Bulls shine light on two of the Street’s leading giants of the tech sector- amid FB’s alleged data breach and AAPL’s less-than-stellar HomePod sales.
RBC Capital’s Amit Daryanani believes the big AAPL will give back a lot of sustained FCF generation to shareholders.
Two bulls chime in on these tech players, with one spotlighting MU’s NAND leadership momentum and another unruffled by those shouting tariff “fire” this week.
Rosenblatt’s Hans Mosesmann says AMD has good odds for the notebooks and servers markets, GBH Insights’ Daniel Ives cheers AAPL shares are “back on track” after rocky FQ2 guidance fears.
One analyst anticipates AAPL’s “Other Product” revenues are on route to doubling; another analyst believes TSLA can achieve its long-awaited Model 3 production goal.
GBH Insights’ Daniel Ives is out with a bullish vote of confidence on Apple, believing customers on the fence will swing for the next smartphone releases.
BTIG’s Walter Piecyk wonders if Apple will answer questions regarding its U.S.
A look behind Lumentum and AMS AG- two of the iPhone X’s most important suppliers- and why their positive 2018 guides spell out good things for Apple.
Oppenheimer’s Andrew Uerkwitz says the glory days of Apple’s product-driven revenue growth may be nearing a cliff.
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