It’s a busy morning for data today, with Q4 earnings season continuing to heat up and Thursday Weekly Jobless Claims leading a train of economic data. Pre-market futures are currently in the green: the Dow +50 points, the S&P 500 +20, the Nasdaq +57 and the small-cap Russell 2000 +7 points at this hour.Jobless Claims Down, but Inching UpInitial Jobless Claims from last week are up from consensus expectations — 209K versus 205K estimated — but down slightly from the upwardly revised 210K the previous week. T ...

Apple CEO Tim Cook gestures as he departs after a business leaders reception with the US President on the sidelines of the World Economic Forum (WEF) annual meeting in Davos on January 21, 2026.Apple is set to report fiscal first-quarter earnings on Thursday after the bell.Here's what Wall Street is expecting, according to LSEG consensus estimates:EPS: $2.67Revenue: $138.48 billionApple's fiscal first quarter ends in December, and the company previously signaled that it anticipated a lot of people would buy ...

Core Viewpoint - Ross Gerber, an investor in Apple Inc., has called for CEO Tim Cook to resign, criticizing the company for missing opportunities in the AI sector and relying on partnerships with Google for AI features [1]. Financial Performance - Apple has reported earnings that beat estimates for eight consecutive quarters, with an annual revenue of $416 billion and operating margins of 31.7% [1]. - The company achieved a year-over-year revenue growth of 7.9% and a profit margin of 26.9% [1]. - Analysts expect Apple to report $2.67 EPS and $138.5 billion in revenue for Q1 FY2026 [1]. Stock Performance - Apple’s stock has declined by 5.7% year-to-date, contrasting with Microsoft’s 8.5% gain over the same period [1]. - Prediction markets indicate only a 36% probability of Apple’s stock closing above $260 by the end of the month [1]. Market Position and Strategy - The partnership with Google for Gemini AI features highlights Apple's late entry into the AI market [1]. - Despite strong profitability, there is a concern regarding Apple's modest revenue growth, raising questions about whether the company is optimizing its existing business or innovating for the future [1]. - Analyst consensus remains largely positive, with 64% rating Apple as a buy or strong buy, while 42% rate it as hold or sell [1].

Core Viewpoint - The focus is on Apple's upcoming earnings report, with high expectations set by the company itself regarding iPhone sales and overall financial performance [3][4]. Earnings Expectations - Apple is expected to report a record EPS of $2.65, up from $1.85 last quarter and $2.40 last year [3]. - Revenue expectations are set at $137.81 billion, reflecting an 11% year-over-year increase [4]. Market Reactions - The market has shown mixed reactions to recent earnings from other major tech companies, with Apple being the last of the "Mag 7" to report [1][2]. - Investors are particularly focused on iPhone sales performance, especially in China, where Apple faces competitive pressures [5]. Strategic Focus - Apple's services segment is anticipated to be a key stabilizer and margin driver, leveraging its large installed base [7]. - The company is expected to announce a formal partnership with Alphabet to integrate AI initiatives into its ecosystem [7][8]. Competitive Landscape - Analysts are concerned about memory chip shortages potentially impacting margins, which is a critical factor to monitor [8]. - The overall market is experiencing volatility, with shifts in investor sentiment affecting tech stocks [11][12].

在被问及最喜欢哪种年货时，多数老人们的答案是"AI手机"。 据观察者网现场了解，今年刘强东送给光明村村民的手机分别是OPPO A6l与WIKO X70两款，村民可自由选择，两款手机均搭载智能交互系统，操作简单易 上手，能识别方言，具有安全防护功能，交互便捷，还内置了健康咨询、农产品信息查询、远程协助等实用功能，既方便了老乡们的日常生活，也为乡村生 活注入了科技便捷性能，非常适合"银发青年"。 "去年领的年货还没用完，今年接着又领了。"1月29日，刘强东给宿迁市光明村老乡送年货，再次羡煞全网，村民直呼"用不完，根本用不完"。 村中集市上，红彤彤的灯笼挂满街巷，此起彼伏的吆喝声、孩子们的欢笑声交织在一起。 与往年不同的是，今年的年货除了常规的大小家电、食品酒水之外，京东还特意为乡亲们带来了一批兼具科技感与实用性的"新潮年货"——AI手机与多款AI 陪伴玩具，让这个传统乡村集市洋溢着别样的"科技年味"，被网友戏称为"赛博村集"。 不少村民告诉观察者网，一个三轮车根本拉不完，需要跑两趟才行。 随着送年货事件的火爆，光明村也迎来了"泼天流量"。张勇说："现在我们村越来越出名，每年至少有几千人从全国各地来这边打卡。"借着 ...

