we originally had 235 million iphone shipments we're now at 231 million iphone shipments. but for fiscal '26, with the iphone 17, you not only get a more complete apple intelligence portfolio that the consumer can see, you also get a bit of a form factor change combined we think that can drive something like $8.73 of earnings power in fiscal '26 that is something to get excited about. so we think the market is ultimately discounting at least part of that, and what we think the next leg really becomes is okay, let's refocus on the iphone 17, not the iphone 16 historically, that happens about six to nine months ahead of an iphone launch, so think end of year until march is maybe when you get that -- when the market starts to focus on the iphone 17 >> but if we get a guide down for december, which you think could happen, that they could guide their revenue below forecast, that means the stock is potentially vulnerable, no? >> sure. one, i completely agree with that two, eps of $2.36 is about two cents below consensus on a full year basis, i don't think two cents makes a heck

now to _ iphone 16. always good to talk to you. now to some - iphone 16.good to talk to you. now to some good - iphone 16. always good to talk i to you. now to some good news about the well�*s renewable energy capacity. a major new report by the international energy agency says renewable energy from sources such as wind and solar is on course to meet almost half of global electricity demand by 2030. the iea expects five and a half thousand additional gigawatts of renewable capacity to come online between now and 2030, thatis online between now and 2030, that is more than the current power capacity of china, the european union, india and united states combined. china is leading the pack responsible for 60% of the additional output and solar is winning the renewable race, making up 80% of the forecasted growth. but electricity infrastructure is not keeping up. up to 10% of renewable energy is going to waste because it is not able to be stored at times when more is being generated than needed. the executive director of the international energy agency has been

you — new chips for the iphone 16. you said _ new chips for the iphone 16.ve over half of the market. _ they have over half of the market, probably closer to 60% now, _ market, probably closer to 60% now, there is the bread—and—butter side of their business. _ bread—and—butter side of their business, which has 60% of the market— business, which has 60% of the market but at the leading edge, the al _ market but at the leading edge, the al in— market but at the leading edge, the ai in smartphones, they pretty— the ai in smartphones, they pretty much have a monopoly there — pretty much have a monopoly there. there are not many other suppliers— there. there are not many other suppliers that you can go to. so it— suppliers that you can go to. so it has— suppliers that you can go to. so it has been and a little bit of a — so it has been and a little bit of a down _ so it has been and a little bit of a down cycle, but that is turning _ of a down cycle, but that is turning around, so you can expect— turning around, so you can expect to _ turning around, so you can e

iphone 17 vacuum.nk this is a company that is slowly pushing away and the innovation so many years under steve jobs and so many years under tim cook after jobs. it feels like we are at a point where the next couple of years they are moving out of this ideas. they are behind mixed reality. they've been behind but they do have these core competencies that continue to keep this business humming. the iphone the ipad, of the apple watch. and i think looking at the phone just as the issue a little bit too narrow. this is the company that's been searching for the next big idea category and there's really two sides of the coin. and does that exist. at this point i'm thinking the iphone is not really something you're able to replicate. that's a once in a generation and i'm not talking about a 10 or 20 year generation. and so may the expectations for some. >> unless it's a different formfactor from smartphone will get into later in the show. the umbrella point of the newsletter is apple has been releasing a new

if you go out there, frank, and buy an iphone 16, you will not get the cool a.i.tures you see bela ramsey using on the commercials the last couple weeks. the first wave of the a.i. features will come out this month. that is a limited set of features it will happen in stages by the end of the year, apple says chatgpt will be ready to go and the siri integration and third-party apps is not coming until next yeear analysts say this is an elongated upgrade. >> steve, thank you very much. >>> coming up, the final sprint to the election and our next guest has a game plan for you to man what could be a rocky month ahead. >>> if you haven't, follow our podcast. check us out on apple or spotify or other podcast apps. stay with us much more "worldwide exchange" coming up after this let's say you're deep in a show or a game or the game. on a train, at home, at work. okay, maybe not at work. point is at xfinity. we're constantly engineering new ways to get the entertainment you love to you faster and easier than ever. that's what i do. is that love island? >>> welcome back to

ed: project codename v59, what are sources telling you about a refreshed iphone as he -- iphone se.ark: it is the new low-end iphone. it will look similar to the 14. it will support apple intelligence. upgraded cameras over the prior se. the current se launched in '22 still has the home button. it is the only iphone left with the home button and the only apple product that has not been updated to remove it. they transitioned the low-end ipad to make it a full-screen design. this was the laggard. that will change now. this will make things easier for apple. they don't have to support older operating systems for much longer. they are able to move to a user interface consistent across all devices. this is a big deal for the consumer and the company. i think it will be a strong seller. caroline: how big a deal is the new ipod air? mark: that update will be minor. it was last updated alongside the ipad pro inmate. last may, they introduced a larger size of the air. they were bringing the pro display down market and that is significant for schools and businesses where you buy these in bul

apple doesn't guide specifically to iphone.hey'll just talk a bit, give some direction on how much they think the revenue will grow. they consensus estimates are around 7% growth. if the cycle is better than people are anticipating, that number will be higher. i think most buy-side investors are lower on that number, but that will be the number that everyone is looking for. what do they think growth will be next quarter? if it's something positive, that's good, but expectations are at 7. that will really shape sentiment around, is this cycle better than we thought or worse? right now expectations been this cycle will be better than the last too. >> toni, we really appreciate the insight. >> thanks. >>> we have lots of other earnings to get through, yes, we do, contessa. we'll get the trades on microsoft, uber, roblox "three stock lunch" will be big, big, big. "power lunch" will be right back. >>> microsoft is on pace for its worst day in two years. shares are sliding after the company's guidance fell short of expectations, and

