Workflow
Apple
icon
Search documents
Trump picks Warsh, Apple earnings, the software bear market and more in Morning Squawk
CNBC· 2026-01-30 13:14
Group 1: Federal Reserve Nomination - President Trump has nominated former Fed Governor Kevin Warsh to be the next chairman of the U.S. Federal Reserve, expressing confidence in his potential effectiveness [2][3] - Warsh's nomination is not expected to significantly impact markets due to his established background and perceived political independence, although Senate confirmation may face challenges [3][4] Group 2: Government Funding and Shutdown - Trump endorsed a Senate deal to fund most of the government through the end of the fiscal year, which is expected to help avoid a partial government shutdown [5][6] - The revised funding deal includes several departments but excludes the Department of Homeland Security, which will be funded separately for two weeks [6][7] Group 3: Apple Financial Performance - Apple exceeded Wall Street expectations in its fiscal fourth quarter, with iPhone revenue increasing by 23% year-over-year, although it missed estimates in some other product categories and services [9][10] - Apple confirmed its acquisition of Israeli AI startup Q.ai, although the purchase price was not disclosed [10] Group 4: Amazon and OpenAI Investment Discussions - Amazon is reportedly in discussions to invest up to $50 billion in OpenAI, with ongoing talks between CEOs Sam Altman and Andy Jassy [11][12] - This potential investment is notable given Amazon's previous investments in Anthropic, a competitor of OpenAI [12]
Health Rounds: Apple watches help patients monitor a common heart disorder
Reuters· 2026-01-30 13:11
Core Insights - Apple watches are demonstrating effectiveness in screening for atrial fibrillation (AFib), a common heart rhythm disorder, as evidenced by two studies published in the Journal of the American College of Cardiology [1] Group 1 - The studies indicate that Apple watches can be a valuable tool in identifying AFib, potentially leading to earlier diagnosis and treatment [1] - The findings may enhance the role of wearable technology in healthcare, particularly in monitoring heart health [1]
Pay Attention: QQQE's Dividend Dropped By A Third While QQQ Paid 5 Times More
247Wallst· 2026-01-30 12:47
The Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE) doesn't generate income the way traditional dividend ETFs do. With just $1.2 billion in assets and a 0.35% expense ratio, this fund tracks the NASDAQ-100 using equal weighting rather than market cap weighting. That structural difference means each of the 100 holdings gets roughly 1% of the portfolio instead of letting mega-caps dominate. The result is a growth-focused ETF where dividends are secondary. QQQE's dividend payments dropped 31% fro ...
Microsoft Loses, Sandisk Wins, Apple Drifts. AI Is Upending Tech.
Barrons· 2026-01-30 12:27
Trump picks Warsh to lead the Fed, senators reach a deal to avert government shutdown, Apple's earnings beat expectations, and more news to start your day. ...
Apple To Focus On Premium iPhone Launches In 2026 Amid Memory Chips Constraint: Report - Micron Technology (NASDAQ:MU)
Benzinga· 2026-01-30 11:40
Apple Inc. (NASDAQ:AAPL) is reportedly focusing on the production and shipment of its top-tier iPhone models for 2026, delaying the release of its standard model due to supply chain constraints.Apple To Focus On Foldable iPhone LaunchThe tech giant is set to prioritize the launch of its first-ever foldable iPhone, along with two non-folding models featuring advanced cameras and larger displays, in the second half of 2026, according to a Nikkei Asia report on Friday. The standard iPhone 18 is now expected to ...
Wall Street Breakfast Podcast: Fed Chair Pick--Today?
Seeking Alpha· 2026-01-30 11:20
Group 1: Federal Reserve Chair Nomination - The Trump administration is preparing to nominate Kevin Warsh as the new chair of the Federal Reserve, succeeding Jerome Powell whose term ends in May [3][4] - Warsh is considered a relatively hawkish choice for the position, which may influence future monetary policy [4] Group 2: GrubHub's Competitive Strategy - GrubHub is removing service and delivery fees on restaurant orders over $50, aiming to attract customers from competitors like DoorDash and Uber Eats [5][6] - The new policy is set to launch more broadly on February 2, with the goal of reducing "checkout abandonment" for large orders [5] Group 3: Apple Financial Performance - Apple reported a 15.7% increase in revenue for Q1 fiscal 2026, totaling $143.76 billion, surpassing the estimate of $138.52 billion [7] - Earnings per share were $2.84, exceeding the consensus estimate of $2.67, driven by a 23% surge in iPhone revenue [7][8] - CEO Tim Cook highlighted unprecedented demand for iPhones, with all-time records across geographic segments, and a 14% increase in Services revenue [8]
Tech Weighs on Futures as Earnings Season Heats Up: January 30, 2026 Market Open
Stock Market News· 2026-01-30 11:07
As Friday, January 30, 2026, dawns, U.S. stock markets are bracing for a challenging open, with premarket trading indicating a downward trend, largely influenced by a tech-led sell-off and ongoing digestion of corporate earnings. Investors are also closely monitoring key economic data releases and the potential implications of a significant Federal Reserve appointment.Premarket Activity and Futures MovementsU.S. equity futures are pointing lower this morning, signaling a cautious start to the trading day. N ...
Apple(AAPL) - 2026 Q1 - Quarterly Report
2026-01-30 11:01
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the transition period from to . Commission File Number: 001-36743 Apple Inc. (Exact name of Registrant as specified in its charter) California 94-2404110 (I.R.S. Employer Identificat ...
Memory Shortage Haunts Apple's Blowout iPhone Sales
WSJ· 2026-01-30 10:30
Core Insights - The iPhone 17 lineup is generating a surprisingly strong sales cycle, indicating robust consumer demand and potential for revenue growth in the smartphone market [1] Group 1: Sales Performance - The iPhone 17 series has sparked a strong sales cycle, suggesting that consumer interest remains high despite market challenges [1] - The performance of the iPhone 17 could positively impact Apple's overall revenue and market share in the smartphone industry [1] Group 2: Cost and Technology Concerns - There are ongoing concerns regarding memory costs, which could affect profit margins for the iPhone 17 lineup [1] - The potential of artificial intelligence integration in the iPhone 17 remains uncertain, which could influence future product development and competitive positioning [1]
4 REITs Offering Monthly Dividends With Yields Up to 11.7%
Investing· 2026-01-30 10:21
Market Analysis by covering: SL Green Realty Corp, Realty Income Corp, Ellington Financial LLC, Apple Hospitality REIT Inc. Read 's Market Analysis on Investing.com ...