Apple (AAPL) recently decided to buy startup Sonera, which has reportedly developed a neural-data technology tool. The move could boost Apple stock within the next few years and bodes well for the company's long-term outlook. In the medium term, however, AAPL stock is unlikely to surpass the returns of the Nasdaq-100 by a significant margin, as the company continues to face multiple, negative catalysts. Weaker-than-expected revenue-growth guidance for the current quarter also suggests that these factors are beginning to weigh on Apple's performance. Let's take a closer look.
Earlier this year, Apple agreed to buy California-based startup called Sonera, which the European Commission disclosed on Sept. 8. The startup reportedly utilizes "breakthrough sensing technology" which allows it to ***** yze human brains without making direct contact with individuals' bodies.
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#Apple

Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Iran-related news will be focus over the weekend. The Federal Reserve meeting will take center stage this coming week, with markets largely pricing in an interest rate hike on Sept. 16.
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.

#NASDAQ #sector #weekend

Apple (NASDAQ:AAPL) recently unveiled its new iPhone Duo, a foldable phone priced at a whopping $1,999 — and that's the starting price. The phone is priced at a premium for a company already known for premium-priced products.
If sales for the Duo take off, it could prove to be a massive growth catalyst for the business. But here's why I wouldn't hold my breath, and why I think there could be challenges ahead for the tech company.
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Image source: Getty Images.
The Duo may look enticing to consumers who love Apple products or foldable phones, but I don't think it'll capture a huge subset of the market, at least not right away. There have been many issues with foldable phones in the past, including screen creases after prolonged use, and repair costs can be high.

#signal #foldable

Broadcom's AI revenue surged 221% year over year with a forward P/E of 19, making it cheaper than Nvidia despite a similar growth trajectory.
TSMC revenue rose 53% year over year at a forward P/E of 20, and Dell booked a record $61B in AI orders last quarter.
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On a recent Earn Your Leisure episode, hosts Troy Millings and Rashaad Bilal split openly on where the next dollar of AI value accrues. Millings argued for names outside the Magnificent 7 and made Broadcom's custom accelerator business the centerpiece of the case. Bilal countered that "you have to go with the people who are on the leaderboard," naming Taiwan Semiconductor (NYSE:TSM), Nvidia (NASDAQ:NVDA), Micron (NASDAQ:MU), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and the Nasdaq 100.
I find Millings the more persuasive of the two. Broadcom (NASDAQ:AVGO) posted AI semiconductor revenue of $16.7 billion in the third quarter of fiscal 2026, up 221% year over year, and guided the fourth quarter to $21.7 billion, up 236%. On the earnings call, Hock Tan sketched a trajectory to roughly $115 billion in fiscal 2027 and $230 billion in fiscal 2028.

#NVIDIA #billion #enter

Apple trades at 37x earnings after a 45% one-year run; Microsoft sits at 27x and is up just 3% year to date, offering a cheaper AI entry point.
Apple's quarterly beat included tariff refunds worth 2 points of gross margin, making the underlying business performance thinner than headline numbers suggest.
Azure crossed $100B in annual revenue growing 43%, and Microsoft's $678B commercial backlog, which is up 84%, signals compounding enterprise AI earnings power into 2028.
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Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) both closed the summer with blowout quarters.

#Apple #NASDAQ #stocks

Dow Jones futures fell early Monday, along with S&P 500 futures and especially Nasdaq futures. Crude oil prices jumped while AI stocks are under pressure after artificial intelligence leaders called for slowing AI model development. Treasury yields and the upcoming Federal Reserve meeting also are key this week.
The stock market fell last week, but rebounded Friday, with Apple (AAPL), Moderna (MRNA) and NetApp (NTAP) flashing buy signals. The S&P 500 index declined 0.8% and the Nasdaq fell 0.7%, both above their 50-day moving averages. The Dow Jones Industrial Average lost 1.6% in last week's stock market trading. The small-cap Russell 2000 shed 2.4%. Both are below their 50-day lines.
A number of stocks flashed buy signals or are setting up, but the choppy index action and rapid sector rotation has been a difficult environment.
U.S. crude oil futures spiked 9.4% to $100.05 a barrel last week, even with Friday's 2.4% decline. Oil prices shot up 20% in the last two weeks amid the widening U.S.-Iran conflict, threatening further oil supply routes.
The 10-year Treasury yield surged 19 basis points to 4.97%, the highest since nearly hitting 5% in October 2023. Markets are betting on a Fed rate hike, even as President Donald Trump reiterated his call for rate cuts.

