MLS Matches to Stream on Apple TV Starting in 2026 as Season Pass Subscription Concludes
MLS Moves to Apple TV: Starting in the 2026 season, all Major League Soccer matches will be available on Apple TV, marking a significant shift from the previous Season Pass subscription model that was launched in 2023.
Exclusive Media Rights Deal: Apple and MLS signed a 10-year media rights deal in 2022, making Apple the exclusive global home for MLS, with a focus on enhancing fan accessibility and viewing experience.
Impact of Streaming on Sports: Apple aims to streamline the sports viewing experience, addressing the fragmented market where consumers often need multiple subscriptions to watch different sports, as highlighted by Apple Senior Vice President Eddy Cue.
Growing Popularity of MLS: The league is capitalizing on the increasing popularity of soccer in the U.S., especially with the upcoming World Cup and the influence of global stars like Lionel Messi, despite still trailing behind more established sports leagues.
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- Significant Revenue Growth: Apple reported a 15.7% year-over-year revenue increase in Q1 2026 (ending December 27), primarily driven by robust demand for the iPhone 17 lineup, showcasing its sustained leadership in the smartphone market.
- iPhone Sales Surge: iPhone sales rose 23.4% year-over-year, further solidifying Apple's market dominance in hardware, indicating strong consumer preference and brand loyalty.
- Exceptional Profit Margins: The company's net income margin reached 29.3% in the last fiscal quarter, reflecting its outstanding profitability and pricing power, despite facing regulatory scrutiny and delays in Siri updates.
- Cautious Market Outlook: While Apple's P/E ratio stands at 33.1, indicating a premium valuation, investor concerns about its cautious approach in the AI race may lead to underperformance compared to the broader market over the next five years.
- Momentum Surge: The company's momentum score increased from 89.27 to 92.92, placing it in the top 10% of all stocks tracked by Benzinga Edge, indicating strong price strength and volatility, which enhances market confidence in its future performance.
- Economic Growth Boost: Taiwan's economy experienced a 70% surge in exports in January, the fastest pace in 16 years, driven almost entirely by AI hardware, further solidifying TSM's market position and profitability.
- Bullish Wall Street Outlook: DA Davidson recently initiated coverage on TSM with a Buy rating and a $450 price target, suggesting significant upside from current levels, reflecting strong market confidence in its future growth.
- Strong Financial Performance: TSM's stock has risen 14.63% year-to-date, while the Nasdaq 100 was down 1.88% during the same period, demonstrating its robust performance amid increased Big Tech spending, further solidifying its leadership in the high-end node market.
- Diversified Portfolio: Berkshire Hathaway boasts over 60 subsidiaries across various sectors, including insurance, energy, construction, manufacturing, railroads, and dining, making its diversification comparable to some exchange-traded funds (ETFs).
- Indirect Stock Holdings: By owning shares of Berkshire, investors can indirectly hold positions in five other stocks, including Apple, Alphabet (Google's parent), Amazon, Chevron, and Mastercard, thereby achieving broader market exposure.
- Strong Long-term Prospects: Berkshire's portfolio also includes companies like American Express, Coca-Cola, and Visa, which have solid long-term growth potential, enhancing its investment appeal.
- Management Stability: Although Warren Buffett is no longer CEO, he remains confident in the company's future and believes that under Greg Abel's leadership, Berkshire's prospects will improve, demonstrating the stability of its governance and potential for continued growth.
- Stable Long-Term Returns: The Vanguard S&P 500 ETF tracks the S&P 500 Index, which has averaged a 10% annual return since 1957, indicating that a $200 monthly investment could grow to approximately $395,000 over 30 years, showcasing its potential for long-term wealth accumulation.
- Market Volatility Risk: While the ETF has historically achieved positive returns through every recession and bear market, its market-cap-weighted structure means that tech stocks now comprise over 34% of the fund, with significant holdings in Nvidia, Apple, and Microsoft, potentially leading to increased short-term volatility.
- Tech Stock Dominance: The rapid growth of tech companies has led to their rising share in the ETF, with Nvidia alone accounting for nearly 8%, which, while boosting recent performance, also implies greater risk if the tech sector faces downturns.
- Caution for Investors: Although the S&P 500 ETF is likely to yield positive returns in the long run, its heavy reliance on tech stocks could introduce unexpected risks during market fluctuations, necessitating careful consideration of individual risk tolerance when investing.
- Market Position Solidified: TSMC's current market capitalization stands at $1.9 trillion, and as the world's largest semiconductor foundry with a 71% share of the global chip market, investors could see a 58% return if it secures membership in the $3 trillion club.
- Strong Financial Performance: In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per share rising 35% to $3.14, while gross and operating margins improved to 59.9% and 50.8%, respectively, indicating enhanced profitability during expansion.
- Future Growth Expectations: Management forecasts first-quarter revenue of $35.2 billion, representing a 38% year-over-year growth, suggesting that the company will continue to thrive amid rising demand for high-end semiconductors.
- Optimistic Industry Outlook: Annual sales of high-end semiconductors are projected to approach $1 trillion by 2026, positioning TSMC to benefit from this trend, with analysts predicting revenues of $193.9 billion and $232.8 billion in 2027 and 2028, respectively.
- Strong Apple Performance: Apple's revenue in Q1 of fiscal 2026 rose by 16% year-over-year to nearly $144 billion, with adjusted earnings per share increasing by 19%, reflecting robust demand for its latest iPhone offerings and suggesting continued outperformance against the broader market.
- Rapid Growth of Cirrus Logic: Cirrus Logic's stock surged 33% over the past six months, nearly double Apple's gains, with 94% of its revenue derived from Apple, indicating that its reliance on Apple is becoming a catalyst for stock price appreciation.
- Improved Profitability: Cirrus Logic's latest quarterly results exceeded expectations, with revenue up 4.4% year-over-year and earnings per share rising 18% to $2.97, while the company is projected to achieve a 20% increase in earnings to $9.05 per share this fiscal year, surpassing the 16% average growth rate of S&P 500 companies.
- Significant Investment Value: Cirrus Logic is currently trading at a price-to-earnings ratio of 19, lower than the S&P 500's 25 and Apple's 35, making it a more attractive investment option given its close relationship with Apple and potential for earnings growth.









