Hopper58 schreef op 15 oktober 2024 12:00:
Niet alleen Qualcomm zou goed verkocht hebben:
'Ahead of Apple’s September-quarter earnings at the end of this month, Evercore is calling for investors to position themselves for a rally as the company can clear low expectations, putting a ‘Tactical Outperform’ rating on the stock.
“Bearish investors remain focused on the Chinese smartphone market, but we think the risk here is overstated and can be offset by growth in developing markets and a strong upgrade cycle in the U.S. where our survey work points to strong upgrade demand, driven in part by AI,” wrote Evercore analyst Amit Daryanani. '
www.marketwatch.com/articles/apple-st...