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How retail traders are investing around AI giants, Adobe forecasts $253B in online holiday sales
Youtube· 2025-10-06 21:19
Market Trends - The Nasdaq reached an all-time high driven by a multi-year deal between AMD and OpenAI, reflecting optimism in the AI ecosystem [2] - Retail trading activity has surged, with Charles Schwab reporting a six-month high in trading activity in September, particularly in stocks like Nvidia and Oracle [4][11] - There is a notable increase in retail investor confidence, despite nearly 40% feeling bearish about the market [5][6] Retail Sector Insights - Adobe forecasts online holiday sales to reach $253 billion, a 5% increase year-over-year, indicating a shift towards single-digit growth rates in e-commerce [31][32] - The retail sector is maturing, with overall retail growth expected to remain in the low single digits for the holiday season [33] - Key spending categories during the holiday season are expected to include electronics, apparel, and home appliances, with a notable mention of trending toys like Laboo dolls [35][36] Consumer Behavior - A significant portion of holiday spending is anticipated to be for self-purchases rather than gifts, as consumers wait for deals [38][39] - Mass merchants like Amazon and Walmart are expected to benefit from holiday sales, while smaller niche players may also see success [40] - The "Buy Now Pay Later" (BNPL) spending is projected to increase by 11%, suggesting a shift in consumer payment preferences [45][46]
X @Avi Chawla
Avi Chawla· 2025-10-06 19:22
RT Avi Chawla (@_avichawla)You're in an ML Engineer interview at Apple.The interviewer asks:"You have to build an ML-based face unlock system for iPhones.How would you train the model?"You: "I will capture user's images & train a binary classifier on them"Interview over.Here's what you missed:There are multiple issues with capturing user's images and training a clasifier.> Firstly, you'd need to on-device training, which can be expensive.> All images provided by the user will be "Class 1" samples. To train ...
We're adding a stock riding the AI buildout wave to our Bullpen watchlist
CNBC· 2025-10-06 19:01
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 is on track for its seventh straight positive session, extending its run to record highs to kick off the new trading week. The tech-heavy Nasdaq also is higher, while the Dow Jones Industrial Average was slightly negative. The AI trade is leading Monday's gains following news that OpenAI and AMD have entered into a ...
What Matters More to Investment Results, Market Cap, or Style?
Etftrends· 2025-10-06 17:52
By Michael Paciotti, CFA "Over time, it's been more profitable to invest in small companies than in large companies. The successful small companies of today will become the Wal- Marts, Home Depots, and Microsoft's of tomorrow.†– Peter Lynch For the better part of the last decade, investors have enjoyed strong returns from their US equity portfolios, led by the performance of large dominant US companies, particularly growth stocks and even more specifically the Magnificent 7 stocks of Apple, Amazon, Alphabet ...
Investigating Apple's Standing In Technology Hardware, Storage & Peripherals Industry Compared To Competitors - Apple (NASDAQ:AAPL)
Benzinga· 2025-10-06 15:01
In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article, we will undertake a comprehensive industry comparison, evaluating Apple (NASDAQ:AAPL) vis-à-vis its key competitors in the Technology Hardware, Storage & Peripherals industry. Through a detailed analysis of important financial indicators, market standing, and growth potential, our goal is to provide valuable ...
库克即将卸任,硬件主管约翰・特纳斯成苹果CEO热门候选人
Sou Hu Cai Jing· 2025-10-06 14:47
Core Viewpoint - The industry widely believes that Apple now needs a "tech-savvy" leader to drive innovation in key frontier areas such as mixed reality, generative AI, smart home technology, and autonomous driving, as the current pace of advancement appears conservative under Tim Cook's leadership [3] Group 1 - Tim Cook has successfully elevated Apple's market value to new heights and expanded multiple high-margin product lines through his supply chain and operational capabilities [3] - There is a growing expectation for Apple to regain the technological adventurous spirit reminiscent of the Steve Jobs era [3] Group 2 - Turnas possesses a unique combination of engineering background and team leadership, earning the trust of Cook and being granted core decision-making authority over product roadmaps and feature definitions [5] - Turnas has broken traditional boundaries within Apple, significantly influencing the company's strategic direction, and has seen a notable increase in public exposure over the past year [5] - Although known for his steady approach and lacking a "risk-taking" investment style, Turnas's pragmatic yet innovative qualities may provide the necessary balance for Apple amid the AI and new hardware wave under Cook's management structure [5]
France investigates Apple's Siri data collection over privacy concerns
Invezz· 2025-10-06 14:16
Apple Inc. is facing fresh scrutiny in France as prosecutors open a formal investigation into how the company handles voice recordings collected through its digital assistant, Siri. ...
Hedge Apple Bets With This ETF
Etftrends· 2025-10-06 13:26
As experienced Apple investors know, the iPhone is a major part of the thesis for this stock and if newer versions of the product don't excite consumers, market participants can get ornery. On a related note, AAPD opportunity could await. "Without innovative features, price-driven replacement cycle may not be sustainable (could result in margin pressure). The thin form factor is fact is not popular, making any bullish view on fordable risky. We do not doubt AAPL will be able to make the most beautiful folda ...
Apple Watch SE 3: Why You May Not Miss the Series 11 or Ultra 3 | All Things Mobile
CNET· 2025-10-06 12:01
[Music] The Apple Watch SE 3 really took me by surprise. It's not the flashiest or the most feature-p packed smartwatch of Apple's lineup, but it definitely outshines the rest when it comes to value. So, let's talk about why.This is all things mobile. One of the side effects of getting to test out the latest and greatest is that I know exactly what I'm missing out on when I don't have that latest model of something. And after having just reviewed the Series 11 and the Ultra 3, I was genuinely concerned that ...