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3 hours ago
- Yahoo
Apple's Robot Plans Resurface—Here's the Latest
Apple is once again exploring robotics behind closed doors, as the company continues to shift focus from Apple Intelligence. According to a recent Bloomberg report, the company is internally evaluating several AI-powered hardware concepts, including smart home displays, security devices, and a tabletop robot that could use facial recognition and motorized movement to interact with users. None of the devices are officially in development, and sources caution they may never reach the market. One prototype, codenamed J595 and purportedly targeted for a 2027 launch, features a swiveling screen mounted on a robotic arm. It's been nicknamed the 'Pixar Lamp,' a nod to the animation studio and the expressive, lifelike motion of its mascot. The robot is envisioned as a more personal version of a smart assistant—able to track users during video calls or respond physically to conversations. Apple is also exploring mobile bots with wheels and humanoid robots for industrial use. From Sex Work to Space Exploration: Six Jobs Robots Are About to Take Over 'Apple has long been great at integrating hardware and software, and at human interface too,' Gary Marcus, an AI authority and professor emeritus of psychology and neural science at New York University, told Decrypt. 'I don't personally think that reliable humanoid domestic robots are at all close to hand, but if I ever buy a humanoid for the home, I hope it will come with Apple's care for privacy, reliability, elegance, security, and thoughtful design.' Rumors around Apple launching a line of robots emerged last year as Apple made a series of AI-focused announcements and upgrades. In February, longtime Apple analyst Ming-Chi Kuo said Apple is exploring both humanoid and non-humanoid robots 'for its future smart home ecosystem, and these products are still in the early proof-of-concept (POC) stage.' At a recent all-hands meeting, CEO Tim Cook reportedly told employees that Apple needs to 'win in AI,' describing the company's product pipeline as 'amazing' and hinting that some devices would be revealed soon, while others remain further out. He did not mention robotics specifically. The goal is to make artificial intelligence feel physically present. While the robot is still in early development, it represents the centerpiece of a broader push to put Apple back in the AI arms race. A home display for smart automation, video calls, and an upgraded Siri that can engage in conversations with users is reportedly further along and could debut in 2026. Both the display and the robot would run a new software platform internally dubbed 'Charismatic,' designed to handle voice-first commands, facial recognition, and personalized content. Apple did not respond to Decrypt's request for comment. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13 hours ago
- Yahoo
Can New AI-Powered Devices Propel Apple Stock Higher?
Key Points Apple plans to get back to innovating, and is set to introduce a spate of new AI-powered smart-home products. The company hasn't had a hit new product in a while, and could use a new growth driver. Meanwhile, it continues to face some potential risks. 10 stocks we like better than Apple › Bloomberg reported last week that Apple (NASDAQ: AAPL) is preparing for a fresh round of new product innovations. Among the company's rumored plans are a tabletop robot, a smart speaker with a display, and home-security cameras. The robot, targeted for a 2027 launch, would act as a moving virtual assistant, swiveling to follow a conversation and offering a more lifelike version of Siri. Apple hasn't had a major new product launch success story in quite some time. Its virtual reality headset, Vision Pro, was too expensive and didn't generate the momentum it hoped for. And Apple Intelligence, its version of an artificial intelligence (AI) assistant, is still trying to find its footing. This new hardware push is meant to change all that, with the smart-home market a clear target. The most attention-grabbing new innovation is the tabletop robot, which would act as a lifelike virtual companion and be able to engage in back-and-forth conversations with multiple people. However, Apple's other offerings also have some solid potential. If these products can gain traction, they could turn Apple into an important player in the smart-home market. Taking some big swings Given its size, Apple has the resources to make big bets. However, it has generally been very conservative and calculated when it comes to introducing new products. That could be about to change, though. And with the company widely considered to be behind in AI and not having a new hit product in years, now is the time for it to take some bigger swings and be less conservative. That said, Apple still has a lot to prove. The Vision Pro experience showed how tough it is to make an expensive new device a mainstream hit. For this new AI-powered hardware lineup to work, Apple will need to deliver more than impressive demos. The products must be compelling enough to drive sales in meaningful volumes. Apple CEO Tim Cook has called the product pipeline "amazing" and says some launches are coming soon. However, until these devices hit the market, we really won't know if they will help move the needle. Risks remain On the other hand, Apple continues to face some risks. While iPhone sales picked up last quarter, that could largely be due to a pull forward of demand, as many news outlets discussed how expensive tariffs could make iPhones. This likely led some Apple diehards to run out and upgrade their devices. However, the iPhone replacement cycle has generally been lengthening, and hardware sales growth has been pretty modest in recent years. At the same time, tariffs are weighing on its hardware gross margins, as Apple has not yet passed along those costs to consumers. China has also been a trouble spot. That changed last quarter, when Apple's sales rose 4% in the region and it reported that its iPhone installed base hit an all-time high. Still, the company has been facing tough local competition and ceding market share in China. There's also a regulatory shadow. An antitrust case against Alphabet could threaten the exclusive Google search deal that sends Apple billions of dollars each year. That arrangement may now be worth around $28 billion annually, which was more than 20% of Apple's 2024 operating income. Losing even part of that would hurt, as Apple relies on high margins for its business success. The bottom line You have to give Apple some credit for having a clear plan to reassert itself in AI-driven hardware. If the company can create a must-have home product, it could strengthen its already powerful ecosystem and open new revenue streams. Its services business is already strong, and the more Apple products are available out there, the stronger it becomes. Despite its ups and downs, its stock is not cheap. Shares trade at a forward price-to-earnings (P/E) ratio of around 29 based on analyst estimates for the company's fiscal 2026 (which ends in September 2026). To really justify that multiple, Apple will need its growth to start to pick up. Its new AI products could help in that regard, but at these levels I'd prefer to take a wait-and-see approach. Should you buy stock in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Apple wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* Now, it's worth noting Stock Advisor's total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and Apple. The Motley Fool has a disclosure policy. Can New AI-Powered Devices Propel Apple Stock Higher? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Yahoo
Arhaus (ARHS) Stock Trades Up, Here Is Why
What Happened? Shares of luxury furniture retailer Arhaus (NASDAQ:ARHS) jumped 3.4% in the afternoon session after Stifel raised its price target on the stock, indicating a strong positive outlook for its future performance. Analyst W. Andrew Carter maintained a "Buy" rating for the premium home furnishings retailer while boosting the price target by 40% from $10.00 to $14.00. This vote of confidence follows Arhaus's recent impressive second-quarter earnings report from early August, where the company announced a record revenue of $358 million, up 15.7% from the previous year. After the initial pop the shares cooled down to $12.79, up 3.5% from previous close. Is now the time to buy Arhaus? Access our full analysis report here, it's free. What Is The Market Telling Us Arhaus's shares are extremely volatile and have had 46 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 2 days ago when the stock gained 6.3% on the news that markets continued to rally amid growing investor optimism for a Federal Reserve interest rate cut in September. This optimism was spurred by a recent Consumer Price Index (CPI) report that did not show runaway inflation, increasing the perceived probability of a rate cut to over 90%. Lower interest rates are generally seen as a positive for the economy as they reduce borrowing costs for consumers, which can stimulate spending on non-essential goods. Consequently, investors bid up shares in the apparel, home furnishings, and automotive retail industries in anticipation of stronger consumer demand. Arhaus is up 35.8% since the beginning of the year, and at $12.79 per share, it is trading close to its 52-week high of $13.33 from September 2024. Investors who bought $1,000 worth of Arhaus's shares at the IPO in November 2021 would now be looking at an investment worth $999.12. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
