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Pierre FerraguÊ
  • Pierre FerraguÊ

Apple 1FQ26: strong iPhone 17 cycle materializing; valuation already f...

Apple reported 1FQ26 on Thursday. Please click the link below for our take on the print.

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Cupertino Delivers Robust iPhone Sales With Strong Outlook; AI on the ...

A Closer Look at FY1Q26 (December) ResultsRevenueApple reported total revenue of $143.76 billion (up 16% y/y) above the Street's $138.39 billion estimate and well above the company’s guidance of 10% y/y – 12% y/y growth with the company’s installed base surpassing 2.5 billion and the company seeing

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Memory, NVDA, Quantum

We would also point out that to date, China has invested over $15B in its domestic quantum ecosystem, compared to just under $8B in the US (per QED-C State of Global Quantum Industry), once again highlighting the need for additional Federal funding of the US' quantum ecosystem.Given the vested inte

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | NVDA, MU, MRVL, SNDK

MU, Memory, SNDK: Breaks ground on ~$24B advanced wafer fab in SingaporeView: MU broke ground yesterday on an advanced wafer fabrication facility located within the company's existing NAND manufacturing complex in Singapore. This new facility represents a planned investment of approximately $24B ov

VRS RESEARCH TEAM
  • VRS RESEARCH TEAM

APPLE INC. [Bloomberg ticker AAPL:US] Stock Analysis Report

The report deals with the statistical and graph (non technical) analysis of Apple stock. It includes analysis of stock returns, analysis of volume patterns and the stock’s beta coefficient. Moreover, the report provides information about Apple stock’s listing and participation in indices, and the stock’s shareholder structure. Apple Inc. is a leading global technology company headquartered in Cupertino, California, best known for its consumer electronics, software and online services. Its p...

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