#last #NASDAQ

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Excluding Tariff Refunds, Apple's Margin Slips As iPhone And Mac Set June-Quarter Records
Demand is not the worry. iPhone revenue rose 22% from a year earlier in the June quarter and Mac revenue rose 29%, both June-quarter records. Management says the brake on sales is supply of the advanced nodes its chips are made on.
Reported gross margin was 50.1% in the June quarter, but tariff refunds supplied about two points of it. Without them, the margin fell 120 basis points from 49.3% in the March quarter, and the September-quarter guide takes off another 160 basis points at its midpoint. On $466.8 billion of revenue over the past year, each point of gross margin is worth about $4.7 billion of gross profit.
And Management Says Memory Prices Explain All Of That Slide

#gross #tariff #year

During the episode aired on September 8, Mad Money host Jim Cramer turned his focus to Apple Inc. (NASDAQ:AAPL), breaking down why the tech giant remains his ultimate "fantasy football" quarterback for steady, reliable portfolio performance. He stated:
We know how to draft on Mad Money so, break out your pen and paper and let's get started. Now, we got to start with our quarterback in fantasy… You're typically only playing one quarterback per week. And what you want here is consistent production. That's why for the past several years, I've picked Apple as my fantasy stock football QB. As always, own it, don't trade it. Not only does Apple make the most beloved products in the world, they're playing a very different game from their mega cap peers. Everybody else is spending hundreds of billions of dollars on AI. Apple's spending next to nothing, just partnering with AI companies. They desperately want access to Apple's massive user base.
To me, that makes Apple a lot less risky than the other members of the Magnificent Seven. To put that in NFL terms, Apple reminds me of Josh Allen, the quarterback for the Buffalo Bills. Allen's a known quantity. He was the league MVP two years ago. Then last year, he had 25 passing touchdowns, 14 rushing touchdowns, which, well, it gives you more points in fantasy football. But the main parallel is that both Apple and Allen are now under new management. For the first time in 15 years, Apple has a new CEO, John Ternus, who officially took over from Tim Cook last week. Similarly, at the end of last season, the Buffalo Bills let go of former head coach Sean McDermott, nine seasons, promoting former offensive coordinator Joe Brady to the position.
Cramer's comparison highlights Apple Inc.'s (NASDAQ:AAPL) distinct structural advantage within the Magnificent Seven. While rival mega-cap tech peers sink hundreds of billions of dollars into capital-intensive data center builds and proprietary AI infrastructure, the company has adopted a resource-efficient model. By integrating third-party AI capabilities while guarding its massive, high-intent global user base, the company limits its exposure to heavy upfront capital expenditure and margin compression.
Apple Inc.'s (NASDAQ:AAPL) high user retention continues to drive significant cash flow generation. Its hardware and premium services loop creates deep consumer loyalty, allowing the company to maintain pricing power and high profitability without taking on the aggressive infrastructure risk carried by other major technology players.

