Microsoft, Nvidia, Apple and other major tech names are positioned to remain top performers into year-end, according to Wedbush analysts who argue the AI boom is far from peaking. The analysts believe that fears of an AI bubble are misplaced, pointing instead to accelerating enterprise demand and an investment cycle still in its early stages. “Over the last few weeks, despite all the AI bubble talk, we have seen approximately 20% of the AI-driven deal flow we are tracking in the field at the hyperscalers ac ...

Let's stay on all of this and more with us. His take on AI, tech, the markets, your money. Chris Veron, partner and chief market strategist at Strategus.He is one of the top analysts on Wall Street. We are glad to have him. See, we said that so you don't have to. >> See, Chris, so we so you don't have to put out a tweet said I'm actually the best.>> But do you find this Nvidia stuff a little odd. Listen, what I find uh maybe encouraging is that we've taken Nvidia down 15% and if anything, the market's gotte ...

In a rare move for the company, the tech giant has eliminated dozens of sales roles in an effort to streamline the way it offers its products to businesses, schools and governments. For more on this breaking story, Mark Gurman joins us. It's not hundreds, we're talking tens of people.But still it's notable because we don't often see layoffs at Apple. Yeah. To your point, it was several dozen people across Apple's sales division and the sales division.They partner with carriers across the world to sell iPhon ...

Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk. One of the big drivers of the surge of stock prices over the past many years has been the prodigious amount of corporate cash spent on share buybacks by Big Tech and other companies. Some of the share buybacks were funded from cash flow, some with borrowed money. Share buybacks are not like stock trading; they represent new money entering the stock market to remove s ...

Key Takeaways Apple Intelligence could ignite iPhone sales over the next few years. Services growth and vertical integration are expanding Apple's profit margins.Strong cash generation and capital returns support the stock price. Zacks Rank #3 (Hold) stock Apple ((AAPL) has undergone dramatic changes throughout its long and storied history. Initially, the company focused on computers, but today, its business primarily operates through its flagship iPhone product. Meanwhile, Apple has diversified its revenue ...

The list of potential contenders to succeed Tim Cook as the next CEO of Apple includes at least four top executives at the tech giant – though the exact timing of his exit remains unclear.John Ternus, the 50-year-old head of Apple’s hardware division, is considered the frontrunner, according to The Wall Street Journal and Bloomberg. He is responsible for overseeing the flagship iPhone – which still rakes in the bulk of Apple’s revenue – as well as other devices like Mac computers and AirPods.Another top con ...

Apple stock reached a new all-time high of $280.38 on Tuesday, surpassing its previous peak of $277.32 and lifting the company's market value to $4.12 trillion. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

应用材料公司 - 瑞银将应用材料公司评级上调至买入，目标价为285美元 [3][10] - 看好未来两年晶圆厂设备前景，预计2026年WFE市场将同比增长超20%至1365亿美元 [3] - 预计2027年WFE市场规模可能接近1450亿美元，远高于当前市场预期 [3] 英伟达公司 - TD Cowen在与公司管理层会面后对英伟达前景更加乐观，对其2026年及以后的增长前景信心增强 [4][10] - 伯恩斯坦公司重申“跑赢大盘”评级，认为数据中心机遇仍然巨大且处于早期阶段，可能带来进一步上行空间 [5] - 美国银行重申买入评级，随着人工智能需求持续增长，英伟达仍是行业首选 [6] 苹果公司 - 摩根大通指出苹果公司CEO继任计划公布后公司处于有利地位 [7][10] - 认为由专注于产品/硬件的高管接任CEO可能被视为公司将更注重创新和推出新产品类别的信号 [7]

公司战略定位与演变 - 迪士尼已从纯娱乐公司发展为涉足流媒体技术和数字体验的综合性企业 [1] - 苹果公司则将其硬件优势延伸至服务和内容领域，通过Apple TV+进行布局 [1] - 两家公司均面临流媒体竞争、内容投资需求以及消费者偏好转变等相似挑战 [2] 迪士尼投资亮点 - 公司流媒体业务实现显著扭亏为盈，2025财年录得13.3亿美元运营收入 [3] - 直接面向消费者业务表现强劲，Disney+在第四财季新增380万订阅用户，总数达1.32亿，与Hulu合计订阅用户达1.96亿 [3] - 2025财年部门运营收入创下176亿美元纪录，同比增长12% [3] - 管理层预计2026和2027财年调整后每股收益将实现两位数增长 [4] - 体验业务提供稳定现金流，邮轮业务增长潜力巨大，迪士尼命运号将于2025年11月启航，迪士尼冒险号将于2026年3月启航，后者是首艘以亚洲为母港的船只 [6] - ESPN的战略演进强化了公司在体育内容领域的竞争优势，ESPN Unlimited于2025年8月推出 [7] 迪士尼财务与运营指引 - 公司计划在2026财年进行240亿美元的战略内容投资 [4] - 对于2026财年，公司预计Disney+和Hulu的运营利润率将达到10% [4] - 根据Zacks共识预期，迪士尼2025财年每股收益预计为6.59美元，2026财年预计为7.36美元 [5] 苹果公司投资亮点 - 公司2025财年收入达4160亿美元创纪录，其中服务业务在第四财季创下288亿美元的历史新高，同比增长15% [10] - 管理层对2026财年假日季的营收增长指引为10%至12%，按中值计算可能达到1380亿美元 [11] - iPhone 17系列在中国市场表现强劲，10月份销售额同比增长37% [12] - Apple Intelligence是公司对人工智能生态整合的战略重点，截至2025年底已整合超过2.5亿台设备 [12] - 公司活跃设备安装基数在所有产品类别均创历史新高 [12] 苹果公司资本配置与展望 - 公司维持积极的股票回购计划并提供每股约1.04美元的年度股息 [13] - 公司宣布未来四年将在美国投资6000亿美元，包括先进人工智能服务制造 [13] - 根据Zacks共识预期，2026财年每股收益预计为8.16美元，较过去30天上调3.8%，预计比2025财年增长9.38% [11] 估值与市场表现比较 - 迪士尼的市盈率为15.19倍，而苹果公司的市盈率为33.24倍，约为迪士尼的两倍 [15] - 迪士尼股价年内下跌8.5%，而苹果公司股价年内上涨10.2% [18] - 迪士尼的折价估值反映了市场对媒体行业动态及其抵消线性电视下滑能力的疑虑 [15] - 苹果公司的高估值反映了其成熟的商业模式、高利润率及生态系统优势 [15]