Yahoo Finance·2025-10-18 10:01Group 1: Apple - Apple has over 2.35 billion active devices globally, including more than 1.5 billion iPhones, providing a strong foundation for recurring revenue through services like iCloud and Apple Music [1][2] - The company reported a record revenue of $94 billion for fiscal Q3 2025, beating forecasts by $4.87 billion and showing a 10% year-over-year increase [8] - Analyst Daniel Ives believes Apple's AI potential could add $75 to $100 per share in the coming years, indicating that no "AI premium" is currently factored into Apple's stock price [10][11] Group 2: Tesla - Tesla's market cap is approximately $1.4 trillion, with a focus on AI initiatives that position it as a leader in autonomous vehicles and robotics [12][19] - In Q2 2025, Tesla reported revenues of $22.5 billion, down 12% year-over-year, primarily due to a 16% decline in automotive revenues [18] - Ives projects Tesla could reach a $2 trillion market cap by early 2026, driven by advancements in AI and autonomous technologies [19] Group 3: Salesforce - Salesforce reported revenues of $10.2 billion for fiscal Q2 2026, a 10% year-over-year increase, and reaffirmed its goal to exceed $60 billion in annual revenue by FY2030 [23] - The company is integrating AI capabilities through its Agentforce platform, which aims to enhance productivity and customer service [21][25] - Ives gives Salesforce a price target of $375, suggesting a potential upside of 52.5% over the next year [26]