$Apple(AAPL.US) | Morgan Stanley 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐀𝐩𝐩𝐥𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟔𝟎
Analyst sees potential for revenue and EPS upside driven by price hikes on iPad, Mac, and a predicted $200 increase for the iPhone.
Macerich
MAC25.6200.97% ( -0.250 )
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$Apple(AAPL.US) Apple stock dropped 6.2% after announcing price increases on MacBook and iPad due to rising memory costs, impacting technology stocks. Analysts reiterated a Buy rating on Apple stock, calling the intra-cycle price hikes on Macs, iPads, and home devices a "rare move" following recent comments from CEO Tim Cook on intense supply constraints in the memory market. The price increases range from 17% to 25% across the core Mac and iPad offerings on base-model configurations, with larger percentage hikes on smaller-ticket home devices, including Apple TV at about 54%. Apple's long-term memory supply contracts were "rolling off" during the quarter, exposing the company to spot market pricing. @Bridge Buzz SG
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Apple(AAPL.US) Apple To Skip High-end M6 Mac Chips In Favor Of Ai-focused M7 - Bloomberg
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$Apple(AAPL.US) June revenue growth target of 14-17% vs. Street at 9%. Cook says Mac will be constrained in June which means the real growth is slightly better.
Source: Gene Munster
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NEW: Google is ramping up development of a dedicated Gemini AI app for Apple Inc.’s Mac computer lineup, looking to step up competition with OpenAI and Anthropic.
Source: Mark Gurman
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Apple (Minutes): Increase AI investment, launch new version of Siri next year
The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to "Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?" 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...
AppleConference Minutes