálculo próprio a partir do efeito que a Apple declarou no comunicado de resultados.

Observação

Este texto não constitui recomendação de investimento.

Notas de rodapé

  • 1
    Chief executive officer, ou diretor executivo.

25 ans, une bascule : ce que j’ai vécu au plus près des grandes révolutions scientifiques

2 August 2026 at 14:07
Futura a suivi pendant presque un quart de siècle plusieurs des grands événements scientifiques de la noosphère, comme les premières images de la surface de Pluton ou celles prises par les rovers martiens et, bien sûr, les découvertes du Cern, des ondes gravitationnelles aussi bien que celles...

La plante de la semaine : une tomate orange dans votre jardin ? Pas vraiment… et elle va vous étonner

2 August 2026 at 10:03
Les Français sont de vrais « jardinophiles » ! Et vous ? Avec cette chronique, (re)découvrez une plante, un fruit, un légume.Cette semaine, c’est dans le potager que ça se passe ! Légume-fruit aux allures de tomate, cette aubergine africaine n’a pas fini d’intriguer et de séduire les passionnés...

Le morse : tout savoir sur le géant des glaces de l'Arctique

2 August 2026 at 08:30
Mettons le cap vers les régions glacées de l’hémisphère nord pour rencontrer un géant légendaire des mers arctiques. Avec sa silhouette massive, ses impressionnantes défenses et son regard énigmatique, il règne sur les plages de l’océan glacial. Saurez-vous deviner l’identité de ce colosse,...

💥 Des trous noirs primordiaux pourraient déclencher certaines supernovae

By: Adrien
2 August 2026 at 08:00
Certaines explosions d’étoiles pourraient être déclenchées par des trous noirs formés au début de l’Univers. Cette hypothèse reste théorique, mais une nouvelle étude montre qu’elle pourrait expliquer certaines caractéristiques chimiques observées dans la Voie lactée. Les objets concernés sont des…

Brain-region microstructure and gene activity reveal Alzheimer’s neurodegeneration

2 August 2026 at 07:35

Alzheimer’s disease may be leaving a more precise anatomical signature in the brain than scientists once realized. A new study published in Translational Psychiatry investigates regional changes in the fine structure of brain tissue immediately beneath the cerebral cortex, known as the juxtacortical region, and links those changes to patterns of gene expression associated with neurodegeneration. The work, led by J. Zhang, L. Sun, X. Yang and colleagues, offers a combined view of Alzheimer’s biology that connects what can be detected through brain imaging with the molecular programs active inside vulnerable neural tissue.

The juxtacortical zone is a narrow but biologically important interface. It lies directly beneath the cortex, the outer layer responsible for functions including memory, language, perception and decision-making. Although much Alzheimer’s research has focused on cortical thinning, large-scale tissue loss and abnormalities in deeper brain structures, the tissue bordering the cortex may reveal earlier or more regionally specific changes. Its organization includes densely packed axons, dendrites, neurons, glial cells and blood vessels, all of which can be affected as the disease progresses. Subtle disruption in this area could therefore provide clues before dramatic anatomical damage becomes visible.

The study’s central idea is that Alzheimer’s disease does not alter every brain region in the same way. Instead, neurodegeneration follows a complex geography shaped by cellular composition, connectivity, metabolism and genetic vulnerability. By examining regional juxtacortical microstructural changes, the researchers seek to move beyond a simple question of whether tissue has shrunk. Microstructure refers to the organization of brain components at scales smaller than conventional anatomical imaging can directly resolve. Variations in water diffusion, tissue organization and local architecture can serve as indirect markers of changes to axons, membranes, extracellular space and other microscopic features.

This regional perspective matters because the same imaging signal can arise from different biological processes. A change in tissue organization may reflect loss of neuronal connections, damage to myelinated fibers, altered glial activity, inflammation or shifts in the balance of cellular compartments. Imaging alone can reveal where abnormalities are concentrated, but it cannot always explain why they occur. The researchers therefore paired their investigation of juxtacortical structure with gene-expression information, creating a bridge between regional anatomy and molecular biology. That combination can help identify which biological pathways may underlie the imaging patterns seen in Alzheimer’s disease.

