Core Insights - Vanguard is a leading producer of exchange-traded funds (ETFs), offering over 80 options, including popular ones like the Vanguard S&P 500 and Vanguard Growth ETF, as well as lesser-known ETFs that can enhance investment portfolios [1]. Group 1: Vanguard Dividend Appreciation ETF - The Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) focuses on companies that have consistently increased their annual dividend payouts for at least 10 consecutive years, avoiding the top 25% highest-yielding companies to prevent yield traps [3]. - VIG has a dividend yield of 1.6%, which is lower than many other dividend ETFs, but it emphasizes long-term growth potential rather than immediate yield [4]. - Notable holdings in VIG include companies like Broadcom, Microsoft, Apple, Visa, and Walmart, which have shown consistent dividend increases over the years [4]. Group 2: Vanguard Total International Stock ETF - The Vanguard Total International Stock ETF (NASDAQ: VXUS) provides exposure to both developed and emerging markets, making it a strategic choice for diversifying portfolios and hedging against U.S. economic downturns [7]. - Developed markets include countries with established industries and mature financial systems, while emerging markets are characterized by rapid growth and industrialization but may lack some infrastructure [8].

Group 1: Market Reactions to Political Statements - The market has shown volatility in response to Trump's tariff statements, often pulling back before he softens his stance, indicating a negotiation tactic [2][3][5] - This pattern suggests that investors should focus on company fundamentals and data to identify potential buying opportunities during market fluctuations [5] Group 2: Upcoming Earnings Reports - A significant week is anticipated for big tech, with 32% of the S&P 500 set to report earnings, including major players like Apple, Amazon, Microsoft, and Meta [6][7] - Key areas of focus will include AI adoption and capital spending levels, which could reinvigorate interest in the AI trade [8] Group 3: Company-Specific Insights - Apple is expected to trade sideways in the near term, with a potential catalyst being the introduction of AI-enabled Siri, which could drive an upgrade cycle [10][11] - Microsoft will be closely watched for updates on Azure adoption and AI integration, while Amazon and Meta's capital spending comments will also be critical [13][14] - Meta needs to deliver positive surprises in advertising revenue and margin expansion to alleviate concerns about capital spending [15][16] Group 4: Semiconductor Industry Dynamics - Companies like Broadcom and Marvell are positioned to benefit from the ramp in AI and data center needs, as well as networking demands [18][21] - There is a concern about potential fatigue in the AI narrative, but as AI adoption increases, the demand for chips is expected to rise [19][20] Group 5: Economic Indicators and Federal Reserve Outlook - The upcoming Fed meeting is expected to maintain the current interest rates, with no rate cuts anticipated, despite ongoing economic data analysis [22][24] - The Cleveland Fed projects core PCE numbers to remain significantly above the 2% target, indicating a cautious approach from the Fed [23][24]

Core Viewpoint - Apple Inc. (NASDAQ:AAPL) is viewed positively by analysts, with varying price targets reflecting strong demand for the iPhone 17 series and growth potential in the coming years [2][3]. Group 1: Analyst Ratings and Price Targets - UBS maintains a 'Neutral' rating on Apple with a price target of $280, citing strong early demand for the iPhone 17 series and a modest pull-forward in unit sales due to rising memory costs [2]. - Goldman Sachs reiterates a 'Buy' rating with a price target of $320, attributing the recent 4% pullback in stock price to short-term concerns rather than long-term fundamentals [3]. Group 2: Sales Projections and Growth Drivers - UBS has increased its iPhone unit sales forecast by approximately 12%-13% to 84.5-85.0 million units, indicating a positive outlook for the December quarter [2]. - Goldman Sachs projects a 9% growth in iPhone revenue for fiscal years 2026 and 2027, with a notable 26% expected surge in shipments to China [3]. - The anticipated launch of the iPhone Fold and software-driven upgrade cycles are identified as key growth catalysts for Apple in the long term [3].

