Market Overview - Microsoft shares dropped nearly 10%, significantly impacting the software sector and contributing to a decline in major U.S. stock indices, although the Dow Jones managed to close slightly up by 0.11% [1][2][4] - The S&P 500 index fell by 0.13% to 6969.01 points, while the Nasdaq Composite index decreased by 0.72% to 23685.12 points, with both indices experiencing larger intraday declines of 1.5% and 2.6% respectively [1][2] Company Performance - Microsoft reported a slowdown in cloud business growth from 40% to 39%, with a gross margin of approximately 68%, marking a three-year low. This led to a 9.99% drop in its stock price [4] - Other software companies such as ServiceNow, Salesforce, Oracle, and SAP also experienced declines in their stock prices, with drops of 9.94%, 6.09%, 2.19%, and 15.2% respectively [4] - The iShares Expanded Tech-Software Sector ETF (IGV) fell by 4.94%, entering a technical bear market with a 22% decline from recent highs [4] Technology Sector Insights - Rob Williams, Chief Investment Strategist at Sage Advisory, noted that while artificial intelligence (AI) has driven economic growth, it has also raised valuation concerns in the stock market. He emphasized the need for tech giants to report "explosive" earnings to boost market sentiment [6] - Meta Platforms saw a stock increase of 10.4% after announcing continued investment in AI, while Apple reported better-than-expected quarterly revenue, leading to a post-market stock rise of over 3% [6] Notable Stock Movements - Major tech stocks showed mixed performance: Nvidia rose by 0.52%, Alphabet (Google) increased by 0.71%, while Amazon, Broadcom, and Tesla saw declines of 0.53%, 0.75%, and 3.23% respectively [7][8] - The Philadelphia Semiconductor Index rose by 0.16%, reaching a new historical high, with notable gains from companies like Lam Research and KLA Corporation [7] Earnings Reports - Apple reported first-quarter revenue of $143.76 billion, a 16% year-over-year increase, exceeding expectations of $138.4 billion. iPhone revenue was $85.27 billion, up 23% from the previous year [10] - SanDisk's second-quarter revenue was $3.03 billion, surpassing the expected $2.67 billion, while Western Digital also reported better-than-expected earnings [11][12]

Core Viewpoint - Apple's holiday season revenue significantly exceeded Wall Street expectations, driven by strong demand for the new iPhone 17, growth in services, and a recovery in the Chinese market [1] Financial Performance - Revenue for the quarter ending December 27 reached $143.8 billion, a 16% increase year-over-year, surpassing the average analyst expectation of $138.4 billion and Apple's own forecast of 10% to 12% growth [1] - Net profit for the quarter was $42 billion, well above expectations [1] Product Performance - The iPhone 17's strong performance led to a 23% year-over-year increase in smartphone business revenue [1] - Sales in the Chinese market saw a remarkable year-over-year growth of 38% [1] Future Outlook - The company's CFO projected a revenue growth of 13% to 16% for the March quarter, with operating expenses expected to be between $18.4 billion and $18.7 billion [1]

Market - US stock market closed mixed on January 30, with Microsoft dropping approximately 10%, dragging down the Nasdaq index due to slowing cloud business growth and weak earnings guidance [1][2] - Microsoft’s market capitalization evaporated by nearly $360 billion, while Meta Platforms saw a 10.4% increase in stock price, adding $176 billion to its market cap due to strong sales forecasts [2] - International oil prices rose over 3% as President Trump considered military action against Iran, with Brent crude futures increasing by 3.38% to $70.71 per barrel [4] Company - Apple reported record highs in Q4 revenue and profit, with total revenue and net profit increasing by 16% and 15.9% year-over-year, respectively, leading to a stock price increase of over 3% post-announcement [15] - Microsoft experienced its largest single-day stock drop since March 2020, with a 9.99% decline, resulting in a market cap reduction of $357 billion due to disappointing earnings in cloud services [16] - Amazon is in talks to invest up to $50 billion in OpenAI, with discussions involving direct participation from both companies' CEOs [10] - Apple confirmed the acquisition of Israeli AI startup Q.ai, although the transaction amount was not disclosed [25] - SpaceX is discussing a potential merger with xAI ahead of its IPO, which could integrate its rocket business and AI capabilities [20][21]

苹果首席财务官称，预计3月当季运营支出将在184亿至187亿美元之间。 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Tim Cook is to keep his job, at least for now. This is a massive, massive, massive quarter. This is a home run, their greatest quarter ever by orders of magnitude.That's a gigantic B on overall revenue. China is back. You have a big B on the iPhone in particular, $85 billion quarter is just insane.The installed base, two and a half billion. The numbers are just beyond excellent. We could ignore the fact they missed on wearables, home and accessories. We can ignore the fact they missed on Mac. We can ignore ...