Apple’s negative pre-announcement serves as a reminder to the number of risks that have accumulated

Apple’s negative pre-announcement serves as a reminder to the number of risks that have accumulated

Last night Apple fired an earnings flare across investor bows calling out the impact of not only the slowing global economy, and China’s in particular, but also the impact of the current US-China trade war. Those factors and several others are likely to weigh on corporate results and guidance to be had in the upcoming December quarter earnings season.

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WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

WEEKLY ISSUE: The Cherry on Top of Apple’s Quarter Earnings Beat

During a busy week of earnings and start of the month economic data, Apple once again put the doomsayers in their place with another quarterly beat and an upsized capital return program that supports our $200 price target. Let’s talk the Fed ahead of today’s latest monetary policy press release, and we’re using the robust pullbacks in AXTI and LYTS to scale into these positions on the Tematica Investing Select List.

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Smartphone data usage to climb to 8.9 GB per month by 2021, driving demand for Connected Society companies

Smartphone data usage to climb to 8.9 GB per month by 2021, driving demand for Connected Society companies

No slowdown expected in mobile data consumption as more smartphones are sold and carriers deploy faster mobile networks globally. A rather compelling view for our Connected Society and its going global. Implication for smartphone vendors, RF chip companies, mobile infrastructure equipment and many more as newer mobile technologies are deployed. According to the recently published Ericsson […]

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