Gene expression describes the activity of genes within cells and tissues: which genetic instructions are being read, and at what levels. In the Alzheimer’s brain, these molecular signatures can point toward processes such as synaptic dysfunction, immune activation, impaired energy production, protein handling and cellular stress. Mapping gene-expression patterns onto regions showing microstructural alterations may reveal whether vulnerable areas share particular molecular characteristics. It may also help distinguish tissue changes related directly to neurodegeneration from those associated with aging or general brain atrophy. The result is a more layered portrait of disease, linking microscopic organization to the biological machinery that maintains it.

The findings described by the paper’s title suggest that these two forms of evidence—regional microstructure and gene activity—provide complementary insights into Alzheimer’s pathology. Rather than treating the brain as a uniform organ undergoing gradual damage, the research emphasizes a mosaic of vulnerability. Some areas may show distinctive structural disruption alongside gene-expression profiles associated with neuronal injury or altered support-cell function, while other regions may be relatively resilient. Such differences could help explain why symptoms vary between individuals and why memory, language, attention and other abilities can deteriorate along different trajectories.

The work could also influence how scientists think about biomarkers. A biomarker is a measurable biological feature that helps indicate disease presence, progression or response to treatment. Traditional markers of Alzheimer’s include abnormal amyloid and tau proteins, brain volume loss and changes in metabolism. Juxtacortical microstructural measures, especially when interpreted alongside molecular data, could eventually add regional detail to this toolkit. They might help researchers identify tissue at risk, track the spread of degeneration or evaluate whether an experimental therapy is protecting neural architecture even before clinical improvement becomes obvious.

However, the study should not be interpreted as proof that a single imaging signature can diagnose Alzheimer’s disease or predict an individual’s future with certainty. Microstructural measurements are indirect, and gene-expression data often come from specialized datasets that may not capture every cell type or every stage of disease. Differences in age, disease severity, medication, vascular health and individual brain organization can also influence results. The strength of the approach lies not in one isolated measurement, but in the convergence of regional imaging and molecular evidence. Together, these methods can generate testable hypotheses about how and where neurodegeneration unfolds.

The broader message is that Alzheimer’s research is moving toward increasingly integrated maps of the human brain. The study by Zhang, Sun, Yang and colleagues presents the juxtacortical region as a potentially informative frontier, where microscopic tissue organization and gene regulation intersect. If future research confirms these relationships in larger and more diverse groups, the approach could sharpen disease staging and improve the design of targeted therapies. For now, the findings add weight to a crucial principle in neuroscience: understanding Alzheimer’s requires knowing not only which brain regions are damaged, but also how their cellular architecture and molecular identity make them vulnerable.

Subject of Research: Regional juxtacortical microstructural changes and gene expression in Alzheimer’s disease

Article Title: Regional juxtacortical microstructural changes and gene expression provide insights into neurodegeneration in Alzheimer’s disease

Article References: Zhang, J., Sun, L., Yang, X. et al. “Regional juxtacortical microstructural changes and gene expression provide insights into neurodegeneration in Alzheimer’s disease.” Translational Psychiatry (2026). https://doi.org/10.1038/s41398-026-04292-z

Image Credits: AI Generated

DOI: https://doi.org/10.1038/s41398-026-04292-z

Keywords: Alzheimer’s disease, neurodegeneration, juxtacortical microstructure, gene expression, brain imaging, neuroscience, biomarkers, translational psychiatry

Après OpenAI, Claude s’échappe à son tour d’un test et pirate trois entreprises sans être détecté !

1 August 2026 at 11:31
Après OpenAI, c’est au tour d’Anthropic de reconnaître que son modèle d’IA a réussi à s’échapper d’un environnement pourtant conçu pour le contenir. Plusieurs organisations ont été visées, mais l’explication derrière ces incidents pourrait être bien moins inquiétante qu’elle n’en a l’air.

Voici la surprenante découverte d'archéologues en Allemagne : un tunnel médiéval enfoui dans un site funéraire vieux de 6 000 ans

1 August 2026 at 08:00
Sous une colline du centre de l’Allemagne, des archéologues ont mis au jour un étonnant enchevêtrement d’époques : des tunnels médiévaux creusés au cœur d’un ancien site funéraire préhistorique. Une découverte qui montre comment, au fil des siècles, les sociétés ont réutilisé et...

App Store Regulatory Changes Begin Slowing Services Growth

31 July 2026 at 22:14

App Store regulatory changes are beginning to affect Apple Services growth as developers gain more ways to avoid Apple’s payment system or pay lower commissions in major markets.

