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Why This Could Be a Big Year for the iPhone (and Apple Stock)
The Motley Fool· 2025-09-16 07:31
Early data points suggest Apple may be entering one of its healthier iPhone cycles in years -- even before the brand-new iPhone Air has proven itself.Apple (AAPL 1.06%) just refreshed its flagship product line, and the first read-through from preorder week is encouraging. Apple analyst Ming-Chi Kuo said on Monday that preorder trends for new iPhones indicate stronger initial demand for the iPhone 17 family versus last year, while also flagging uncertainty around the just-announced iPhone Air, Apple's ultra- ...
苹果公司:iPhone 17 交付周期较 iPhone 16 进一步延长
2025-09-16 02:03
15 September 2025 | 4:37PM EDT Apple Inc. (AAPL): Extended iPhone 17 lead times v. iPhone 16 BOTTOM LINE: Strong iPhone 17 demand signals from pre-order trends. Against a backdrop of reported higher production volumes, we view extended iPhone 17 series lead times (v. iPhone 16 series) as positive indicators of demand & supportive of our outlook for +8% iPhone revenue growth in F4Q25, which should also benefit from some channel fill as AAPL ended F3Q25 at the low end of its channel inventory target range. We ...
歌尔股份:智能眼镜升级周期下的首选标的,评级上调至买入
2025-09-16 02:03
Accessible version Goertek (A) Upgrade to Buy: the go-to player under smart glasses upcycle | Estimates (Dec) (CNY) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | Net Income (Adjusted - mn) | 1,088 | 2,665 | 3,084 | 4,300 | 5,574 | | EPS | 0.32 | 0.78 | 0.88 | 1.23 | 1.60 | | EPS Change (YoY) | -37.8% | 143.9% | 13.8% | 39.4% | 29.6% | | Consensus EPS (Visible Alpha) | | | 0.96 | 1.13 | 1.30 | | Dividend / Share | 0.10 | 0.15 | 0.18 | 0.25 | 0.32 | | Free Cash Flow / Share ...
Canva won’t be listing on the ASX when it does finally go public
The Market Online· 2025-09-16 00:51
Canva’s long-expected IPO won’t be on the ASX, with the Nasdaq composite making “more sense” for the $65 billion software company whenever it finally decides to go public – and even that won’t be anytime soon.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.“I don’t think it would make sense for us,” Canva co-founder and chief executive Cliff Obrecht said on the ASX listing today. “The majority of our inv ...
So many people trade Mag 7 stocks rather than owning them, says Jim Cramer
Youtube· 2025-09-15 23:46
their best days are behind them. Those may be the six most damaging words to your portfolio and hardly a day goes by when they don't hinder you from making money, >> especially when we're talking about the magnificent seven. So many people trade these great stocks rather than owning them.And then you get a day like today where the Dow inched up 49 points as advanced 47% the record high. Tech heavy heavy NASDAQ gained.94% also to a record high. Days like today remind you just how lucrative is to simply stick ...
Apple CEO Tim Cook goes one-on-one with Jim Cramer
Youtube· 2025-09-15 23:43
Last Friday, I got a chance to speak with Tim Cook, the CEO of Apple, and Wend Weeks, the chairman and CEO of Corning at Corning's facility in Harrosburg, Kentucky, where they make the cover glass for your iPhone. While I was down there, we spent a lot more time with Tim Cook, getting into everything that's been going on with Apple. Take a look.>> Well, Tim, we're in downtown Harrisburg. He talked about the ripple effect. Is this it. >> This is it.It really makes my heart sing to see a town that is doing so ...
Apple CEO Tim Cook: We couldn't be prouder of the relationship we've built with Corning
Youtube· 2025-09-15 23:43
Well, Tim, we're in downtown Harrisburg. You talked about the ripple effect. Is this it. >> This is it.It really makes my heart sing to see a town that is doing so well, that's thriving off of Corning and our relationship of with Corning is at the root of that and so it feels fantastic. >> Now, there are other towns of course that didn't get blessed by uh two companies that care as much as uh as you and Corning do. The atmosphere is very different, isn't it.>> Well, we can't, you know, we can't be everywher ...
Tim Cook says Apple's manufacturing expansion across the U.S. will create a 'domino effect'
CNBC· 2025-09-15 23:06
In an interview with CNBC's Jim Cramer, CEO Tim Cook described Apple's commitment to bolster domestic manufacturing, suggesting the factories will bring more businesses to communities."We can't be everywhere. I wish we could, but we are putting $600 billion to work in the next four years," he said. "And so it is an extraordinary commitment. And there's 79 factories across the U.S. that will benefit from this."Cook told Cramer Apple's factory buildout might encourage other corporations to build their own fac ...
ASX Market Open: Twenty-fifth S&P record in CY25 too hard to ignore | Sep 16
The Market Online· 2025-09-15 22:23
Join our daily newsletter At The Bell to receive exclusive market insightsWhile investors are continuing to prep for Thursday morning’s Federal Reserve rate decision, a new all-time high for the S&P 500 will see many traders now throw caution to the wind and get in on the latest green wave.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.Mega gains for Tesla and Google couldn’t be ignored, apparently, and ...
S&P Closes Above 6,600 for First Time | Closing Bell
Youtube· 2025-09-15 20:40
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel taking you through to that closing bell with a global simulcast. It starts now.Carol Massar and Tim Stenovec in the radio booth. Welcome to our audiences across the globe out here. I know she's just turned around like you're surprised at the same time every day.Carol Massar Yeah, but this day is different, right. It's this day is different. What did you say.Happy anniversary to Carol. Happy anniversa ...