On Fri, INTC fell -7.89% to close at $92.32, despite a strong Q2 earnings. What's wrong? Based on Wall Street, INTC fell becos of rampant AI jitters and mirrors other tech giants eg. GOOG, META. Investors are increasingly uncomfortable with growing AI spending & want to see how the high outlays will generate revenue. In the AI-race, is INTC stuck in the same "damned if you do, damned if you don't" situation ? That is if INTC don't invest (like in the past), it will be made redundant 'automatically'. However if invests, investors are overtly concern and flee. Agree ?
A new positive AI news on AAPL. It was reported to have secured long-awaited regulatory approval from China's cyberspace regulator to launch Apple Intelligence, partnering Alibaba to integrate its Qwen large language model (LLM)—alongside Baidu for Chinese AI compliance. Will it further boost iPhone sales in the world's largest smartphone market against fierce domestic competition ?
Replying to @LEESIMON:Hi, thanks for reading my post. Glad you liked it. Thank you for helping to Repost, so that more people will get to read about it before AAPL quarterly earnings release.//@LEESIMON:🩷Good
Replying to @PTOL:Hi, tks for reading my post and sharing your views. Personally if the rumours about AAPL issuing a Flip phone, I think that might be the next big money spinner. And of course the new and AI equipped Siri doesn't hurt too. Its been a while that AAPL has not been leading the pack.//@PTOL:11x sales can hold only if services growth starts masking hardware cyclicality. Q3 probably needs a clean beat too, or this multiple looks stretched
On Friday, AAPL managed to close high for the week. It was up by +3.53%, closing the week at $333.02 /share. This as oil prices and US Treasury yields eases. Now, we need to get pass this "long" weekend peacefully... Fingers crossed
Nasdaq fell on Friday when US market opens. Along with it INTC dips too by a fairly substantial -2.30% with the stock at $97.92. Pessimism persisted because Trump has just ordered another round of strike against Iran.while still mulling over his blanket bombing of Iran. Friday is really not to time to buy the dip because a bigger dip might just be around the corners !! Agree ?
TSLA is way overdue on fulfilling its promise on autonomous driving. Its lack of lidar is already causing some states in the US to reconsider allowing it to ply the states' road. Do consider reading TechCrunch on the latest with TSLA robotaxi. It is rolling backwards. Tesla's quarterly earnings have been poor for many quarters already. Time is catching up. It needs to prove itself again and maybe don't DOGE the issue, face it head on ?
With 1.5 hours to go before US market opens for Friday, below are the 2 latest events tugging at AAPL. (see attached) Which will win over AAPL by 4pm US time ? (a) a recovery US composite future OR (b) Trump's intention to blanket bomb Iran big time? It will be a very intense weekend to pass over until Singapore midday on Mon, 27 Jul 2026, only then might the coast be considered 'clear'.
With 1.5 hours to go before US market opens for Friday, below are the 2 latest events tugging at INTC. (see attached) Which will win over INTC by 4pm US time ? (a) a recovery US composite futures OR (b) Trump's intention to blanket bomb Iran big time ? It will be a very intense weekend to pass over until Singapore midday on Mon, 27 Jul 2026, only then might the coast be considered 'clear'.
After falling - 1.3%on Thursday, a day where all 3 Composite indexes fell big time, especially Nasdaq (-2.15%) - is Friday pre-market indicators any consolation? (see attached) With Trump preferring weekend strikes and a still weak market (to me), I will be taking a break, not unless it's so compelling.
Will Mr Buffett continue to shine for another day after Thursday rise? (see attached) On paper it appears so and given the US composite Futures are in the green, it's a high probability.
@JC888:Even titans Ackman & Buffett get it Wrong !
After reporting a good set of numbers, INTC is poised to open higher on Friday. Will it trend any higher throughout the day over an optimistic equity futures, I have my reservations as its a Friday. Never know if Trump will go a bombing over the weekends, something he likes to do
One of my better investment is in $Bank of America(BAC)$, after finding out Mr Buffett bought in 2020. Strangely he exited partially but I held on and I am still smiling...
One suggestion is to read posts in Community page, for nuances that AI chat bot may not offer. There are prolific contributors to the page. Hee hee... Investment is as much a skill as it is in a perverse way - an art form.
Anatomy of a Record Multiple $Apple(AAPL)$ has reached a critical valuation crossroads. On 17 Jul 2026, it hit an intraday high of $334.99, and that rally briefly pushed its market capitalization to about $4.88 trillion, nudging past $NVIDIA(NVDA)$ $4.86 trillion. For a fleeting moment, AAPL reclaimed the pole position as the world’s most valuable publicly traded company. Hitting this scale puts enormous pressure on every future quarter to justify the price. Trading at nearly 11x sales, AAPL sits at its highest valuation multiple in company history. (see above) What makes this moment unusual is AAPL’s mix of leadership change, valuation expansion, and product-cycle optimism - hitting home all at once. Mar
4 hours into trading, the Nasdaq has fallen by -2.01%. In similar fashion, INTC has fallen by -1.76%, trading at $100.81 /share. Market is waiting with anticipation its Q2 earnings at 4pm US time. Will INTC be able to pull of another quarter this time ? Hope so, fingers crossed.
Imminent arrival of US bomber to forever shatter the peace in the Middle East is spooking US market big time. The composite futures are all in the red, with an hour to go before trading commences for Thursday. In a surprise pre-market note, INTC is bucking the trend and rising (for now). No one should get too happy & celebrate; not until US 4pm when trading closes for the day. And then there is Friday to contend with.
Impact of US bomber reaching Middle East to further agitate everlasting peace has spooked market sentiments. US composite futures are showing the pressure. So are BRK.B and PS. Trump should listen to the market. PERIOD !
@JC888:Even titans Ackman & Buffett get it Wrong !