In an NYSE Live interview, Gil Luria of D.A. Davidson discussed Apple's latest earnings and the wider tech sector. He argued that many AI-linked companies continue to report strong results and demand, and that recent share price weakness reflects election and policy caution more than the core AI business. On data centers, he said public concerns about noise and energy often reflect older designs, and that approvals are typically decided locally. On Apple, he noted signs of slowing iPhone upgrades after a strong prior year and margin pressure from price increases and rising memory costs. He said Apple's ecosystem and installed base still support its long-term position.
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AAPLearningsartificial intelligencedata centerstech stocks
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/02/2026 | 338.32 |
| Change that session | -1.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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