Apple is upgraded to Strong Buy, driven by its Capital-Light AI Arbitrage strategy decoupling monetization from infrastructure intensity. AAPL's Q1-FY2026 saw record $143.8B revenue, 23% iPhone growth ...

Kgil provided forward guidance that the near- to medium-term net take rate is expected to be "between 3.5% to 4%, which takes into account factors such as product mix, marketplace participation and ...