#Apple #aapl #last

Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition. A September 2 report from MacRumors highlighted a key milestone: Apple notified developers that universal Mac App Store apps requiring macOS 13 or later can now drop support for Intel-based Macs. Removing Intel binary slices simplifies app development and reduces download sizes. While symbolic, the move underscores Apple's completed transition to Apple Silicon and highlights Intel's diminishing footprint within Apple's high-margin ecosystem.
Financially, Apple is faring significantly better than Intel.
For Q3 2026 (ended June 27, 2026), Apple reported record quarterly revenue of $109.4 billion, up 16% year-over-year, driven by double-digit growth across iPhone, Mac, and Services. The company's gross margin reached 50.1%, supported by a 2 percentage point favorable impact from tariff refunds. Diluted earnings per share (EPS) surged 29% year-over-year to $2.02, which included a $0.11 favorable boost from tariff refunds. Operating cash flow and active installed base both set new June quarter records.
Intel's Q2 2026 financial results (ended June 27, 2026) delivered $16.1 billion in quarterly revenue, up 25% year-over-year, marking its fastest top-line growth in over 15 years. Intel reported a GAAP net loss of $11.0 billion (GAAP EPS of -$2.16), largely driven by non-cash charges and mark-to-market adjustments. However, on a non-GAAP basis, net income reached $2.2 billion ($0.42 diluted EPS), nearly doubling consensus expectations. Non-GAAP gross margin expanded to 41.8% (40.4% GAAP) on strong product mix and factory yields.
Apple's bull case centers on expanding Services margins, strong ecosystem lock-in, and the potential for Apple Intelligence to drive further demand and engagement across iOS and macOS devices, supporting high-margin growth. On the other hand, Apple faces risks from elevated valuation multiples, sluggish growth in Greater China, where Q3 revenue reached $14.7 billion, and ongoing global antitrust scrutiny over App Store fees.

#revenue

Last Updated: Sept. 9, 2026 at 7:57pm ET
Updated 2026년. 9월 9일 오후 4:37 New York 시간
By
WSJ Staff
🔍 Apple (AAPL): The tech giant unveiled its first foldable iPhone. It's the first big product launch event for new CEO John Ternus. Shares inched 0.3% lower.

#york #ternus

Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.

#iphone #foldable #launch #aapl

Qualcomm (QCOM) stock rose 3.2% on Sept. 8 after the chipmaker announced a partnership with Amazon (AMZN) focused on customized AI data center silicon. The agreement could generate up to $60 billion in revenue opportunities over the next decade, giving Qualcomm a new growth avenue as revenue related to Apple (AAPL) declines.
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
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#qualcomm #partnership #customized

Wall Street rarely changes its mind about a stock on the day a new phone gets announced. The number an ****** yst publishes is a bet on earnings two or three years out, and a keynote does not move that math on its own.
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.

#America #analyst #launch

Apple's (AAPL) rivals in China are not waiting for it to make the first move. Just days before Apple's anticipated debut of its first foldable iPhone at its Sept. 9 event, Huawei and Xiaomi (XIACF) rolled out premium foldable devices of their own.
The timing gives both companies a chance to grab attention before Apple's launch. Huawei is launching the Mate XT 2, a trifold device that packs a phone and a tablet-sized screen into one body, while Xiaomi is close behind with the Xiaomi 18 Fold, a passport-style handset that looks a lot like what Apple is expected to show. So, both companies are trying to enter the high-end foldable market before Apple arrives.
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#xiaomi #huawei #aapl

Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.

#foldable #street

Apple's (AAPL) stock historically likes the annual iPhone reveal day, at least in the months after the tech giant unveils its latest pricey whiz-bang product.
Shares of the tech giant have often exhibited a modest sell-the-news reaction immediately following launch events before recovering in the subsequent 30-60 days, according to new ***** ysis from Bank of America ***** yst Wamsi Mohan on Tuesday.
Apple's stock has gained in the 60 days following an iPhone reveal day 17 times, dating back to the 2007 smartphone launch, Mohan's research found.
The biggest gain was 20%, recorded 60 days after the iPhone 11 reveal in 2019.
Apple stock wavered on Wednesday ahead of its event.

#reveal #days #shares

SWKS surged 9% and QRVO gained 6% as CEO Phil Brace confirmed China's SAMR review hit its final phase, targeting a year-end close.
SOXX dropped 2% on the same session, isolating the rally as merger-arb repricing, with AAPL the largest customer for both companies post-merger.
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Shares of Skyworks Solutions (NASDAQ:SWKS) are up 10% to $84.24 in Thursday midday trade, while Qorvo (NASDAQ:QRVO) stock is climbing 6% to $111.49. The paired rally arrives on a session when the broader chip complex is red, which frames the move as merger-arb repricing driven by transaction odds.
The iShares Semiconductor ETF (NASDAQ:SOXX) is down 2%. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is off 0.9%, so the divergence between the two RF names and the wider market isn't subtle.

