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Nervous markets await NvidiaThis summary was created by AI, based on 99 opinions in the last 12 months.
Apple Inc. (AAPL) is facing a challenging environment, primarily due to tariff concerns affecting its operations in China, where it is experiencing headwinds regarding iPhone sales. Despite this, the company continues to showcase strong fundamentals with a solid balance sheet, high free cash flow, and a loyal customer base. Analysts are optimistic about its services segment, which offers high margins and stable revenues, contributing to overall growth projections of around 15%. Many experts suggest that potential AI integrations into Apple's ecosystem may provide future growth opportunities, although there are concerns about whether these developments can significantly boost revenues. The stock is currently seen as a potential medium- to long-term entry point as it trades near long-term support levels, although some view it as overvalued in comparison to future growth expectations.
Has incredible gross margins. They just reported a fine quarter, but tariffs in China didn't help. The street perceives that as the last great quarter, so shares fell. Apple is trying to move production from China to India but who know how long it will take. Services revenue disappointed and a monopoly lawsuit doesn't help.
The consumer-related companies are taking it on the chin. In transition -- can they produce in the US or not? From what he understands, moving manufacturing to the States would increase the cost of products dramatically. Getting crushed in China from competition. Tougher to change course.
AMZN's retail side is taking a bit of a hit. Cloud business is great. Imports all its goods, and can more easily switch to importing from countries other than China. He's not buying much of anything now, but if he were, he'd probably pick this one.
Markets are down today from Trump hectoring Jay Powell badly. If this leads to a constitutional crisis, you will need some cash. He always believed that the President can't fire the Fed Chair. This talk and tariffs have done enormous damage to stocks. Losses could worsen if Trump keeps trashing Powell without achieving a good tariff deal. Washington is incredibly biased against Nvidia and Apple, two excellent companies. Trump is more interested in cutting off China than advancing America's interests. This makes NVDA a hard stock to own, though not as bad as Apple. Apple makes the best consumer products on Earth, and they will eventually get AI right. But Apple makes a lot of products in China. The market could get worse, but at some point the pain will get so bad that Trump will back its most punitive measures. There has to be some sanity here. A strong Apple with business in China is in America's interest, while Nvidia is worth supporting. It doesn't have to be this way!
Tech leader, but beaten up badly due to tariff concerns. Down ~30% from recent highs. Iconic brand, strong cashflow, loyal customer base. Giant revenue generator. Services segment has very high margins, is expanding, with very stable revenue stream. That will cushion all the near-term uncertainties. Pricing power.
Actively diversifying production outside of China. Wearables are part of the growthier area of the business. Right at the 200-week MA of long-term support. Pretty good medium- and long-term entry point. Solid balance sheet, disciplined capital allocation. Steady 15% earnings growth going forward. Yield is 0.52%.
Own, don't trade this Is -30% from highs, including a sharp sell-off today. Buying into weakness has gotten you hurt, so stand back and wait a bit. Tariffs will raise the price of an iPhone from $550 to $850, though costs could be lower because of manufacturing shifting to India. Apple is stuck in a trade war between the US and China. A tough call.
The ones that are nice to King Trump. He'd hope that TSLA and AAPL would escape additional tariffs on China.
Except for TSLA, the other Mag 6 have come down to very reasonable valuations. For example, AMZN's trading at a discount to WMT, which makes no sense. GOOG is trading at 19x earnings. Thinks AAPL growth will be double digit. This is your chance to buy quality companies at reasonable valuations. See his Top Picks.
Apple Inc is a American stock, trading under the symbol AAPL-Q on the NASDAQ (AAPL). It is usually referred to as NASDAQ:AAPL or AAPL-Q
In the last year, 51 stock analysts published opinions about AAPL-Q. 21 analysts recommended to BUY the stock. 21 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Apple Inc.
Apple Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Apple Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
51 stock analysts on Stockchase covered Apple Inc In the last year. It is a trending stock that is worth watching.
On 2025-05-02, Apple Inc (AAPL-Q) stock closed at a price of $205.35.