Apple reported record Q3 2026 results driven by strong iPhone and Mac sales, surpassing expectations. However, gross margin gains were partly due to a one-time tariff refund, while underlying margins are pressured by rising memory costs and supply constraints. The company’s forward guidance shows strong demand but warns of margin compression and uncertainties around AI monetization and regulatory challenges. Due to recent stock price gains and margin risks, the analyst downgraded Apple to Hold, citing limited upside potential below 10% annually.
Apple Inc. is forecasted to report a 7.4% increase in Q4 earnings to $1.99 per share and a 10.7% revenue rise to $113.4 billion, driven by a 15.3% growth in iPhone sales reaching $56.5 billion. Despite bullish market sentiment, Apple faces strong res...
Nvidia and Apple both reported record-breaking quarters driven by AI, but their business models differ significantly. Nvidia profits from selling data center infrastructure and chips, showing rapid growth with 105.8% revenue increase and strong netwo...
AI hyperscalers have driven flash memory prices up fivefold, shifting bargaining power from Apple to its suppliers. Apple now faces significantly higher costs for NAND flash memory, a key component in iPhones, with prices rising from $15 to $66 per u...
Apple is rated a Buy ahead of its upcoming earnings report, driven by strong expectations for the new iPhone Duo's holiday sales. Although the iPhone Duo launched late in October and won't fully appear in this quarter's numbers, it could add $7 billi...
Apple introduced its first touchscreen MacBook Pro models featuring a ProLED XDR display at a Los Angeles event. The new laptops run MacOS and offer touch as an optional input, allowing users to continue using the trackpad and keyboard as before. The...
