[music] Good Friday morning and welcome to opening bid. I'm Yahoo Finance executive editor Brian Sazi. We are moments away from our [music] big interview with Starbucks chairman and coal Brian Nickel which comes right after the company's closely watched New York City [music] investor day. Brian just left Yahoo Finances HQ. Here's a sneak peek on what he told us [music] about their turnaround. We really focus on getting the operational excellence back into the stores. And really what that's all about is our ...

Welcome to Morning Brief. I'm Julie Hyman. It is a busy day on Wall Street.Let's get to the three things you need to know today. President Trump nominating Kevin Worsh as his pick to replace Fed Chair Jerome Pal. Worsh is a former Federal Reserve official himself who supports the president's criticism of the central bank.He still has though to go through the Senate confirmation process before taking over in May. Let's get a check on futures which are pointing to declines at the open, but they are off earlie ...

Core Insights - Apple Inc. (AAPL) shares remained stable after reporting strong fiscal Q1 results on January 29, 2025, with notable performance in iPhone sales [1] Group 1: Financial Performance - The fiscal Q1 results showcased strong iPhone sales, contributing positively to the company's overall performance [1] Group 2: Market Reaction - Following the announcement of the fiscal Q1 results, the stock price of Apple Inc. showed little change, indicating a stable market reaction despite the strong sales figures [1]

While the iPhone 17 is seeing explosive demand, analysts are flagging supply-chain bottlenecks and a divisive Google AI partnership that one critic likens to Apple "selling its soul.†...

The Magnificent Seven sailed into 2026 in a rather muted spot. While there has been a notable divergence in performance among the members, I do think that the group remains worth sticking with for the long haul, especially the names that have been viciously marked down. ...

Group 1 - Apple Inc's shares are down 1.4% to $254.71 despite reporting a fiscal first quarter with record iPhone sales contributing to top- and bottom-line growth [1] - CEO Tim Cook highlighted pressures in the memory chip market due to the expansion of AI data centers, which may lead to increased costs for consumer electronics [1] - Analysts have responded positively, with five firms raising their price targets, including Melius Research increasing its target to $350 from $345, and 24 out of 42 firms maintaining a "buy" or better rating [2] Group 2 - Apple is on track to end an eight-week losing streak, showing its best weekly performance since October, despite shares cooling from a record high of $288.62 [3] - The stock is currently facing resistance at the 20-day moving average but has a 24.4% lead over the past nine months [3] - Options activity indicates bullish sentiment, with 198,000 calls and 116,000 puts traded, significantly higher than typical volume, and the most active contract being the weekly 1/30 260-strike call [4]

Core Insights - Apple reported fiscal first-quarter results that exceeded Wall Street expectations, driven by a sharp rebound in iPhone demand, with earnings of $2.84 per share surpassing the Zacks Consensus Estimate of $2.65 per share and the previous year's $2.40 per share [1] - Revenues increased by 16% year over year to $143.76 billion, beating the Zacks Consensus estimate by 4.32%, and gross margin reached 48.2%, exceeding consensus estimates of 47.5% [1] Segment Performance - iPhone revenue surged 23% year over year to $85.27 billion, reflecting strong demand for the iPhone 17 lineup [3] - iPad revenue rose 6% to $8.60 billion, surpassing forecasts due to strong demand from first-time buyers [3] - Mac revenue fell 7% annually to $8.39 billion, missing estimates despite the launch of updated MacBook Pro models [4] - Wearables, Home and Accessories segment revenue declined 2% year over year to $11.49 billion, below Wall Street estimates [4] - Services revenue grew 14% to $30.01 billion, roughly in line with expectations, driven by growth in subscriptions and advertising [4] Outlook - For the current quarter, Apple expects revenue growth of 13% to 16% year over year, implying sales between $107.8 billion and $110.66 billion, well above the Zacks Consensus Estimate of $102.89 billion [5] - Management cautioned that iPhone supply will remain constrained [5] Geographic Performance - Apple achieved standout results in Greater China, where revenue surged 38% to $25.53 billion, marking the best iPhone quarter in history for the region [6] - In India, Apple posted an all-time revenue record with strong double-digit growth, highlighting the country's significance as the second-largest smartphone market [6] Investment and AI Strategy - Apple announced a partnership with Google to integrate the Gemini AI model into Apple Intelligence, although its AI spending is lower than peers like Microsoft and Meta [7] - R&D spending rose sharply to $10.89 billion from $8.27 billion, reflecting increased investment in future technologies [9] Supply Chain and Cost Pressures - Apple acknowledged ongoing supply constraints, particularly in advanced chip manufacturing, and expects rising memory prices to have a greater impact in the current period [10] - Management is evaluating options to manage higher component costs amid an AI-driven global memory shortage [10] Market Position and Future Prospects - The long-term viability of Apple's premium pricing for the iPhone is under question if AI capabilities are adopted faster by competitors [11] - Growth potential in the Indian market remains significant, with rumors of a debut for Apple's first folding phone in 2026 [12]

time we have the American Heart Association ringing the bell here at the New York Stock Exchange and my friend Diane King Hall and I are in red. I don't know if she did it on purpose. I saw it in the elevator and quickly wore a red sweater.Um, and good morning to you, Dian. >> Good morning. I love that we are representing today on a day that the American Heart Association ringing the opening bell today Nicole.So that's great stuff. Speaking of good news, Deckers, how about that one. That one is off to the r ...

本文源自：金融界AI电报 Wedbush以Dan Ives为首的分析师在一份报告中写道，苹果公司与谷歌Gemini模型合作带来的人工智能 溢价尚未反映在该公司股价中，并补充称，该溢价可能高达每股75至100美元。管理层将Gemini整合到 Siri的时间表比这些分析师预期的要长。不过，他们写道："宣布与Gemini合作是苹果公司的必要之举， 此举旨在让苹果公司能在其硬件生态系统内提供自己的个人助理，同时有望为其全球25亿的用户基数带 来新的订阅式收入流。" ...

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