AI Has Made Flash Memory 5 Times More Expensive, and Apple Can't Bully Its Memory Suppliers Anymore

AI hyperscalers have quietly flipped the power dynamic in flash memory, and Apple now faces a cost surge with no contract protection heading into a pivotal earnings call under a brand-new CEO.

24/7 Wall Street • 12 hours ago

Apple stock rises as new macbook launch draws analyst support

Apple stock AAPL gained 1.66% on Thursday, outperforming broader US markets as investors assessed the company's latest hardware announcements and analysts' views on its growth prospects. The Nasdaq Composite fell 1.24%, while the S&P 500 declined 0.29%, following disappointing quarterly results from Alphabet that renewed concerns about artificial intelligence spending.

Invezz • 10 hours ago

Apple Q4 Preview: One Phone Could Beat Wall Street's Flat Holiday Forecast

Apple is rated a Buy ahead of earnings, with the iPhone Duo's holiday performance as the primary catalyst. AAPL's forward P/E has expanded to 37x despite only 7% EPS estimate growth, making the stock richly valued and sensitive to guidance. The $1,999 iPhone Duo could add $7B in new holiday revenue, but rising memory costs threaten to erode EPS growth in 2027.

Seeking Alpha • 18 hours ago

Apple Earnings Preview: Great Cash Flow, But $347 Is Too Expensive

Apple is rated Sell due to an unjustifiable 36x FY2027 earnings multiple and a fair value estimate of $270. I expect solid Q4 results with iPhone revenue growth in the mid-teens and Services revenue near $32B, but upside is limited. Services growth and gross margin resilience support a premium, but regulatory risks and slowing growth challenge further rerating.

Seeking Alpha • 12 hours ago

Apple's Stock Faces A Post-Earnings Selloff

Apple Inc. is expected to report strong Q4 earnings and revenue growth, with iPhone sales up 15.3% to $56.5 billion. Despite bullish options positioning, AAPL faces strong resistance at $355–$360, with limited support until $330, increasing downside risk post-earnings. Technical signals, including bearish RSI divergence and consolidation, suggest vulnerability; a break below the uptrend could target $328 or even $315.

Seeking Alpha • 11 hours ago

Apple Stock Heads Toward All-Time High: What's Going On?

Apple Inc. (NASDAQ:AAPL) shares are rising Thursday. Goldman Sachs reaffirmed its Buy call as investors may be seeking shelter in the stock while other tech names fall.

Benzinga • 10 hours ago

Apple's Q4 Earnings Loom: Buy or Sell AAPL Stock Ahead of Results?

AAPL's fiscal Q4 earnings outlook points to strong iPhone demand, Services growth and AI momentum, but supply constraints and a stretched valuation raise concerns.

Zacks Investment Research • 5 hours ago

Pick-and-Shovel vs. Edge Gatekeeper: Why Investors Are Splitting Between Nvidia and Apple

Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.

24/7 Wall Street • 12 hours ago

Nvidia Is Getting Dangerously Close to Getting Surpassed by Apple in Market Cap. Here's the Better Growth Stock to Buy Now.

Apple is this year's top-performing "Magnificent Seven" stock. Revenue is growing the fastest it has in five years for Apple.

The Motley Fool • 8 hours ago

Apple Squeezed These Chip Suppliers for Years. AI Is Helping Them Get Even.

Plus, Weil Gotshal says it is shutting its doors, and we take you inside the $311 million land grab to create one of America's priciest homes.

WSJ • 15 hours ago