From Barron's' "Dow Futures Drop After IBM Earnings. S&P 500, Nasdaq Trading Flat." posted early Thursday.
Doug Clinton: 'If Apple can get Siri right...'
2 months ago
2 months ago"Apple has done a great job at managing expectations. They've basically said to investors "don't expect us to say anything about AI until next year."
"Apple is the only client that has so far kept its production forecast for its latest series... Our other smartphone clients all face some decline [in unit terms] for 2025." — Unidentified Apple supplier
Read More An Apple 'slashes' production story from Nikkei Asia with a silver lining
"We see the stock as expensive and pricing in lofty expectations though we are lacking a bear case." — Analyst Brandon Nispel
Read More KeyBanc raises Apple estimates, remains 'sector weight'
Premarket: Apple is red
2 months ago
2 months agoFrom Barron's' "Stock Futures Fall, Gold Rebounds After Sharp Selloff" posted early Wednesday.
Wells Fargo hikes its Apple target $50 to $290
2 months ago
2 months ago“Given Apple’s strong ecosystem and its famous intuitive design language, we think it is well positioned to seamlessly integrate more powerful and personalized AI features across its devices." — Analyst Aaron Rakers
"Into F2026, we expect continued strength in iPhone demand, supported by both U.S. carrier competition and continued form factor changes with the expected launch of the iPhone 18 foldable." — Analyst Michael Ng
"We believe that the Street is still underestimating the iPhone 17 cycle that we are seeing front and center with our estimates of 315 million of 1.5 billion iPhones globally not upgrading their iPhones in the last 4 years."
Read More Daniel Ives is sticking with his $310 Apple target
Loop’s Ananda Baruah estimates Apple could ship 238 million iPhones this year, just short of 2021’s 240 million record, and followed by shipping 250 million units in 2026 and 260 million in 2027.
Read More Loop Capital raises its Apple target $89 (39%) to $315
Premarket: Apple is red2 months ago
2 months agoFrom the Wall Street Journal's "Dow Futures Slip Ahead of Blue-Chip Earnings Blitz" posted early Tuesday.
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