Hints and tips:
...Apple has been forced to make drastic cuts to production forecasts for the mixed-reality Vision Pro headset, unveiled last month after seven years in development and hailed as its most significant product...
...While four of the seven have continued to outperform the wider stock market, Alphabet has lagged behind the S&P 500, and Tesla and Apple have been the two largest drags on the index....
...among the so-called Magnificent Seven tech stocks....
...The odd ones out are Apple and Tesla. Apple is not currently seen as a major beneficiary of the AI boom....
...Apple claims the device also offers the “perfect workspace” for multitasking and collaborating. Apple unveiled the headset in June 2023 after seven years in development....
...Canalys said that smartphone shipments increased about 8 per cent year on year in the fourth quarter, reversing seven consecutive quarters of decline, as demand from holiday shoppers improved....
...The Vision Pro has a minimum price of $3,500, which is seven times more expensive than Meta’s latest Quest headset, launched last year....
...Not for nothing have Microsoft, Amazon, Meta, Apple and Alphabet — along with chip company Nvidia and electric-car maker Tesla — been dubbed the “Magnificent Seven” for their outsized contribution to stock...
...What is more, the seven are very different, both as businesses and as stocks....
...To be clear, the valuation charts of the rest of the magnificent seven big tech stocks do not look like this....
...Now, as the Chinese titan battles a US crackdown, 996 has become 007, some industry managers say, meaning working hours are from midnight to midnight, seven days a week....
...Investors will look for signs that multibillion-dollar investments made by big tech companies into developing artificial intelligence are translating into financial gains, as the “Magnificent Seven” report...
...Reits are financed with both debt and equity, so an accurate comparison requires a bit more work. Suppose a Reit has a loan-to-value ratio of 35 per cent (as was the case on average in mid-2023)....
...Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year...
...All save Apple are facing big antitrust challenges from US authorities, and Apple could face its own as soon as March....
...The so-called “Magnificent Seven” — Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla — have driven equity returns this year....
...This year in China, as growth wilts and the economy falls into deflation, there shall be no vibecession: Seven well-regarded economists told the Financial Times that their employers had told them some topics...
...The earnings that will matter most in this second-quarter earnings season will be those of the magnificent seven — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla....
...Still, the question is interesting in as much as the two businesses are very different and are valued in very different ways, despite the fact that they are often lumped together in the “magnificent seven...
...Few have so far felt pity for the holders of Microsoft, Apple, Amazon, Google-parent Alphabet, Tesla, Facebook-parent Meta, and Nvidia, which have seen gains this year ranging from about 35 per cent (Apple...
...Tesla, Microsoft and Apple look overextended and I don’t really understand how Amazon and Nvidia are valued....
...Tesla is the worst-performing stock this year among the “Magnificent Seven” big tech companies, which also include Apple, Microsoft, Alphabet, Amazon, Nvidia and Meta....
...Sodergren said the company has been expanding its investments in semiconductors in the past six or seven years, including a new site in Austin, Texas, and an expanded team in Sweden....
...Thanks to computational photography, the Pro Max’s three cameras effectively become seven pro lenses, from 0.5x ultrawide, through a bunch of common focal lengths, right up to 5x telephoto....
...Apple has not let mere money get in the way. At seven times the price of Meta’s forthcoming Quest 3 headset, which is intended to do some of the same things, the Vision Pro is defiantly expensive....
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