Core Insights - AT&T's fourth-quarter earnings report may provide insights into Apple's iPhone sales performance, as noted by a Wells Fargo analyst [1] Financial Performance - AT&T reported equipment operating revenue of $7.4 billion, reflecting a 12.7% increase compared to the same period last year, driven by higher wireless device sales volumes [1] Analyst Commentary - Wells Fargo analyst Aaron Rakers views the increase in AT&T Wireless Equipment sales and year-over-year upgrade rate improvements as a net positive for Apple [1] - Rakers has rated Apple as Overweight with a price target of $300 [1]

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

Core Viewpoint - Apple stock (NASDAQ:AAPL) has a strong history of rapid growth, with significant increases observed in multiple years, suggesting potential for future gains driven by upcoming catalysts [1][3]. Group 1: Historical Performance - Apple stock has experienced above 30% increases in under two months during years such as 2010, 2019, and 2024, with gains surpassing 50% in 2012 and 2020 [1]. - Historical trends indicate that forthcoming catalysts may elevate Apple shares to new significant peaks, benefiting investors who recognize these momentum opportunities [1]. Group 2: Identified Catalysts - Catalyst 1: Generative AI-Driven iPhone Refresh Cycle, expected to drive unit sales growth and higher Average Selling Prices (ASPs) for Pro models, with a potential timeline extending to late 2026 [4][9]. - Catalyst 2: Services Margin Accretion and Profit Engine, with services gross margin consistently around 75% and sustained double-digit growth in high-margin services revenue, anticipated to be discussed in the next earnings call [5][9]. - Catalyst 3: Vision Pro 2 Launch, which is expected to ignite the spatial computing ecosystem, with credible reports of a Spring 2026 release featuring next-gen M-series chip [5][9]. Group 3: Financial Metrics - Revenue growth for Apple is reported at 6.0% for the last twelve months (LTM) and 1.8% for the last three-year average [10]. - The company has a free cash flow margin of nearly 23.5% and an operating margin of 31.9% for LTM [10]. - Apple stock currently trades at a P/E ratio of 38.5, indicating its valuation in the market [10].

Market Overview - S&P 500 slipped 0.01% to 6,978.03, while Nasdaq Composite rose 0.17% to 23,857.45, and Dow Jones Industrial Average inched up 0.02% to 49,015.60 in muted post-Fed trading [1] - Federal Reserve held interest rates steady at a range of 3.5%-3.75%, with expectations of two rate cuts later this year, potentially starting in June [4] Company Performance - Badger Meter experienced an 11.00% drop to $146.32 due to a revenue miss [2] - Tesla reported earnings after market close, beating estimates but showing a decline in revenues [2] - Meta surged in after-hours trading after exceeding analyst expectations, while Microsoft slipped despite better-than-expected results, likely due to concerns over high AI spending [5] - C3.ai rose 4.21% to $13.13 on merger headlines [3] Industry Insights - Upcoming earnings from major tech companies will provide insights into the development of the AI market, amid concerns of elevated prices and potential corrections in 2026 [6]

如今苹果重新推行该规定，并设定了新的截止日期。iOS 端的 Patreon 会员仍可通过移动网页端注册会员，以此规避苹果 30% 的佣金。但订阅计费模式会包 含这笔佣金，且该模式是唯一适配苹果应用内购买系统的计费方式。 "我们强烈反对这一决定，"Patreon 在公告博客中措辞严厉，"创作者需要稳定明确的政策环境来建立健康的长远事业。然而，使用传统计费模式的创作者如 今不得不承受政策反复带来的冲击，这是苹果在过去 18 个月内的第三次政策大转弯。" 目前苹果方面尚未就此置评。 IT之家 1 月 29 日消息，在线创作者支持平台 Patreon 宣布，将于今年秋季强制要求创作者放弃原有的计费方式，以配合苹果重新启动的订阅政策。这一变动 将影响平台上约 4% 仍在使用"月初统一扣费"和"按作品付费"模式的创作者。根据苹果设定的最后期限，所有相关账户须在 2026 年 11 月 1 日前转为订阅制 计费。Patreon 在其支持页面明确表示，届时未主动切换的创作者将被"自动迁移"至新系统。 IT之家注意到，苹果此前就曾推出类似规定，随后又自行撤回。2024 年，苹果最初要求 Patreon 在 2025 年 11 ...

Apple Stock Opens Higher Ahead of EarningsCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---1 day ago# Apple Stock Opens Higher Ahead of EarningsBy[Angela Palumbo]Apple stock opened in the green as Wall Street waited for the iPhone maker to report first-quarter earnings results.Shares gained 0.8% to $258.53 Thursday morning.Shareholders are looking for management commentary tonight that could help boost the stock. Shares have gained 7.9% over the past 12 months, underp ...

Group 1: Market Overview - US stocks opened on mixed footing with the S&P 500 rising approximately 0.1%, while the Nasdaq Composite fell around 0.5% and the Dow Jones Industrial Average increased by 0.3% [1] - The S&P 500 is attempting to surpass 7,000, driven by a more than 9% surge in Meta shares due to a strong quarterly revenue outlook [2] - Microsoft stock declined over 10% despite higher-than-expected capital spending, attributed to a slowdown in quarterly cloud sales growth [3] Group 2: Company-Specific Developments - Meta plans to invest up to $135 billion in data center build-out this year to enhance its AI capabilities [2] - Tesla reported a quarterly earnings beat but experienced its first-ever decline in annual revenue, leading to a shift in strategy from electric vehicles to robotics [3] - Investors are anticipating Apple's quarterly earnings report, which is expected after the market closes [3] Group 3: Economic Context - The Federal Reserve maintained interest rates unchanged in its first monetary policy decision of 2026, with market participants looking for economic indicators such as jobless claims and durable goods orders [5] - Markets are pricing in two quarter-point rate cuts by year-end, although easing may not occur before the end of Jerome Powell's tenure in May [6]

分组1 - The Federal Reserve has indicated no immediate changes in monetary policy, with a focus on the economy and dual mandate [2][6][7] - Large-cap tech earnings are in focus, with notable movements in stocks like Microsoft, Meta, and Tesla [2][3][5] - Analysts are optimistic about Microsoft, with price targets set at $600 by Key Bank and $530 by Wolf Research, suggesting a buying opportunity [4][5] 分组2 - The unemployment rate has shown signs of stabilization, dropping from 4.6% to 4.4%, alleviating some fears regarding the labor market [6][8][9] - Jobless claims remain strong, with 210,000 revised claims and 209,000 first-time filers, indicating a resilient labor market [10][11][12] - The labor market is adapting to the effects of AI, showing stability but not significant growth [11]

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strate ...

Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, Rick, let's get into this chart.What trends do you notice for Apple. >> Yes, Apple a bit of a lagard uh uh versus its tech sector peers. You can see tech outperforming the S&P in green here, but Apple up uh relatively modest 7.1% versus the S&P 15%.When we look at Apple versus its peers in the MAG 7, once again an underperformer here. You can see the broader group up about 13% during ...