#soxx #enter

Tech stocks kicked off the holiday shortened weak lower on Tuesday, as the Nasdaq fell 0.14%. On Wednesday, Apple (AAPL) will enter a new era as CEO John Ternus hosts his first iPhone event at the company's headquarters in Cupertino, Calif.
Ternus took over from former CEO Tim Cook on Sept. 1 and he'll have some rather large shoes to fill after Cook helped turn Apple into a $4.6 trillion behemoth.
The company is widely expected to debut its first foldable iPhone during the presentation, as well as its iPhone 18 Pro and Pro Max models and the Apple Watch Series 12 and Ultra 4.
Elsewhere, Wall Street is waiting with bated breath for Anthropic (ANTH.PVT) to publicly drop its S1 investing prospectus. The filing with the Securities and Exchange Commission will provide potential investors with their first look at the AI startup's financials and outlook, as well as more information about its data center spending.
Rumors have swirled that the paperwork could come as early as this week, though more recent rumblings point to October.

#Apple #Tech

Apple Inc. (NASDAQ:AAPL) raised the price of Apple TV in the U.S. to $14.99 a month from $12.99 and increased the individual Apple One bundle to $21.95 a month from $19.95, CNBC reported.
Apple TV launched in 2019 at $4.99 a month and has since added significant content, including the film "F1" and a fourth season of "Ted Lasso." The move follows a $1-a-month increase to Apple Music in July, which Apple attributed to licensing costs. Apple reported $30.7 billion in services revenue for its fiscal third quarter, up 12% year over year. The segment's gross margin fell more than a percentage point sequentially, which the company blamed on product mix and foreign exchange headwinds.
The higher price shows a genuinely larger content library, not just a margin grab. Apple TV launched with limited programming at $4.99 a month. It now includes award-winning originals like "Severance" and blockbuster films like "F1" and gives Apple a stronger case that the price increase tracks real value added rather than outpacing what subscribers get.
Apple Inc. (NASDAQ:AAPL) is raising prices in step with the rest of the industry, not standing out as an outlier. Netflix, Hulu, Disney+, and Peacock have all raised their own prices recently, reducing the competitive and reputational risk that price-sensitive subscribers abandon Apple TV specifically for a cheaper alternative.
Services remains a genuine growth engine with real momentum behind it. Revenue in the segment grew 12% to $30.7 billion in the fiscal third quarter, and price increases across Apple TV, Apple Music, and Apple One bundles all flow directly into that high-margin, recurring revenue line, reinforcing one of Apple's most valuable businesses beyond hardware sales.

#Margin #aapl #Services

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.

#samsung #category

CNBC reported that Apple Inc. (NASDAQ:AAPL) announced new Mac Mini and Mac Studio models with updated chips built for AI workloads.
The Mac Mini now offers Apple's new M6 chip, its first built on a 2-nanometer process, or an M5 Pro, and starts at $899, up from $799 for the prior model. Apple says the M6 delivers 4 times faster AI performance and 2 times faster graphics than the M4 model it replaces, while the M5 Pro can process large language model prompts up to 8.5 times faster than the M2 Pro version. The Mac Studio now starts at $2,499 with the M5 Max chip or $5,499 with the new M5 Ultra, up from $5,299 for the prior Ultra model, and multiple M5 Ultra units can be linked together to pool memory for running large AI models. "With these frameworks and new chips, developers can run and fine-tune large AI models locally on their Mac," Apple said. Preorders opened Tuesday, with units shipping September 22.
The performance gains here are substantial, not incremental. The M6 chip delivers 4 times faster AI performance and is Apple Inc. (NASDAQ:AAPL)'s first chip built on a 2-nanometer process. The M5 Pro configuration processes large language model prompts 8.5 times faster than the model it replaces, Apple's own specifications show, giving Apple genuine technical claims to back its AI-focused marketing.
Apple is showing pricing power even as component costs rise industry-wide. Despite memory and silicon shortages pushing costs higher across the industry, Apple raised prices on both product lines rather than absorbing the cost pressure itself. It is a sign the company believes demand can bear higher price points.
These desktops are becoming more strategically important to Apple than their revenue alone suggests. It shows how Mac desktops have become a foothold in the AI development world for Apple. It is a showcase for its custom silicon that can influence which platform developers build AI tools on and an ecosystem benefit that extends beyond the sale of any individual machine.

