Apple + Palantir earnings night: both beat expectations, yet both stocks fell
📌 Apple FY26 Q4 revenue was $114.48 billion (vs. $113.39 billion expected), EPS was $2.10 (vs. $1.99 expected), and iPhone revenue was $57.58 billion, up 17% YoY; but its gross margin guidance for the current quarter is 45%-46%, below last quarter’s 47.9%, and services growth of 8%-9% fell short of expectations. The stock briefly fell about 2% after hours (Reuters/CNBC)
📌 Palantir Q3 revenue was $2.313 billion, up 96% YoY (vs. $2.18 billion expected); U.S. commercial revenue of $984 million surpassed government revenue for the first time, and full-year guidance was raised to $8.53 billion. The stock still fell about 3%-3.8% after hours (company announcement/CNBC/Investing)
【Viewpoint】
The market is no longer rewarding “beats.” Apple’s problem is that rising memory chip prices are eroding margins, as cost pressures across the AI hardware supply chain pass through to end products. Palantir may be growing even faster, but its valuation has already priced in a lot. After the Nasdaq plunged in October, investors’ tolerance for the AI narrative has clearly diminished—good results ≠ a rising share price.
【Opportunities/Risks】
• Watch whether Apple and PLTR can hold their after-hours lows when the U.S. market opens tonight. If tech stocks remain under pressure, weaker risk appetite could weigh on $BTC
• Rising memory prices are a clear theme: companies related to storage/memory stand to benefit, while consumer electronics face pressure
• Commercialization of AI applications (PLTR) is accelerating; sentiment around AI-themed tokens such as $FET may move in tandem with U.S. AI stocks
• Midterm elections and nonfarm payrolls are also due this week, and volatility may increase
Do you think AI stocks are topping out for now as the “good news is all priced in,” or is this another chance to get in?
#美股财报 #AI #苹果 #Palantir #Crypto Market
For reference only; this does not constitute investment advice
📌 Apple FY26 Q4 revenue was $114.48 billion (vs. $113.39 billion expected), EPS was $2.10 (vs. $1.99 expected), and iPhone revenue was $57.58 billion, up 17% YoY; but its gross margin guidance for the current quarter is 45%-46%, below last quarter’s 47.9%, and services growth of 8%-9% fell short of expectations. The stock briefly fell about 2% after hours (Reuters/CNBC)
📌 Palantir Q3 revenue was $2.313 billion, up 96% YoY (vs. $2.18 billion expected); U.S. commercial revenue of $984 million surpassed government revenue for the first time, and full-year guidance was raised to $8.53 billion. The stock still fell about 3%-3.8% after hours (company announcement/CNBC/Investing)
【Viewpoint】
The market is no longer rewarding “beats.” Apple’s problem is that rising memory chip prices are eroding margins, as cost pressures across the AI hardware supply chain pass through to end products. Palantir may be growing even faster, but its valuation has already priced in a lot. After the Nasdaq plunged in October, investors’ tolerance for the AI narrative has clearly diminished—good results ≠ a rising share price.
【Opportunities/Risks】
• Watch whether Apple and PLTR can hold their after-hours lows when the U.S. market opens tonight. If tech stocks remain under pressure, weaker risk appetite could weigh on $BTC
• Rising memory prices are a clear theme: companies related to storage/memory stand to benefit, while consumer electronics face pressure
• Commercialization of AI applications (PLTR) is accelerating; sentiment around AI-themed tokens such as $FET may move in tandem with U.S. AI stocks
• Midterm elections and nonfarm payrolls are also due this week, and volatility may increase
Do you think AI stocks are topping out for now as the “good news is all priced in,” or is this another chance to get in?
#美股财报 #AI #苹果 #Palantir #Crypto Market
For reference only; this does not constitute investment advice
