apple

Apple Stock Pullback:

**Apple Shares Drop 7.5% Despite Record iPhone Quarter**

Cupertino, July 31, 2026 — Apple Inc. reported a record June-quarter performance with iPhone revenue rising 22% to $54.3 billion and total revenue hitting $109.4 billion.

However, the stock fell approximately 7.5% after the company guided for slower 9–11% revenue growth in the current quarter, citing significant supply constraints on advanced chips and soaring memory costs driven by AI demand.

This marks Tim Cook’s final earnings report as CEO.
#TRUMP #trading #iran #Apple $BNB $BTC

Apple’s stock is pulling back. But the business isn’t.
Apple has slipped below $310, trading around $308.26, and has given back 7.47% since its Q3 earnings at $333.

At first glance, that looks concerning. But the underlying numbers tell a different story.

iPhone revenue: $54.25B vs. $44.58B YoY
Services: ~$30B quarterly revenue
Services gross margin: 76.7%
Operating margin: 31.97%
ROIC: 53.35%
ROE: 171.42%
EPS: $2.02 vs. $1.89 expected
Buybacks: another $100B authorized
That’s why the current pullback is interesting.

#Apple $AAPLB #LearnWithFatima

Jefferies Downgrades Apple to Underperform as Concerns Grow Over iPhone Pricing Power

📉 Jefferies downgraded Apple from Hold to Underperform and cut its price target from $285.56 to $263.66, implying roughly 16% downside from AAPL’s latest closing price.

📱 According to Jefferies’ supply-chain checks, Apple may have canceled its 20th-anniversary all-glass iPhone planned for 2027 due to low production yields. The device had been expected to support higher average selling prices and margins.

📊 Jefferies also lowered its forecast for iPhone ASP CAGR from about 9% to 6.8% for 2026–2031. A foldable iPhone could become a more important hardware growth driver, although an expected price above $2,000 may limit demand.

🏦 Six firms now carry Sell-equivalent ratings on Apple, the highest number since 2012, although the broader consensus remains tilted toward Buy. AAPL fell around 1–2% during the August 10 session.

#Apple $AAPLB $AAPL.US $AAPLon

$BTC
$AAPL.US
🚨 Apple Explores Storage Chips from China's CXMT

Apple is reportedly testing memory and storage chips from ChangXin Memory Technologies (CXMT) across lines like the iPhone and MacBook.

With global storage shortages and rising costs driven by the booming AI market, tech giants are looking for new ways to ease supply chain constraints and stabilize prices.

* **The Strategy**: Apple is initiating preliminary talks to source chips specifically for devices sold within the Chinese market.

* **Regulatory Hurdles**: Current U.S. restrictions block technology transfers and custom specifications to CXMT, meaning Apple is restricted to buying standardized products rather than customized components.

* **Next Steps**: Navigating these rules may require minor redesigns in select products, alongside political discussions to secure green lights for cooperation.

#cxmt #Apple #USGovernment #CryptoNewsCommunity

苹果押注中国内存芯片 😱
#Aİ 芯片短缺正在改变全球供应链格局

苹果近期被曝正在寻求使用中国存储芯片企业CXMT的产品，以缓解全球内存芯片供应紧张带来的成本压力。目前苹果正在测试相关内存芯片，并讨论未来在部分设备中采用的可能性

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这背后的原因很简单
AI浪潮正在疯狂消耗全球芯片资源
从AI服务器，到数据中心，再到消费电子产品，高性能内存需求快速增加，导致全球存储芯片供应压力上升 👀

过去苹果主要依赖三星 美光 SK海力士等供应商，但随着成本不断上涨，苹果开始寻找更多供应渠道，希望降低供应链压力
而CXMT作为中国重要存储芯片企业，也正在快速扩大市场影响力 🔥

不过，这件事情并不只是商业选择
背后还涉及中美科技竞争
#CXMT 此前受到美国方面关注，因此苹果如果扩大合作，也可能面临政策和供应链方面的不确定性

这场博弈反映出一个更大的趋势
AI时代的竞争，已经不只是模型和软件竞争
而是算力 芯片 存储 供应链的全面竞争 👀

未来谁掌握关键硬件资源，谁就可能在AI时代占据更大优势
对于市场来说，芯片产业链变化，也会影响科技股 半导体行业，甚至全球资金对于AI赛道的重新定价 🚀

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每天带你关注全球热点，不只是看新闻发生什么，更带你看懂背后的逻辑和机会 👀🚀 #Apple

🚨 $AAPL ПОЛУЧИЛ ПЛОХИЕ НОВОСТИ

Jefferies понизил рейтинг Apple до Underperform и снизил целевую цену с $285.56 до $263.66.

Причина выглядит серьезно.

По данным аналитика Эдисона Ли, полностью стеклянный iPhone, который ожидался 27 сентября, якобы отменили из-за низкого выхода годных устройств на производстве.

И это может ударить по планам Apple продавать более дорогие модели на фоне стремительного роста стоимости памяти.

Jefferies также снизил прогноз прибыли Apple на 2028 и 2029 финансовые годы на 2.1% и 3.4%.

