NASDAQ: AAPL
Apple Inc. designs, manufactures and sells consumer hardware, software and services. Its product categories are:
- iPhone, the largest category, which includes the newly launched iPhone Duo, iPhone 18 Pro and iPhone 18 Pro Max.
- Mac, which now offers Touch for the first time.
- iPad.
- Wearables, Home and Accessories, including AirPods, Apple Watch, Apple Vision Pro and a newly introduced generation of home hardware.
Apple's six software platforms are iOS, iPadOS, macOS, watchOS, visionOS and tvOS. Its Services business includes the App Store, Apple Music, Apple Pay, iCloud and Apple TV, and it recently introduced an all-new Siri AI assistant. Services is a growing, higher-margin revenue stream driven by a large and expanding installed base of active devices.
Apple reports geographic segments for the Americas, Europe, Greater China, Japan and Rest of Asia Pacific. It relies on third parties for components, manufacturing, compute and content. The company returns substantial capital to shareholders through share repurchases and quarterly dividends, and employs more than 150,000 people. Updated
One of the most cash-rich companies on earth is borrowing across seven tranches, joining Meta, Alphabet and Oracle in a high-grade supply wave. Pricing here becomes the benchmark every other tech issuer gets measured against.
APPLE $AAPL KICKS OFF A SEVEN-TRANCHE, INVESTMENT-GRADE U.S. DOLLAR BOND OFFERING.
Cramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.
A 5.99% move to $351.77 is a rare single-day jump for a $5.1 trillion company, adding roughly $300 billion in market value in one session. Moves that size in the market's largest name pull the whole index with them.
A 3.09% intraday move to $352.57 is rare air for the world's largest company: it adds roughly $150 billion in market value in a single session. Moves that size on a $5.1 trillion base pull the whole index with them.
A 3.3% intraday move adds roughly $170 billion of market value at a $5.2 trillion cap. Keep an eye on whether $353.29 holds into the close.
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.
John Ternus opened his tenure as CEO with a September quarter record, iPhone revenue of $57.58 billion and Services at an all-time high topping expectations on both lines. Tariff refunds drove part of that, so the underlying beat is thinner than it looks, and the holiday setup rides on iPhone Duo and the revamped Siri.
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Microsoft surged over 6% today, and if you hold a 401(k) or IRA, that move almost certainly rippled through your retirement savings in ways most investors never think to check.
The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
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Apple surged more than 6% on Wednesday, but investors holding index funds across multiple accounts may be taking on far more Apple exposure than any single fund's label reveals.
Apple Inc. designs, manufactures and sells consumer hardware, software and services.
24/7 Wall St.'s 12-month price target for AAPL is $384.73, rated Buy. The Wall Street consensus target is $333.44. AAPL price prediction →
