Rosenblatt’s Jun Zhang says he looks for iPhone X cuts in the first fiscal quarter to circle 3 million- not the massive 10 million bears are expecting.
RBC’s Joseph Spak cuts his estimates on Tesla following 4Q17 production/delivery results and on the heels of last week’s Detroit Auto Show.
Crypto-related GPU sales appear to be more massive than AMD and NVDA had expected in 4Q17; here’s why Susquehanna’s Christopher Rolland says this could be an issue.
Oppenheimer’s Ittai Kidron asks where can IBM “go from here” following two consecutive years of gross margin downturns in every segment?
Cantor’s Joseph Foresi highlights some positives in IBM’s favor approaching tonight’s quarterly results, but still sees more downside risk than upside gain to shares.
For GBH Insights’ Daniel Ives, the 4Q showcase is “all about” IBM’s step forward “in the right direction;” an encouraging sign of turnaround momentum entering 2018.
Guggenheim’s Rob Cihra is more confident than consensus on AAPL, calling for a strong performance in the fiscal year ahead.