#faster #chip #ultra

Despite weeks of largely sideways trade, the stock market sent some positive signals heading into the Labor Day shortened trading week. A strong session Thursday and confirmation of technical support by the Nasdaq and S&P 500 indexes led IBD to notch its Stock Market Exposure guide back to 60% to 80%, up from 40% to 60%.
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.

#Stock #bond

Like every year, Apple (AAPL) has officially scheduled its next product launch event for Sept. 9, naming it "Surprise and Shine." While the company hasn't officially disclosed exactly what it will unveil, the tagline is enough to create curiosity. According to reports, besides the new iPhone 18 Pro and iPhone 18 Pro Max, Apple's first foldable iPhone is rumored to be the main attraction.
Apple has struggled to keep pace with rivals in the artificial intelligence (AI) race. While the surprise may not be any hidden product, investors await to see any major upgrades to Apple's products under the leadership of new CEO John Ternus. Apple stock has had a strong run this year, climbing almost 21% year-to-date (YTD), outperforming the broader market. Let's find out whether it is a good time to buy AAPL stock before the event.
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#Stock #iphone #like

Apple (AAPL) stock has seen a reversal of fortunes of sorts. It underperformed the Nasdaq 100 Index ($IUXX) in the first half of the year but has since raced ahead and is now outperforming the tech-heavy index. Apple's price action over the previous couple of years was dampened by lingering concerns that it was lagging in the artificial intelligence (AI) race as investors chased names seen as AI winners.
However, the situation has flipped over the last couple of months. Investors are now getting increasingly wary of tech companies' ever-rising capex to build AI infrastructure. For context, among its Magnificent 7 peers, Alphabet (GOOG) (GOOGL), Amazon (AMZN), and Tesla (TSLA) raised their respective 2026 capex budgets, while Meta Platforms (META) raised the lower end of the guidance by $5 billion. However, it maintained the upper end at $145 billion.
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#meta

Shares of Apple Inc. (NASDAQ:AAPL) have performed well so far this year. As of September 2, the stock has gained nearly 20% year-to-date, compared with an 11.78% rise in the broader S&P 500 Index. However, **** ysts remain divided on the company's outlook.
App Store Weakness Raises Concerns
On September 2, Evercore ISI reiterated its Outperform rating on the stock with a $365 price target following August App Store revenue data.
App Store revenue fell 1% year-over-year in August, marking the first year-over-year decline since November 2022 and the sixth consecutive month of deceleration. Gaming revenue declined about 10% year-over-year in August after seeing a fall of 8% in July.
U.S. App Store revenue declined for the sixth consecutive month, seeing a 10% year-over-year fall in August. Evercore ISI warned that continued weakness in App Store revenues could make it more difficult for Apple Inc. (NASDAQ:AAPL) to achieve double-digit Services growth. However, the research firm noted that the company has been able to offset softer App Store trends with faster-growing areas of its Services business.

#year #aapl #september #evercore

Apple Inc. (NASDAQ:AAPL) has officially entered its John Ternus era from a position of strength, but Wall Street believes that the next leg of growth depends on two unproven bets.
On September 2, DA Davidson ***** yst Gil Luria reiterated a Neutral rating on the stock with a $270.00 price target. The firm ***** erts that Apple's ability to get off to a strong start under the new CEO depends on the expected foldable iPhone Ultra and broad price increases.
Without these two factors, Luria said revenue declines would have been expected next year.
Apple Inc. (NASDAQ:AAPL) enters the Ternus era from a position of strength. For the fiscal Q3, revenue jumped 16% year-over-year to $109.4 billion, with iPhone revenues surging almost 22% to $54.25 billion.
Cook has already transformed the company from $350 billion to a $4.5 trillion behemoth. The next test for Ternus, therefore, is to not to make more cash but to prove there is enough growth and product innovation to keep the momentum strong for Apple.