Group 1 - Global markets are facing a pivotal week influenced by geopolitical tensions related to US President Donald Trump's ambitions regarding Greenland and renewed tariff threats towards European allies [1]

Earnings Reports - Nucor, described as the "best steel company in the world," will report earnings on Monday, with expectations that rate cuts may spur economic growth despite a lackluster mid-quarter update in December [1] - Boeing and General Motors will release results on Tuesday, with Boeing shares having rallied significantly, leading to cautious expectations for further gains [2][3] - A busy earnings day on Wednesday will feature reports from Corning, Danaher, Starbucks, GE Vernova, Meta Platforms, and Microsoft, all of which are holdings in Cramer's Charitable Trust [4] Company Insights - Danaher is expected to have its first strong quarter in years due to a resurgence in biotech orders [6] - Starbucks is considered "wildly overbought," requiring exceptionally strong earnings to maintain upward momentum, but is still viewed positively for the long term [6] - Microsoft shares are under pressure due to AI-driven disruption risks, which are seen as a false concern [7] - GE Vernova's results are anticipated to be underwhelming due to high expectations, while Corning is favored for long-term growth due to AI-related benefits [5] Market Context - Honeywell will report on Thursday, with potential for a disappointing stock reaction as investors await the company's breakup later this year [8] - Apple is set to post results after eight weeks of decline, attributed to concerns over rising memory costs affecting margins, but the recommendation remains to "own it, don't trade it" [9] - The Federal Reserve's interest rate decision is expected to remain unchanged, with potential market-moving news regarding Fed Chair Jerome Powell's replacement [10]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to the closing bell with a global simulcast. Carol Massar and Tim Stenovec, join us right now.Welcome to our audiences across all of our bloomberg platforms. The cameras right in front of you, Carol, as you welcome our audiences across all of our Bloomberg platforms, television, radio, our partnership with YouTube. It's Friday.Carol, a down day for the market, a flat day for the ...

and the NASDAQ 100, which Mega Cap has more to prove and which matters most to the markets. Joining us now, Dan Niles, founder and portfolio manager of Niles Investment Management. Dan, great to have you with us.>> My pleasure. >> You are most excited about Apple, but it seems like they have to deliver a lot in order for you to be vindicated here. Um, bigger form factor.So, an AI enabled iPhone. That's >> Yeah. And with Apple, it's more of a call for this year, not this quarter.I mean, obviously into this q ...

Roundhill CEO Dave Mazza may follow the Magnificent Seven stocks more than the average investor thanks to the Roundhill Magnificent Seven ETF (BATS:MAGS) , which launched in 2023. When it comes to looking at the Magnificent Seven stocks in 2026, Mazza shares with Benzinga his top picks based on setups. • Alphabet stock is showing upward bias. What’s ahead for GOOGL stock?Top Magnificent Seven Stocks For 2026Mazza recently told Benzinga that he wasn't concerned about the underperformance of the Magnificent S ...

王爷说财经讯：苹果栽了！印度下最后通牒，380亿天价罚单要来了？ 你敢信吗？仅仅因为一个支付系统的抽成问题，印度就要让全球市值最高的科技巨头——苹果公司赔掉 底裤！ 注意了！就在2026年1月23日，印度反垄断机构给苹果下了"最后通牒"：要么乖乖交罚款，要么法庭 见，但这罚款金额——380亿美元！折合人民币2700亿，这数字大到什么概念？相当于印度一整年的国 防预算，够造三艘航母了！ 这到底是怎么回事？苹果不是去印度"送福报"的吗？怎么反而成了待宰的羔羊？这380亿的天价罚单背 后，究竟是法律的正义，还是一场精心策划的"杀猪盘"？ 01、图穷匕见：印度的"全球营收"杀招 这事儿得从2022年说起！ 当时Tinder的母公司Match Group带头举报，说苹果搞垄断，强行收30%的"苹果税"。这案子拖了好几 年，本来也就是个商业纠纷。 但坏就坏在印度2024年改了规矩！ 以前罚钱，是按你在印度赚多少钱来罚，这叫"冤有头债有主"。 但印度新修订的《竞争法》直接把"印度"俩字抹了，改成"全球总营业额"。 为什么印度敢这么横？ 因为它掐准了苹果的命门——苹果现在根本离不开印度，但又没完全离得开中国。 啥意思？ 就是 ...

So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...