Apple shares rose nearly 2% in premarket trading on Friday after the company forecast record sales for the key holiday quarter, driven by robust demand for its new iPhone 17 lineup despite supply cons... ...

Time. Apple shares moving higher this [music] morning. Earnings and revenue beating estimates lifted in part by strong sales of the iPhone 17.CEO Tim Cook telling our Steve Kovak that revenue in the current quarter will rise by at least 10%. He said that would make the December quarter the best in the history of the company. Joining us right now is Wamsy Moan.He's the BA securities analyst. These are pretty good numbers. Yeah, amazing uh to see not just that the revenue numbers came in uh in line but the gu ...

US equity futures rebound from the Thursday drop, led by Mag 7. As of 8:00am ET, S&P futures are 0.8% higher and Nasdaq futures gain 1.2%, on pace for sixth and seventh straight monthly gains respectively, with all Mag 7 names higher premarket, led by AMZN (+12.7%) and AAPL (+1.9%) after their robust earnings release (AWS sales growth of 19.7%, best since 2022 and AAPL’s revenue guidance) yesterday after-close. Europe's Stoxx 600 fell for a fourth day, putting the gauge on track for its longest losing strea ...

While analysts peppered Tim Cook with questions about the iPhone 17's flying design and China's demand revival on Thursday, one of Apple Inc's (NASDAQ:AAPL) biggest wins this quarter slipped almost unnoticed: advertising.Track AAPL stock here.In a brief but telling exchange during the company’s earnings call, Cook revealed, "The advertising category, which is a combination of third party and first party, did set a record during the quarter." When pressed if both Apple's internal and licensing ads individual ...

Core Insights - Apple is anticipating a strong performance during the upcoming holiday season, indicating confidence in consumer demand and product offerings [1] - Netflix is considering a bid for Warner Bros, which could reshape the competitive landscape in the streaming industry [1] - Pfizer and Novo Nordisk are engaged in a bidding war, highlighting the competitive dynamics in the pharmaceutical sector [1] Group 1: Company Strategies - Apple is focusing on maximizing sales during the holiday season, which is critical for its annual revenue [1] - Netflix's potential acquisition of Warner Bros could enhance its content library and market position [1] - Pfizer and Novo Nordisk's bidding war reflects aggressive strategies to expand their portfolios and market share in the pharmaceutical industry [1] Group 2: Industry Trends - The holiday season is a pivotal time for consumer electronics, with companies like Apple gearing up for increased sales [1] - The streaming industry is experiencing consolidation, as seen with Netflix's interest in Warner Bros, which may lead to fewer but larger players [1] - The pharmaceutical industry is witnessing heightened competition, as companies like Pfizer and Novo Nordisk vie for dominance through acquisitions [1]

Volkswagen's premium brand Audi lowered its full-year profitability guidance on Friday for the second time this year, as US import tariffs and costs tied to its electric vehicle (EV) shift continue to... ...

Core Viewpoint - Apple shares experienced a premarket increase of approximately 2% following positive forecasts for the upcoming holiday quarter, indicating a sales rebound driven by the latest iPhone 17 models despite shipping delays [1] Group 1 - The forecasts for the holiday quarter are optimistic, suggesting strong sales performance [1] - The latest iPhone 17 models are a key factor in the anticipated sales rebound [1] - Shipping delays have been noted, yet they have not significantly impacted the positive outlook [1]

来源：滚动播报 苹果公司：技术会计主管本·博德斯被任命为公司会计高级主管兼首席会计官。 ...

Core Insights - Nvidia has become the first company in history to achieve a $5 trillion market valuation, driven by the global AI boom [1][6] - The company's stock has surged twelve-fold since the launch of ChatGPT in 2022, reflecting its pivotal role in the AI revolution [2] Company Developments - Nvidia announced it secured $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government [5] - The company is also investing $1 billion for a stake in Nokia [5] - Nvidia's stock rose 3% to close at $207.04, resulting in a market value of $5.03 trillion [1] Historical Context - Founded in 1993, Nvidia initially targeted the gaming market and faced significant challenges early on, including layoffs and financial difficulties [6][8] - The launch of the graphics processing unit (GPU) in 1999 marked a turning point for the company, leading to its public offering [11] - Nvidia's development of the CUDA software platform in 2006 allowed for significant advancements in AI research, accelerating deep learning capabilities [12] Recent Innovations - The introduction of the RTX GPU in 2018 and the Grace Hopper superchip in 2023 have been critical in driving Nvidia's stock price and market position [13][15] - Future advancements include the announcement of the Blackwell AI chip, which is expected to further enhance Nvidia's offerings [15] Strategic Initiatives - Nvidia plans to invest hundreds of billions of dollars in the U.S. supply chain over the next four years, with a focus on manufacturing AI supercomputers domestically [16] - The company's CEO highlighted the influence of previous U.S. tariffs in accelerating the reindustrialization of the U.S. tech sector [17]

Financial Performance and Risks - The Company reported a decline in the fair value of its investment portfolio by $2,416 million due to a hypothetical 100 basis points increase in interest rates as of September 27, 2025[185]. - The annual interest expense on the Company's term debt is expected to increase by $129 million with a hypothetical 100 basis points rise in interest rates[185]. - The Company is exposed to economic risks from interest rates and foreign exchange rates, which may impact its consolidated financial statements[183]. - The Company is primarily exposed to foreign exchange rate risk as a net receiver of currencies other than the U.S. dollar[186]. - A strengthening U.S. dollar negatively impacts the Company's net sales and gross margins expressed in U.S. dollars[186]. - The Company estimates a maximum one-day loss in fair value of $590 million with 95% confidence as of September 27, 2025[187]. - The estimated maximum one-day loss in fair value was $538 million as of September 28, 2024[187]. - The Company uses a value-at-risk (VAR) model with Monte Carlo simulation to assess the impact of exchange rate fluctuations on foreign currency derivative positions[187]. - Changes in the Company's underlying foreign currency exposures generally offset changes in the fair values of its foreign currency derivatives[187]. Business Operations and Strategy - The Company manages its business primarily on a geographic basis, with net sales through direct and indirect distribution channels accounting for 40% and 60% of total net sales, respectively[26]. - As of September 27, 2025, the Company employed approximately 166,000 full-time equivalent employees, emphasizing its commitment to attracting and retaining talent[37]. - The Company continues to invest in research and development to enhance existing products and services, as well as to expand its offerings through new technologies[32]. - The Company faces significant competition in the smartphone, personal computer, tablet, and wearables markets, with a minority market share in these segments[29]. - The Company has a diverse product line, including iPhone, Mac, iPad, wearables, and services, which are crucial for maintaining its competitive edge[19][20][22]. - The Company has experienced higher net sales in its first fiscal quarter due to seasonal holiday demand, impacting overall financial performance[36]. - The Company holds a broad collection of intellectual property rights, which it believes is essential for differentiating its business[33].