#year #NASDAQ #luria #position

The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.
Apple (AAPL) stock has delivered a handsome 40% return over the past year, and with the business firing on all cylinders, you might be asking a fair question: what on earth could drive it materially higher from here?
The answer isn't a secret new product or a far-off technological breakthrough. It's something much more immediate. The single biggest opportunity for Apple is simply its ability to catch up to the substantial, record-setting demand it's already seeing for its core products.
A 'Remarkably Better' Problem to Have
Apple's engine is running hot. In its most recent quarter, the company posted a record $109.4 billion in revenue, up 16% from a year ago. The growth in its core products was even more impressive. iPhone revenue surged 22% to $54.3 billion, while the Mac division put up its best June quarter ever, growing an eye-watering 29% to $10.4 billion. Management was candid about the situation, calling it a demand forecast issue. where the iPhone and the Mac are both doing remarkably better than we thought they would do.

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Dow Jones futures turned higher early Wednesday, while S&P 500 futures and Nasdaq futures fell but off lows as oil prices reversed lower. Dell Technologies, Palo Alto Networks, Credo Technology and MongoDB are notable overnight earnings movers.
The stock market rally came under further pressure with the Dow Jones and S&P 500 dropping below key levels. Crude oil prices jumped on fresh U.S.-Iran attacks while Treasury yields also moved higher.
Software had a tough session, with CrowdStrike (CRWD). Miners continued to slide, along with underlying metal prices, including Ero Copper (ERO)
Apple (AAPL) flashed a buy signal. So did Canadian Natural Resources (CNQ), Tidewater (TDW), CF Industries (CF) and Nutrien (NTR).
The video embedded in the article reviews Tuesday's market action and ******* yzes Apple stock, Canadian Natural Resources and Ero Copper. CF Industries is on Leaderboard. Canadian Natural Resources was Tuesday's IBD Stock Of The Day.

#copper #industries

John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run. With Apple's next major iPhone launch scheduled for September 9, it seems the new CEO has only eight days till his first big test.
On September 1, Rosenblatt **** yst Barton Crockett raised the price target on Apple (NASDAQ: AAPL) to $303.00 (from $300.00) while maintaining a Neutral rating on the stock. The price target hike implies roughly 4% downside from current levels.
Rosenblatt's note **** umes successful navigation of supply chain constraints under the new CEO. Price hikes and premium priced products, in particular, are likely to offset margin pressure.
Ternus's test isn't that Apple can generate cash. The tech giant is already strong, with Cook having transformed the company from a $350 billion company to a $4.5 trillion behemoth. His test is instead to prove that there is enough new growth and product innovation to sustain Apple's valuation.
The tech giant has already had a record June quarter. Revenue for the company rose 16% year-over-year to $109.4 billion, whereas diluted EPS increased 29% to $2.02. IPhone and Mac revenue reached June-quarter records, while the installed base surpassed 2.5 billion active devices.

#NASDAQ #aapl

Apple (AAPL) investors have a major leadership transition to watch as John Ternus officially takes over as CEO on Sept. 1, succeeding Tim Cook after his 15-year tenure at the helm. Cook will remain closely involved as executive chairman, helping ensure continuity, but Ternus now inherits a company valued at trillions of dollars and facing a critical test of its next phase of growth.
For Apple stock investors, the timing could hardly be more important. Ternus, a longtime hardware engineering leader who has worked at Apple since 2001, steps into the CEO role just ahead of the company's Sept. 9 product event. At the event, Apple is expected to unveil its next generation of iPhones and potentially its first foldable iPhone. At the same time, Apple is under increasing pressure to accelerate its artificial intelligence strategy and deliver the kind of breakthrough innovation that can sustain its enormous valuation. Let's dig deeper to understand Apple's fundamentals that will potentially shape the Ternus era.
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