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Biggest Even Microsoft Buyback, New Retail Sales Go Against Prevailing Wisdom, Trump Crypto Project
Wedbush Spotlights DELL, NVDA, MSFT, and Others as Rate Cuts Should Support the AI Trend
Dan Niles Posts On X "Expectations for $AAPL Were for AI Features to Be Able to Drive ~10%+ Y/y Growth in iPhone Sales. If Accurate, Very Early Indications Are That Sales Are Down ~10%...." "The Staggered Rollout of the AI Feature Across Geographies,...
Qualcomm Analyst Sees Opportunity In 'Regaining Share With Samsung' After Apple Revenue Squeeze
Any Concerns Over iPhone Sales Are Just a Blip in the Road for Apple: Analysts
The supply chain is in disarray, leaving investors worried about the demand for iPhone 16.
Analysts including Ming-Chi Kuo of TF International, as well as analysts from Barclays, JPMorgan, and Bank of America, have all mentioned that early data shows the iPhone 16 Pro series is below expectations. This has led to a general decline in Apple's stock and related concept stocks on Monday. Kuo stated that one of the key factors for the decrease in demand for the iPhone 16 series is that the main selling point, Apple Intelligence, was not released with the iPhone 16.