See the full story in the original article.
Read the original on wowo.com ↗
Related news
- Florida Realtors Claim Amendment 3 Makes Homes Affordable. Their Listing Website Says Opposite.
- Apple Needs Phones and Smart Homes to Revive Pricey Stock
Apple is rolling out new products this month, including a smart-home event with a doorbell and thermostat, a touchscreen MacBook, a new iPad mini, and foldable iPhone Duo pre-orders opening Friday, but investors doubt these can revive a stock that has been basically flat since its late-July record. The shares are up 25% this year and trade above 35 times forward earnings, near their highest multiple since 2007 and well above the 10-year average of 24. Bloomberg Intelligence reported that Apple cut component orders for some iPhone models on weaker-than-expected demand, and fund manager Peter Andersen said he is not sure the lineup is exciting enough to drive an inflection. Apple's revenue is projected to rise 15% in the fiscal year that just ended, but growth is expected to slow to 10% in fiscal 2027 and 7.8% in fiscal 2028. Still, Fusion Fund's Lu Zhang remains positive, arguing that Apple is a key distribution channel for AI with essentially no competitor.
- Microsoft Needs Azure to Keep Growing Faster Than 40% When It Reports on Oct. 28
Microsoft shares trade near $533, less than 2% below the record close of $542.07 on Oct. 28, 2025, after falling more than a third to about $353 in June. The rebound was driven largely by the July earnings report, when Azure revenue rose 43% year over year. Across the last four reports, the next-day stock move has tracked Azure growth: 39–40% growth led to drops of 3% to 10%, while 43% growth lifted shares about 16%. Management guided Azure growth of 44% to 45% for the quarter ending in September, implying around $32 billion in revenue, while capital expenditures are guided above $50 billion and Microsoft Cloud's gross margin has slid from 68% to 65%. The author argues Microsoft needs Azure to land near its guidance without further margin erosion, and believes the shares are priced about right heading into the report.
- Apple Needs Just a 7 % Gain to Become the World Most Valuable Company
Apple (AAPL) closed Wednesday at $342.96, up 0.50%, pushing its market value above $5 trillion at a close for the first time, at about $5.01 trillion. NVIDIA (NVDA) fell 3.16% to $221.30 but remains the world's most valuable company at $5.343 trillion, about $338 billion ahead of Apple. If NVIDIA stays at that close, Apple would need a gain of about 6.8% to pass it. The article links a selloff in CoreWeave and Oracle to concerns over AI debt, and notes both Apple and NVIDIA trade at about 45x earnings. The author argues NVIDIA is the more attractive value at current prices, citing its 106% revenue growth versus Apple's 16%.
- Apple Needs Just a 7% Gain to Become the World’s Most Valuable Company
Apple closed at $342.96, up 0.50%, with market value of about $5.01 trillion, its first close above $5 trillion. NVIDIA remains the most valuable company at $5.343 trillion, but it fell 3.16% to $221.30; if that price holds, Apple needs about a 6.8% gain to pass it. Inflation data pushed growth stocks lower, while Apple was the only megacap to finish higher, and CoreWeave fell on AI debt worries. Apple called its fiscal Q3 its strongest June quarter ever, and NVIDIA guided to $108 billion in revenue for fiscal Q3. The article notes both stocks trade near 45x earnings, with Apple just below its 52-week high of $348.15.
Related markets
Latest news
- Meta Earnings: What To Look For From META
Meta Platforms (NASDAQ:META) will report earnings this Wednesday after the market closes. Last quarter, revenue reached $60.8 billion, up 28% year on year and above analysts' expectations, though revenue guidance for next quarter slightly missed forecasts; daily active users hit 3.6 billion, up 3.4%. The market expects revenue growth of 23.6% this quarter, slowing from 26.2% a year earlier, and analysts have generally reconfirmed their estimates over the past 30 days. Over the last month, consumer internet stocks have gained 1.3% on average, while Meta is down 4.8%.
