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Behind the Ticker: RISE Ditches the Usual EM Playbook
etf.com16d agoneutral
Behind the Ticker: RISE Ditches the Usual EM Playbook

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Apple set to beat Q3 estimates as BofA sees margin dip as transitory
Proactive16d agobullish
Apple set to beat Q3 estimates as BofA sees margin dip as transitory

Apple Inc (NASDAQ:AAPL, XETRA:APC) is expected to beat consensus estimates for its fiscal third quarter, according to Bank of America, even as the bank takes a more conservative view of iPhone seasonality tied to a staggered launch schedule. BofA said investor focus will center on component...

Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically
Investor's Business Daily16d agoneutral
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Apple Sidesteps AI Spend Bubble So I Keep Buying
24/7 Wall St.16d agobullish
Apple Sidesteps AI Spend Bubble So I Keep Buying

While Apple's Magnificent Seven peers race to burn billions on AI infrastructure, one investor keeps hitting the buy button for the opposite reason, and the quarterly receipts are piling up fast.

China vs. US AI: Moonshot's Kimi K3 may not be a total game changer quite yet
Yahoo Finance Video16d agoneutralVIDEO
China vs. US AI: Moonshot's Kimi K3 may not be a total game changer quite yet

Chinese artificial intelligence startup Moonshot made waves last week after showcasing its new Kimi K3 AI model, which is being hailed as the world's largest publicly available large language model available for download. Investors speculated whether this reveal was another DeepSeek moment for the AI landscape. Council on Foreign Relations (CFR) senior fellow for China and emerging technologies, Chris McGuire, speaks with Julie Hyman about the tightening AI race between China and the US and what these low-cost models from China represent for the global AI build-out.

Apple’s iPhone 18 AI bet hides a pricing trap
TheStreet16d agoneutral
Apple’s iPhone 18 AI bet hides a pricing trap

Apple (AAPL) could be gearing up to offer consumers a more enticing reason to upgrade their iPhones: artificial intelligence technologies that perform better on newer hardware. That might add to the much-talked-about iPhone 18 “supercycle” possibility. But investors need to be mindful of that ...

Investing.com17d agoneutral
BofA expects Apple to top analyst expectations on July 30

Investing.com -- Bank of America reiterated a Buy rating on Apple with a price target of $380 per share in a note on Monday, expecting the company to beat consensus in its fiscal third-quarter results, which will mark Tim Cook's last earnings call as CEO.