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Tim Cook’s Services Bet Raises the Stakes for Apple Earnings

Tim Cook’s Services Bet Raises the Stakes for Apple Earnings

As Apple prepares to release its Q3 2026 earnings, its strategic shift from hardware to a vast services ecosystem faces its biggest test yet.

The Services Mix Mistakes Analysts Make When Reading Apple Earnings

The Services Mix Mistakes Analysts Make When Reading Apple Earnings

Wall Street often misinterprets Apple's Services division. Here’s a smarter way to analyze its growth, margins, and complex revenue mix.

The Gross Margin Mistakes That Distort Apple Earnings Analysis

The Gross Margin Mistakes That Distort Apple Earnings Analysis

Learn the common gross margin mistakes that distort analysis of Apple's earnings and discover a smarter way to evaluate the tech giant's financial health.

Why Defending iPhone Loyalty With AI Raises Apple’s Earnings Stakes

Why Defending iPhone Loyalty With AI Raises Apple’s Earnings Stakes

Apple's new AI strategy isn't just about new features; it's a high-stakes defensive move to protect iPhone loyalty and future earnings.

No, Strong Apple Earnings Do Not Automatically Prove AI Is Driving Upgrades

No, Strong Apple Earnings Do Not Automatically Prove AI Is Driving Upgrades

While Apple's latest earnings are impressive, a closer look at the numbers reveals the growth isn't from an AI-driven upgrade supercycle—at least, not yet.

The Hidden iPhone Upgrade Signal That Could Redefine Apple Earnings

The Hidden iPhone Upgrade Signal That Could Redefine Apple Earnings

Wall Street once obsessed over iPhone unit sales, but a new, more powerful metric is revealing the true health of Apple's business.

Apple set for strongest June-quarter sales growth in 5 years

Apple set for strongest June-quarter sales growth in 5 years

By Aditya Soni July 29 (Reuters) - Apple's decision to hold iPhone prices steady is set to power its strongest June-quarter sales growth in five years, but investors will want to know how long it can resist an increase.

Wall St advances as Microsoft results ease AI spending fears

Wall St advances as Microsoft results ease AI spending fears

By Shashwat Chauhan and Ragini Mathur July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's stellar forecasts soothed concerns about massive AI spending by companies, while investors also parsed fresh GDP and inflation data a day after the Federal Reserve's rate decision.

The Hidden Apple Intelligence Adoption Signal Investors Should Watch in Earnings

The Hidden Apple Intelligence Adoption Signal Investors Should Watch in Earnings

Beyond raw sales numbers, the true test of Apple Intelligence's success lies in a specific, crucial metric tied directly to hardware upgrades.

Apple briefly tops $5 trillion market value for first time

Apple briefly tops $5 trillion market value for first time

July 28 (Reuters) - Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after Nvidia. Its shares were last up 0.72% at $339.33, giving it a market capitalization of $4.98 trillion.

Nasdaq falls as AI worries mount ahead of pivotal earnings

Nasdaq falls as AI worries mount ahead of pivotal earnings

By Johann M Cherian and Ragini Mathur July 28 (Reuters) - The Nasdaq fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition, ahead of earnings from some of the biggest companies on Wall Street.

Apple briefly becomes second company ever to notch $5 trillion market value

Apple briefly becomes second company ever to notch $5 trillion market value

July 28 (Reuters) - Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after Nvidia. Its shares were last up 0.2% at $337.7, giving it a market capitalization of $4.96 trillion.