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Posts Tagged ‘AAPL’

FANG techs (plus more) fall on news of investigations

Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in an antitrust probe of Facebook (FB) and Amazon (AMZN) The Justice Department is opening an […]

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Down yesterday, up today–traders buy the chip stocks they sold yesterday on Huawei headlines

Stocks--especially chip stocks--have rallied strongly today on headlines saying that the Department of Commerce has granted a 90-day license for U.S. companies to do business with China's Huawei Technologies in order to service existing networks. This is especially good news for telecommunications companies in smaller U.S. markets who have built their systems on less expensive […]

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Why did Apple settle with Qualcomm now? Can you say 5G?

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Apple meeting lowered earnings, revenue expectations–and then guides lower for next quarter

Goes to show you that if you lower expectations enough, you can beat them when you actually report earnings. Even if the earnings report itself is bad news. After the close of the New York market today, Apple (AAPL) reported December quarter earnings of $4.18 a share versus the Wall Street consensus of $4.17 a […]

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Apple cuts revenue forecast, drops 7.6% in after-hours trading

Will Apple's (AAPL) warning spook stocks tomorrow, Thursday, January 3, to a degree that bad economic news out of China didn't today? After the close in New York Apple CEO Tim Cook dramatically lowered the company's estimates for sales in the December quarter. Apple is now expecting sales of $84 billion in the quarter. That's […]

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Citigroup lowers its Apple iPhone sales estimates

Shares of Apple (AAPL) haven't done too badly today--up 0.60% at 3:30 p.m. New York time--considering that they got a hard ding from Citigroup today. According to a report from Citigroup, investors can expect a significant reduction in production of the iPhone XS, MaxXS and XR in the first quarter of 2019 in response to […]

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Selling AAPL, FCX, NKTR, PXD, VIX options out of Volatility Portfolio on likelihood of continued downward trend in the market and looming expirations

In November and December I selectively added risk to my Volatility Portfolio in the expectation of a strong seasonal January Effect Rally and the odds of an end of the year bounce that would, temporarily, disrupt the developing bear market. I thought that was a reasonable addition of risk in light of the likelihood that […]

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Notes You Need for November 26: Argentina, Italy budget, Treasury yields, MGM, Federal Reserve minutes, Salesforce, corporate bonds, BMY, AAPL

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes You Need. I launched this new […]

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How could Apple be so stupid?

Let's see. You're a company running into serious global headwinds in a maturing (or mature market) that are raising huge doubts about your ability to increase unit sales quarter to quarter for your core product. You: a) Grimly admit that unit sales are stagnant and then lay out your strategy for increasing average selling price […]

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Apple ahead of earnings: What to watch, what to expect

Apple (AAPL) reports earnings for its fiscal fourth quarter (the quarter that ended in September) after the market close in New York tonight. Right now, at 2:30 the shares are down 0.05% to $218.76. I bought the Apple January 18, 2019 calls with a strike price of $225 in my Volatility Portfolio on October 16. […]

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