Earnings Note - AAPL Downgrade from Buy to Hold:
* Valuation looks full after a 19% outperformance vs. Nasdaq in the past month; upside appears limited.
* F3Q26 beat, F4Q26 guide softer: Revenue $109.4B (+16% YoY) and EPS $2.03 (+30% YoY) topped expectations, but F4Q revenue growth guidance of 9–11% YoY and 47–48% GM came in slightly below consensus.
* iPhone remains the growth driver: iPhone revenue grew 22% YoY, Mac +29% YoY, while iPad and Services were softer than expected.
* Apple expects broader Apple Intelligence rollout this fall alongside new OS releases and Siri AI enhancements.
* iPhone 18 Pro demand risk: Higher 2nm silicon and DRAM/NAND costs could drive a $250–300 price hike for iPhone 18 Pro/PM, creating demand uncertainty despite resilient iPhone 17 builds. iPhone 18 Pro/PM suggests limited spec upgrade for consumers.
* Still constructive on Fold: Expect the iPhone Fold (~7M units) to support the 2H26 product cycle, but remain cautious on mainstream iPhone 18 Pro demand due to limited hardware upgrades.
#AAPL#
New bStock Listing.
Trade: AAPLB/USDT, AMATB/USDT, AMZNB/USDT, BEB/USDT, DELLB/USDT, FLNCB/USDT, GSB/USDT, PYPLB/USDT, SMHB/USDT and SOXSB/USDT
24/7 access. 1:1 free and instant exchange for actual stocks on Binance
Exchange the World, one market at a time.
Read more 👉
Flap Stocks Pair Update:
bStocks Apple (AAPLB) is now live on Flap.
With every new bStock supported, builders gain another powerful asset to create new meme economies on @BNBCHAIN
Build on
BNB Street just keeps growing.
Over 100+ tokenized equities like AAPLx, TSLAx, NVDAx, and SPYx are now live in the BNB ecosystem via @xStocksFi.
The world of finance is moving on BNB Chain.
Welcome @xStocksFi to BNB Street
Over 50 tokenized U.S. equities are now live on BNB Chain, with 100+ more coming in the next few weeks, bringing market-deep liquidity with 24/5 access for the BNB community
The next chapter of onchain capital markets is on BNB Chain 🧵👇
10 New bStocks collateral now live on Lista!
AAPLB, AMATB, AMZNB, BEB, DELLB, FLNCB, GSB, PYPLB, SMHB, and SOXSB are now available as collateral on @BNBCHAIN.
Supply them as collateral and borrow U, USDT or USD1 against your position.
Say hello to @xStocksFi on BNB Chain 👋
Over 50+ tokenized equities like AAPLx, TSLAx, NVDAx, and SPYx just landed in the BNB ecosystem
Access onchain capital markets for faster, cheaper and better 👇
xStocks are live on @BNBCHAIN.
Over 50 tokenized stocks and ETFs now accessible on one of the largest and most active blockchain ecosystems in the world, with more than 100 to follow in the coming weeks.
The world's most coveted assets, under one roof.
Gold · TSLA · NVDA · AAPL · Oil
Traditional markets and real-world assets, borderless on Bybit.
#TradFi400# #NewFinancialPlatform#