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White House says Apple to announce $100B US investment commitment for manufacturing
Fox Business· 2025-08-06 13:51
Tech giant Apple is poised to announce a new investment of $100 billion in U.S. facilities as early as today, the White House said on Wednesday. National Economic Council director Kevin Hassett said on FOX Business Network's "Mornings with Maria" that companies are "moving here in droves, which is why we've got trillions and trillions of dollars of commitments for people to build new factories here. In fact, you're likely to see one today from Apple."The White House said that the announcement will include a ...
美国白宫国家经济委员会主任哈塞特:可能会听到苹果公司新建工厂的消息
Di Yi Cai Jing· 2025-08-06 12:23
(文章来源:第一财经) 据报道,美国白宫国家经济委员会主任哈塞特表示,可能会听到苹果公司新建工厂的消息。另外,在被 问及美联储职位相关问题时,哈塞特表示乐于探讨这一挑战。 ...
With Apple Starting to See iPhone Sales Momentum, Is Now the Time to Buy the Stock?
The Motley Fool· 2025-08-06 09:30
Core Insights - Apple reported strong fiscal Q3 results, with significant growth in iPhone and Mac sales, despite overall stock struggles due to broader market conditions [1][8] - The company is facing tariff-related costs, which it plans to mitigate through increased U.S.-based production and a $500 billion investment in the U.S. [5][10] iPhone Sales Performance - iPhone sales grew by 13% year over year to $44.6 billion, surpassing analyst expectations of $40.2 billion, marking the largest quarterly growth since 2021 [2][3] - The strong performance is attributed to the popularity of the iPhone 16 and upgrades from existing users [3][10] Other Product Segments - Mac sales increased by 15% year over year to $8.1 billion, exceeding expectations of $7.3 billion, driven by the new M4 MacBook Air and growth in emerging markets [3] - iPad sales declined by 8% to $6.6 billion, and wearable sales dropped nearly 9% to $7.4 billion [4] Overall Financial Performance - Total product segment sales rose by 8% to $66.6 billion, while overall revenue climbed by 10% to $94 billion, with earnings per share (EPS) increasing by 12% to $1.57, surpassing analyst estimates [5][8] - The services segment, including the App Store and iCloud, saw a 13% revenue increase to $27.4 billion, outperforming the $26.8 billion consensus [7] Market Outlook - Apple anticipates mid- to high-single-digit revenue growth for the quarter ending in September, with services revenue expected to grow similarly [8] - The company reported a 4% revenue increase in China, with the iPhone installed base reaching an all-time high [6] Valuation Considerations - The stock trades at a forward price-to-earnings (P/E) ratio of around 26 based on fiscal 2026 estimates, which may be considered high given uncertainties around AI and regulatory risks [12][13]
Berkshire Hathaway: It's Time To Listen To Apple
Seeking Alpha· 2025-08-06 08:51
Group 1 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] Group 2 - The analyst has a beneficial long position in BRK.B shares through stock ownership, options, or other derivatives, indicating a personal investment in the recommended stocks [3]
The Best Trillion-Dollar Stock to Buy Right Now, According to Wall Street (Hint: Not Nvidia)
The Motley Fool· 2025-08-06 07:35
Amazon is one of the stocks best positioned to benefit from artificial intelligence and robotics. Only eight companies listed on U.S. stock exchanges currently have a market value above $1 trillion. They are listed as follows, in descending order. Beside each is the median target price set by Wall Street, and the implied upside compared with the share price as of Aug. 4. Most Wall Street analysts think Amazon is the best trillion-dollar stock to buy right now. Here's what investors should know. 1. Nvidia is ...
Down 19% This Year, Has Apple Stock Become a Bargain Buy?
The Motley Fool· 2025-08-06 00:00
Apple's stock is currently trading around 30 times earnings, which is in line with its five-year average. Apple (AAPL -0.27%) is one of the most valuable companies in the world, with a market cap of $3 trillion. With around 1.5 billion active iPhone users worldwide, it has a massive userbase, which is connected to its vast and growing ecosystem. Warren Buffett once referred to Apple as one of the best businesses he's ever known. Yet, despite all its success, accolades, and seemingly terrific growth prospect ...
Apple's Unthinkable 'Nokia/Blackberry Moment' Could Be Imminent
Seeking Alpha· 2025-08-05 21:54
Group 1 - The article discusses a bearish perspective on Apple Inc. (NASDAQ: AAPL) from May 2025, noting that the stock was trading around $208 per share at that time and has seen minimal decline since then [1] - The author identifies as a long-time stock market investor focused on strategic buying opportunities, particularly in dividend and value stocks, which has led to a high rating on Tipranks.com and a significant following on Seeking Alpha [1] - The author holds a long position in shares of Amazon (AMZN) and Alphabet (GOOGL), indicating a diversified investment strategy [1]
Apple: Ignore The Short-Term Noise
Seeking Alpha· 2025-08-05 16:16
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play ...
Data Center REITs: Own The Real Estate Behind AI
Seeking Alpha· 2025-08-05 16:15
The REIT Team of Chilton Capital Management, a Houston-based investment adviser, is headed by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has over 40 years of experience analyzing public REITs both on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Team in 2009. The REIT Team's strategy primarily pursues investments in publicly traded real estate investment trusts (REITs) and real estate related entities based primarily in North America. T ...
President Trump says he will hike India's tariffs over 'next 24 hours'
CNBC Television· 2025-08-05 15:04
Let's turn now to the latest on trade. President Trump commenting this morning on Squawkbox about negotiations with China and India. Megan Cassella has the highlights.Hi Megan. >> Hey you guys, good morning. So quite a newsy interview especially on the trade front this morning.The president really touting the deals that he struck with the European Union with other countries as well. But he also talked about one country whose tariff rates might change before that implementation date on Thursday and that's In ...