南都讯 1月28日，广东省十四届人大五次会议地市专场记者会以及深圳代表团开放团组活动上，深圳市 委副书记、市长覃伟中两次为深圳高科技"土特产"代言，不仅细数新能源汽车、消费级无人机、AI眼 镜、折叠手机等爆款产品的全球热度，更发出"到华强北扫货、淘深圳硬科技"的诚挚邀约，同步向海内 外朋友递出"来深过大年"的新春请柬。 一日两度高频推介，这份格外重视背后藏着怎样的深意？一方面是对"圳品"满满科技含金量、硬核含科 量的认可，同时更是对深圳科创成果以及中国智造实力的展示。 记者在深圳德加州电子厂展位看到，不少海外采购商咨询企业AI智能产品。企业负责人介绍，其本次 参展的AI智能产品涵盖AI眼镜、AI鼠标等核心品类，将传统消费电子与AI技术深度融合，具备翻译、 智能打字、自动制作PPT、画图、格式转换等多元功能。因贴合大众消费需求，且设计更时尚、价格更 优惠，展位前挤满中外客商咨询、购买。该负责人表示，其中有两位来自墨西哥、西班牙客商多次回 购，当作送给自己和家人的礼物。 专场活动旁的商铺同样客货两旺。在赛格广场二楼的AI眼镜专柜，其推出的产品外形时尚，且具有实 时翻译、视频拍照等功能，价格在200多元，深受国外客 ...

Apple stock (NASDAQ:AAPL) boasts a solid history of rapid growth, featuring above 30% increases in under two months during multiple years, including 2010, 2019, and 2024. Notably, there were two instances where the gains surpassed 50% in around two months, specifically in 2012 and 2020. If historical trends continue, forthcoming catalysts may elevate Apple shares to new significant peaks, benefiting investors who identify these momentum opportunities.CUPERTINO, CALIFORNIA - SEPTEMBER 09: New Apple iPhone 17 ...

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strate ...

Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, Rick, let's get into this chart.What trends do you notice for Apple. >> Yes, Apple a bit of a lagard uh uh versus its tech sector peers. You can see tech outperforming the S&P in green here, but Apple up uh relatively modest 7.1% versus the S&P 15%.When we look at Apple versus its peers in the MAG 7, once again an underperformer here. You can see the broader group up about 13% during ...

Core Insights - Redmi launched two new models, Turbo 5 and Turbo 5 Max, during a product release event on January 29, emphasizing a significant investment of 1 billion yuan to subsidize memory costs, particularly for the 512GB versions [2] - The company aims to initiate a "512GB popularization storm" by reducing prices by 200 yuan for large memory versions and an additional 300 yuan during the initial sales period [2] Pricing Strategy - From January 29 to March 3, during the initial sales period, Turbo 5 Max models will see a price reduction of 300 yuan: - 12GB + 256GB priced at 2199 yuan - 16GB + 256GB priced at 2499 yuan - 12GB + 512GB priced at 2499 yuan - 16GB + 512GB priced at 2799 yuan [4] - Turbo 5 models will also have a 300 yuan price drop during the initial sales: - 12GB + 256GB priced at 1999 yuan - 16GB + 256GB priced at 2299 yuan - 12GB + 512GB priced at 2299 yuan - 16GB + 512GB priced at 2599 yuan [4][5] Product Positioning - The Turbo 5 Max is positioned as a new product above the Pro line, featuring the world's first Dimensity 9500s flagship processor and a 9000mAh battery, promising over 2.3 days of battery life [5] - The Turbo 5 is aimed at the mid-range market, equipped with the Dimensity 8500-Ultra chip and a 7560mAh battery [5] Market Trends - Xiaomi's president, Lu Weibing, indicated that AI technology is expected to experience explosive growth from the end of 2022 to 2025, with a forecasted increase in memory costs impacting mobile manufacturing significantly [7] - The company has secured supply agreements for 2026 to mitigate supply chain disruptions and may adjust product pricing and upgrade structures to alleviate cost pressures [7]