Tech stocks are in turmoil, but Apple investors are staying calm.After years of excitement driven by the artificial intelligence (AI) boom, technology stocks are getting clobbered. The tech-heavy Nasdaq-100 index is down about 3% year to date, and 4.5% in the past five days. Major AI hyperscalers like Alphabet, Amazon, Meta Platforms, and Microsoft have all lost value in the past five days, with Microsoft down more than 10%.Investors are getting skittish about AI stocks because of the huge capital expenditu ...

Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, UBS reiterated the stock as “Neutral” stating that its checks show Apple App Store checks show revenues continue to grow. On a reported basis, global App Store revenue grew ~7%, roughly in-line with the ~6% growth in November and December. Similarly, data on developer revenue from SensorTower shows that Apple’s (AAPL) App store revenue increased to $3.4B, or 6.3% year-over-year, after 35 days in fiscal Q2, as repor ...

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Let's get to some earnings now because Amazon's fourth quarter results are just hitting the wire. You can see we're dropping initially here a quick 8%. Q4 EPS $1.95%. The street was at a $1.96%. Uh it looks like Q4 net sales I see 213.39% billion. The estimate was 211.49% billion. Uh Q4 AWS net sales XFX up 24%. The estimate was 21%. Just to break that out, it looks like that was 35.58% billion. The street was at 34.88% billion. Q4 operating margins 11.7%. That looks smack in line with what the street was l ...

Apple Stock, GE Aerospace Lead Five Stocks Flashing Buy Signals | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---Apple (AAPL) and GE Aerospace (GE) headline five stocks to watch triggering buy signals. Apple remained immune to the fallout from the recent tech sell-off. Data center builder Sterling Infrastructure (STRL) took a hit midweek, but surged Friday above an early entry and toward a breakout. Meanwhile, fellow builder Toll Brothers (TOL) is poised to reap the ...

Tech stocks have struggled in recent days amid fears of overspending on artificial intelligence and a sharp selloff in software and semiconductor names. Apple, however, has emerged as a rare outperformer, bucking the broader downturn and attracting renewed investor interest. ...

以下文章来源于方伟看十年 ，作者方伟Rey ——查理·芒格 昨天看阿里千问的30亿红包请大家喝奶茶挺热闹的，星球里一位朋友问了一个问题： "AI大模型的发展会对拼多多造成什么样的影响，虽然说商品最终比拼的还是质量+价格，但如果入 口替代了，这部分的广告收入就少了？如果未来都是玩大模型，然后按全网比价买东西，那拼多多的 使用时长大幅下降，也没有短视频什么事，推荐商品的玩法也玩完。" 方伟看十年 . 可移步"方伟看十年的备用号"接受每日文章推送。独立投资人，前互联网创业者，产品经理；所写即所 思，所思即所行 本文来自微信公众号： 方伟看十年 ，作者：方伟Rey "Costco有一点是亚马逊没有的：人们真的信任Costco能提供巨大价值。这就是Costco对亚马逊构成 威胁的原因，因为他们提供价值的声誉比几乎任何人都好，包括亚马逊.....他们疯狂地希望每年为顾 客提供更好服务，其他公司节省成本会转化为利润，而西内加尔（Costco前CEO）会把它让利给顾 客，这几乎是一种宗教义务。" 我其实是个大闲人，每天都在跟各种AI聊天，捣鼓各种AI Agent（智能助手），乐此不疲。 我们评价互联网的成长首要看什么？看带宽 ...

以下文章来源于快鲤鱼 ，作者快鲤鱼 当地时间 2月2日，美国企业家埃隆·马斯克宣布，太空探索技术公司（SpaceX）已完成对人工智能 初创公司xAI的收购。这笔交易被认为是马斯克在"航天+人工智能（AI）"领域推进纵向一体化布局的 重要一步。 SpaceX随后确认了这一交易，并在官网发布了马斯克向公司内部发送的一份备忘录。马斯克在备忘 录中表示："SpaceX已收购xAI，旨在打造地球内外最具雄心、实现纵向一体化的创新引擎。"目 前，马斯克同时担任SpaceX与xAI的最高管理者。（延伸阅读→ 马斯克大动作！8.7万亿，史上最大 独角兽诞生，中国如何突围？ ） 千问App投入30亿开启春节攻势 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（1.31-2.6）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周人工智能热点资讯 SpaceX收购xAI，马斯克整合商业帝国 2月2日，千问App宣布投入30亿启动春节攻势，全面接入淘宝闪购、大麦、飞猪、盒马等阿里生态 业务，该计划将 ...

Market Overview - The Dow closed above 50,000 for the first time, indicating a significant milestone in market performance [1][17] - The S&P 500 is nearing record highs, but there are ongoing challenges in the tech sector, particularly among hyperscalers [1][6] Sector Performance - There is a distinct repricing of expectations in the market, with hyperscalers experiencing declines while their suppliers, such as semiconductor and power companies, are seeing gains [2][3] - Consumer staples have shown strong performance year-to-date, with energy leading the sectors, followed by staples up 13.2% [4] - A rotation is occurring from AI technology stocks to more defensive and cyclical sectors, indicating a shift in investor sentiment [6][8] Investment Sentiment - Investors are derisking their portfolios by moving away from high-beta names and into sectors perceived as more stable and tied to economic growth [7][8] - The market is expected to remain volatile due to geopolitical uncertainties and job market fluctuations, complicating the Federal Reserve's focus on inflation [8][9] Behavioral Trends - The investment community has seen a shift towards trend-following strategies, with contrarian investors becoming less prominent [12][13] - The "buy the dip" mentality has become ingrained in investor psychology, leading to rapid rebounds following market downturns [20][21] Options Market Dynamics - Zero-day-to-expiration (ZDT) options are gaining popularity, with a significant portion of trading volume now occurring in these contracts [26][28] - The SIBO is exploring new products in prediction markets, reflecting a growing interest in innovative financial instruments [30][31]

苹果公司在中国市场长达三年的销售下滑周期宣告终结。最新财报显示，其第四季度在华收入同比大幅增长38%，达到260亿美元，贡献了公司全 球总销售额的近五分之一。这一逆转主要由iPhone 17系列的设计革新驱动，特别是其中一款被社交媒体广泛称为"爱马仕橙"的新配色（官方命名 为"宇宙橙"）引发了显著的消费关注。 该配色因与奢侈品牌爱马仕的标志性色调高度相似，在社交平台形成了自发传播效应，自秋季发布以来已催生数千条展示内容。分析师指出，此 次设计策略有效强化了iPhone在中国市场作为高端社交符号的属性，使新品更易被识别与追捧。 此次业绩反弹对近期面临贸易政策与AI领域压力的苹果构成了关键支撑。强劲的全球iPhone需求已推动其股价在过去一周上涨约7%，显示出市场 对其产品策略调整的积极反馈。 该配色在中文语境中亦引发了谐音营销效应，"橙"与"成"（成功）同音，促使社交媒体上出现了"愿你所有愿望都'橙'真"等传播内容。另一位以展 示高端生活方式闻名的网红在视频中直言： "选择橙色，就意味着每个人都知道你用的是最新款iPhone 17，这是一种身份声明。" 这些现象共同表明，此次设计更新不仅是一次色彩迭代，更是一次 ...