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- S&P 500, Nasdaq fall as megacap tech drags; Iran developments watched
- Oil falls 4% after US-Iran talks signal easing supply risks
- Micron surges 5.5% on blockbuster Anthropic AI deal ahead of earnings
- Alan Greenspan, influential former Federal Reserve chair, dies at 100
- Buy gold stocks as valuations are cheap amid macro tension: BofA
- CoreWeave trains DeepSeek-V3 in two minutes in MLPerf benchmark
- Needham Starts NeoVolta (NEOV) at Buy
- Companies to add 40 million barrels of oil to US SPR after Iran war ends, energy secretary says
- China makes small dent in deflation battle as supply-demand imbalance persists
- Sanuwave cuts Q2 2026 revenue guidance amid Ultramist sales pressure
Evercore ISI on Apple (AAPL) AppStore Impact: 'We think the aggregate impact of all of this is sub 1% to top/bottom line', 'Sticking with OP and $220 target'
January 26, 2024 1:16 PM ESTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $220.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "ALL YOU NEED TO KNOW: There has been a TON of questions on understanding the various parts of what is happening with... More
JPMorgan Comments on Apple (AAPL) Changes to EU Services Monetization
January 25, 2024 4:42 PM ESTJPMorgan analyst William Yang reiterated an Overweight rating on Apple (NASDAQ: AAPL).
The analyst comments "Apple will enable alternative app stores for consumers to download apps, and the ability to use alternative payment systems starting March of this year. Apple is charging a lower commission rate in the range of 10% to 17% (vs. prior rates of 15% to 30%) for apps sold through the... More
Goldman Sachs Previews Apple (AAPL) Earnings
January 25, 2024 4:43 AM ESTGoldman Sachs analyst Michael Ng reiterated a Conviction Buy rating and $223.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "We expect AAPL to deliver relatively in-line results for F1Q24 with EPS of $2.10 (v. FactSet consensus of $2.10) and revenue of $117.4 bn (v. consensus of $118.1 bn). Services revenue should grow 11% yoy (including a ~7pp... More
Apple (AAPL) Vision Pro the first step in a broader AI strategy for the iPhone maker - Wedbush
January 24, 2024 12:15 PM ESTWedbush analyst Dan Ives said in a note Wednesday that the Apple (NASDAQ: AAPL) Vision Pro was strong out of the gates, and it is the first step in a broader artificial intelligence strategy for the iPhone maker.
Ives, who has an Outperform rating and $250 price target on AAPL shares, said that around six months ago, the consensus view on the Street was that 70,000 to 80,000 would be the initial targets... More
Apple (AAPL) earnings to serve as a clearing event - Morgan Stanley
January 24, 2024 7:58 AM ESTAhead of Apple's (NASDAQ: AAPL) earnings release at the beginning of February, Morgan Stanley analyst Erik Woodring said they expect the release "to serve as a clearing event."
This will allow investors to refocus on the FY25 'Edge AI' opportunity and margin/Services... More
