Marley Kayden speaks with William Kerwin and Robert Cantwell about Apple (AAPL) following its latest earnings print. William praises Apple's strong margins but flags rising memory costs as a possible
AAPL beat fiscal Q2 expectations as iPhone 17 drives a March-quarter record; China surges, buybacks expand, and a CEO transition is set for Sept. 1.
Apple Inc. (NASDAQ:AAPL) shares rallied Friday after the company's second-quarter results and stronger-than-expected guidance reassured Wall Street that iPhone demand, services momentum and gross marg
For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range.

Apple's Tim Cook warns of rising memory costs

01:45pm, Friday, 01'st May 2026
The global memory crisis played an outsized role in tech earnings season, which hit an apex this week. Apple CEO Tim Cook warned it's just the beginning.
The S&P 500 and Nasdaq 100 hit fresh records Friday morning; the Dow turned negative by midday. Apple's 4.5% post-earnings jump is carrying the tech-heavy indexes; Amgen's 5.7% drop is dragging on the

The Morning Trade: AAPL

01:30pm, Friday, 01'st May 2026
Apple (AAPL) shares are higher following an earnings beat. "It's essentially a victory lap for Tim Cook," says Marley Kayden.

Wall Street Roundup: Tech Reports

01:30pm, Friday, 01'st May 2026
Alphabet (GOOG/GOOGL) and Meta (META) diverged post-earnings, with Alphabet up 10% and Meta down 9%, reflecting investor confidence in Alphabet's AI strategy and ROI. Apple (AAPL) delivered strong ear
Today, May 1, 2026, Apple's earnings beat extended April's record-setting run for major U.S. benchmarks and spotlighted tech's dominance.
On Thursday, Apple (AAPL) released its highly-awaited Q2 2026 earnings report. While all mega-cap tech earnings calls are closely watched, this one was especially crucial, considering it came after ne
On its quarterly earnings call, Apple said revenue growth in the current quarter would be between 14% and 17%, well above analysts' estimates. CEO Tim Cook cited ongoing demand for the iPhone 17 and M
Apple Inc. (NASDAQ:AAPL) delivered strong March-quarter results, with record revenue growth driven by resilient hardware demand and expanding services.
Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) fiscal Q2 2026 beat triggered a three-way split among Wall Street analysts.
Sales of iPhones rose 21.7% to nearly $57 billion, while overall revenue jumped to $111.2 billion. Apple CEO Tim Cook, who will transition to role as executive chairman on Sept.
The Mac Mini was in high demand during the March quarter. Apple has had trouble keeping versions of the Mac Mini in stock in recent weeks.
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