$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach 10–15%.
Meanwhile, the foldable iPhone Duo has 90+ day wait times.
(@WalterBloomberg)
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach 10–15%.
Meanwhile, the foldable iPhone Duo has 90+ day wait times.
(@WalterBloomberg)
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$AAPL - KEYBANC WARNS APPLE'S IPHONE 18 MOMENTUM MAY FADE
KeyBanc reiterated its Underweight rating and $250 price target on Apple following a survey of 2,046 iPhone users.
The firm warns that higher prices, fewer carrier promotions and longer upgrade cycles could weaken iPhone sales and services growth.
Apple trades at approximately 40x projected 2027 earnings, versus its three-year average of 27x.
(@WalterBloomberg)
KeyBanc reiterated its Underweight rating and $250 price target on Apple following a survey of 2,046 iPhone users.
The firm warns that higher prices, fewer carrier promotions and longer upgrade cycles could weaken iPhone sales and services growth.
Apple trades at approximately 40x projected 2027 earnings, versus its three-year average of 27x.
(@WalterBloomberg)
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🇫🇷 FRENCH UNREST. LE PEN HITS RECORD HIGH ON KALSHI.
Following a weekend of unrest in France, Kalshi prices Marine Le Pen at an all-time high of 49% in the presidential race.
Far-left Jean-Luc Mélenchon stands at just 9.2%.
📊 Watch the odds move in real time 👇
https://t.co/4raw2qpjBh
(@WalterBloomberg)
Following a weekend of unrest in France, Kalshi prices Marine Le Pen at an all-time high of 49% in the presidential race.
Far-left Jean-Luc Mélenchon stands at just 9.2%.
📊 Watch the odds move in real time 👇
https://t.co/4raw2qpjBh
(@WalterBloomberg)
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BANK OF AMERICA STILL EXPECTS AN OCTOBER FED RATE HIKE
Bank of America maintains its forecast for a Fed rate hike on October 28, despite markets pricing just a 20% probability.
BofA warns that persistent inflation and strong economic activity could push core PCE inflation to 3.4% by year-end.
The key takeaway: BofA believes inflation risks justify further tightening, even as investors increasingly expect the Fed to hold rates steady.
(@WalterBloomberg)
Bank of America maintains its forecast for a Fed rate hike on October 28, despite markets pricing just a 20% probability.
BofA warns that persistent inflation and strong economic activity could push core PCE inflation to 3.4% by year-end.
The key takeaway: BofA believes inflation risks justify further tightening, even as investors increasingly expect the Fed to hold rates steady.
(@WalterBloomberg)
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PENTAGON’S EMIL MICHAEL VOWS EXPORT CONTROLS IF AI LABS DON’T COOPERATE WITH GOVERNMENT - THE INFORMATION
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ZELENSKIY SAYS THERE ARE DELAYS TO SOME TYPES OF ESSENTIAL SUPPLIES FOR UKRAINE FROM US
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(@WalterBloomberg)
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CHINESE PREMIER SAYS READY TO ADVANCE EXCHANGES, COOPERATION WITH IRAN - XINHUA
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(@WalterBloomberg)
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TRUMP ADMINISTRATION REMOVING CHINESE AI DEEPSEEK FROM CIVILIAN GOVERNMENT AGENCY IT SYSTEMS, BARRING PURCHASE OF DEEPSEEK RELATED PRODUCTS BY GOVERNMENT AGENCIES -- NOTICE
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(@WalterBloomberg)
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MELIUS SEES MORE UPSIDE FOR APPLE AFTER $5 TRILLION RALLY
Melius Research reiterated its Buy rating and $370 price target on Apple ($AAPL ), calling its rally to a $5 trillion valuation one of Wall Street's most disliked.
Apple is up 26% YTD, benefiting from its relatively low AI capital spending and strong buyback capacity.
Melius sees further upside from higher iPhone selling prices, Services growth and new products.
(@WalterBloomberg)
Melius Research reiterated its Buy rating and $370 price target on Apple ($AAPL ), calling its rally to a $5 trillion valuation one of Wall Street's most disliked.