Apple finance chief Kevan Parekh told investors that changes to the App Store business model in some countries had affected its performance during the June quarter. Softer spending on mobile games created additional pressure.

The acknowledgement is significant because regulatory risk has appeared in Apple filings for years without producing a clearly identified effect on Services performance. Apple is now confirming that rule changes have advanced far enough to influence reported results.

The impact does not mean the App Store has stopped growing. Apple described the store as reaching another June-quarter revenue record, while Services expanded by approximately 12% from the previous year.

The emerging issue is the rate of growth. A purchase can still occur inside an iPhone app while generating less revenue for Apple when the customer pays through a developer’s website or uses terms carrying a reduced fee.

App Store Regulatory Changes Affect Several Markets

Apple did not identify one country or policy as solely responsible for the effect.

The company is adapting to a collection of court orders, competition laws and regulatory agreements that differ substantially among the United States, European Union, China, Brazil, Japan, South Korea and other markets.

Some rules concentrate on payment choice. They allow developers to place links or buttons inside apps leading customers to external checkout pages.

Other changes permit alternative app marketplaces or direct distribution outside the App Store. Several regulators are also examining whether Apple can charge developers for transactions completed through another payment provider.

The financial result depends on the model adopted in each country. Apple may receive no commission, a reduced commission or another fee connected with platform technology and distribution.

This creates a more fragmented App Store business. A subscription sold through the same application can produce different revenue for Apple according to the customer’s country, payment route and the developer terms governing that version of the app.

A collection of colorful app icons forms a semicircle above the blue App Store icon, highlighting the Apple developer ecosystem, with the label "App Store" on a white background.
Image Credit: Apple Inc.

The United States Changed External Payment Links

The most direct change in the United States came from the long-running legal dispute between Apple and Epic Games.

A federal court previously ordered Apple to stop preventing developers from directing customers toward outside purchasing options. Apple responded by allowing certain external links while seeking commissions of between 12% and 27% on purchases completed through them.

The company also introduced design restrictions, an approval process and a warning screen displayed when customers left the App Store environment.

In April 2025, the district court found Apple in civil contempt for failing to comply fully with the anti-steering injunction. The ruling prohibited the company from collecting a commission on purchases made through external links and removed several restrictions governing their appearance.

Apple updated its App Review Guidelines in May 2025. Apps distributed through the United States storefront can include buttons, external links and other calls to action leading customers toward another payment method.

The rules no longer require a special external-link entitlement for the U.S. storefront.

That change gives developers a straightforward financial reason to move some transactions to the web. A company can process a payment through another provider instead of giving Apple a percentage of the digital sale.

The customer can return to the iPhone app and use the purchased subscription or content. The app remains distributed through Apple, but the associated transaction no longer produces the same App Store commission.

Enough developers adopting that route can slow Apple Services growth even if total spending on iPhone applications continues increasing.

The European Union Introduced Alternative Distribution

The European Union’s Digital Markets Act requires Apple to permit alternative app marketplaces, outside payment systems and other changes intended to reduce its control over iOS distribution.

Developers can remain under Apple’s conventional App Store terms or adopt business terms designed for the European market.

The alternative structure separates several services that were previously combined inside one commission. Developers can choose different levels of App Store support, use Apple’s payment system, provide another payment option or distribute software through a competing marketplace.

Apple introduced reduced commissions and technology-related fees to preserve compensation for the tools, security systems, distribution infrastructure and platform access it provides.

Those terms have changed several times following regulatory objections. Beginning in 2026, Apple started moving from its earlier Core Technology Fee toward a Core Technology Commission applied to eligible digital transactions under particular conditions.

The structure means outside payments do not always eliminate Apple fees in Europe. They can still reduce the amount Apple collects or shift revenue among different fee categories.

Regulators continue examining whether the terms provide meaningful choice or discourage developers from leaving the standard model.

Apple argues that alternative stores and payment systems create additional privacy, security and fraud risks. The European Commission has focused on whether Apple’s warnings, technical requirements and fees make those options unnecessarily difficult to use.

European developers must calculate more than one commission. They need to consider payment-processing costs, marketplace charges, customer acquisition, reporting obligations and the Apple terms attached to each distribution method.

The result may be lower App Store revenue without an equally large shift toward independent marketplaces. External website payments can change Apple’s economics more quickly because they do not require customers to install another store.

