Welcome back. Apple may be in a strong position to dominate holiday shopping this season. Some new data shows the iPhone maker drove Singles Day smartphone sales over in China this year, accounting for 26% of smartphones sold over the month-long event.Will that momentum now carry over into the US. Let's bring in big technology founder and CNBC contributor Alex Canowitz, who joins us here at Post. Happy Black Friday, Alex. >> Happy Black Friday.>> So, this there's a lot of commentary that this is going to be ...

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.Apple's iPhone 17 China MomentumA recent report indicates Apple could return to its title as the top-selling smartphone maker in 2025, topping the global market share for the first time since 2011.One of the keys to bringing the title back to the tech giant is strength in ...

Group 1: Apple Outlook - Apple is expected to have its best sales season in four years, driven by a significant upgrade cycle as many consumers are upgrading from four-year-old phones [2][3] - The company anticipates double-digit growth in iPhone sales, which is notable given the previous four years of flat to declining sales [2][3] - Despite the positive outlook, there are concerns about next year's performance, as past upgrade cycles have often led to subsequent declines in sales [4] Group 2: AI Integration - Apple is integrating AI functionalities into its products, enhancing user experience through improved notifications, email summaries, and photo editing [11][12] - The integration of AI is not expected to drive new adoption but will enhance existing functionalities, which is favorable for investors as they do not need to speculate on Apple's position in the AI race [12][13] - Investors appreciate that Apple provides a stable investment option, as the company will continue to sell iPhones regardless of the competitive landscape in AI [12][13] Group 3: Nvidia Comparison - Nvidia is experiencing scrutiny due to various concerns, including capital expenditure and competition, yet it is projected to grow earnings significantly, between 50% to 60% [6][9] - In contrast, Apple is trading at a higher multiple despite only expected earnings growth of 10%, raising questions about valuation [9] - The demand for AI and data centers is expected to continue driving Nvidia's relevance in the market, despite its current challenges [7][8]

Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple, but visibility around this had remained low. My latest industry surveys, however, indicate that visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly.Apple previously signed an NDA with Intel and obtained the advanced-node 18AP PDK 0.9.1GA. The key simulation and research projects ( ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Friday, 28th November.Coming up on the show, an outage at the CME disrupts trading across the globe. Online sales are on the rise during this critical holiday season and Apple looks set to become the world's top phone maker. So grab your coffee and let's own the morning.The first thing you need to know is that an outage at the Chicago Merkantile Exchange has disrupted trading across the glo ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Friday, 28th November.Coming up on the show, an outage at the CME disrupts trading across the globe. Online sales are on the rise during this critical holiday season and Apple looks set to become the world's top phone maker. So grab your coffee and let's own the morning.The first thing you need to know is that an outage at the Chicago Merkantile Exchange has disrupted trading across the glo ...

The iPhone maker leads the way for the sector in terms of dollars spent on stock buybacks. But other tech companies have reduced their share counts significantly, as well. ...

Core Insights - The article emphasizes that significant wealth can be built in the stock market even with a small initial investment, provided the right stocks are chosen and held long enough to realize their potential [2]. Company Summaries Apple - Apple became the first company to reach a $1 trillion market cap in 2018 and has since grown to a $4 trillion valuation [3]. - The company's revenue surged from $7 billion to $416 billion, largely driven by the success of the iPhone, which accounts for half of its revenue [5]. - A $1,000 investment in Apple at its IPO price of $0.10 per share would be worth approximately $2.7 million today, with most gains occurring since 2019 [6]. Netflix - Netflix transitioned from a DVD rental service in 1997 to a leading streaming service, creating the industry it now dominates [7][8]. - It holds a significant market share in the U.S., with over 20% alongside Amazon Prime, and delivers more content than competitors like Disney+ and Hulu [9][10]. - A $1,000 investment made at its mid-2002 public offering would be worth nearly $1 million today, with a peak value of over $1.1 million earlier this year [12]. Walmart - Walmart's stock has turned a $1,000 investment at its IPO price of $0.0027 into over $39 million today, in addition to dividends [13]. - The company is projected to generate over $700 billion in revenue this year, with a 5.8% growth rate in the last quarter [15]. - Walmart has reduced its share count by more than 40% since the mid-1990s, contributing to its stock's double-digit price appreciation [16].

Core Insights - U.S. tech giant Apple has informed the European Commission that its core platform services, Apple Ads and Apple Maps, comply with the thresholds established by the Digital Markets Act [1]

Group 1 - Apple is challenging an antitrust law in India, facing a potential fine of up to $38 billion, which is about 10% of its global average revenue over the past three fiscal years [1] - Apple denies the allegations of market dominance abuse in its iPhone operating system's app market and opposes the inclusion of its global revenue in the fine calculation [1] - Analysts suggest that regulatory pressures globally could significantly impact Apple's profit outlook, especially as service revenue becomes a major growth driver for the company [1] Group 2 - In Europe, the Eurozone economic sentiment index rose from 96.8 in October to 97 in November, with notable improvement in service sector confidence [1] - The industrial sector's confidence has declined due to reduced orders and uncertain export growth [1] - European stock indices experienced slight increases, with the UK FTSE 100 up 0.02%, France's CAC40 up 0.04%, and Germany's DAX up 0.18% [1] Group 3 - Brent crude oil prices slightly increased, closing at $63.34 per barrel, with OPEC+ expected to maintain oil production policies in the upcoming meeting [1] - Analysts from the Commonwealth Bank of Australia suggest that a ceasefire in the Russia-Ukraine conflict could lead to a drop in Brent prices to $60 per barrel [1] - International gold prices saw a minor decline, with February futures down about 0.2% to $4,192.7 per ounce, as investors took profits after recent highs [1]