Apple set for modest iPhone sales growth, China worries remain
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- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Applied Optoelectronics sets up $600M at-the-market stock offering
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- One killed, three injured when man attacks Swedish school with sword
- Morgan Stanley course-corrects their semiconductor equipment outlook on demand
These IT hardware and equipment stocks should benefit from AI in 2024
February 4, 2024 8:00 AM ESTGoldman Sachs believes that for IT hardware and equipment stocks in 2024, the AI beneficiaries should continue to outperform.
Analyst Michael Ng said the investment bank is "bullish on hardware AI beneficiaries entering 2024 as evidence of AI tailwinds become more evident for OEM server suppliers and hyperscaler Ethernet switch suppliers."
He highlighted six buy-rated names they see as a buy:
Here's how Apple's EU changes could impact Alphabet - Morgan Stanley
January 31, 2024 3:00 PM ESTIn a note to clients this week, analysts at Morgan Stanley discussed how Apple's (NASDAQ: AAPL) EU changes could impact Alphabet (NASDAQ: GOOGL), saying Google now faces more pressure.
The investment bank explained that in response to the Digital Markets Act (DMA), AAPL announced changes to iOS, Safari, and the App Store in the EU. Among them, starting in March, Apple is introducing a prompt allowing users in the... More
