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]

iPhone需求强劲 凤凰网科技讯北京时间1月30日，苹果公司(NASDAQ:AAPL)今天发布了截至12月27日的2026财年第一 季度财报。财报显示，苹果第一财季总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%， 创历史纪录；净利润为420.97亿美元，较上年同期的363.30亿美元增长16%。 苹果第一财季业绩出色，总营收、每股收益、iPhone和服务业务收入均创下历史新高，中国区收入飙升 了38%。 股价表现： 苹果第一财季营收、每股收益以及iPhone收入均超出分析师预期，股价在盘后上涨不到1%。 .服务收入为300.13亿美元，较上年同期的263.40亿美元增长14%； 苹果股价盘后上涨0.32% 苹果股票周四在纳斯达克交易所开盘报258.00美元。截至周四收盘，苹果股价上涨1.84美元，报收于 258.28美元，涨幅为0.72%。截至发稿，苹果股价在盘后交易中上涨0.83美元至259.11美元，涨幅为 0.32%。过去52周，苹果股价最高为288.62美元，最低为169.21美元。 第一财季业绩要点： ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长 ...

Core Insights - Apple exceeded Wall Street estimates for quarterly revenue, driven by strong iPhone demand and a significant recovery in China, with CEO Tim Cook describing the demand for the latest iPhones as "staggering" [1][3] Financial Performance - Quarterly revenue reached $143.8 billion, a 16% increase year-over-year, surpassing analysts' average estimate of $138.48 billion [4][10] - iPhone revenue rose to $85.27 billion in the fiscal first quarter, exceeding the expected $78.65 billion, with a year-over-year growth of 23% [3][4] - Earnings per share were reported at $2.84, above the consensus estimate of $2.67 [4] Margins and Costs - Gross margins for the fiscal first quarter were 48.2%, exceeding both the company's guidance and analyst expectations of 47.45% [5] Regional Performance - Sales in Greater China surged 38% year-on-year to $25.53 billion, significantly above the Visible Alpha estimate of $21.32 billion [8][13] - In India, while specific sales figures were not disclosed, double-digit sales growth was reported, with revenue records for iPhones and Macs [9] Product Segment Performance - The wearables, home, and accessories segment reported sales of $11.49 billion, missing expectations of $12.04 billion, attributed to supply constraints of the AirPods Pro 3 [11] - Mac revenue was $8.39 billion, slightly below the expected $8.95 billion, while iPad sales rose to $8.6 billion, exceeding estimates of $8.13 billion [12]

We do have those Apple results Roma coming in through right now. Looks like first quarter revenue is going to be beating estimates. First quarter revenue coming in at 143.76% billion.That is ahead of the estimate there for 138.4% billion. Also looking like a beat when it comes to EPS as well. >> Yeah, I'm going to go through some of the percentages here because this is kind of the similar story that we've seen in past quarters.Topline revenue up 16% in the quarter. iPhone revenue up 23%. Mac revenue that's ...

Before we kind of talk about the future, I do want to go back in time. And when Steve Jobs came to you saw your app in the App Store and at least in his view, at least as the legend has it, he saw something pretty revolutionary that eventually became the backbone for Siri. It's hard to believe that was, what, 15 years ago, 16 years ago.And I am curious as to what the evolution of Siri has been and whether it fit with the original vision that Steve Jobs articulated to you back in 2011. Yeah. So this is an ar ...

Group 1 - Apple's iPhone 17 saw a significant sales increase of nearly 25% during the holiday period, contributing to a record revenue of $143.8 billion in the fiscal first quarter, which is a 16% increase year-over-year [1] - The revenue growth was particularly strong in North America and China, where Apple had previously lost market share to local competitors [1] - CEO Tim Cook described the sales results as "staggering" and indicated that the company is open to acquisitions in the AI sector, without being tied to a specific company size [4][5] Group 2 - Apple continues to face a 10% tariff on products shipped from China, with costs aligning with the company's guidance of $1.4 billion for the quarter [4] - The company announced the acquisition of Israeli AI audio company Q.ai, which Cook believes will provide significant benefits [5] - Cook confirmed that Apple's AI assistant, Siri, will be powered by Google's Gemini, indicating a collaborative approach rather than a competitive stance against OpenAI [9] Group 3 - In the context of AI spending, Cook noted that Apple is investing significantly, although he did not disclose specific figures [6] - There are reports suggesting that Cook may be considering stepping back from his leadership role, but he emphasized the importance of ensuring a strong succession plan within the company [8]

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe major indexes opened sharply lower, dragged down hard by Microsoft after its latest earnings miss.The stock tanked 11%—its worst day since March 2020—on slower cloud growth and soft margin guidance for the next quarter.That sparked fresh worries that AI might disrupt even Microsoft’s core business model, so software names got hit too: ServiceNow dropped 12% (even after beating estimates), Oracle fell 5%, and Salesforc ...

Apple Cash Return Surpasses $1 TrillionCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---19 hours ago# Apple Cash Return Surpasses $1 TrillionApple spent $29 billion on dividends and share buybacks in its latest quarter, pushing the all-time tally on Apple's cash return program past $1 trillion.When Tim Cook became Apple CEO in 2011, Steve Jobs left him with a problem: the company had too much cash and no debt. There was $76 billion on the balance sheet, a number that ...

Apple’s iPhone sales soared to a new quarterly record during the holiday season, despite artificial intelligence blunders that prompted the technology trendsetter to get a helping hand from Google. The October-December results announced Thursday reflect the allegiance of Apple’s fans, who eagerly snapped up the latest iPhone 17 models even though the company still hasn’t delivered on its 2024 promise to smarten up the device’s Siri assistance with AI. Apple tried to offset its AI miscues with a new “liqu ...

Apple Inc (NASDAQ:AAPL) reported financial results for the first quarter of fiscal 2026 after the market close on Thursday. Here’s a look at the key details from the report. Apple stock is trading near recent highs. What’s ahead for AAPL stock?Apple Smashes Analyst Estimates In Q1Apple reported fiscal first-quarter revenue of $143.76 billion, beating analyst estimates of $138.42 billion. The iPhone maker reported earnings of $2.84 per share for the first quarter, beating analyst estimates of $2.66 per share ...