We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights: Apple, Facebook, Spotify and Alphabet and Twitter
Read MoreHide Full Article
For Immediate Release
Chicago, IL – August 9, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Apple (AAPL - Free Report) , Facebook , Spotify (SPOT - Free Report) and Alphabet (GOOGL - Free Report) and Twitter .
Here are highlights from Wednesday’s Analyst Blog:
Apple Roundup: Valuation, Smartphones, Hate Speech, TSMC
This roundup covers Apple’s trillion-dollar valuation, its smartphone share loss to Huawei, its actions against hate speech and the impact of the virus that attacked key supplier Taiwan Semiconductor (TSMC). Here are the details-
A Trillion Dollars and Counting
Tim Cook has done a great job of showing all those who ever doubted him that he was a man with a plan. When he assumed the CEO role back in 2011, Apple’s valuation was a little over $300 billion and last week, that just tripled to a trillion dollars.
Cook said all the right things, pointing to the valuation, then saying how it was "not the most important measure" of Apple’s success and certainly not what he and the company were focused on. The focus areas were, according to his memo to employees, "innovation, putting our products and customers first, and always staying true to our values."
Can Huawei Consolidate Its Gain On Apple?
Huawei’s founder CEO Ren Zhengfei sounded triumphant coming off a strong first half, in which the company shipped 95 million smartphones. Raising the full-year forecast from 180 million units to 200 million units in a media briefing at its Shenzhen headquarters he said, "I think it's no problem that we become the global No.2 next year; in Q4 next year, it's possible we become No.1".
Huawei announced its first phone 15 years ago and pushed Apple to the third position in the second calendar quarter of 2018, according to IDC. This is the first time since 2010 that Apple didn’t make it to the top two. Moreover, Huawei’s feat was achieved despite a virtual ban on the company’s phones in the U.S. and relatively small share in India, the second largest smartphone market. Huawei’s strength comes from its wide ranging product line that made it popular in the EMEA region, where sales grew 73% and in China where they were up 37%.
Apple Against Hate Speech
In what definitely appears to be collusion between the top technology companies, Apple joined Facebook, Spotify and Alphabet’s YouTube in taking down content related to Infowars and Alex Jones. Twitter maintains that Jones and his supporters have not violated its rules of conduct yet.
Jones, who is well known for his support of republicans, for abusing people like Obama and Hillary Clinton and also for propagating false news, was however not taken down for these reasons. The technology companies decided that hate speech was a better way to remove him, first because it’s such a vague term that it doesn’t require much explanation and covers just about anything. And second, because this way, they can keep the political angle from the argument, so diplomats don’t have a direct reason to get involved.
TSMC Virus Could Bite Apple
Taiwan Semiconductor, which makes Apple’s A11 chip and is scheduled to make its A12 chip to go into the next generation of iPhones, attributed the computer virus that impacted some of its computer systems and fab tools on Aug 3 to "misoperation" of a software installation process for a new tool. The company has said that the resultant delay in shipments would impact its third-quarter revenue by 3%, or $255 million.
There has been some speculation about how this might impact Apple. According to Fubon Research, which expects Apple to ship 83 million iPhones in the second half, the setback will delay shipment of 1.5-1.7 million A12 chips with no material impact on Apple’s new iPhone because TSMC will make good in the next quarter.
It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.
Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. Click here for the 6 trades >>
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Strong Stocks that Should Be in the News
Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
The Zacks Analyst Blog Highlights: Apple, Facebook, Spotify and Alphabet and Twitter
For Immediate Release
Chicago, IL – August 9, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Apple (AAPL - Free Report) , Facebook , Spotify (SPOT - Free Report) and Alphabet (GOOGL - Free Report) and Twitter .
Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.
Here are highlights from Wednesday’s Analyst Blog:
Apple Roundup: Valuation, Smartphones, Hate Speech, TSMC
This roundup covers Apple’s trillion-dollar valuation, its smartphone share loss to Huawei, its actions against hate speech and the impact of the virus that attacked key supplier Taiwan Semiconductor (TSMC). Here are the details-
A Trillion Dollars and Counting
Tim Cook has done a great job of showing all those who ever doubted him that he was a man with a plan. When he assumed the CEO role back in 2011, Apple’s valuation was a little over $300 billion and last week, that just tripled to a trillion dollars.
Cook said all the right things, pointing to the valuation, then saying how it was "not the most important measure" of Apple’s success and certainly not what he and the company were focused on. The focus areas were, according to his memo to employees, "innovation, putting our products and customers first, and always staying true to our values."
Can Huawei Consolidate Its Gain On Apple?
Huawei’s founder CEO Ren Zhengfei sounded triumphant coming off a strong first half, in which the company shipped 95 million smartphones. Raising the full-year forecast from 180 million units to 200 million units in a media briefing at its Shenzhen headquarters he said, "I think it's no problem that we become the global No.2 next year; in Q4 next year, it's possible we become No.1".
Huawei announced its first phone 15 years ago and pushed Apple to the third position in the second calendar quarter of 2018, according to IDC. This is the first time since 2010 that Apple didn’t make it to the top two. Moreover, Huawei’s feat was achieved despite a virtual ban on the company’s phones in the U.S. and relatively small share in India, the second largest smartphone market. Huawei’s strength comes from its wide ranging product line that made it popular in the EMEA region, where sales grew 73% and in China where they were up 37%.
Apple Against Hate Speech
In what definitely appears to be collusion between the top technology companies, Apple joined Facebook, Spotify and Alphabet’s YouTube in taking down content related to Infowars and Alex Jones. Twitter maintains that Jones and his supporters have not violated its rules of conduct yet.
Jones, who is well known for his support of republicans, for abusing people like Obama and Hillary Clinton and also for propagating false news, was however not taken down for these reasons. The technology companies decided that hate speech was a better way to remove him, first because it’s such a vague term that it doesn’t require much explanation and covers just about anything. And second, because this way, they can keep the political angle from the argument, so diplomats don’t have a direct reason to get involved.
TSMC Virus Could Bite Apple
Taiwan Semiconductor, which makes Apple’s A11 chip and is scheduled to make its A12 chip to go into the next generation of iPhones, attributed the computer virus that impacted some of its computer systems and fab tools on Aug 3 to "misoperation" of a software installation process for a new tool. The company has said that the resultant delay in shipments would impact its third-quarter revenue by 3%, or $255 million.
There has been some speculation about how this might impact Apple. According to Fubon Research, which expects Apple to ship 83 million iPhones in the second half, the setback will delay shipment of 1.5-1.7 million A12 chips with no material impact on Apple’s new iPhone because TSMC will make good in the next quarter.
Recommendation
Apple shares carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
More Stock News: This Is Bigger than the iPhone!
It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.
Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. Click here for the 6 trades >>
Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Strong Stocks that Should Be in the News
Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.
Follow us on Twitter: https://twitter.com/zacksresearch
Join us on Facebook: https://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com/
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.