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Gold Tumbles Over 6%; Apple Posts Upbeat Earnings - Apple (NASDAQ:AAPL), Brand Engagement Network (NASDAQ:BNAI)
Benzinga· 2026-01-30 17:05
Group 1: U.S. Stock Market Performance - U.S. stocks traded lower, with the Dow Jones index falling more than 400 points, down 0.87% to 48,646.87 [1] - The NASDAQ decreased by 0.88% to 23,476.27, and the S&P 500 dropped 0.65% to 6,923.38 [1] - Consumer staples shares gained by 0.3%, while materials stocks fell by 1.7% [1] Group 2: Apple Inc. Financial Results - Apple Inc. reported fiscal first-quarter revenue of $143.76 billion, exceeding analyst estimates of $138.42 billion [2] - The company reported earnings of $2.84 per share, surpassing analyst expectations of $2.66 per share [2] Group 3: Commodity Market Updates - Oil prices increased by 0.4% to $65.66, while gold prices decreased by 6.6% to $5,001.80 [3] - Silver prices fell by 18.7% to $93.01, and copper prices dropped by 3.2% to $6.0045 [3] Group 4: European Market Performance - European shares showed positive performance, with the eurozone's STOXX 600 rising 0.60% [4] - Spain's IBEX 35 Index increased by 1.64%, London's FTSE 100 rose by 0.37%, Germany's DAX gained 1.02%, and France's CAC 40 rose by 0.81% [4] Group 5: Asian Market Performance - Asian markets closed lower, with Japan's Nikkei falling by 0.1%, Hong Kong's Hang Seng Index dipping by 2.08%, China's Shanghai Composite down by 0.96%, and India's BSE Sensex decreasing by 0.36% [5] Group 6: Economic Indicators - U.S. producer prices increased by 0.5% month-over-month in December, marking the largest rise in three months and exceeding market expectations of 0.2% [6] - The Chicago PMI rose to 54 in January from 42.7 in the previous month, surpassing market estimates of 44 [6]
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Benzinga· 2026-01-30 17:05
• Apple stock is under selling pressure. Why are AAPL shares declining?The Apple AnalystsWedbush analyst Dan Ives maintained an Outperform rating on Apple with a price target of $350.Rosenblatt analyst Barton Crockett maintained a Neutral rating and increased the price target from $250 to $267.Goldman Sachs analyst Michael Ng maintained a Buy rating and raised the price target from $320 to $330DA Davidson analyst Gil Luria maintained a Neutral rating with a price target of $270JPMorgan analyst Samik Chatte ...
Dow Jones Today: Stock Indexes Drop But Are Poised for Monthly Gains; Trump Taps Warsh for Next Fed Chair; Gold, Silver Futures Sink
Investopedia· 2026-01-30 17:00
January 30, 2026 09:52 AM EST The Stock Price of Hoka and UGG Maker Deckers Outdoor Is Soaring Today. Here's Why FROM 23 minutes ago A shoemaker's stock is running to its highest point in months Friday. Deckers Outdoor (DECK) shares surged 11% in early trading after the parent company of Hoka running shoes and UGG boots reported better fiscal third quarter results than expected. Entering Friday's session, Deckers Outdoor stock had lost more than half of its value over the past 12 months. Justin Sulliv ...
Stock Market Today: Dow Sinks On Inflation, Fed News; Gold, Silver Stocks Plunge (Live Coverage)
Investors· 2026-01-30 21:59
Stock Market Today: Dow Falls On Surprise Inflation Data; Gold Stocks Crater (Live) | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---Losses for the Dow Jones Industrial Average and other major stock indexes mounted at midday Friday, as Wall Street reacted to surprisingly hot inflation data and the nomination of a new Federal Reserve chairman. Gold stocks were pressured as the commodity fell along with silver. Among earnings movers on the stock market today were Apple (AAPL) and Ch ...
Starbucks CEO talks company turnaround, Dan Ives weighs in on Apple Q1 earnings
Youtube· 2026-01-30 16:32
分组1 - Starbucks is focusing on operational excellence and customer service through its Green Apron service program, which aims to enhance the customer experience and improve transaction growth [2][34][37] - The company reported positive same-store sales in the US and strong growth in China, indicating a successful turnaround strategy [33][34] - Starbucks plans to introduce new drinks, food items, and an upgraded rewards program, along with remodeling stores to enhance customer experience [34][41][46] 分组2 - In the tech sector, companies that fail to deliver on AI promises during earnings reports, such as Microsoft and ServiceNow, are facing significant market penalties, with Microsoft losing $357 billion in market cap [5][6] - Conversely, companies like Apple that demonstrate strong performance and potential in AI, particularly with a $16 billion year-over-year increase in iPhone sales, are being rewarded by the market [7][10] - The S&P 500 software and services index has reached a nine-month low, highlighting a bifurcation in tech stocks where only those with strong AI strategies are thriving [6][22] 分组3 - The recent appointment of Kevin Walsh as the next Fed chairman could influence market dynamics, particularly regarding interest rates and asset allocation strategies [3][31] - The market is currently experiencing volatility in precious metals, with gold prices dropping significantly, indicating potential shifts in investor sentiment [24][25][28] - Analysts are observing a super cycle in memory stocks, driven by demand for AI-related technologies, which could present investment opportunities [18][19]
President Trump nominates Kevin Warsh for Fed chair, top takeaways from Apple's big earnings beat
Youtube· 2026-01-30 16:19