А теперь еще один интересный момент.

Apple повысила стоимость сдаваемых старых iPhone на 5% в США и примерно на 2% в Европе.

Это может ускорить продажи iPhone 17, но одновременно создать дополнительное давление на спрос на iPhone 18.

Похоже, для Apple начинается довольно непростой период.

#AAPL #Apple

#bstockscis Сьогодні 4-й день мого челенджу зі спостереження за токеном Apple.
Якщо порівнювати ціну зі вчорашнім днем, то вона трохи підросла, але зміни поки що зовсім незначні — різницю практично непомітно.
На мою думку, зараз варто почекати цікавих анонсів від компанії. Саме позитивні новини можуть стати каталізатором для подальшого росту ціни. Сподіваюсь, що Apple ще покаже хороший рух вгору.@BinanceCIS #Apple

¿Qué pasa si inviertes 500 dólares hoy en las dos compañías más grandes del mundo con sus precios actuales?

📊 Análisis de Compra e Inversión Inicial
🍎 Apple $AAPL
A un precio estimado de $310 USD, con $500 adquieres 1.61 acciones.

🟦 Microsoft $MSFT
A un precio estimado de $500 USD, con $500 adquieres 1.00 acción completa.

🔮 Escenario Estimado a 10 Años (2026 – 2036) con Reinversión de Dividendos (DRIP):
🍎 Apple (Objetivo: $1,200 dólares / acción para el año 2036)

Acciones acumuladas: 1.64 AAPL (incluyendo dividendos reinvertidos)

Valor Estimado: 1,972.14 dólares

Retorno: 3.94x (+294.4%)

🟦 Microsoft (Objetivo: $1,600 dólares acción para el año 2036)

Acciones acumuladas: 1.04 MSFT (incluyendo dividendos reinvertidos)

Valor Estimado: 1,669.27 dólares

Retorno: 3.34x (+233.8%)

💡 Conclusión: Ambos gigantes tecnológicos ofrecen sólidas oportunidades de revalorización a largo plazo. Al iniciar con un precio de entrada menor, Apple proyecta un multiplicador de capital ligeramente mayor en este horizonte de 10 años.

Cuál crees que es mejor? 🔥

#CRIPTOMONEDASYACCIONES #Apple #BinanceSquare #losfantasticosdeltrading

苹果这波操作，是什么玩意？
8 月 8 日，苹果中国官网上线了一份《在 Mac 上配合 Apple 智能使用千问》的支持文档，首次以官方口径确认 Apple 智能可调用阿里的千问模型，写作工具和 Siri 都能接。结果上线不到 24 小时，文档就被撤了，相关页面恢复成此前那版「配合 Apple 智能使用 ChatGPT」，官方至今没给说法。
往前看，7 月 8 日 Apple 智能刚过备案，7 月 15 日阿里确认千问将作为底层 AI 能力接入国行设备。文档上了又删，国行 Apple 智能的落地节奏，又多了一层悬念。
$AAPL #Apple #人工智能

苹果在中国彻底“认怂”了？
Mac用户现在能把通义千问直接接到Siri和写作工具。
苹果刚发指南，就是为了让中国大陆的AI体验落地。
不是新硬件，纯软件对接。
$AAPL 股价小涨0.28%，到313.29美元。
说白了，自家Apple Intelligence进不来，只能抱阿里大腿。
监管卡死，苹果没得选。
对中国用户是赚到了，对苹果是实打实的妥协。
市场反应这么淡，说明早被看穿了。
哈哈哈，以后美企进中国，是不是都得这么“借壳”？
#Apple

🍎 Apple’s Strong Quarter Comes With a Catch

Apple delivered a powerful fiscal Q3, with $109.42B revenue (+16% YoY) and $2.02 EPS. iPhone sales jumped 22% to $54.25B, while Services reached $30.74B. On the surface, the numbers look excellent.

But investors are looking beyond the headline beat. Tariff refunds added around $0.11 to EPS and roughly 2 percentage points to gross margin, while Services missed expectations. Apple also guided for just 9–11% Q4 revenue growth, below Wall Street expectations.

That explains why $AAPL faced heavy selling despite strong results.

Now the big question is whether the iPhone 18 cycle, AI progress and Services growth can deliver another leg higher, or whether margin pressure keeps weighing on the stock.

Great quarter. Tougher road ahead.

#Apple #AAPL #iPhone18 #AI #BinanceSquare

🚨 $AAPLB : The Next Big Opportunity in Apple Stock? 🍏📈

Apple has been one of the market's strongest long-term performers, and the next few months could be another important chapter for AAPL.

Here's why investors are paying attention:

🤖 Apple Intelligence is expanding, bringing more AI features across Apple devices.

📱 The next iPhone launch could spark a new upgrade cycle if demand exceeds expectations.

💰 Apple's Services business—including the App Store, iCloud, and Apple Music—continues to deliver steady, high-margin revenue.

📊 Many Wall Street analysts currently have a 12-month average price target near $330, while some bullish forecasts reach $400 if AI adoption and future earnings outperform expectations. These are analyst estimates, not guarantees.