China Reduced Some App Store Commissions

App Store regulatory changes are not limited to alternative stores and external payments.

Apple lowered several commission rates in the China mainland storefront beginning March 15, 2026.

Qualifying transactions under the App Store Small Business Program and Mini Apps Partner Program now carry a 12% commission. The same rate applies to eligible auto-renewing subscriptions after the subscriber’s first year.

These transactions previously qualified for a higher 15% rate.

A three-percentage-point reduction may appear small beside demands for completely independent payments. At the scale of China’s app economy, it can remove a meaningful amount of revenue while improving the share retained by developers.

The Mini Apps Partner Program is particularly important in China because large platforms can contain many smaller services inside one host application.

Reducing the commission can encourage those ecosystems to continue using Apple In-App Purchase. It also demonstrates how Apple may respond to pressure by offering more favorable terms before regulators require a more disruptive change.

Lower commissions can support transaction growth over time, but the immediate calculation is straightforward: Apple receives less from each qualifying purchase.

App Store regulatory changes - Colorful illustration of five people: one flying with books, one holding a lightbulb, one kayaking on a giant smartphone, and more—all against vibrant geometric backgrounds, celebrating the creativity of Apple developers in the App Store economy.
Image Credit: Apple Inc.

Brazil Opens iOS to Outside Stores and Payments

Apple introduced alternative app distribution and payment options in Brazil through an agreement with the country’s competition regulator, CADE.

Beginning with iOS 26.5, developers can distribute apps through alternative marketplaces, operate those marketplaces and process digital payments outside Apple In-App Purchase.

Apps can also present links leading users to an external website where the transaction is completed.

Apple continues applying notarization and other technical requirements to software distributed outside the App Store.

The company maintains that these protections reduce risks but cannot provide the complete safeguards associated with App Review.

Brazil is a major smartphone and digital-services market. Its effect on Apple Services will depend on whether large developers adopt the new options and whether customers are willing to leave the familiar App Store purchasing flow.

An external option existing in software does not guarantee that people will use it. The developer must usually offer a meaningful advantage, such as a lower price, a different subscription package or payment methods better suited to local customers.

Adoption can increase gradually as existing apps release updates. The financial impact may therefore become more visible over several quarters rather than appearing immediately after the regulatory agreement takes effect.

Why Outside Payments Reduce Apple Services Revenue

Apple receives a commission when an eligible digital purchase uses its in-app payment system.

The fee compensates Apple for distribution, payment processing, fraud management, developer tools, customer support and access to the iOS platform, according to the company.

The standard percentage varies. Small developers and long-running subscriptions can qualify for reduced rates, while other eligible digital transactions may carry higher commissions.

When payment moves to a developer’s website, an independent processor handles the financial transaction. The developer pays that provider, manages more of the customer relationship and retains the amount that would otherwise become an App Store fee.

Apple may still provide the operating system, APIs, development tools and App Store distribution without receiving the conventional payment commission.

This separation explains why App Store activity and App Store revenue can move differently. People may download more applications and spend more on digital services while Apple captures a smaller percentage of the commerce.

The same customer could maintain several subscriptions used exclusively on an iPhone without any of their monthly payments passing through Apple.

Apple can collect other revenue from that user through hardware, advertising, iCloud or its own subscriptions. The external transaction nevertheless removes one part of the Services model.

Most App Store Commerce Never Paid Apple a Commission

The size of the App Store economy should not be confused with Apple’s commissionable revenue.

Apple says the global App Store ecosystem facilitated more than $1.4 trillion in developer billings and sales during 2025. More than 90% of that commerce did not produce a commission for the company.

The largest categories involve physical goods and services such as retail purchases, travel, grocery delivery, restaurant orders and transportation.

Apple does not collect a percentage when someone uses an Amazon app to order furniture, books a hotel or pays for a meal delivered through an iPhone.

App Store commissions generally concentrate on digital goods, application features, virtual items and subscriptions sold through Apple In-App Purchase.

Regulatory changes target this smaller but financially important part of the ecosystem.

Digital transactions require no physical inventory or delivery network, allowing payment commissions to carry attractive margins. Losing part of that revenue can therefore affect profitability more than the dollar amount alone suggests.

Apple does not disclose App Store revenue or profit separately. The category remains combined with cloud services, advertising, media subscriptions, AppleCare, payments and other operations inside Services.

