Apple sent notifications this week to several people who the company believes were targeted with government spyware, according to two of the alleged targets. In the past, Apple has sent similar notifications to targets and victims of spyware, and directed them to contact a nonprofit that specializes in investigating such cyberattacks. Other tech companies, like Google and WhatsApp, have in recent years also periodically sent such notifications to their users.   As of Wednesday, only two people appear to ha ...

Technology giant Apple (AAPL) is set to release second-quarter fiscal 2025 results after market close on May 1. Apple has plunged about 16% so far this year, underperforming the industry’s decline of 5.8%. Most notably, the stock tumbled more than 25% around the President’s “Liberation Day” tariff announcement. But shares rebounded 15% about a week later, buoyed by signs of a potential easing in smartphone-related tariff policies.The trend might reverse if the online behemoth beats estimates in its quarterl ...

Core Viewpoint - Apple's upcoming second-quarter fiscal 2025 results are anticipated to show challenges in iPhone sales due to intense competition in China, particularly from local brands like Huawei and Xiaomi, while the Services segment is expected to continue its strong growth trajectory [1][2]. iPhone Sales - iPhone net sales for the fiscal second quarter are estimated at $46.45 billion, indicating a modest year-over-year growth of 1.1% [3]. - The delay in the launch of Apple Intelligence in key markets, including Mainland China, raises concerns about iPhone sales performance [1]. Services Segment - The Services segment is projected to achieve a low double-digit growth rate year-over-year, with net sales estimated at $26.76 billion, reflecting a 12.1% increase [2][3]. - The growth in Services is supported by a strong install base, with over 1 billion paid subscribers, which has more than doubled in the past four years [4][5]. Mac Sales - Mac net sales are expected to reach $7.79 billion, suggesting a year-over-year growth of 4.6% [9]. - The Mac segment has benefited from strong demand for the new M4 chip series, contributing to a 14.1% year-over-year shipment growth, with Apple holding an 8.7% market share [6][8]. iPad Sales - iPad sales are projected to increase to $5.92 billion, indicating a year-over-year growth of 6.5% [12]. - The introduction of the new iPad Air with the M3 chip is expected to drive sales, with previous iPad sales having increased by 15.2% year-over-year to $8.09 billion [11][12].

Key Takeaways Several Mag 7 members headline the reporting docket this week. Guidance remains key for each stock's movement post-earnings. AWS results are key for AMZN, whereas iPhone results are key for AAPL. This week’s reporting docket is headlined by many notable companies, a list that includes beloved Mag 7 members Apple (AAPL) and Amazon (AMZN) .Let’s take a closer look at what investors can expect from the titan duo.Apple Revisions Remain StableAnalysts have been primarily quiet concerning their EP ...

谷歌母公司Alphabet的CEO Pichai：谷歌希望今年与苹果公司达成关于大模型Gemini的协议。 ...

Qualcomm Inc. QCOM will report its second-quarter earnings on Wednesday. As the company reports after market hours, Wall Street expects $2.81 in EPS and $10.65 billion in revenues.The stock is down 11.44% over the past year, 4.40% YTD. Despite the decline, Qualcomm stock has been an outperformer in the chip sector so far this year. The iShares Semiconductor ETF SOXX is down over 15% YTD while the VanEck Semiconductor ETF SMH is down 14%.Wednesday's post-close earnings will put that momentum to the test. Bey ...

Apple CEO Tim Cook poses as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, on Sept. 9, 2024.The most anticipated part of Apple's Thursday earnings won't be iPhone sales or Mac forecasts – it'll be CEO Tim Cook's comments on how the company is dealing with President Donald Trump's tariffs. Apple is one of the most exposed companies to Trump's tariffs and expected retaliation. It makes about three-quarters of its overall revenue from physical goods — iPhones, Macs and A ...

智通财经4月30日电，RAYMOND JAMES将苹果公司目标股价从250美元下调至230美元。 ...

Group 1: Apple Overview - Apple is the largest company in the world with a market cap of $3.1 trillion, driven by strong demand for consumer electronics like iPhones, MacBooks, and iPads [1] - iPhone sales have stagnated, with revenue flat year over year in Q1 fiscal 2025, accounting for 55% of Apple's total revenue, leading to only a 4% increase in overall revenue [2] - The company's reliance on its high-margin services business has resulted in a 10% increase in earnings year over year, with analysts expecting only a 7% growth in earnings for the current year due to external uncertainties [3] Group 2: Nvidia Growth Potential - Nvidia is the third-largest company globally with a market cap of $2.7 trillion, benefiting from strong demand for its GPUs in AI data centers [5] - Analysts predict Nvidia's earnings will grow by 48% this fiscal year, with a median price target of $160 indicating potential gains of 47%, compared to Apple's expected 17% gain [6] - Nvidia's data center revenue nearly doubled year over year to $35.6 billion, with $11 billion in sales from its latest Blackwell AI GPUs, highlighting significant growth potential [7] Group 3: Future Opportunities for Nvidia - The Stargate Project, with a $500 billion investment led by OpenAI and SoftBank, is expected to drive robust demand for Nvidia's GPUs, with $100 billion allocated for AI infrastructure this year [8] - The first Stargate site is projected to use 400,000 Nvidia chips, potentially generating $14 billion in revenue, with plans for a total of 10 sites in the U.S. [9] - Heavy investments in AI infrastructure by major tech companies and growth in automotive revenue present additional opportunities for Nvidia [10] Group 4: Valuation Comparison - Nvidia's forward earnings multiple is 24.8, which is cheaper than Apple's 28.7, making Nvidia an attractive buy [12] - The combination of faster growth, better valuation, and a healthy AI chip market compared to the declining smartphone market positions Nvidia to potentially surpass Apple in market cap [13]

彭博援引知情人士称，苹果公司正在对其全球事务和音乐部门的管理层分别进行改组。 ...