Should you stick with a proven cash-flow machine or bet on a classic tech turnaround story? Today we're comparing Apple (AAPL -1.00%) and Intel (INTC -0.37%) to determine which is the better buy.Apple dominates the high-end consumer market with its ecosystem of devices, while Intel is reinventing itself through its foundry operations. These tech giants represent two distinct strategies for growth, making a side-by-side comparison essential for investors navigating the current market.The case for AppleApple ...

(格隆汇) （原标题：美股盘前要点｜SpaceX上季AI业务收入暴增830%！英伟达GTC柏林大会启幕） 业绩公告： 1. SpaceX Q3营收同比增长161%至145.8亿美元，AI业务收入同比暴增830%；马斯克预计，到2027年底 年度经常性收入(ARR)可达5000亿至1万亿美元。 2. 奈飞Q3营收同比增长11.8%至128.74亿美元，业绩指引不及预期，预计营收增速四连降。 3. 超微电脑Q1初步业绩超预期，营收将介乎185亿-195亿美元，毛利率将介乎12.0%至12.5%。 4. AT&T Q3营收323亿美元，调整后每股收益0.65美元，均超市场预期。 5. 阿迪达斯Q3营收同比增长7%至72.52亿欧元，上调全年业绩指引。 1. 美国三大股指期货齐涨，纳指期货涨0.71%，标普500指数期货涨0.33%，道指期货涨0.28%。 2. 欧股主要指数集体上涨，德国DAX指数涨0.97%，英国富时100指数涨0.13%，法国CAC指数涨 0.78%，欧洲斯托克50指数涨1.07%。 3. Anthropic IPO文件：上半年净亏807亿美元，未来数年或再花7500亿美元购买算力。 4. 黄仁 ...

As the technology landscape evolves, investors must decide between established consumer giants and the infrastructure providers powering the next era. Choosing between Apple (AAPL -1.00%) and Broadcom (AVGO -0.07%) depends on your specific goals.Apple is defined by its integrated ecosystem of premium hardware and recurring service revenue. Broadcom focuses on the critical backend components that drive data centers and enterprise software. Both companies are central to the modern economy, but they serve very ...

AI stocks are selling off, and the reflex is to treat that as the market finally pricing in reality. Dan Ives, the longtime technology analyst who left Wedbush to launch Yorkville Ives, reads it the other way. By his estimate, less than 15% of total AI spending has actually happened. That number changes the question from whether the buildout pays off to which layer of it gets funded next, and that is a far more useful thing to be arguing about while the tape is red.Get NVIDIA alerts:Why the AI Spending Cycl ...

Apple (AAPL -1.00%) stock has been a winner for investors over the years, but in the earliest days of the artificial intelligence (AI) boom, it hasn't been the most sought-after investment. The company took its time adding AI features to its devices, so it wasn't seen as a top AI stock.But this year, as investors began to worry about companies that rely heavily on AI for growth, they returned to Apple. In fact, with a 26% gain so far this year, Apple is the best performer among the "Magnificent Seven" tech ...

8 Asia Pacific Equity Research September 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Asia Technology Outlook Jay Kwon AC +82 2 758 5725 jay.h.kwon@jpmorgan.com J.P. Morgan Securities (Far East) Limited, Seoul Branch See the end pages of this present ...

on 28-Sep-2026 U.S. IT Hardware Apple Inc Rating Outperform Price Target AAPL 370.00 USD 25 September 2026 Estimate Change mark.newman@bernsteinsg.com Phoebe Sun phoebe.sun@bernsteinsg.com Viola Chen +1 917 344 8614 Apple: How bad could December Qtr Gross Margins be? Apple's recent product release didn't disappoint (see our analysis here), but given rising memory costs, concerns linger on what this means for gross margins in the December quarter (FQ1'27). We analyze here the potential impact with new BOM, p ...

Meta 眼镜调研 202609298 Meta AI 眼镜生态爆发与产业链格局深度解析 摘要 AI 眼镜销量由 AI 体验驱动而非硬件升级，Meta 主导市场，预计 2027 年全球销量达 2,400 万副（YoY+49%），其中不带显示功能的 AI 眼镜 因佩戴舒适度及低退货率成为绝对主流。 Meta 构建了"大模型+硬件+社交生态+研发制造"四维护城河，其 AI 助手 Muse 通过主动交互与个性化推荐提升用户粘性，2027 年 Meta 订单目标有望上调至 2000 万副。 产业链阵营分化：Meta/歌尔、苹果/立讯、谷歌三星/富士康；舜宇光学 凭借摄像头模组高壁垒地位最稳固，康耐特在镜片与光波导领域具备高 业绩弹性。 Meta 商业逻辑为"亏损硬件抢占入口"，通过云端 AI 避开端侧硬件成 本与功耗瓶颈，利用广告与购物隐性推荐实现变现，Llama 广告业务 2026 年已实现 20%增长。 技术路线争议：端侧 AI 受限于芯片成本、散热及任务分配难题，现阶段 无法量产；纯云端方案在响应速度与体验上优于端侧，是当前 ToC 硬件 实现商业化的更优路径。 竞争格局：Meta 在 ToC 场景数据积累深厚 ...

October 1, 2026 02:13 AM GMT Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation | What's Changed | | | | --- | --- | --- | | Apple, Inc. (AAPL.O) | From | To | | Price Target | $360.00 | $355.00 | Following Fall product launch, we modestly raise our revenue estimates on stronger iPhone builds, Mac upside, and Services pricing. However, lower iPhone ASPs and higher memory costs largely offset, leaving FY27-FY28 EPS broadly unchanged at $10, with Agentic a potential emerging risk (and oppty). Key ...

Equity Research U.S. Internet 30 September 2026 The Key Take-Away: The biggest turf battle in consumer internet has kicked off in '26 around persistent consumer AI agents. The importance of this space is not to be taken lightly, we see the market caps of most of the Consumer Mag-4 (Apple, Google, Meta, and OpenAI - private; not covered) reacting to how market share plays out over the coming years. Unlike enterprise, persistent consumer agents are likely to be free for the end user and funded by a combinatio ...