Where to go with US technology stocks? Goldman Sachs top trader: Not completely confident in Mag 7, but bullish on AI narratives.
Goldman Sachs trader Peter Callahan stated that investors are currently more inclined towards the top growth stocks in the industry. The profit prospects of Mag 7 are stabilizing but still have uncertainties, while chip stocks/AI stocks are experiencing an equally if not better market environment than in June this year.
KeyBanc Maintains Apple(AAPL.US) With Hold Rating
Express News | Apple will release its financial report on November 1st Beijing time.
Daily options tracking | AI monster stocks return? A single call from super micro computer earns 54 times the capital; bullish on options worth over a hundred million US dollars, China concept etf sees a huge single order.
China concept etf csi 300 index China etf surged 7.98%, end-of-day call made a profit of 26 times overnight; multiple NVIDIA calls expiring this Friday with exercise prices between $130 and $140 rose by more than 90%.
Market Chatter: Apple's iPhone Assembler Foxconn Making World's Largest Production Facility in Mexico for Nvidia's Superchips
Vodafone (VOD.US) and Google (GOOGL.US) have extended their decade-long partnership to promote ai smartphones and services.
Global telecommunications giant vodafone and Google announced today a ten-year strategic expansion of their existing partnership, bringing new generative ai devices to customers in Europe and Africa.
Apple's Smart Ring Could Launch By 2026 In Line With Tim Cook's Health-Centric Vision, Says Analyst: 'One Of His Major Legacies From Apple Would Be Around Personal Health'
Is Apple Ring "stillborn"? Research company predicts that apple (AAPL.US) will launch asia vets smart ring before 2026, but it has been refuted by a well-known whistleblower.
According to CCS Insight, apple may launch a asia vets ring competing with Samsung before 2026. However, according to the well-known whistleblower Mark Gurman, apple has already put the development of the asia vets ring on hold.
Furui downgraded Apple (AAPL.US) rating to "hold" and raised the target price to $212.92.
Futu Securities released a report stating that they are bullish on Apple Intelligence from Apple (AAPL.US) in the long term, as Apple is the only company capable of providing low-cost, personalized artificial intelligence (AI) through proprietary data in software and hardware integration. However, the firm believes that Apple's smart phone hardware needs to be reshaped in order to possess true AI capabilities, with an expected timeline possibly around 2026/2027. Market expectations for the iPhone 16 or iPhone 17 are considered premature, as the firm predicts that in the second half of this year, the iPhone 16 will have higher sales compared to the iPhone 15.
Express News | Apple cancels the development of asia vets ring: concerned about impacting Apple Watch sales.
"Apple AI" failed in its debut? Stock rating lowered, iPhone 16 demand flashing red light......
①Jefferies Financial believes that investors' expectations for the latest iPhone from Apple are too optimistic; ②The bank has downgraded Apple's rating from "buy" to "hold", and set the target price at $205.
Futu Morning Post | Breaking news! The State Council Information Office will hold a press conference at 10 a.m. today, A-shares will open today; join the call on the Chinese stock market! Citigroup: There is still huge room for growth.
Overseas investors are pouring into Chinese stocks, with related funds attracting billions of dollars to set a new record; senior officials of the Federal Reserve temporarily withhold buying, eye-catching non-farm payroll data: overall risk balance slightly leaning towards labor market facing headwinds.
Jefferies downgraded apple's rating, stating that investors are too optimistic about AI phones, and apple's stock price fell by 2.25%.
Jefferies analyst believes that the market's expectations for Apple's AI phone are too high, downgrading Apple's rating from buy to hold, resulting in a 2.25% drop in Apple's stock price. Previously, the market believed that AI functionality would drive consumer upgrades to phones, reaccelerating Apple's revenue growth. Driven by this optimistic sentiment, Apple's stock price rose by about 36% from its April low.
Trading volume TOP20 | Super micro computer soared nearly 16%, marking the largest single-day increase since May 15th; Apple fell more than 2%, downgraded by brokerage Jefferies.
On Monday, Nvidia ranked first in trading volume in the US stock market, rising by 2.24%, with a trading volume of $44.301 billion; Tesla ranked second, falling by 3.70%, with a trading volume of $16.593 billion; Apple ranked third, falling by 2.25%, with a trading volume of $8.8 billion.
Jim Cramer Counters Amazon and Apple Downgrades
The Economy Is on Track. These Sectors Are Gliding. -- Barrons.com
Apple Will Reportedly Launch AI Software on Oct. 28: Bloomberg
Apple Head of Procurement Said to Retire: Report
Apple Options Spot-On: On October 7th, 503.04K Contracts Were Traded, With 6.14 Million Open Interest
On October 7th ET, $Apple(AAPL.US)$ had active options trading, with a total trading volume of 503.04K options for the day, of which put options accounted for 40.13% of the total transactions, and
Express News | Apple’s Dan Rosckes to Retire as Global Head of Procurement - Bloomberg News