I recently increased my position in Apple Inc. (NASDAQ:AAPL), capitalizing on its strong App Store momentum. Goldman Sachs reaffirmed a Buy rating with a $330 price target, noting January 2026 App Store spending rose about 7% YoY, up from 6% in December. Entertainment spending surged to 10%, highlighting growing consumer engagement, while Games dipped slightly. This trend reinforces the App Store as a key driver of Services revenue growth, even amid potential off-app payment challenges. Coupled with Apple’s robust ecosystem of iPhone, Mac, iPad, and AirPods, the company remains well-positioned for sustainable long-term expansion
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- BertScott·03-07Spot on with Apple! App Store growth is brilliant. [开心]LikeReport
