Earnings Reports - 180 S&P 500 companies are expected to report earnings this week, including four from the Magnificent 7, which will test the market's appetite for momentum names [2] - Microsoft, Apple, Meta, and Amazon are among the key companies reporting, with Microsoft and Meta on Wednesday and Apple and Amazon on Thursday [3] Microsoft - Analysts expect Microsoft to report EPS of $3.22 on revenue of $68.44 billion, although Morgan Stanley has lowered some estimates due to macroeconomic uncertainty [4] - There are mixed views on Microsoft's strategy, with some analysts believing the company is sacrificing profitability for economies of scale, while others warn of potential impacts from tariff retaliation and a U.S. recession [5] Apple - The Street anticipates Apple will report EPS of $1.61 on revenue of $94.06 billion, with some analysts expecting a slight earnings beat due to effective tariff management [6] - However, concerns exist regarding Apple's vulnerability to tariff impacts due to its integrated supply chain and significant revenue from China [6] Economic Indicators - The first estimate of Q1 GDP is expected to show a growth rate of 0.4%, influenced by a historic import surge due to anticipated tariff hikes [7] - Payrolls are expected to rise by 130,000, with the unemployment rate holding at 4.2% and average hourly earnings increasing by 0.3% [7] Trade Relations - Treasury Secretary Scott Bessent indicated uncertainty about direct communications between President Trump and Chinese President Xi Jinping, suggesting that high tariff levels are unsustainable for China's business model [8] - Ken Griffin criticized the Trump administration's trade policies, arguing that tariffs will not revive American manufacturing jobs and emphasized the need for the U.S. to leverage its competitive advantages [9][10]

Apple (AAPL 0.41%) is one of the most dominant companies in the world, and the world's most valuable brand, according to several research outlets.However, the company is far from immune from the current turbulence around tariffs and the broader macroeconomic headwinds. Much of Apple's components come from China, and the company was granted a tariff exemption by President Donald Trump. However, China is also a major consumer market for the company, and a weakening Chinese economy or backlash against U.S. bra ...

April 22, 2025 03:23 AM GMT Apple, Inc. | North America Survey Says: Stronger Than Expected Apple Intelligence Perception and iPhone Upgrade Rates M Amidst a challenging fundamental backdrop, our March '25 AlphaWise US iPhone survey screens positively and highlights 1) better-than-expected Apple Intelligence adoption, perception, willingness to pay, 2) record N12M US upgrade intentions, and 3) strong interest in a thin and foldable iPhone. Key Takeaways While the tariff backdrop creates myriad uncertainties ...

Core Viewpoint - Analyst Craig Moffett believes that Apple's plans to shift iPhone assembly to India are unrealistic and will not effectively address the cost issues related to tariffs [1][2][3]. Group 1: Supply Chain and Production - Moffett questions the feasibility of diversifying Apple's supply chain to India, stating that the supply chain would still be heavily reliant on China, which could face resistance [2][3]. - He emphasizes that moving assembly to India might only marginally help with tariff-related costs, while the impact on sales could be more significant [3]. Group 2: Financial Outlook - Moffett has reduced his price target for Apple shares from $184 to $141, indicating a potential 33% decline from the previous close, which is the lowest target on Wall Street according to FactSet [3]. - Despite having a "sell" rating on Apple since January 7, Moffett acknowledges the company's strong balance sheet and consumer franchise, attributing concerns more to valuation than company performance [4][5]. Group 3: Market Dynamics - The analyst highlights that the ongoing global trade war is affecting both costs and sales, with potential demand destruction due to higher prices resulting from tariffs [5][6]. - Moffett notes that major carriers like AT&T, Verizon, and T-Mobile will not absorb the additional tariff costs, leading to increased prices for consumers and potentially lower demand for iPhones [6]. - He points out that Apple is losing market share in China to local competitors like Huawei and Vivo, exacerbated by the backlash against the company due to U.S. tariffs [6][7].

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苹果公司被控在iPhone、watch、iPad设备上违反53项芯片专利。 ...

Core Insights - Lowe's is launching the Lowe's Style Studio™, an immersive 3D experience designed for Apple Vision Pro, allowing customers to visualize kitchen renovations in real time starting April 26, 2025 [1][4] - The service is available for free appointments at five locations in Northern California, enabling customers to explore design options without financial commitment [7] Company Overview - Lowe's Companies, Inc. is a FORTUNE® 50 home improvement company with over 1,700 stores and approximately 300,000 employees, serving around 16 million customer transactions weekly [7] - The company reported total sales exceeding $83 billion for the fiscal year 2024 [7] Product Features - Lowe's Style Studio™ allows customers to focus on specific kitchen elements or redesign the entire space, providing a full-scale visualization of countertops, backsplashes, and appliances [2][4] - The experience utilizes spatial computing to blend digital content with physical spaces, enhancing customer interaction through intuitive controls [5] Customer Engagement - Customers are encouraged to bring family or professionals to their sessions, which can be mirrored on an iPad for collaborative design [6] - At the end of the session, customers can save and share their design choices digitally, with options to store selections in their Lowe's account for future reference [6] Market Positioning - The introduction of Lowe's Style Studio™ reflects a trend towards personalized, immersive retail experiences powered by technology, aiming to enhance customer confidence in home renovation decisions [4][5]

Apple has reportedly accelerated its plan to source all its iPhones for the U.S. from India, in response to new U.S. tariffs.While the company previously planned to increasingly prioritize India-made iPhones for sale in the U.S., it now plans to get all its U.S.-bound iPhones from India by the end of 2026, Bloomberg reported Friday (April 25).Apple plans to double its production of iPhones in India from the 40 million units assembled in the country during the fiscal year ended in March to 80 million, accord ...

Apple is reportedly planning to shift most production of the iPhones it sells in the US to factories in India by the end of 2026 – as CEO Tim Cook’s firm looks to dodge massive tariffs on Chinese imports.While the Cupertino, Calif.-based firm had already added more manufacturing capacity in India in recent years, it has accelerated those plans as US-China trade relations have soured. That’s despite the fact that manufacturing costs can be as much as 10% higher in India.Apple is holding “urgent talks” with k ...

Apple could be sourcing its entire line of iPhones for the US market -- about 60 million devices a year -- from assembly facilities in India by the end of 2026, according to a report from the Financial Times. The planned move comes against the backdrop of the Trump administration imposing tariffs against China of up to 145%, although some products such as mobile phones and computers have been exempted for the time being. Apple has long centered its iPhone production in China, making it vulnerable to any tra ...