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iPhone Ultra Details! How Apple's Folding iPhone Stands Apart
Youtube· 2026-05-01 20:01
And Apple has one more factor to give it an advantage. The secret is in iPad software. We are getting new reports about the rumored folding iPhone, which some are calling the iPhone Ultra. It looks to be shorter and wider than other foldables. And I can't help but poke at its potential when Motorola is now pushing its first book style foldable, the Razer Fold. And we're seeing rumors of Samsung also going in wider with a future fold model. So, let's talk about how Apple can stand out this year in a messy fo ...
Apple: The CapEx-Lite AI Winner The Market Is Ignoring (Rating Upgrade) (NASDAQ:AAPL)
Seeking Alpha· 2026-05-01 19:45
投资哲学与方法论 - 分析市场时,将市场视为纯粹的供需交汇点,预测人类行为是关键,这需要理解数字背后的市场观点,这通常意味着要理解行业和长期增长趋势 [1] - 投资方法需要独创性、好奇心和一定程度的“天真”,并且要能够接受(有时)逆势而行 [1] - 投资决策基于基本面分析,但深刻认识到市场动能和情绪才是真正重要的因素,因此从不试图择时,只愿意持有至少10年的股票 [1] 个人持仓与背景 - 分析师通过股票、期权或其他衍生品持有QQQ、AAPL、NVDA的多头头寸 [2] - 分析师拥有商业硕士学位,常驻瑞士日内瓦 [1]
The AI Trade Hands Wall Street Its Best Month Since 2020
Seeking Alpha· 2026-05-01 19:28
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Big Tech: Apple (AAPL) rebounds after a record March quarter with revenue of $111.2B, though Cook flags rising memory costs. On the Hi ...
The Tech Download: Chip stocks surge in ‘historic' month as investors' AI buildout concerns ease
CNBC· 2026-05-01 19:00
Intel has been one of the standouts. The company had its best day since 1987 last Friday, on the back of earnings that topped estimates and issued upbeat guidance. Nvidia's market cap breached the $5 trillion mark ahead of its earnings, and Apple's stock rose Thursday after it posted revenue growth for the most recent quarter that beat estimates and its guidance was better than expected. Many U.S. chip darlings, including AMD and Micron, have also surged, as have a number of Europe's leading semiconductor c ...
Wall Street Breakfast Podcast: Sandisk Beats, Shares Slip
Seeking Alpha· 2026-05-01 18:59
F N France of 1701 an Getty Images Listen below or on the go via Apple Podcasts and Spotify Sandisk (SNDK) released its third quarter fiscal 2026 financial results post-market on Thursday, which shattered estimates. For the quarter ended March 31, it reported adjusted earnings per share of $23.41 versus the consensus estimate of $14.66. Revenue for the third quarter increased 252% year over year to $5.95B, which was much more than the $4.73B estimate. Looking ahead, Sandisk expects fourth-quarter revenue to ...
Dow futures surge 116 points: 5 things to know before market opens
Invezz· 2026-05-01 18:54
May 01, 2026, 10:54 AM This score is generated through AI-driven analysis of the article's content. Author Devesh Kumar Devesh K. Dow futures surge 116 points: 5 things to know before market opens Dow futures surge 116 points: 5 things to know before market opens AI Sentiment: 42/100 Bearish Generate Trading Ideas Generating powered by AAPL buy Buy Apple (AAPL). The earnings beat is broad (revenue +17%, iPhone +22%) and Services hit an all-time high, which supports margin resilience even as memory costs ris ...
【美股盘前】谷歌市值逼近英伟达,美股总市值首次突破75万亿美元;创史上最佳同期季度表现,苹果涨超2.7%
每日经济新闻· 2026-05-01 18:35
① 【三大期指涨跌互现】道指期货涨0.17%、标普500指数期货涨0.12%、纳指期货跌0.12%。 ⑤ 【Meta计划5月20日裁员约10%,扎克伯格:原因是资本支出增加】当地时间4月30日,Meta CEO扎 克伯格在员工大会上表示,"如果我们加大对某个领域的投资以服务我们的用户群体,那就意味着我们 需要在一定程度上缩减公司规模。"Meta计划于5月20日裁员约10%,并计划在今年下半年进一步裁员。 截至发稿,Meta上涨0.53%。 ⑥ 【美股总市值首次突破75万亿美元大关】当地时间4月30日,美股总市值首次突破75万亿美元大关, 比年初增长3万亿美元,创历史新高。 ⑦ 【获美国银行上调目标价至190美元,Reddit涨超15%】当地时间4月30日,美国银行证券将Reddit 的 目标价从175美元上调至190美元。美银将Reddit强劲的执行力和严格的成本管理作为上调目标价的理 由。 Reddit财报显示,其第一季度营收为6.63亿美元,高于上年同期的3.92亿美元,同比增长69%;净利润由 上年同期的2600万美元增至2.04亿美元;每股收益从上年同期的0.13美元升至1.01美元。美国银行预计 R ...
Apple shares rise on strong quarterly sales in run-up to CEO change
Reuters· 2026-05-01 18:15
公司业绩表现 - 苹果公司股价在盘前交易中上涨3% [1] - 公司发布了超过四年来最强劲的季度销售增长 [1] 公司运营动态 - iPhone制造商在准备进行权力交接之际展现了发展势头 [1]
Apple’s new CEO John Ternus said he will continue the company's tradition of secrecy
Fortune· 2026-05-01 18:08
Quick note: Subscribe to the forthcoming Fortune Gulf Brief. Every Tuesday, this new newsletter will deliver clear-eyed, authoritative intelligence on the deals, decisions, policies, and power shifts shaping one of the world's most consequential regions, written for the people who need to act on it. Sign up here. THE MARKETS A new record high in the U.S. ONE BIG THING Apple's new CEO said nothing—and Wall Street loved it It was Tim Cook's 89th earnings call last night. Apple stock was up 2.8% in overnight t ...
Apple(AAPL) - 2026 Q2 - Quarterly Report
2026-05-01 18:01
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 28, 2026 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-36743 Apple Inc. (Exact name of Registrant as specified in its charter) California 94-2404110 (I.R.S. Employer Identification ...