Global stocks were poised for their third straight week of gains and seventh consecutive monthly advance on Friday as earnings from megacaps Amazon and Apple eased concerns about lofty valuations, while the dollar climbed after comments from some Federal Reserve officials. ...

Core Insights - Apple CEO Tim Cook indicated the company remains open to acquisitions and partnerships to enhance its AI capabilities, with a focus on integrating AI into its products and services [1][2] - The next-generation AI-powered Siri is on track for a 2026 launch, with significant progress reported [1][3] - Apple is pursuing a three-pronged approach to AI development, involving in-house foundation models, partnerships with third-party LLM providers, and potential acquisitions [2][3] Company Developments - Apple is actively monitoring the market for M&A opportunities that could advance its AI roadmap, with Cook emphasizing the company's openness to pursuing such opportunities [2] - The company is preparing to announce additional AI partnerships, similar to its collaboration with OpenAI to integrate ChatGPT into Siri and Apple Intelligence [2][3] - Apple is utilizing its Private Cloud Compute technology for various Siri queries and is expanding its infrastructure to support AI processing [3] Infrastructure and Market Impact - A new manufacturing plant in Houston has begun producing servers for Apple Intelligence, with plans for ramping up production for data centers [4] - Cook noted that AI influences consumer decision-making when selecting smartphones, expressing optimism about its growing importance in the market [4]

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, Amazon shares jumping today after a blowout quarter. The stock is set to add $300 billion to its market cap after reporting the fastest cloud unit growth in nearly 3 years. On the analyst Call, CEO Andy Jasse touted the prospects for AWS and spoke about the impact of AI on the company's businesses.The power capacity of the AWS data center fleet has doubled since 2022. ...

KeyBanc Capital Markets分析师Brandon Nispel则认为，苹果的财报"稳健"，而指引"值得关注"，预计 iPhone和整体收入将实现两位数增长。不过，考虑到近期股价涨幅，他预计苹果股价短期可能"休整"。 Nispel给予苹果"中性"评级。 Needham分析师Laura Martin虽然给予苹果"持有"评级，她也称强劲指引"凸显了苹果的护城河"。不过， 她对iPhone 17的需求是否可持续表示疑虑。"我们继续保持观望态度，因为苹果当前的估值相对昂贵， 基本面增长面临挑战，竞争压力上升。"Martin在报告中写道，"我们认为，苹果股价可能需要等待下一 轮iPhone换机周期才能再度走强。" 除上述机构外，包括Melius在内的多家投行也在财报后上调了苹果目标价，而Jefferies则直接上调了评 级。 智通财经APP获悉，苹果公司(AAPL.US)周五成为市场焦点，该公司公布的截至12月财年的第一财季业 绩指引远超华尔街预期。苹果预计在截至12月底的季度中实现强劲增长，尤其在中国市场重现增长势 头。然而，尽管指引亮眼，苹果股价在周五早盘交易中由涨转跌，抹去盘前涨幅。其供应商如Sk ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Core Insights - Apple's Q4 FY2025 revenue reached $102.466 billion, a record for the period, up 8% from $94.930 billion year-over-year [1] - Net profit surged 86% to $27.466 billion, with diluted earnings per share increasing 91% to $1.85 [1] - Following the earnings report, Apple's stock rose 2.35%, adding over $90 billion to its market capitalization [1] Revenue Breakdown - iPhone revenue grew 6.1% year-over-year to $49 billion, contributing nearly half of total revenue, although it fell short of analyst expectations of $50.1 billion [1][2] - Services revenue, including iCloud and Apple Music, increased 15% to $28 billion, exceeding analyst expectations of $28.2 billion [4] - Mac revenue rose 13% to $8.73 billion, surpassing the average analyst forecast of $8.6 billion [5] - iPad revenue remained stable at $6.95 billion, showing no significant change from the previous year [5] - Wearables, home, and accessories revenue slightly declined by less than 1% to $9.01 billion [6] Regional Performance - Revenue from Greater China fell 3.6% to $14.493 billion, marking the only regional decline, while other regions saw growth [6] - CEO Tim Cook attributed the decline in China to supply chain constraints and expressed optimism about the upcoming sales of the iPhone 17 series [6] - Recent data indicated that Apple's smartphone shipments in China ranked third, with 10.1 million units sold, reflecting a 2-position improvement year-over-year [7]

THE STORM, THE CANCELED FLIGHT, NOT GETTING REBOOKED. DANI: IT FEELS LIKE SHUTDOWN OR NOT YOU ARE SITTING ON THE TARMAC. LISA: APPLE SHARES GETTING A BOOST FOLLOWING A REVENUE BEAT AND AN UPBEAT FORECAST.GENE MONTHS -- EUGENE MUNSTER WRITING THIS. I EXPECT APPLE TO BE THE BEST-PERFORMING MAG 7 TO THE END OF THE YEAR. APPLE, BEST-PERFORMING.WHY. EUGENE: IT IS PRETTY STRAIGHTFORWARD. THERE IS TWO BIG LEVERS.IPHONE DEMAND FOR THE NEXT THREE QUARTERS IS LIKELY GOING TO OUTPACE THE STREET. THE STREET IS LOOKING ...

Skip to content S&P 500 6,861.00 -0.13% Dow Jones 47,575.80 -0.10% Nasdaq 100 25,996.20 -0.15% Russell 2000 2,480.16 +0.69% FTSE 100 9,726.00 -0.42% Nikkei 225 52,483.70 +1.70% Stock Market Live October 31: S&P 500 (SPY) Soaring on Amazon and Apple Earnings Home >Investing >Wall Street Loves Apple, Amazon and Nvidia Investing Wall Street Loves Apple, Amazon and Nvidia ByIan Cooper Oct 31, 2025 10:20 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensa ...

What is it that was so good, given the fact that this really is a hardware story, not necessarily a technology story, which is what's going on with the rest of the tech world. Sure. I mean, look, if you look services that continues to be Rock of Gibraltar for them and that, you know, mid-teen growth.I think that some from a multiple perspective that investors are really focused on. But the reality is we've talked about so many times in the show over the years, like other cycles have been disappointing from ...

Core Insights - The company's earnings provided reassurance to investors regarding the demand for iPhones and the revenue generated from its services business [1] Group 1 - The earnings report indicated strong demand for iPhones, which is a positive signal for the company's market position [1] - Revenue from the services business also showed robust performance, contributing to overall investor confidence [1]