Super Micro Computer (NASDAQ: SMCI ), one of the most followed names in the AI server market, reported its Q1 FY26 ER yesterday that showed the company raising their FY26 revenue outlook to now expect $36B.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTec ...

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Core Viewpoint - Apple shares have shown mixed performance recently, with a notable increase following positive earnings results, indicating strong demand for the iPhone 17 despite previous concerns about its launch [1][2]. Financial Performance - Apple reported record revenues and iPhone sales in its fourth-quarter fiscal 2025 results, surpassing Zacks Consensus Estimates [3]. - Services revenue reached a record of $28.8 billion [3]. - The Americas' sales were $49.03 billion, up 6.1% year over year, accounting for 47.8% of total revenues [8]. Product Demand - The iPhone 17 series sold 14% more units than the iPhone 16 in the first 10 days post-launch in the U.S. and China, with the base iPhone 17 and iPhone 17 Pro Max experiencing the highest demand [5]. - CEO Tim Cook anticipates the December quarter's revenues to be the best ever for both the company and the iPhone, suggesting strong sales momentum [4]. Competitive Landscape - Apple faces stiff competition in China, with local players like Xiaomi launching flagship models to challenge its market position [9]. - Despite holding 62% of the global premium smartphone market in the first half of 2025, Apple has lost market share in China to competitors like Huawei and Xiaomi [10]. Valuation Concerns - Apple's stock is considered moderately costly, trading at a forward P/E of 33.84X, which is higher than several competitors, including Meta and Microsoft [12]. AI Initiatives - Apple is perceived as lagging in AI advancements compared to peers, but CEO Cook sees AI as a new opportunity for the App Store, with expectations for improved AI features in the future [6][7].

Core Viewpoint - Berkshire Hathaway's portfolio is strategically positioned to capitalize on the artificial intelligence (AI) boom, with significant investments in key companies that are well-placed to benefit from AI advancements [1][2]. Group 1: Berkshire Hathaway's Portfolio Overview - Berkshire Hathaway's stock portfolio includes nearly four dozen companies with a combined market value exceeding $300 billion [1]. - Approximately 28% of Berkshire Hathaway's portfolio is concentrated in three AI-related stocks [2]. Group 2: Key Investments in AI Stocks - **Apple Inc.** - Position value is $76.0 billion, representing 24.3% of the portfolio [3]. - Apple has a vast ecosystem with over 2.3 billion active devices, making it well-suited for distributing AI products and services [3]. - Despite a slow start in AI, with initial features underperforming, Apple is revamping its Siri assistant and exploring third-party AI integrations [4]. - **Mitsubishi Corp** - Position value is $9.4 billion, accounting for 3% of the portfolio [7]. - Mitsubishi Corp is involved in developing AI technologies through its subsidiary, MC Digital, which offers technology products and consulting services [7][8]. - Berkshire Hathaway has increased its stake in Mitsubishi Corp to about 10.2%, indicating strong confidence in its future prospects [9]. - **Amazon.com Inc.** - Position value is $2.5 billion, making up 0.8% of the portfolio [10]. - Amazon's AI growth is driven by its cloud platform, AWS, which saw a 20% revenue growth in Q3 2025 [11]. - The company is also leveraging robotics, with potential to replace up to 600,000 human workers, enhancing profit margins in its e-commerce segment [11][13].

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potent ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potent ...

Core Viewpoint - Apple is planning to release more affordable Mac laptops, potentially priced around $599, to compete with budget-friendly Chromebooks and Windows laptops, with a launch as early as 2026 [1][2][10]. Product Development - The new laptop, codenamed J700, is in early production and aims to be priced "well under $1,000" [2]. - The design may feature a smaller LCD display, potentially around 12 inches, compared to the 13.6-inch MacBook Air [3]. - Cost reduction strategies may include using a lower-end A-series iPhone chip, which could provide MacBook-level performance [4][5]. Target Market - The affordable MacBook is aimed at casual users, students, and businesses, particularly those needing devices for web browsing, light media editing, and document creation [6]. - The education market is a significant focus, as Chromebooks have dominated this segment since the pandemic [9]. Market Positioning - A $599 price point would align the new MacBook with affordable Chromebooks and entry-level laptops, marking a significant shift from Apple's traditional pricing strategy [10]. - Currently, the most affordable MacBook, the M4 MacBook Air, starts at $999, highlighting the potential market gap [11]. - The move to introduce a lower-cost MacBook is seen as timely, given economic pressures on consumers [12].

I do want to welcome in our next guest, talk more broadly about the markets. Joining us this morning is Eddie Gabbor. Uh he is the owner of Key Advisors Wealth Management.Eddie, thank you for being with us as always. You know, a sea of red to kick off this Tuesday morning. You know, takeaways on the action we've seen so far this week.>> So, I think we're going to see a very similar month as we saw in October. In October, we had the VIX spike over 20. Uh we had some names that had a lot of froth in them lose ...

We are on this day, shining light on Palantir, for example, the sort of poster child where the fundamentals live up to what have been deemed nosebleed valuations on nosebleed success stories. But how do you square that with then the potential for a pullback in the equity market more broadly. Well, I think there is just a lot of us through the ASM around anything that's related to A.I. , and I'm old enough to remember the late 1990s and how much enthusiasm there was around any companies that were related to ...

Company Overview - Apple Inc. is a leading technology company known for its innovative products such as the iPhone, iPad, and Mac computers, competing with tech giants like Samsung, Google, and Microsoft [1] Stock Performance - Apple's stock is currently trading near its 52-week high, raising concerns about potential overvaluation, with a current price of approximately $268.95, reflecting a minor decrease of about 0.04% or $0.10 [2] - During the trading day, Apple's stock fluctuated between a low of $267.62 and a high of $269.59, with a yearly high of $277.32 and a low of $169.21, indicating common market volatility [3] Market Capitalization and Trading Activity - Apple's market capitalization is approximately $3.97 trillion, showcasing its significant presence in the technology sector [4] - Today's trading volume for Apple is around 14.13 million shares on the NASDAQ exchange, indicating active investor interest which can impact stock price movement [4]