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。 ...

美国总统特朗普认为，苹果是一家伟大的公司。 苹果公司（AAPL）美股盘后跌超0.2%。 ...

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks: https://www.tipranks.com/experts/bloggers/louis-stevens. Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the ...

Set to release their quarterly results after-market hours on Thursday, May 1, Amazon (AMZN)  and Apple (AAPL)  will highlight a much-anticipated week that features reports from big tech firms.Investors are certainly hoping Apple and Amazon will provide better-than-expected financial figures and guidance that starts to offset tariff fears, as both of these Mag 7 stocks have fallen about 15% year to date. That said, Amazon shares are still sitting on +50% gains over the last three years to outperform the broa ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...