Core Insights - Apple has become the third company in history to achieve a valuation of $4 trillion, joining Nvidia and Microsoft in this milestone [1] - The surge in Apple's stock price has been attributed to the recent unveiling of its latest line of iPhones [1] Company Performance - Apple's shares have experienced significant growth in recent weeks following the launch of new products [1]

Core Insights - Apple Inc's market capitalization reached a historic $4 trillion on October 28, making it the third public company to achieve this milestone after Nvidia and Microsoft [1][4] - The increase in share price is attributed to strong demand for the iPhone 17 series, which outsold the iPhone 16 series by 14% in their first 10 days on sale in China and the United States [1][2] - Since April, Apple's shares have increased by over 56%, adding approximately $1.4 trillion in market value [2] Product Launches - In addition to the iPhone 17 series, Apple launched new versions of the iPad Pro, Vision Pro, and entry-level MacBook Pro featuring the new M5 chip, which are expected to boost retail sales ahead of the holiday season [2] Analyst Perspectives - Analysts noted that while Apple has lagged in the artificial intelligence (AI) sector, its consumer products have been successful. Dan Ives from Wedbush Securities highlighted that reaching the $4 trillion market cap is a significant achievement for Apple [3] - Loop analyst Ananda Baruah upgraded his view on Apple stock to "buy" from "hold," indicating that the company is at the beginning of a long-anticipated adoption cycle [3] Market Position - Apple is now part of the exclusive $4 trillion market cap club, joining Nvidia and Microsoft, which also reached this milestone recently [4] - Despite being one of the largest companies globally, analysts are divided on Apple, with the lowest ratio of buy recommendations among the Magnificent Seven companies, except for Tesla [5]

Core Insights - Apple achieved a market value of over $4 trillion for the first time, becoming the third tech company to reach this milestone, alongside Microsoft and Nvidia [1][5] - The strong demand for the new iPhone 17 lineup has alleviated concerns regarding Apple's slow progress in artificial intelligence [1][4] - Apple's shares have increased approximately 13% since the launch of the new iPhones on September 9, marking a significant recovery for the stock this year [1] Company Performance - The iPhone contributes to over 50% of Apple's profit and revenue, indicating the importance of smartphone sales in driving the company's ecosystem [2] - Earlier in the year, Apple faced challenges due to competition in China and uncertainties related to high US tariffs on Asian manufacturing hubs [3] - The iPhone 17 has seen early sales outperform its predecessor by 14% in both the US and China, demonstrating strong market reception [4] Competitive Landscape - Apple's latest iPhone models have attracted customers globally, while the company has absorbed tariff costs rather than passing them onto consumers [4] - Despite some analysts suggesting that the iPhone Air has not met demand projections, others contest this view, indicating mixed opinions on production levels [4] AI Strategy - Apple's cautious approach to artificial intelligence has raised concerns about potentially missing out on significant growth opportunities in the sector [7] - The company has been slow to introduce its AI suite and has delayed upgrades to its voice assistant Siri, which has disappointed some consumers [8] Financial Outlook - Apple reported its strongest quarterly results in years during the April-June period, with double-digit growth across key segments, and is expected to announce its fourth-quarter results on October 30 [9]

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[Music] Good Tuesday morning from the Yahoo Finance's New York City headquarters studios. I'm Yahw Finance executive editor Brian Saudi. Trading is underway as you can see with the opening bells happening right there at the New York Stock Exchange and NASDAQ.Now let me quickly set the tone for today's show before getting to Ali Canal down at the NASDAQ. of news of an eyepopping amount of layoffs at Amazon. Struggling digital book seller Cheg and UPS and this just crossing moments ago.Microsoft and OpenAI ha ...

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Core Insights - The global corporate power landscape is shifting, with Nvidia, Microsoft, and Apple each reaching or exceeding a $4 trillion valuation for the first time in history [1] Group 1 - Nvidia, Microsoft, and Apple are now among the few companies to achieve a valuation of around or beyond $4 trillion [1] - This marks a significant milestone in corporate valuations, indicating a new era in the balance of global corporate power [1] - The achievement of these valuations reflects the growing influence and market dominance of technology companies [1]

Market Overview - The U.S. market opened with positive momentum, with the Dow leading large cap indexes up by 0.66%, followed by the Nasdaq (+0.53%) and S&P 500 (+0.27%) [2] - The Federal Reserve is commencing a two-day FOMC meeting, with market expectations leaning towards an interest rate cut [5] Pre-Market Movers - PayPal saw a significant increase of 16.9% after announcing a deal with AI giant OpenAI [3] - Skyworks, an Apple supplier, rose by 12.9% as it plans to acquire Qorvo in a $22 billion semiconductor merger [3] - United Parcel Service (UPS) increased by 12% following earnings that exceeded analysts' revenue expectations [3] Market Losers - F5 Inc experienced a decline of 10% due to earnings that indicated a negative impact from a cybersecurity incident on short-term demand [4] - Alexandria Real Estate Equities fell by 8.8% after missing earnings [4] - Royal Caribbean Group dropped by 8.6% after missing revenue estimates and raising guidance [4]

Core Insights - Apple and Microsoft have both surpassed a market capitalization of $4 trillion, marking a significant milestone in the tech industry [1][3] - Apple is the third company to reach this milestone, following Nvidia and Microsoft, with its valuation driven by strong sales of the iPhone 17 [2] - Microsoft regained its $4 trillion valuation after a slight drop, attributed to a new agreement with OpenAI, highlighting the importance of AI partnerships in driving growth [1][3] Company Performance - Apple's growth trajectory has been remarkable, achieving $1 trillion in 2018, $2 trillion in 2020, and $3 trillion in 2022, with the latest surge linked to the iPhone 17 launch [2] - Microsoft benefits from the increasing demand for its Azure cloud services, which integrate OpenAI's language models, contributing to its valuation [3] - Alphabet, Google's parent company, is approaching the $4 trillion mark, currently valued at $3.25 trillion, indicating a competitive landscape among tech giants [3]

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSM) is recognized as one of the most promising AI stocks to buy currently, with strong Q3 2025 results indicating growth in revenue and net income [1][2] Financial Performance - In Q3 2025, TSM reported consolidated revenue of NT$989.92 billion and net income of NT$452.30 billion, with diluted earnings per share at NT$17.44 (US$2.92 per ADR unit) [1] - Compared to Q2 2025, TSM experienced a 6.0% increase in revenue and a 13.6% rise in net income [1] Business Segmentation - Shipments of 3-nanometer chips constituted 23% of total wafer revenue, while 5-nanometer and 7-nanometer chips accounted for 37% and 14%, respectively [2] - Approximately 60% of TSM's revenue is derived from manufacturing AI and high-performance computing (HPC) chips for major clients such as Nvidia, Apple, and Amazon [3] Capital Expenditure Plans - TSM is narrowing its 2025 capital expenditure (capex) range to USD 40 billion – USD 42 billion, with around 70% allocated for advanced process technologies [2] - The company plans to invest 10% to 20% of its capex in specialty technologies and advanced packaging, testing, and mass production [2] Market Position and Strategy - TSM has the most manufacturing capacity at leading-edge nodes, which is crucial for customers designing power-efficient chips amid power-constrained data centers [3] - The company's strong execution over the years has provided significant benefits to customers in planning multi-year road maps [3]