will all be in focus. Joining me now is Craig Moffett, co-founder and senior analyst at Moffett Nathansson. Um Craig, first of all, maybe we could take a step back and and get a sense of what you think the read through is from the three reporters, the three companies we saw report yesterday, uh Meta, Microsoft, and Alphabet.What's the read through from those reports for Apple. >> Well, I first of all, hi Leslie. I I don't I don't know that there's a direct read through from the operating results.I think one ...

Key Points Apple's market cap recently crossed the $4 trillion mark for the first time ever. Signs that the U.S. could reach a trade deal with China have helped the company reach a record valuation level. A U.S.-China trade deal would be good for Apple on multiple levels. 10 stocks we like better than Apple › On the heels of a recent rally, Apple (NASDAQ: AAPL) stock's market capitalization climbed above the $4 trillion level for the first time in the company's history this week. As of this writi ...

Apple (AAPL) heads into its earnings report Thursday after the close with renewed momentum after a sluggish start to the year. Year-to-date, Apple shares are up roughly 8%, ahead of only Amazon, but sentiment has shifted sharply over the past quarter. In the last three months, Apple has surged 30%, outpaced only by Alphabet (GOOGL) (+46%) and Tesla (TSLA) (+39%). These flows suggest investors are rotating back into Apple as they recognize the role it will play in the AI boom.After several quarters of consol ...

Core Insights - Apple stock has increased approximately 8% in 2025, underperforming compared to the S&P 500's nearly 17% gain and most of its peers in the Magnificent 7 [1][5] - The company is expected to report strong fiscal fourth-quarter earnings, with analysts predicting earnings of $1.77 per share on revenue of $101.61 billion, a significant increase from the previous year's earnings of 97 cents per share on $94.93 billion in revenue [6] Group 1 - Analysts at JPMorgan and Morgan Stanley have raised their expectations for Apple's results, driven by early sales momentum for the iPhone 17 lineup, which is likely to positively influence the outlook for the current quarter and the winter holiday season [2][4] - Anticipated features related to artificial intelligence and potential plans for a foldable phone in 2026 could further enhance investor enthusiasm for Apple's stock [3][4] - Options pricing indicates that traders expect Apple stock could fluctuate about 3% in either direction following the earnings call, potentially reaching a new record [3] Group 2 - Despite a challenging year for Apple due to concerns over its AI advancements compared to other Big Tech companies, strong earnings results and future plans could improve investor sentiment [4] - Recent trading has seen Apple shares rise about 1% to around $272, positioning the company to close at a new high and boosting its market capitalization above $4 trillion, second only to Nvidia among the world's most valuable companies [7]

Group 1 - Apple's earnings report has consistently beaten Wall Street estimates for sales and earnings-per-share for ten consecutive quarters [1] - Over the last 20 quarters, Apple has only missed sales projections twice and earnings-per-share projections once [1] - Despite the earnings beats, Apple shares have only gained on the following day seven times in the past twenty quarters [2]

Core Viewpoint - Apple is expected to report upbeat fourth quarter earnings with an adjusted EPS of $1.73 and revenue exceeding $11 billion, indicating a growth rate of approximately 7-8% [1][3][4] Earnings Expectations - Analysts anticipate strong topline growth, marking the best growth pace for Apple in about four years, with expectations of sustained growth into 2027 [3][4] - The services segment is projected to grow at a rate of 12-13%, benefiting from recent developments in the Google search monopoly case [5] Product Performance - The iPhone 17 is a key focus, with expectations of high single-digit growth in China for the September quarter, driven by the new device [6][10] - The overall performance of the iPhone 17 is crucial for this quarter's results [6] Market Positioning - Apple's business model is characterized by lower capital intensity (3-4%) compared to competitors like Meta, which is expected to have a capital intensity rate above 35% [11][12] - This positioning may insulate Apple from broader market concerns regarding capital expenditure [13] Investor Sentiment - There is a moderately bullish sentiment in the options market, with expectations of a 3.3% move in shares post-earnings [15] - A specific trading strategy involving a broken wing call butterfly is suggested to capitalize on this sentiment while managing risk [16][19] Future Outlook - Analysts remain optimistic about Apple's performance through 2026, suggesting that any pullback in stock price could present a buying opportunity [13][23]

bring in Maxim Group, senior consumer internet analyst Tom Forte. He has a hold uh on Apple and a buy on Amazon with a 272 price target. I'm just taking a look at Amazon there.It's 226 U. Tom. All right, let's start with Amazon.After what we saw from the cloud businesses of Alphabet and Microsoft, what are your expectations for the allimportant Amazon Web Services component of Amazon overall. >> Yeah. So David, what's interesting about Amazon is that earlier this week from a headcount standpoint, they annou ...

Amazon - Amazon Web Services (AWS) is facing challenges compared to Microsoft and Google due to its slower growth rate and less direct ties to open AI technologies [3][4] - The recent layoffs announced by Amazon are the largest in the company's history, which may impact its operational efficiency [2] - If AWS revenue growth meets or exceeds the previous quarter's growth, it could positively influence Amazon's stock price in the near term [5] Apple - The iPhone 17 is reportedly outperforming expectations, with management guiding for mid to high single-digit revenue growth for September [6] - Ongoing geopolitical discussions between the U.S. and China may benefit Apple, particularly regarding the sourcing of rare earth minerals critical for consumer electronics [7][8] - The easing of geopolitical risks has contributed to a rebound in Apple's shares, indicating positive market sentiment [9]

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Apple stock in the red ahead of Q4 earnings: what to expect? Written by Utkarsh RoshanUtkarsh R. Utkarsh Roshan Sub-Editor The recent underperformance, however, suggests room for further upside if results meet expectations. iPhone 17 drives renewed optimism Utkarsh Roshan Sub-Editor Utkarsh serves as a Sub-Editor at Invezz, where he oversees editorial content spanning diverse sectors, including equities and cryptocurrencies read mo ...

Hollywood is abuzz with a tentative planned Warner Bros. Discovery split, and the potential for another major studio to buy WBD. In all of the talk around WBD’s future and Paramount Skydance putting together multiple bids, it’s become obvious that Apple should buy WBD.Detail of an Apple TV device, taken on November 4, 2015. (Photo by Gavin Roberts/MacFormat Magazine/Future via Getty Images)Future via Getty ImagesApple has the most valuable cash machine in business: a Services division north of $100 billion ...