Apple Inc. delivered strong Q4 '25 results, beating earnings and revenue estimates, driven by robust iPhone 17 adoption and record Services revenue. AAPL's Services segment achieved 15% year-over-year growth, now comprising 28.1% of total revenue, highlighting its increasing importance to Apple's business model. Despite a positive Q1 '26 outlook and continued profitability, AAPL shares are trading at record highs and a premium valuation versus other big tech companies.
Apple Inc. shares have outperformed the S&P 500 since my previous piece, driven by easing tariff risk and AI optimism. Recent gains in AAPL are attributed to improved sentiment on AI potential and valuation multiple expansion. AI represents both a threat and an opportunity for AAPL, and it is too early to say for sure how AI will impact the company.
The futures are trading mixed as we prepare to start the new week and month, with the NASDAQ once again leading the way higher.
Apple delivered mixed Q4 results, with iPhone revenues missing estimates but strong Services and Mac performance supporting growth. AAPL's gross margin and operating income improved year-over-year, aided by a growing Services segment and help from the buyback. Guidance for 10% to 12% revenue growth in the holiday quarter exceeded analyst expectations, despite iPhone supply constraints.
Taiwan Semiconductor Manufacturing is the supplier for all the players in data center computer chips. The company is reinvesting for growth in the U.S. Shares of Taiwan Semiconductor do not look expensive right now.
Earnings season kicked into high gear last week when five of the Magnificent Seven members with a combined market value of over $15 trillion reported results.
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Constellation Research founder R 'Ray' Wang addresses NVIDIA's CEO hoping to sell to China and discusses the earnings outlook for various tech companies on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #raywang #nvidia #apple #china #tech #technology #stocks #market #finance #business #economy #earnings #investing #ai #innovation #global #siliconvalley #ceo #research
The CEO was facing risks from Trump's tariffs, Google litigation and the AI craze. He turned to his playbook and now the iPhone maker is worth $4 trillion.
Five of the so-called “Magnificent Seven” firms reported earnings this week in a major milestone for 2025's economic narrative. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) all shared their earnings, offering some important insights into key tech firms amid the AI revolution.
AAPL's fiscal Q4 earnings surge on strong iPhone and Mac demand, with services up 15% and upbeat Q1 guidance fueling momentum.
The Nasdaq leads major indexes this morning, +350 points on strength in Amazon following Q3 earnings yesterday.