Mobile Gaming Weakness Adds Another Pressure

Regulation was not the only factor Apple identified.

Parekh said softer mobile gaming activity also affected the App Store. Games represent an important source of digital transactions because players purchase virtual currency, characters, cosmetic items, subscriptions and access to additional content.

A decline in game spending directly affects the commission Apple receives through In-App Purchase.

Gaming is also one category where developers have pushed aggressively for alternative stores and payments. Epic Games began its legal confrontation with Apple after introducing another payment method inside Fortnite and attempting to bypass App Store commissions.

The simultaneous effects are difficult to separate. A game can generate lower revenue because players are spending less, because payments moved outside Apple’s system or because both changes occurred together.

Apple does not provide enough category detail to calculate the contribution from each factor.

The distinction matters for the outlook. Gaming demand can recover with successful releases and stronger consumer spending. A permanent regulatory change does not reverse when one popular game reaches the top of the charts.

A glowing, translucent video game controller icon—reminiscent of high-end controllers designed for AAA games—with a cross-shaped d-pad and two circular buttons on a black background.
Image Credit: Apple Inc.

Developers Gain Revenue but Assume More Work

Outside payments can improve the amount a developer retains from each purchase.

A company moving from a conventional App Store commission to a lower-cost web payment processor may use the difference to reduce prices, fund development or improve profitability.

The developer also assumes responsibilities previously handled through Apple.

Independent billing requires payment processing, tax management, fraud protection, refunds, account recovery and customer support. Subscription status must synchronize correctly between the website and the iPhone app.

Customers changing devices or reinstalling an app expect their purchases to remain available. The developer needs its own account system capable of verifying ownership without relying entirely on Apple’s purchase history.

Small developers may decide that Apple In-App Purchase remains worth its fee because it removes operational complexity and gives customers a familiar checkout experience.

Large subscription businesses have stronger incentives to build their own systems. They already maintain accounts and payments across websites, televisions, Android devices and other platforms.

The regulatory effect will therefore vary by developer size and business model. One company may remove Apple billing completely, while another continues using it because external infrastructure would cost more than the commission saved.

Customers May Receive Lower Prices

External payments create the possibility of lower subscription prices because developers no longer need to incorporate the complete App Store fee into the amount charged.

Some services already cost more when purchased through an iPhone app than through their websites. The higher price allows the developer to preserve similar revenue after Apple receives its share.

A visible external link makes comparing those prices easier. Customers can leave the app, complete the transaction on the web and return with an active account.

Savings are not guaranteed. A developer can retain the entire difference rather than passing it to subscribers.

Independent billing can also make subscription management less consistent.

Purchases completed through Apple appear in one location:

Settings > Apple Account > Subscriptions

A subscription purchased directly must be canceled through the developer’s website or account system. Customers using many external services may need to remember several billing portals and renewal policies.

Refunds and purchase disputes also move away from Apple. The developer or its payment processor becomes responsible for resolving the transaction.

Choice can reduce prices while increasing complexity. The practical outcome depends on whether developers make external checkout clearly cheaper and easy to manage.

Apple Is Expanding Other App Store Tools

Apple is responding to the changing environment by adding business models and marketing systems that can keep developers using its commerce platform.

Monthly subscriptions with a 12-month commitment allow participating apps to offer lower recurring payments while securing a complete year of revenue.

The Advanced Commerce API supports more complex content catalogs, optional add-ons and subscription structures that were previously difficult to manage through standard In-App Purchase products.

Apple has also expanded tools for custom product pages, promotional offers, application analytics and international distribution.

These additions increase the value attached to App Store billing. A developer may tolerate a commission when Apple provides conversion tools, subscription management and access to promotional placement that would be expensive to reproduce independently.

The company can also adjust rates for particular categories. The Small Business Program, Mini Apps Partner Program and reduced commission for longer-running subscriptions already demonstrate differentiated pricing.

A more competitive payment market may push Apple toward additional service tiers rather than one universal commission.

The UK Could Create the Next Material Change

The United Kingdom’s Competition and Markets Authority is consulting on rules that would allow developers to direct customers outside Apple and Google’s payment systems.

The regulator expects any fee charged for steering to be fair, reasonable and lower than current app-store commissions. It wants the resulting savings passed to customers or reinvested in developer businesses.

