News · Yahoo Finance

Apple, Salesforce Lead Five Stocks Near Buy Points

See the full story in the original article.

Read the original on Yahoo Finance ↗

Keywords

AAPLSalesforceWall Street

Open a keyword to see other news on the same topic.

Related tickers and likely impact

AAPL

▲ Likely positive

Apple Inc.

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustryTechnology Hardware, Storage & Peripherals
Market cap$5.0T
Close on 10/16/2026343.46
Change that session+0.43%
AAPL price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Is Adobe A Better Way Than Salesforce To Own AI Software Growth?

    Salesforce and Adobe both expect AI to speed up subscription software growth, but they charge differently: Salesforce premium editions cost 60% to 80% more than lower tiers, while Adobe has held off on price rises to win users. Salesforce reports revenue under contract for the next twelve months up 14%, and its AI agent product Agentforce has reached $1.5 billion in annual recurring revenue; Adobe counts more than 1 billion monthly users, up over 20%, and its AI-first products have passed $650 million in annual recurring revenue. Adobe trades at 13.6 times trailing earnings versus 20.9 times for Salesforce, with a 35.7% operating margin against 21.5%, and grows slightly faster (12.0% versus 11.2%). Salesforce is executing a $25 billion share buyback and plans to hire 1,200 account executives, while its total debt equals 20.6% of market value, compared with 6.8% for Adobe.

    Yahoo Finance·softwareartificial intelligenceAdobe
  • Apple Stock Is the Best Performer in the Mag 7. An Analyst Downgrade Signals It’s Time to Pump the Brakes.Yahoo Finance·▼ AAPLAAPLtech stocksMagnificent Seven
  • Chips Are Selling Off and Apple Just Hit a New High. What Splits the AI Trade

    Chip stocks sold off last week, with the iShares Semiconductor ETF (NASDAQ:SOXX) down 13.31%, while Apple (NASDAQ:AAPL) rose 2.11% and sits about 1.5% below its 52-week high. The article argues Apple benefits from AI by selling it across more than 2.5B active devices, rather than through heavy infrastructure spending like hyperscalers, and notes revenue grew 16.4% year over year last quarter. The stock trades at $342.96 against a 24/7 Wall St. 12-month target of $397.78 (15.99% upside), with a bull case of $451.56 driven by Siri AI and iCloud Plus upgrades. Risks include memory costs, which Cook called “a 100-year flood,” and gross margin guidance of 47% to 48%; the consensus target of $329.38 sits below the current price. The piece also compares Apple’s P/E with NVIDIA and Microsoft, concluding Apple has less exposure to AI infrastructure spending.

    Yahoo Finance·▼ NVDA▲ AAPLAAPLsemiconductorsartificial intelligence
  • Apple Stock Downgraded As Analysts Turn Cautious On iPhone MakerYahoo Finance·▼ AAPLAAPLtech stockssupply chain
  • Hedge Funds Dumped Tech Stocks at the Fastest Pace in a Decade, Goldman Says

    Goldman Sachs prime brokerage data showed hedge funds sold technology stocks at the fastest pace in at least a decade in the week through October 15, 2026, with semiconductors taking the largest dollar hit. The selling was mainly long liquidation, meaning funds sold shares they already owned rather than opening many new short positions. The Nasdaq 100 fell 5.5% that week, its worst week since April 2025, and net leverage dropped to 48.6%, a one-year low, yet tech still made up 23.5% of Goldman's global prime book, in the 90th percentile of the past 5 years. Nvidia (NVDA) fell 4.08% over the week versus 7.88% for the iShares Semiconductor ETF (SOXX). A close below $214.13 would suggest the selling has not run its course, while a move back to $226.32, its October 12 close, would indicate funds have finished selling.

    Yahoo Finance·▼ QQQ▼ NVDA▼ AAPL▼ SPYhedge fundstech stocksNasdaq
  • Apple downgraded, Akamai upgraded: Wall Street's top analyst calls

    Research notes compiled by The Fly highlight several recent analyst rating changes. Raymond James upgraded Akamai (AKAM) to Strong Buy with an unchanged $170 target, citing valuation after a recent pullback, while TD Cowen raised BlackRock (BLK) to Buy with a $1,405 target, up from $1,212. Wells Fargo upgraded Venture Global (VG) to Overweight, lifting its target to $21 from $15, and BTIG moved American Electric (AEP) to Buy. On the downside, Loop Capital cut Apple (AAPL) to Hold with a $330 target, down from $370, after Apple reduced its September and December iPhone shipments by 10%, while Jefferies moved Zoetis (ZTS) and Elanco (ELAN) to Hold and Barclays cut NuScale Power (SMR) to Underweight.

