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The Latest Breaking News from Samik Chatterjee

Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs

Technology giant Apple Inc (NASDAQ:AAPL) will share initial demand and revenue figures for the iPhone 17 when the company reports fourth-quarter financial results Thursday after market close.

Benzinga

Apple's Upcoming Foldable iPhone Model Will Drive Major Upside: Analyst

Growing enthusiasm around Apple Inc‘s (NASDAQ:AAPL) iPhone 17 demand and anticipation for next year's foldable iPhone 18 has analysts optimistic about the company's multi-year growth outlook.

Benzinga

HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints

Tech companies are increasingly under pressure to balance growth expectations with realistic earnings forecasts as market conditions evolve. While Hewlett Packard Enterprise Co's (NYSE:HPE) TAM (total addressable market) outlook for the next three years highlights mid-teens underlying growth, the fiscal 2026 guidance disappointed investors due to "lower Networking revenue driving…

Benzinga

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HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming

HP Inc (NYSE:HPQ) faces a tougher outlook as the strong sales boost from the Windows 10 replacement cycle comes to an end, creating difficult growth comparisons for the year ahead.

Benzinga

Base iPhone 17 Sells Nearly Twice As Fast As iPhone 16 In China

Apple Inc.'s (NASDAQ:AAPL) iPhone 17 series outsold the iPhone 16 lineup by 14% in the first 10 days of sales across China and the U.S., Apple's two largest markets, according to Counterpoint Research's China and U.S. third-quarter 2025 Smartphone Sell-Out Tracker.

Benzinga

Gene Munster Calls Liquid Glass iOS 26 And iPhone 17 Hardware Refresh 'Good News' For Apple's Growth In FY 26

Apple Inc. (NASDAQ:AAPL) is entering what analysts describe as its biggest iPhone upgrade cycle in more than a decade, with Gene Munster highlighting iOS 26 and the iPhone 17 hardware refresh as catalysts for stronger-than-expected demand.

Benzinga

Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning

An Apple Inc (NASDAQ:AAPL) analyst tracking iPhone 17 lead times shows the new smartphone is outperforming its predecessor.

Benzinga

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Apple Services Revenue Trajectory Signals Softness With Weaker App Store Downloads: Analyst

Sensor Tower data showed that Apple’s (NASDAQ:AAPL) App Store revenue and downloads grew in August, but slower than historical trends.

Benzinga

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga

Forget AI, Apple Bets On 'Air' Power—And It Might Just Work

Apple Inc's (NASDAQ:AAPL) fall iPhone event is shaping up to be less about AI fireworks and more about a bold hardware gamble.

Benzinga

Dell Struggles To Protect Margins As Supply Chain Costs Mount

Dell Technologies (NYSE:DELL) reported a sharp rise in second-quarter revenue but tempered investor enthusiasm with profit guidance that fell short of expectations, sending shares lower on Friday.

Benzinga

Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts

Pure Storage Inc (NYSE:PSTG) shares rallied in early trading on Thursday, after the company reported upbeat fiscal second-quarter results.

Benzinga

HP Prints Solid Q3, Analysts Expect It To Ride AI PCs Into 2026

HP (NYSE:HPQ) eased market worries over PCs and printing with solid Q3 results, prompting JPMorgan's Samik Chatterjee to reaffirm an Overweight rating and lift his price target to $30 on AI PC momentum, a Windows 11 refresh, and supply chain gains.

Benzinga

What's Going On With Coherent Stock On Thursday?

Coherent Corp. (NYSE:COHR) shares plummeted on Thursday after the company announced it will sell its aerospace and defense unit to Advent for $400 million.

Benzinga

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Benzinga

Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More

Shares of Cisco Systems Inc (NASDAQ:CSCO) came under some pressure in early trading on Thursday, after the company Wednesday reported upbeat fiscal fourth-quarter results.

Barchart

Is Super Micro Computer Stock Headed for $15 or $70 After Giant Post-Earnings Plunge?

Following a sharp post-earnings tumble, can Super Micro Computer still climb to $70, or will it crash further?

Benzinga

Apple Stock Reports 'Surprisingly Strong' Quarter: Analysts Say iPhone, Services Offset Tariff Concerns

Could Apple Inc.‘s (NASDAQ:AAPL) surprise quarter be a turning point in the tech race, or is the giant simply playing catch-up with its AI-savvy rivals? Apple analysts highlight a better than expected quarter from the tech giant with third quarter results beating estimates and showing strength for products and services.

Tom’s Guide

iPhone Fold tipped for September 2026 release by JPMorgan — with a $2,000 price tag

A JPMorgan analyst has spoken about the expected launch timing and pricing for the iPhone Fold, backing up what previous leakers have said.

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TechRadar

iPhone Fold tipped to land alongside iPhone 18 with a MacBook Pro-sized price tag – here’s what to expect

The iPhone Fold will launch next year with a sky-high price tag, a new report predicts.

Benzinga

Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst

Qualcomm Inc (NASDAQ:QCOM) is likely to report upbeat revenue and earnings for the fiscal third quarter, with "upsides across the board," according to JPMorgan.

MarketBeat

Analysts Are Backing Qualcomm: Is a Breakout Coming?

Qualcomm just got a major price target upgrade from JPMorgan. With earnings on the horizon and momentum building, this undervalued semi is heating up.

Benzinga

Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings.

Fortune

At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

Barchart

What’s Next for Super Micro (SMCI) Stock After Q2 Earnings?

Super Micro stock missed Q2 estimates but issued an outstanding outlook for its fiscal 2026. Some analysts remain unimpressed.

Kiplinger

Stock Market Today: Dow Adds 538 Points on First Trading Day of Second Trump Administration

Stocks rise while the White House issues a historic series of executive orders.

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