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苹果公司首席财务官预计,公司3月当季营收将增长13%至16%。
Jin Rong Jie· 2026-01-29 22:49
苹果公司首席财务官预计,公司3月当季营收将增长13%至16%。 本文源自:金融界AI电报 ...
'Fast Money' traders react to Apple's quarterly earnings beat
Youtube· 2026-01-29 22:46
Steve had highlighted um still outstanding which would theor in theory be answered on the conference call but the stock going into earnings the bar was very low eightweek losing streak um as we entered the week here Tim what do you make of the quarter so far >> I I thought it was a fantastic quarter now the way the stocks trade in the aftermarket is a very small snapshot of time it's going to be volatile but it it kind of tells you that while we had insane demand and I mean you know it was really strong iPh ...
Apple's blowout earnings report, ETF inflows vs. price action explained
Youtube· 2026-01-29 22:45
Welcome to Asking for a Trend. Breaking news, Apple earnings just now hitting the tape and Yahoo Finances Dan Alli is here with the numbers. Dan.Yeah, Josh. Big beat for Apple here uh on the top and bottom line. They said they recorded all-time record revenue for the iPhone.85.3% billion. That's well ahead of the 78.3% billion that analysts were anticipating. Uh the company saw 69.1% billion in the prior quarter.EPS came in at $284 on revenue of 143.8% billion. Analysts were anticipating $268 on 138.4% bill ...
Apple Sales Trounce Estimates After iPhone Fuels Record Quarter
Youtube· 2026-01-29 22:43
Core Insights - Apple has reported its greatest quarter ever, with significant revenue growth driven primarily by iPhone sales, particularly in China, achieving $85 billion in revenue [1][2] - The installed base of Apple devices has reached 2.5 billion, indicating strong customer retention and market presence [2] - Despite missing expectations in wearables, home accessories, and Mac sales, the overwhelming success of the iPhone overshadows these shortcomings [2] Revenue and Market Performance - Greater China revenue for the most recent quarter was $25.53 billion, surpassing the estimated $21.82 billion, indicating a strong recovery in this key market [10] - The new iPhone design, the first in half a decade, has attracted new customers and driven upgrades, contributing to the sales surge [11] Strategic Considerations - Apple faces an existential question regarding its AI strategy, which remains underdeveloped; the company is currently relying on partnerships, particularly with Google, for AI model development [3][7][9] - Apple has secured pricing power over competitors by purchasing memory components in advance, mitigating the impact of rising memory chip prices on margins [4] Future Outlook - The company has bought time with its recent financial success but must eventually address its AI strategy and internal capabilities to ensure long-term viability [5][6] - The acquisition of an Israeli startup focused on facial movement interpretation may enhance future product features but is not central to Apple's overall AI strategy [13]
Apple Keeps Finding New Customers
Barrons· 2026-01-29 22:37
Apple Keeps Finding New CustomersCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---18 hours ago# Apple Keeps Finding New CustomersBy[Adam Levine]Even though they are mature products, Apple continues to attract new customers to its Macs, iPads, and Watches, with more and more people apparently valuing the ecosystem's integration. About half of the customers for the three products were buying their first one. ...
隔夜美股 | 三大指数涨跌不一 微软(MSFT.US)重挫约10% 现货黄金单日振幅近500美元
智通财经网· 2026-01-29 22:37
智通财经APP获悉,周四,三大指数涨跌不一,微软(MSFT.US)重挫约10%,软件股票普遍走低令科技 股承压。 【美股】截至收盘,道指跌55.96点,跌幅为0.11%,报49071.56点;纳指跌172.33点,跌幅为0.72%,报 23685.12点;标普500指数跌9.02点,跌幅为0.13%,报6969.01点。特斯拉(TSLA.US)跌超3%,微软 (MSFT.US)跌近10%。纳斯达克中国金龙指数涨0.3%,阿里巴巴(BABA.US)跌近1%,蔚来汽车(NIO.US) 涨4%。 【欧股】德国DAX30指数跌512.65点,跌幅2.06%,报24330.89点;英国富时100指数涨10.57点,涨幅 0.10%,报10165.00点;法国CAC40指数涨4.68点,涨幅0.06%,报8071.36点;欧洲斯托克50指数跌 36.54点,跌幅0.62%,报5896.66点;西班牙IBEX35指数跌25.16点,跌幅0.14%,报17582.44点;意大利 富时MIB指数跌78.23点,跌幅0.17%,报45060.50点。 【加密货币】比特币暴跌超5%,一度跌破8.4万美元关口,以太坊暴跌超6.5%, ...
