Apple Inc.

Last week's tech flush was the bait, according to this read, with the Nasdaq sitting on its trendline into a week stacked with job openings, unemployment data and four megacap tech earnings reports.

It's going to be a busy week of economic events. Job openings, crude oil stock and unemployment. It's also a big earnings week with $AAPL, $PLTR, $AMD, $QCOM, etc. Spooking people out of tech last week could have been the perfect trap for a reversal. https://t.co/bwOnF7JLqH https://t.co/0uepqdS471 [Quoted @FinanceLancelot]: The Nasdaq is approaching the trendline this week. According to the October 2018 pattern on the S&P 500, we begin a rally on November 4th, the day after the midterms. The 2020 and 2018 patterns look strange because this chart is in log and I captured the candlesticks in https://t.co/BYTu0dYr2a https://t.co/2bUG8LaBtV

• Replies2
• Reposts1
• Likes12

Memory inflation is killing the budget phone, and the chip vendors levered to it are paying: Qualcomm and MediaTek each gave up three to six points of share while Apple picked up four.

Counterpoint says global smartphone processor shipments fell 21% YoY in Q3 as rising memory costs pushed manufacturers to cut cheaper models. • MediaTek's market share fell from 34% to 28% • Qualcomm's $QCOM declined from 25% to 22% • Apple's increased from 17% to 21%

• Replies0
• Reposts0
• Likes1

BofA's fiscal 2027 iPhone number now sits 13 million units below consensus, and the bank says the street is still underpricing what memory inflation does to Apple's margins.

BofA removes Apple $AAPL from its U.S. 1 List, cuts iPhone sales estimates & warns Wall St. is significantly underestimating the impact of rising memory prices on margins. “We lower our F27 iPhone est. by 9mn units to 247mn (vs. St at 260mn).” BofA estimates memory costs could

• Replies11
• Reposts9
• Likes64

Brian White's $20 bump to $355 lands five days before the November 2 earnings report, raising the bar Apple has to clear.

$AAPL - APPLE PRICE TARGET RAISED TO $355 AHEAD OF EARNINGS Monness, Crespi, Hardt analyst Brian White raised Apple's price target to $355 from $335, maintaining a Buy rating ahead of its November 2 earnings report. The analyst highlighted Apple's product innovation and

• Replies19
• Reposts5
• Likes74

A three-year data retention and handover mandate forces Apple and Microsoft to either comply with Russian security agencies or face another market exit, a privacy-brand risk that travels far beyond Russia.

JUST IN: Russia places Apple & Microsoft on its state surveillance registry, requiring them to retain users' data for up to 3 years & provide it to security agencies upon request.

• Replies22
• Reposts16
• Likes100

Traders are pricing the crown as a coin flip with roughly two months left, meaning Apple's lead over Nvidia and Microsoft is thin enough to flip on a single earnings reaction.

42% chance Apple is the world's largest company at year-end. https://t.co/1PnIRWWAK5

• Replies0
• Reposts0
• Likes1