- An AI bust could come from places investors arent watching , an economist says
Concerns about an AI bubble are growing, and TS Lombard's Dario Perkins warns that investors may be overlooking other risks. Debt among smaller cloud providers, model developers and suppliers could reach $2 trillion by the end of 2027. Perkins does not see this as a systemic risk, but warns that earnings disappointments and canceled orders could ripple through the ecosystem, and that a chip glut could follow over-ordering. Much of the industry's revenue growth still comes from spending within the AI ecosystem rather than from businesses and consumers outside it. He also flags political backlash, noting that ordinary people dislike AI and nearby datacenters, and warns that one high-profile accident could turn AI toxic.
- Yen jumps after JGB auction draws big demand , euro finds relief
The yen rose 0.2% to 158.15 per dollar in Asian trading after a 20-year Japanese government bond auction drew bids of 5.84 times the amount sold, well above the 4.01 times at the previous auction, and the yield fell 6 basis points to 3.71%. A State Street strategist said the record demand suggests sidelined cash is returning and that JGBs are becoming a relative haven from political and fiscal volatility in Europe, particularly France. Anti-government protests in France prompted curfews in several cities, while Italy said it would send 500 troops after two days of unrest, and the euro rallied 0.2% to $1.1234. Elsewhere, bitcoin slipped 0.3% to $81,674.25 and ether edged down 0.2% to $2,393.21.
- Unemployment rate dips to 4 . 7 % - but vacancies hit five - year low
Vacancies fell by 21,000 to 691,000 in the three months to September, the biggest drop since the three months to March and the lowest since July to September 2014 outside the pandemic, while unemployment dipped in the three months to August. Payroll numbers were down 66,000 over the year to September. The ONS said the fall was mainly among smaller firms struggling with higher labour costs, following rises in employer national insurance, the minimum wage and workers' rights. A CBI survey found labour costs and regulations were making it harder to create jobs, and firms urged the Chancellor not to add to their burden in the October 28 Budget. ICAEW's Suren Thiru said the labour market is 'running on idle' and unemployment could climb above 5 per cent, while Shadow Chancellor Andrew Griffith blamed Labour's 'Jobs Tax' and red tape.
- CNBC Daily Open: Tech rebounds in the U.S., but Asia isn’t buying it yet
U.S. tech stocks rebounded as the Nasdaq Composite rose more than 1% on Monday, with Nvidia up 1.4% and Tesla up 3.8%. In Asia, however, tech shares fell on Tuesday, with South Korea's Kospi down over 4% and Japan's Nikkei 225 down 1.6%. Nvidia also unveiled plans to back four German AI startups as part of its nearly $10 billion European investment commitment. Jenny Lee of Granite Asia said Asian companies are reaching IPOs much sooner, often at four to five years old, while Jio Platforms' Indian IPO saw its anchor investor quota oversubscribed more than 30 times, aiming to raise up to 302 billion rupees ($3.2 billion). In Singapore, several agricultural stocks fell after Senior Minister K Shanmugam warned that companies would not escape responsibility for possible roles in the haze, noting seven firms had been questioned by the Singapore Exchange.
- NiSource (NI) Stock Looks Overvalued Against Its Dividend Outlook
NiSource has nearly doubled shareholders' money over the past five years, delivering a 97.6% total return, which raises the question of whether dividends can justify the current share price. The article highlights a new 20-year energy agreement with Microsoft, including customer-funded grid upgrades and long-term electric service for data centers, which may affect future capital needs and cash-flow visibility. Using a Dividend Discount Model with inputs of about $1.35 dividend per share, roughly 9.07% return on equity, a payout ratio slightly above 61%, and implied dividend growth of about 3.5%, the estimated intrinsic value sits meaningfully below the current share price of $41.95. The model still does not bridge that gap, suggesting income investors are paying a premium for a relatively steady payout with modest assumed growth.
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.