Apple Offers Strong Guidance, Shaking Off Rising Memory Prices
Barrons· 2026-01-29 22:36
Apple Offers Strong Guidance, Shaking Off Rising Memory PricesCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---18 hours ago# Apple Offers Strong Guidance, Shaking Off Rising Memory PricesBy[Adam Levine]Apple's guidance for second-quarter revenue, gross margin, and operating income were well above Wall Street expectations. The only sour note was high operating expenses, driven by increased research and development.The gross margin guide is particularly interesting, bec ...
Nasdaq Falls on Big Tech Weakness | Closing Bell
Youtube· 2026-01-29 22:33
分组1 - Apple is expected to report a record quarter, but concerns remain regarding its AI performance [2][26] - Microsoft shares experienced a significant decline of 10%, marking its worst day since 2020, due to record spending and slowing cloud sales growth [18][19] - Meta Platforms reported strong earnings, with a 10% increase in stock price, driven by better-than-expected revenue outlook [9][10] 分组2 - Visa reported net revenue of $10.9 billion, slightly above the Street estimate of $10.7 billion, with cross-border volumes up 12% [12] - Deckers Outdoor AG reported third-quarter net sales of $0.96 billion, beating estimates of $0.87 billion, and shares rose by 4.8% [20] - Royal Caribbean shares surged nearly 19% after positive commentary on cruise demand and plans to expand its fleet [16][17] 分组3 - SanDisk's shares rose by 10% after reporting revenue of $3.03 billion, exceeding the Street's expectation of $2.67 billion [28] - Western Digital's second-quarter adjusted EPS was $2.13, beating the expected $1.95, with a strong outlook for the third quarter [24][26] - The S&P 500 showed a mixed performance, with consumer communication services being a significant winner due to media rallies [7][8]
AAPL stock price surges today after Apple earnings beat estimates – record iPhone sales and China growth drive rally
The Economic Times· 2026-01-29 22:32
AAPL Apple stock price today: Apple stock edged higher Thursday in extended trading after the tech giant posted first-quarter earnings that surpassed Wall Street expectations, fueled by record-breaking iPhone sales and a strong rebound in China.Apple Stock (AAPL) Rises After Strong Q1 Earnings BeatThe company reported earnings per share of $2.84 on revenue of $143.8 billion, exceeding analyst forecasts of $2.68 per share on $138.4 billion in revenue. iPhone revenue alone hit an all-time high of $85.3 billio ...
Thursday's Final Takeaways: Softness in Software & Productivity in Focus
Youtube· 2026-01-29 22:30
Group 1: Software Sector Performance - Software stocks are experiencing a significant selloff, with the IGV tech software sector ETF dropping about 5%, marking its worst day since last April, and down almost 14% month-to-date, on track for its worst month since October 2008 [1] - Investor skepticism is overshadowing strong earnings, as Service Now's stock fell nearly 10% despite better-than-expected quarterly results, and Microsoft also dropped 10% due to slowed cloud growth and softer operating margin guidance [2] Group 2: AI Investment Developments - Major tech companies Nvidia, Microsoft, and Amazon are reportedly in discussions to invest between $60 billion to $100 billion in OpenAI, potentially one of the largest private funding rounds in tech history, with Nvidia possibly contributing up to $30 billion [3][4] - If these investments materialize, OpenAI's valuation could exceed $830 billion, reflecting the surging demand for AI technologies [5] Group 3: Trade Balance and Economic Indicators - The trade balance nearly doubled in November, with the deficit growing 95% to $56.8 billion, following the lowest level since 2009, driven by a 5% increase in imports and a 3.6% decrease in exports [6][7] - The Atlanta Fed's GDP estimate dropped from 5.4% to 4.2%, influenced by the extreme trade numbers that have skewed economic fundamentals [7][8] Group 4: Earnings and Market Reactions - There is a notable trend where both earnings misses and beats are leading to stock declines, indicating a shift in market sentiment compared to previous quarters [10] - Exxon Mobil is anticipated to report flat EPS growth of $1.65 per share on declining revenue of approximately $82 billion, with a historical track record of beating EPS estimates 88% of the time [11][12] - Apple shares have shown a retail uptick ahead of its earnings report, with a focus on margins and memory stories, while suppliers in Asia are also being monitored for their performance [14][16]