Market Overview - Major indexes opened sharply lower, primarily driven by Microsoft’s earnings miss, resulting in an 11% drop, marking its worst day since March 2020 due to slower cloud growth and soft margin guidance [1][2] - Concerns arose that AI could disrupt Microsoft’s core business model, negatively impacting other software companies such as ServiceNow (down 12%), Oracle (down 5%), and Salesforce (down 8%) [2] - By the close, the S&P 500 and Nasdaq finished lower but recovered from session lows, with more stocks advancing than declining, indicating a healthier market breadth [3] Commodity Performance - Copper experienced significant volatility but ultimately gained over 5%, while gold saw a modest gain after fluctuations [4] - Silver fluctuated between a high of $122 and a low of $107 before nearly recovering to flat, whereas Bitcoin dipped to the $84K level and remained there [4] Bond and Currency Markets - Bond yields decreased, while the dollar experienced volatility but ended unchanged [5] - The relationship between crypto and risk assets like Bitcoin is influenced by liquidity conditions, with a tightening environment leading to pullbacks [5] Trend Tracking Indexes (TTIs) - The session began poorly with major indexes plunging, particularly the Nasdaq, but a bullish wave later helped the market recover, with the Dow finishing slightly positive [8] - Both domestic and international TTIs showed resilience, with the domestic TTI at +7.17% above its moving average and the international TTI at +11.45% above its moving average, indicating a positive trend [9][10]

Apple Inc (NASDAQ:AAPL) reported financial results for the first quarter of fiscal 2026 after the market close on Thursday. Here’s a look at the key details from the report. Apple stock is trading near recent highs. What’s ahead for AAPL stock?Apple Smashes Analyst Estimates In Q1Apple reported fiscal first-quarter revenue of $143.76 billion, beating analyst estimates of $138.42 billion. The iPhone maker reported earnings of $2.84 per share for the first quarter, beating analyst estimates of $2.66 per share ...

Apple Inc (NASDAQ: AAPL) may have been a laggard in artificial intelligence (AI) roll outs, but its Q1 earnings confirm it continues to lead in consumer technology and loyalty. On Thursday, the multin... ...

on Close. I'm Marley Kayden here in Chicago alongside Sam Bodies in New York. We are about to get Apple's earnings. I want to bring George Tillis in to join us before we get these earnings here.We've been talking about them all day. They should be coming upon us here in just seconds. But some interesting observations while we wait for them to come across the wire here.Apple has beaten on estimates in each of the last 12 quarters, but five quarters in a row they've traded lower post earnings despite beating. ...

本文源自：金融界AI电报 苹果公司第一季度每股派息0.26美元。 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Apple achieved a record for iPhone sales in Q4 2025, with an installed base of 2.5 billion devices [1][2] - Total revenue for the fiscal first quarter reached $143.8 billion, benefiting from the holiday season [1] - Products revenue, primarily driven by the iPhone, amounted to $113.7 billion, while services revenue grew by 14% year-over-year to exceed $30 billion [2] Revenue Breakdown - Total revenue for the period ended December 31 was $143.8 billion [1] - Products revenue, led by the iPhone, accounted for approximately half of the total revenue at $113.7 billion [2] - Services revenue, which includes offerings like the App Store and cloud services, increased to over $30 billion, reflecting a 14% growth compared to the previous year [2] Customer Satisfaction - CEO Tim Cook highlighted the new installed base milestone as evidence of exceptional customer satisfaction [2]

Core Insights - New phone designs and strong holiday spending have positively impacted iPhone sales and revenue growth [1] Group 1 - The introduction of new phone designs has contributed to increased iPhone sales during the quarter [1] - Robust holiday spending has further boosted revenue for the company [1]

Core Viewpoint - Apple is expected to report strong fiscal first-quarter earnings, driven by anticipated iPhone sales during the holiday season, despite a recent decline in stock price [1][2]. Revenue Expectations - The company forecasts overall revenue growth between 10% and 12% for the quarter, indicating expected revenue between $136.73 billion and $139.22 billion, coinciding with the first full quarter of iPhone 17 sales [2]. Analyst Sentiment - Analysts are optimistic about Apple's earnings, with expectations of a potential earnings beat, although the stock has decreased nearly 11% since its peak on December 2 [2]. Operating Costs and Component Prices - Analysts will inquire about operating costs and the impact of rising component prices, particularly for memory and storage, which have surged due to an AI-driven shortage [3][4]. - Morgan Stanley's analyst Erik Woodring suggests that the market has not fully accounted for the margin impact of rising memory costs in FY26 estimates [4]. AI Strategy - CEO Tim Cook is expected to discuss the company's AI strategy, including the integration of Google's Gemini for Apple Intelligence software and a new, more personal Siri launch [6]. - However, challenges remain in AI commercialization, particularly with rising memory prices potentially complicating financial justifications for AI applications [7]. Financial Metrics - The expected earnings per share (EPS) is $2.67, with projected revenue of $138.48 billion [8].

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