The UK proposal is not yet a final requirement. Its eventual structure could determine whether developers receive the broad freedom available in the United States or a fee-based model closer to some European arrangements.

Regulators are also considering app-review fairness, interoperability and access to mobile-platform capabilities.

The outcome will matter beyond British customers. Each major jurisdiction creates another model that regulators elsewhere can examine when designing their own rules.

Apple must decide whether to continue maintaining different commercial systems by country or move toward broader global terms that reduce operational complexity.

Developers face the same choice. Supporting a separate payment route, marketplace package and reporting process for every region can become expensive enough to cancel some of the benefits regulation intended to create.

The next evidence will come from behavior rather than another policy announcement: how many major apps add external payment links, whether they offer lower prices and how quickly customers move away from Apple’s checkout.

The post App Store Regulatory Changes Begin Slowing Services Growth appeared first on AppleMagazine.

Apple loses some $400 billion in a single trading day

31 July 2026 at 21:00

Apple logo

Apple shares dropped nearly 10% on Friday following a disappointing outlook that highlighted the company’s struggles to secure enough components amid an AI-driven data center boom straining global supply chains.

The decline represents the stock’s worst single-day performance since the pandemic-driven selloff in March 2020. It erases some $400 billion from Apple’s market capitalization and hand the title of the world’s most valuable company back to AI chip leader Nvidia, just days after Apple had reclaimed it.

Outgoing CEO Tim Cook, long regarded as an “Operations Genius,” described the shortages as “very significant” during his final earnings call before transitioning to executive chairman in September, with John Ternus set to succeed him. Cook said Apple had limited options to address the constraints.

“If even at Apple’s scale they are saying they are out of all supply chain flexibility, it’s really bad for everyone,” Ben Bajarin, CEO of tech consultant Creative Strategies, told Reuters.

Big Tech firms have been aggressively securing advanced chip-making capacity and memory chips to fuel AI data centers, driving shortages and higher prices that are expected to shrink both the personal computer and smartphone markets this year.

Apple had previously mitigated some of the impact from rising memory costs by relying on stockpiled inventory. However, Cook noted that this buffer is diminishing, while processor shortages are preventing the company from fully meeting strong demand for iPhones and Macs.

The company’s forecast for the current quarter called for revenue growth of 9% to 11%, falling short of Wall Street’s roughly 12% estimate. Softer growth in the services business also tempered otherwise solid June-quarter results.

Services weakness concerns investors

The slowdown in services raised particular concerns because it occurred alongside a period of robust iPhone sales. Services typically benefit from App Store commissions and include offerings such as Apple Music and the Apple TV streaming service.

Analysts warned that any further pressure on iPhone sales — potentially from expected price increases with the new lineup typically launched in September — could deepen the services softness.

Morgan Stanley analysts noted that Apple’s leverage over the supply chain appears diminished and that AI has not yet provided a clear measurable boost to products or services, with future monetization still uncertain. They added that App Store softness might even stem from AI shifting how customers spend their time.

Some analysts remained more optimistic, pointing out that the iPhone has previously absorbed price hikes without major demand damage. A recent U.S. leasing arrangement with Klarna, offering monthly payment plans for Apple devices, could also help offset higher prices.

At least four brokerages lowered their price targets for Apple shares, while three raised them. The median target moved to $330—$3 below the previous closing price according to LSEG data. The stock had gained 22.7% year-to-date through Thursday’s close.

MacDailyNews Take: For perspective, Chevron is worth $392 billion, Caterpillar: $378 billion, and Oracle: $373 billion. Apple today lost more than Chevron, Caterpillar, or Oracle is worth in their entirety. Overreact much, Mr. Market?

Wild overreactions like this are things of beauty! Embrace and profit from them!

Beloved interns, please Tap That Keg™! Three cheers for today’s AAPL deep, deep discount! Prost, Everyone! 🍻🍻🍻


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The post Apple loses some $400 billion in a single trading day appeared first on MacDailyNews.

Un message imprimé avec trois millénaires d’avance : le mystère du disque de Phaistos

31 July 2026 at 19:07
Découvert en Crète en 1908, le disque de Phaistos est l’un des objets les plus énigmatiques de l’archéologie égéenne. Après plus d’un siècle d’hypothèses, de controverses et de tentatives de déchiffrement, son écriture en spirale, unique en son genre, conserve encore aujourd'hui tous ses secrets.

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