Closing Bell Closing Bell: Make or Break Moment for Apple? 1/30/25
Jan 30, 2025
Bryn Talkington, a CNBC contributor and member of Requisite Capital, weighs in on the critical moment for Apple just before its earnings announcement. She discusses concerns over stagnant revenue and Apple's need for innovation amidst fierce competition, especially in the AI landscape. The conversation also touches on market reactions driven by the Federal Reserve’s outlook and how advances in AI are reshaping investment strategies. Additionally, insights into sector bets following recent market shifts and political changes add depth to the discussion.
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Apple's Make-or-Break Moment
- Apple faces a pivotal moment with upcoming earnings, amid questions about iPhone sales and AI strategy.
- The stock is up this week despite downgrades, but there's uncertainty about growth.
What Apple Needs to Show
- Investors want to see excitement around Apple's performance in China and the upcoming iPhone 17.
- Revenue growth beyond 4% is needed to spark enthusiasm and justify the stock's valuation.
Pressure on Apple
- There's unusual negativity surrounding Apple's earnings report, with pressure to justify its valuation.
- Apple's role as a safe haven trade adds to the burden of proving its growth potential.