⚠️ Investors should also watch quarterly earnings, supply-chain updates, and overall market conditions, as these could influence the stock's direction.
$AAPLB

📝 Note: This post is for informational purposes only and should not be considered financial or investment advice. Always do your own research (DYOR) before making any investment decisions.

Question for you

Do you think $AAPL can reach $400 in the next 12 months? 👇

#AAPLB
#Apple
#stocks

🚨 OpenAI硬刚苹果！
公开内部邮件正面回应“窃取商业机密”指控
OpenAI与苹果之间的法律大战进一步升级。

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面对苹果提起的商业机密诉讼，OpenAI首次公开多封内部邮件和聊天记录，试图证明苹果的指控存在事实错误。OpenAI表示，苹果不仅搞错了部分员工身份，还在提起诉讼前忽略了双方律师之间已有的沟通记录，因此认为苹果的诉讼“存在误导”。
争议的焦点主要围绕两名前苹果员工。

苹果认为，他们在加入OpenAI后保留并使用了涉及硬件项目的机密资料，涉嫌泄露商业秘密。不过，OpenAI则拿出了聊天记录回应，称这些员工离职后，苹果内部人员仍主动联系他们，请求查找文件、传输资料和解答技术问题。OpenAI认为，这说明相关访问权限一直由苹果保留，并非员工私自获取或非法保存资料。

同时，OpenAI强调，公司一直明确要求所有新员工不得携带或使用前雇主的任何机密信息。
这场官司背后，其实反映的是AI硬件竞争越来越激烈。
自OpenAI收购前苹果设计团队相关公司后，双方在AI终端设备领域的竞争不断升级，而此次诉讼也成为AI行业最受关注的法律案件之一。
目前案件仍在审理阶段，最终结果尚未确定，但这场围绕AI硬件与商业机密的博弈，或将影响未来整个行业的发展方向。

#OpenAI #苹果 #Apple

🚨 $AAPL 'S FOLDABLE IPHONE LEAK DROPS AT 4.5MM — THE THINNEST DEVICE THEY'VE EVER BUILT 💥

The leak shows a 4.5mm profile unfolded — thinner than the 5.1mm iPad Pro and every iPhone Apple ever shipped. To hit that number, someone had to take the cut. 🔍

Face ID is out. The rear camera drops from three lenses to two. Touch ID moves inside the power button. Aggressive targets always demand sacrifices — and memory price hikes push the rumor tag from $2,000 to $2,900. 📈

Expect the reveal in early September next to the iPhone 18 Pro line. The real battle is the hinge and the crease — Samsung's Galaxy Z Fold 7 already hits 4.2mm, so Apple trails on raw specs and bets everything on durability instead. 💡

Would you pay $2,900 for the thinnest foldable iPhone, or do the compromises kill the trade for you? 💬

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AAPL #Foldable #TechTrade #Apple

🔍 💎

$AAPLB
is quietly climbing while most traders are distracted.
The price is holding above key support, and buyers continue to defend every dip. If momentum stays strong, a fresh breakout could be next.
Sometimes the biggest moves start when nobody is watching.
#AAPLB #Apple #bStocks

📱 Durov denuncia extorsión contra Telegram en la App Store

Pavel Durov afirmó que un atacante insertó contenido ilegal editando un mensaje antiguo y lo reportó a Apple para forzar la baja de la plataforma.

🔐 Lo que pasó:
Apple retiró temporalmente la aplicación de la App Store. La restituyó después de que Telegram eliminara el contenido y bloqueara al usuario responsable.

La plataforma supera los 1.000 millones de usuarios mensuales #Apple #gram

Pavel #Durov explained why Telegram was removed from the App Store (https://t.me/durov/538).

What surprised me even more is that #Apple didn't announce it — Durov did. In the screenshot I shared, it's pretty clear that this was an issue on Apple's side.

So why is #GRAM dropping instead of #AAPL ?

Or are they planning something?

🚨 ব্রেকিং নিউজ

Apple বিশ্বব্যাপী তাদের App Store থেকে একটি জনপ্রিয় অ্যাপ সরিয়ে দিয়েছে, যা প্রযুক্তি ও ক্রিপ্টো কমিউনিটিতে ব্যাপক আলোচনার জন্ম দিয়েছে।

📱 অ্যাপটির বিশাল ব্যবহারকারী থাকায় এই সিদ্ধান্তকে ঘিরে সেন্সরশিপ এবং ডিজিটাল স্বাধীনতা নিয়ে নতুন করে উদ্বেগ তৈরি হয়েছে।

⚠️ এই আকস্মিক পদক্ষেপের প্রভাব বিশ্বজুড়ে লক্ষ লক্ষ ব্যবহারকারীর ওপর পড়তে পারে এবং এর ফলে বাজারে ভোলাটিলিটি (মূল্য ওঠানামা) আরও বেড়ে যেতে পারে।

👀 তাই সংশ্লিষ্ট টোকেনগুলোর দিকে নজর রাখুন: $VIC | $TUT | $VIC

#BreakingNews #Apple #Crypto #MarketUpdates" #volatility