Market context
Follow the story. See which markets it affects. Explore the context.
Apple reported strong Q3 earnings with revenue up 16% YoY. The stock is rallying ahead of its Sept. 9 event, where it's expected to unveil new iPhones and potentially a foldable model. Long-term grow…
Apple set a September 9 date for its next product event, but provided no details on devices or pricing. While recent earnings were strong, they were partly boosted by one-off tariff refunds, creating…
Zacks analyzes Apple's (AAPL) Q2 earnings, focusing on its evolving role in the AI boom and computing infrastructure. Despite previous skepticism, Apple is now viewed as an AI participant, influencin…
Apple delivered strong Q3 results with double-digit revenue and EPS growth, while announcing aggressive AI, capex, and M&A initiatives. Despite EU regulatory settlements, analysts raised price target…
Apple received ~$2.2B in tariff refunds, contributing 11 cents to EPS (5% of quarterly earnings). Refunds arrived faster than expected across S&P 500 companies, providing modest earnings boost.
Apple posted record June-quarter revenue of $109.4B (+16% YoY) and EPS of $2.02 (+29% YoY), with double-digit growth across iPhone, Mac, and Services, though stock reaction was more muted than Micros…
NVIDIA posted 85% revenue growth with 75% margins on AI infrastructure demand, while Apple hit record $109B June quarter revenue but faces margin pressure from memory costs and tariff-related headwin…
Apple beat Q3 estimates but guided soft on margins and revenue growth, citing memory costs and chip shortages, sending shares down 7-8%. Nvidia also slid amid financing risk concerns despite dominant…
Article highlights Apple, Coca-Cola, and Microsoft as durable compounders. Apple's Services and iPhone revenue grew, buyback/dividend raised, but valuation is full. Microsoft's AI/cloud business surg…
Apple loses memory-chip negotiating leverage as China's CXMT rejects price cuts, pricing in line with SK Hynix and Samsung. This structural shift raises Apple's costs long-term, with mixed analyst se…
Apple shares fell 10% despite record EPS and revenue beat, as memory chip shortages squeeze margins and Q4 guidance missed expectations. Strong iPhone demand offset by rising DRAM/NAND costs and slow…
Apple's stock surged 55% driven by an AI-led upgrade cycle for iPhones and Macs, evidenced early by management reports. Despite supply chain constraints and rising memory costs, demand for new AI-ena…
Apple posted strong Q3 revenue and EPS but Services missed estimates and one-time tariff benefits inflated margins. DRAM/NAND cost pressures and supplier leverage shifts create uncertainty. Analysts …
Apple beat Q3 2026 earnings estimates but Services revenue missed forecasts and weak Q4 guidance citing chip/memory shortages triggered a 7.4% stock drop, raising concerns about near-term growth desp…
Apple stock fell 10% despite record EPS due to services revenue miss and weak Q4 guidance (9-11% vs 12% expected), driven by DRAM/NAND memory shortage raising costs. Long-term outlook remains healthy.
Apple reported record June quarter results but lowered its September quarter guidance due to supply constraints and soaring memory costs, causing the stock to drop despite beating expectations.
Despite regaining the title of world's most valuable company and Jim Cramer's bullishness, Apple (AAPL) shares dipped 6% after hours. The cautious AI strategy, weaker-than-expected revenue guidance, …
Micron shares swung sharply as Apple and Amazon reaffirmed heavy memory chip spending, but rising interest rates overshadowed bullish demand signals, dragging Micron down despite early gains.
Cook's final earnings call revealed a '100-year flood' in memory pricing squeezing Apple's margins, with iPhone 18 DRAM costs up 272%. Q3 beat estimates but Q4 guidance disappointed, sending shares l…
Apple's Q3 services revenue missed estimates due to App Store slowdown, forex headwinds, and China weakness, despite record hardware sales and 1.5B subscribers. Stock fell 4% after-hours.