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Wall Street Breakfast Podcast: All Eyes On Amazon And Apple
Seeking Alpha· 2025-07-31 11:06
Group 1: Apple Inc. (AAPL) - Apple is expected to report strong headline numbers, with a focus on a mini rebound in iPhone sales in China and robust performance in its Services segment [5][6] - Analysts emphasize the importance of Apple's AI growth strategy, noting that investor patience is wearing thin [6] - The upcoming launch of the iPhone 17 in September is anticipated to be a significant event for the company [5] Group 2: Amazon.com Inc. (AMZN) - Amazon is projected to report earnings with a consensus EPS estimate of $1.31 and revenue estimate of $162.09 billion, reflecting a 9.5% year-over-year increase [3] - Key themes for Amazon's earnings include AI innovation in AWS and efficiency gains in logistics, with a focus on margin trends due to increased capital spending [3] - Options trading indicates a potential 5.5% price swing for Amazon following the earnings report, with a possible announcement regarding an increase in Amazon Prime pricing [4] Group 3: Market Context - Major suppliers to Amazon, such as Aterian, NovaBay Pharma, and Air Transport, show a strong correlation in post-earnings trading [4] - The broader market is experiencing positive movement, with Dow, S&P, and Nasdaq futures in the green [9] - Economic indicators such as the June PCE report and Employment Cost Index are scheduled for release, which may impact market sentiment [10]
Hyperscale Data Subsidiary askROI Surpasses 700,000 App Downloads on Apple App Store and Google Play
Prnewswire· 2025-07-31 10:00
LAS VEGAS, July 31, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company ("Hyperscale Data," or the "Company"), today announced that the app of its wholly owned indirect subsidiary askROI, Inc. ("askROI"), has surpassed 700,000 cumulative app downloads between the Apple App Store and Google Play. The Company also announced that it expects to launch a fully native mobile version of askROI in the coming weeks. This enhanced release will introduce a new suite of finan ...
Best Antivirus for Mac (2025): Avast Named Top Malware Protection for Apple Users by Software Experts
Prnewswire· 2025-07-31 09:50
Core Insights - Avast Premium Security and Avast Ultimate have been recognized as the top malware protection products for Mac users by Software Experts in 2025, highlighting the increasing cybersecurity threats targeting Apple devices [1][8] Product Performance - Software Experts' analysis evaluated Avast's performance in four key areas: malware protection, usability, real-world effectiveness, and feature set, with Avast excelling in all categories [3][13] - Avast Premium Security offers essential protections against various threats, including viruses, spyware, ransomware, and phishing, with features like real-time malware detection and email scam filtering [4][9] New Features - Avast has introduced Scam Guardian Pro, an AI-powered feature in Avast Premium Security, which includes tools for real-time web content scanning, suspicious message guidance, and risky email flagging [5][8] Multi-Device Solutions - Avast Ultimate provides a comprehensive multi-device solution, including a VPN, device performance optimizer, and anti-tracking tools, compatible across Mac, Windows, Android, and iOS [6][10] Industry Recognition - Avast received the Best macOS Security Award from AV-Test in 2024 and was recognized as a Top-Rated Product by AV-Comparatives in 2023, indicating strong performance and user-friendly interface [7][8] Cybersecurity Landscape - The evolving nature of online threats necessitates supplemental software for Mac users, as traditional native protections may not suffice against phishing, browser hijacking, and targeted ad tracking [12][11] - The rise of hybrid work models and increased personal device usage emphasizes the need for reliable cybersecurity tools across all platforms, including macOS [11][12]
Wall Street analyst expects Apple to hike the price of some new iPhone models by $50
Business Insider· 2025-07-30 16:43
Group 1 - Jefferies analysts predict a $50 price increase for the iPhone 17, representing a 4% to 5% increase from 2024, primarily to offset tariff impacts [1][2] - The retail price of the iPhone 16 Pro Max starts at $1,199, and Jefferies estimates that 40% of the iPhone 17 will be manufactured in China for US consumers [2] - Apple is expected to report a strong June quarter despite the anticipated price hike, driven by increased consumer demand due to fears of future price increases [2] Group 2 - UBS analysts estimate that the spike in demand for iPhones due to tariffs in April and May has cooled in June, leading to expectations of softened demand for the iPhone 17 in September [3]
Apple is in need of a win as it reports earnings this week
Business Insider· 2025-07-30 16:32
Apple investors need some good news on Thursday after a turbulent 2025 so far. The company had some promising recent signs, but a drop in US demand, a rise in tariff costs, and lackluster Apple Intelligence continue to cast shadows ahead of its earnings report for the third quarter of fiscal year 2025. Year-to-date, Apple stock is down 16%, badly lagging the top-performing Magnificent Seven stocks. One bright spot: The tech giant's Hollywood dreams showed promise. "F1: The Movie" is a global box office hit, ...
Six Years Late, Apple's Foldable iPhone Could Still Flip Everything
Benzinga· 2025-07-30 16:26
Group 1 - Apple's entry into the foldable smartphone market is anticipated to generate $65 billion in revenue and high-single-digit EPS gains by 2029, despite launching in 2026, six years after Samsung's first foldable phone [1][2] - Currently, foldable smartphones represent approximately 1.5% of global smartphone sales, but Apple's introduction could significantly change market dynamics, especially with its premium pricing strategy [2][5] - Samsung currently holds a 56% market share in the foldable segment, but Apple's loyal customer base and successful history with late market entries could challenge this dominance [3][4] Group 2 - JPMorgan forecasts Apple will sell between 10 to 15 million foldable iPhones in 2027, increasing to 45 million units by 2029, with a significant portion of early adopters potentially being Android switchers [4][5] - The presence of Apple in the foldable market could lead to mainstream adoption, driving down price premiums as volume increases, which may benefit companies like Amphenol Corp and Corning Inc through increased hardware content [5]
Investors Grow Impatient With Apple's AI Efforts
PYMNTS.com· 2025-07-30 14:47
Wall Street is reportedly growing impatient with the pace of Apple's artificial intelligence efforts. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. Analysts had hoped that the release of Apple Intelligence last ...
商务部部长王文涛会见了包括波音、苹果公司在内的近十家美国企业
人民财讯7月30日电,7月30日,商务部部长王文涛在北京会见了包括波音、苹果公司在内的近十家美国 企业,双方就中美经贸关系、美资企业在华发展等议题交换意见。会见前,美企代表排队同中方握手寒 暄;会见结束后,美中贸易全国委员会会长谭森专门向中方表达感谢。 (原标题:美企高管排队来华谈合作) 责任编辑:刘万里 SF014 ...
7月30日电,据玉渊谭天报道,商务部部长王文涛30日在北京会见了包括波音、苹果公司在内的近十家美国企业,双方就中美经贸关系、美资企业在华发展等议题交换意见。
news flash· 2025-07-30 14:22
智通财经7月30日电,据玉渊谭天报道,商务部部长王文涛30日在北京会见了包括波音、苹果公司在内 的近十家美国企业,双方就中美经贸关系、美资企业在华发展等议题交换意见。 ...
AAPL INVESTORS: Apple Inc. (NASDAQ:AAPL) Investors may have been Affected by Fraud – Contact BFA Law by August 19 about Potentially Recovering Losses
GlobeNewswire News Room· 2025-07-30 12:40
NEW YORK, July 30, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Apple Inc. (NASDAQ: AAPL) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Apple, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/apple-inc-class-action-lawsuit. Investors have until August 19, 2025, to ask the Court to be appoint ...