Apple is up 26% YTD, benefiting from its relatively low AI capital spending and strong buyback capacity.
Melius sees further upside from higher iPhone selling prices, Services growth and new products.
(@WalterBloomberg)
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IRAN'S FOREIGN MINISTER ARAQCHI SAYS REGIONAL ISSUES SHOULD BE RESOLVED THROUGH DIPLOMACY - STATE TV
IRAN'S ARAQCHI SAYS US IS RESPONSIBLE FOR INSECURITY AND TENSIONS IN THE STRAIT OF HORMUZ
(@WalterBloomberg)
IRAN'S ARAQCHI SAYS US IS RESPONSIBLE FOR INSECURITY AND TENSIONS IN THE STRAIT OF HORMUZ
(@WalterBloomberg)
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*LAVROV CALLS FOR RESTORING FREEDOM OF NAVIGATION IN HORMUZ
*LAVROV URGES RETURN TO PRE-CRISIS MIDEAST CONDITIONS
*LAVROV CALLS FOR RESUMPTION OF YEMEN NEGOTIATIONS
(@WalterBloomberg)
*LAVROV URGES RETURN TO PRE-CRISIS MIDEAST CONDITIONS
*LAVROV CALLS FOR RESUMPTION OF YEMEN NEGOTIATIONS
(@WalterBloomberg)
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RUSSIA'S LAVROV: WE ARE NOT INTERESTED IN ENERGY PRICES VOLATILITY
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(@WalterBloomberg)
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GOLDMAN SACHS ON GOLD: ESTIMATES CENTRAL BANK PURCHASES OF 79 TONNES IN AUGUST, WELL ABOVE THE PRE-2022 AVERAGE OF 17 TONNES
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(@WalterBloomberg)
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GOLDMAN SACHS: CONTINUES TO SEE CENTRAL BANK DEMAND AS A STRUCTURAL SUPPORT FOR GOLD
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(@WalterBloomberg)
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GOLDMAN SACHS ON GOLD: CHINA WAS THE LARGEST IDENTIFIABLE BUYER IN AUGUST AT 25 TONNES
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(@WalterBloomberg)
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IRAN FOREIGN MINISTER ARAQCHI SAYS TEHRAN WELCOMES ANY IDEA THAT GUARANTEES REGIONAL SECURITY WITHOUT PRESENCE OF FOREIGN FACTORS
(@WalterBloomberg)
(@WalterBloomberg)
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U.S. HOUSING MARKET CONFIDENCE HITS 14-YEAR LOW
U.S. homebuilder sentiment fell to 29 in October, its lowest since June 2012, as mortgage rates climbed above 7%.
A record-high 43% of builders cut prices, with average discounts of 6%, while nearly two-thirds offered sales incentives.
(@WalterBloomberg)
U.S. homebuilder sentiment fell to 29 in October, its lowest since June 2012, as mortgage rates climbed above 7%.
A record-high 43% of builders cut prices, with average discounts of 6%, while nearly two-thirds offered sales incentives.
(@WalterBloomberg)
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ANTHROPIC READIES MODEL THAT READS USERS' INTENTIONS BETTER - THE INFORMATION
(@WalterBloomberg)
(@WalterBloomberg)
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EX-OPENAI EMPLOYEE ACCUSED OF PLANTING RECORDING DEVICE APPEARS TO HAVE RECIEVED 'CONSIDERABLE SUPPORT' FROM SAUDI GOVERNMENT -COURT FILING
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(@WalterBloomberg)
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WHITE HOUSE WARNS U.S. INFLATION NEEDS MORE WORK
White House economic adviser Kevin Hassett says inflation is showing renewed pressure after several months of improvement.
September CPI rose 0.6% month-over-month, while core inflation increased 0.3%.
Hassett warned the acceleration could be temporary or signal a break from the disinflation trend.
(@WalterBloomberg)
White House economic adviser Kevin Hassett says inflation is showing renewed pressure after several months of improvement.
September CPI rose 0.6% month-over-month, while core inflation increased 0.3%.
Hassett warned the acceleration could be temporary or signal a break from the disinflation trend.
(@WalterBloomberg)
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