    Yahoo Finance·▼ AAPLAAPLanalyst ratingsAkamai

Related markets

US stocks →

Latest news

  • Anthropic in talks for second multibillion-dollar Nscale deal - CNBC

    Anthropic is in talks with U.K.-based Nscale for a second multibillion-dollar deal to lease computing capacity at a U.S. site, according to CNBC, citing a person familiar with the matter. The agreement would reportedly cover a second 460-megawatt data center at the West Virginia site of an initial deal announced in August, and could be worth about $45 billion. Competitors CoreWeave and Nebius saw their shares fall 28% and 27%, respectively, over the past month. The Telegraph reported that Microsoft pulled out of a deal to anchor an Nscale data center outside London due to power grid connection delays, and Nscale, which filed to go public on the NYSE in September, is reportedly delaying those plans amid valuation concerns in the sector.

    Yahoo Finance·• MSFT• NVDAdata centerscloud computingCoreWeave
  • US moves to sell seized Russian 'shadow fleet' oil tankers

    The U.S. government will allow sanctioned tankers from Russia's 'shadow fleet' to be sold to investors so they can return to legal shipping, Energy Secretary Chris Wright said at a Citadel Securities event in New York. Buyers will refit idle vessels to carry non-sanctioned oil, and Wright stressed this is a change of ownership and operating status, not simply lifting restrictions. U.S. officials estimate the global shadow fleet includes about 1,600 tankers, and the mechanism could bring dozens or even hundreds of them back into service. The move comes amid an unfinished war with Iran that has nearly shut the Strait of Hormuz, pushing the cost of shipping oil from the Persian Gulf to East Asia more than sixfold above pre-war levels. A KSE Institute study from June 2026 found that 862 shadow fleet tankers have carried Russian oil since early 2023, with 695 still active between May 2025 and May 2026.

    CafeF·oil pricessanctionsRussia
  • What Is Twilio’s (TWLO) Economic Moat, and Is It Widening or Narrowing?

    Twilio (TWLO) moves messages and calls for other companies, and the article assesses whether its economic moat is widening or narrowing. Its advantages include carrier relationships, phone numbers and country-level regulatory approvals, plus high switching costs because messaging code is embedded in customers' applications. However, messages are essentially a commodity, with operating profit at just 7.83% of revenue because carriers take a cut, and revenue growth has settled at 22.00% over the latest three months. Shares closed at $257.29 on October 19, up 76.7% over six months and 136% over a year, and trade at 43.67 times analysts' expectations for next year. The article concludes the moat is real, narrow and roughly holding rather than widening, and that operating margin is the metric to watch.

    Yahoo Finance·TWLOsoftwarevaluation
  • Can MongoDB (MDB) Hold Its Guidance After Losing Its Chief Executive?

    MongoDB (MDB) closed at $348.69 on October 19 and is up 32% over six months. CEO Chirantan Desai left on September 28 to join Meta, and shares fell about 15% that day, even though the company reaffirmed its guidance of $2.99-$3.03 billion in revenue for the year to January. That guidance implies about 22% growth, below the 30.50% revenue growth of the prior quarter, and the balance sheet carries almost no debt, so the article argues the forecast can be held. Dev Ittycheria, who ran the company from 2014 until last year, has returned as interim CEO while the board searches. The article says the market reacted to less certainty about the outlook rather than an error, and notes that with a 3.68% operating margin a small miss would move earnings sharply, while the shares trade at 70.42 times expected next-year earnings.

    Yahoo Finance·MDBCEOsoftware
  • AI jitters clobber South Korea's Elice as stock sinks 32% in trading debut

    Shares of South Korean data center provider Elice (0158S0.KQ) plunged 32% on their first trading day. Elice, which rents out AI compute capacity, raised about $151 million, with demand oversubscribing the IPO roughly 400 times. The sharp drop reflected investor worries about valuations and long-term profitability, especially if hyperscalers cut spending or borrowing costs rise further. The sell-off also tied into concerns about neocloud providers, after a viral chart of rising bond yields at Nvidia-backed CoreWeave (CRWV) highlighted its debt-heavy balance sheet; CoreWeave rebounded Tuesday after a 25% drop last week. HSBC analyst Abhishek Shukla set a $39 price target on CoreWeave, about 34% below current trading levels.

    Yahoo Finance·IPOdata centersCoreWeave
  • Palo Alto Networks (PANW) Pays a Large Part of Its Wage Bill in Stock. What Does That Do to Profit?

    Palo Alto Networks (PANW) closed at $346.95 on October 19 and has returned 104.62% over six months. Revenue rose 34.50% last quarter, yet reported profit was only $307 million on $11.48 billion of revenue. Share-based compensation and related charges reached $1.71 billion in the last fiscal year, more than double operating profit, while operating cash flow hit $4.55 billion. The article argues that stock-paid wages are still a real cost because they dilute existing shareholders. At 94.34 times analysts' next-year earnings estimates, the valuation depends on whether share-based pay is added back, since the multiple relies on adjusted earnings rather than reported profit.

    Yahoo Finance·PANWcybersecurityvaluation

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.