Group 1: Federal Reserve Nomination - President Trump has nominated Kevin Worsh as the next chairman of the Federal Reserve, who is known for his hawkish stance on interest rates and has previously served as a Fed governor [6][7][8] - Worsh's confirmation process in the Senate may face challenges due to a criminal investigation into current chair Jay Powell, which could delay his appointment [12][13] - Worsh believes that the Fed should lower interest rates, arguing that productivity gains from AI will help reduce inflation [11][24] Group 2: Market Reactions - Following the nomination of Worsh, stock futures indicated declines, with Dow futures down more than 250 points and S&P futures pointing to a drop of half a percent [4][20] - The dollar showed some strength, which is seen as a positive sign for stocks, despite concerns over inflation data [22][23] - Gold and silver prices have recently plunged after a significant rise, indicating a speculative correction in the metals market [27][29] Group 3: Apple Inc. Earnings - Apple reported record iPhone sales, with revenue climbing 23% year-over-year to over $85 billion, surpassing expectations [32][34] - Despite strong sales, Apple faces supply chain challenges, particularly with memory chips, which could impact margins in future quarters [35][36] - The company is also exploring AI partnerships, including a recent acquisition, to enhance its technological capabilities [41][43]
深夜,美股存储巨头大涨
Core Viewpoint - The storage sector is experiencing a strong surge, with SanDisk's stock rising over 22% and Micron Technology also seeing gains of over 3% following SanDisk's impressive earnings report for Q2 of fiscal year 2026, which significantly exceeded market expectations [2][4]. Company Performance - SanDisk reported Q2 fiscal year 2026 revenue of $3.025 billion, a year-over-year increase of 61% [4] - The company's net profit under GAAP was $803 million, reflecting a 672% increase year-over-year [4] - GAAP diluted earnings per share reached $5.15, up 615% compared to the previous year [4] - The gross margin under GAAP was 50.9%, an increase of 18.6 percentage points from the same period last year, surpassing market expectations [4] - For Q3 fiscal year 2026, SanDisk expects revenue between $4.4 billion and $4.8 billion, with a GAAP gross margin forecast of 64.9% to 66.9% [4] Industry Impact - The rising prices in the storage sector are impacting the downstream consumer electronics industry, with Apple experiencing a stock drop of over 2% at one point [5] - Apple's Q1 fiscal year 2026 revenue was $143.756 billion, a 16% year-over-year increase, with a net profit of $42.1 billion, also up 16% [8] - Apple's gross margin was reported at 48.2%, exceeding previous guidance [8] - The company anticipates a revenue growth of 13% to 16% for the next quarter, with a gross margin forecast of 48% to 49% [8] Supply Chain and Demand - Apple is facing supply chain constraints due to strong demand, particularly for the iPhone 17 series, which has driven significant revenue growth [9] - The company is currently in a supply catch-up mode to meet high customer demand, with challenges in predicting when supply and demand will balance [9] - The storage price increases are expected to have a limited impact on Apple's Q1 gross margin but may affect Q2 [9] Financial Position - As of the end of the quarter, Apple held $145 billion in cash and securities, repaid $2.2 billion in maturing debt, and reduced commercial paper by $6 billion, resulting in total debt of $91 billion [10] - The company returned nearly $32 billion to shareholders during the quarter, including $3.9 billion in dividends and $25 billion through stock buybacks [10]
U.S. Stocks Move To The Downside Amid Renewed Inflation Concerns
RTTNews· 2026-01-30 16:08
Market Overview - Stocks have shown a negative bias, with the Nasdaq and S&P 500 adding to previous losses despite a recovery attempt [1][2] - Major averages are in negative territory, with the Dow down 286.73 points (0.6%), Nasdaq down 116.43 points (0.5%), and S&P 500 down 26.59 points (0.4%) [2] Economic Indicators - The Labor Department reported a 0.5% increase in the producer price index for final demand in December, higher than the expected 0.2% [3] - Year-over-year, producer prices rose by 3.0%, unchanged from November, while the anticipated annual growth rate was 2.7% [3] Sector Performance - Gold stocks are experiencing significant declines, with the NYSE Arca Gold Bugs Index down 7.8% due to falling gold prices [7] - Housing stocks are also weak, as indicated by a 2.5% drop in the Philadelphia Housing Sector Index [7] - Other sectors such as biotechnology, airlines, and semiconductors are showing considerable weakness [7] Company News - Apple shares have decreased by 1.2% despite reporting better-than-expected fiscal first-quarter results [5] - Concerns arise regarding the nomination of Kevin Warsh as the next Fed Chair, with expectations that he may not be as dovish as anticipated [6]
Apple: Record iPhone Revenue, But There's Much More To The Bullish Story
Seeking Alpha· 2026-01-30 15:51
Core Insights - Apple Inc. (AAPL) shares remained stable after reporting strong fiscal Q1 results on January 29, 2025, with notable performance in iPhone sales [1] Group 1: Financial Performance - The fiscal Q1 results showcased strong iPhone sales, contributing positively to the company's overall performance [1] Group 2: Market Reaction - Following the announcement of the fiscal Q1 results, the stock price of Apple Inc. showed little change, indicating a stable market reaction despite the strong sales figures [1]
库克暗示苹果今年将有“前所未见”的创新
Sou Hu Cai Jing· 2026-01-30 15:33
Core Viewpoint - Apple announced its Q1 FY2026 financial results and CEO Tim Cook hinted at significant upcoming innovations and surprises later this year [1][3]. Product Innovations - Apple is rumored to launch over 20 new products this year, with the recently unveiled second-generation AirTag being just a preview [3]. - Tim Cook stated that the company's best products are yet to come, expressing confidence in the upcoming innovations that will enhance user experiences [3]. - Reports suggest that Apple is expected to release its first foldable smartphone, the iPhone Fold, in the fall, which will differ in size and form factor from competitors [4]. - Additionally, Apple is developing its first smart glasses, Apple Glasses, which are anticipated to be revealed this year and shipped next year, along with a significant upgrade to the MacBook Pro featuring the M6 chip [5].