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A four-week slip in delivery dates, from October 23 to November 16-23, is the number to watch: it either signals a blowout December quarter for Apple or thin launch inventory that pushes revenue into the next quarter.
APPLE'S IPHONE DUO SELLS OUT MINUTES AFTER PRE-ORDERS OPEN Apple's ($AAPL ) new iPhone Duo saw its initial pre-order inventory sell out almost immediately, with estimated delivery dates slipping from October 23 to November 16–23. However, the rapid sellout may reflect limited
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KeyBanc is reading the 44% month-over-month jump in September hardware spending as pulled-forward demand rather than a durable run rate, and is sticking with Underweight and a $250 target on Apple.
$AAPL - KEYBANC REITERATES SELL-BIASED RATING ON APPLE DESPITE STRONG IPHONE 18 DEMAND KeyBanc maintains its Underweight rating on Apple with a $250 price target. September hardware spending surged 44% month-over-month, far above the three-year average of 15%, suggesting
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Mad Money w/ Jim Cramer 10/13/26
- Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
- Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
- Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
- Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
Apple cleared its September 25 peak with a $341.27 close, a fresh 52-week high on the same day it launched its smart home lineup. The $5 trillion name is still making new ground.
Pre-orders are already live, making this Apple's first real hardware category launch tied to the rebuilt Siri and its opening move against Amazon's Echo installed base.
Apple just introduced HomeView, a face-recognizing smart display meant to be the hub of the home, from FaceTime calls to hands-free automations. The new hub pairs with a completely rebuilt Siri AI and can sit on a table or mount on a wall. Pre-orders live now ahead of a https://t.co/uGXtxk9GcD
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Apple is stepping onto Amazon and Google's turf today with an AI-Siri-powered home lineup, the first real test of whether services growth can extend beyond the iPhone.
$AAPL's "Welcome home" event is about to kick off. 🏡 What do you want to see in its new slate of smart home products? ⬇️ https://t.co/L8RfcGKvuA
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Mad Money w/ Jim Cramer 10/12/26
- Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
- Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
- Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
- His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Same $10,000 into Apple five years ago is worth $24,680 today. The identical bet on Microsoft sits at $19,218, a $5,462 gap between the two biggest names in the market.
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