if you want them, you have to have either a new iphone 16 or an iphone 15 pro or pro max. scott budman, nbc, bay area news. all right, scott, thanks. some people in our community are getting recognized for their good deeds today. the san jose chp says it got a call about a car crash back in january. and when these three men saw the car, they checked on the driver. they saw that the driver was passed out, so they took him out of the car. two of them performed cpr on the driver with no pulse, while one of them redirected traffic. firefighters did come eight minutes later, took over life saving efforts. the driver did sadly end up dying at the hospital. still, chp made sure to recognize the action the three men took. someone was in need of help and he just kind of went into autopilot and did what we were supposed to do. it's unfortunate he didn't make it, you know? but we did everything that we could to give him the best chance possible. and the chp says the men went above and beyond when other people may have just driven past. these stories that we do like on these men and w

millions of iphone users can add ai to their iphones, but there is pushback from privacy advocates. apple rolling out its new ai feature today for the new iphone 16 and the iphone 15 pro, so you have to have the newer versions here, the newer phones. what does it mean? well, basically enhance features that utilize machine learning. apple says the new ai feature will allow you to more easily find specific photos, make enhanced movies, and generally get more detailed information from the phone's digital assistant. security experts, though, say the machine learning also has a downside. so you're definitely sharing a lot more data with apple, with google and whoever your telco provider is. so my first concern is, are you safe? are you safe? let's bring in our business and tech reporter scott budman. first of all, let's just start from square one. is this a game changer or is this just kind of a maher? it's not a game changer yet. raj there's just not enough to it. and if it's going to be a game changer, it's that we someday find out we really need ai. and this is the easiest way to carr

obtén el nuevo iphone 16 pro por cuenta nuestra.n entre calles inundadas. pelis: vamos a pasar con detalles de lo mÁs reciente. reportero: despuÉs de varios intentos finalmente pudimos pasar por la isla ana marÍa. por una parte tenemos un panorama desastroso, que tenemos aquÍ detrÁs y tambiÉn en estas imÁgenes que aparecen en pantalla. al igual que esta casa al y destrucciÓn.. las autoridades ante esta situaciÓn han decidido para. los socorristas han rescatado a 1000 personas de las inundaciones y imagen 2,000,000 de residentes siguen sin energÍa elÉctrica. vilma tras zona en el Último del paso del huracÁn. vilma: acompaÑamos a las autoridades que estÁn en una carrera contra tiempo para rescatar a las personas damnificadas luego de desbordarse el rÍo. las unidades subieron hoy en la maÑana y segÚn las autoridades, todavÍa no hemos visto la peor. >> este es un lugar donde la gente camina normalmente. nos encontramos casa cubiertas por el agua casi en la totalidad. el agua estÁ contaminada y podrÍa superar los seis pies de profundidad

take a listen. >> all right so we're diving deep into iphone territory today. not just any iphone chitchat, but why people are showing out for the new apple phones luckily, we have some clues to work with. we have this juicy jpmorgan survey, over 500 people gave their insights on smartphones and buying decisions >> that's a pretty good sample size >> yeah. gives a good snapshot of what's going on >> that sounds like something you would hear on cnbc, but those were two ai general ted podcast posts. students are use thing tool to make their textbooks into podcasts lawyers can upload legal briefs. scientists can upload research papers and get these succinct, pretty good summaries. judging by the reaction among us, among the twitter verse or x verse, this could be the next killer app in generative ai. you need multimodal, but you also need a killer use case. and this one is pretty amazing i don't know what you thought. >> i -- i would say i find it very useful to translate anything into audio, because that's the only way i can get information these days so if i cou

he says, this iphone was hooked up to a high voltage machine to make that little iphone blow up, we had to have a power supply that was bigger than a refrigerator and weighs about half a ton. >> despite efforts from some chinese state media to debunk online rumors, fears that iphones could explode are spreading quickly online it's a very real threat. one user writes, another says, if we want to protect our lives, we should use chinese products are fading. influencers are encouraging users to switch to chinese brands, cyber nationalism in china creates fertile ground for false attacks on foreign brands like apple these posts untouched by beijing's army of online sensors. >> if you had one of these iphones, former cia operative bob baer points out, iphones are primarily assembled in china. i mean, if the chinese government were involved, they they can rig any of these phones. >> bayer says there's no evidence any phones are being weaponized. >> any phone with a chip is insecure. >> you can blow somebody up if you can put in a detonator and explosive of easier ways to kill someone without

or similar, is naturally connected to systems and that is, if the iphone itself can explode in your hands and will not explode, and you, well, as they once said under mueller's cap, that is , in any case, and this device gives a complete picture of you, by the way, your health, i can tell you that the iphone monitors the state even your sleep and wakefulness rhythms , sleep breathing and heart rhythms and so on, and without you specifically connecting it to this somehow, there are programs, they can be forcibly connected. it did not exist, the americans had an atomic bomb, so stalin recognized the dollar as an equivalent, ae world reserve currency, and in fact we were balancing on the brink of possible destruction of the soviet union by american atomic bombs for 2-3 years, so and after that, as you know, the dollar itself arose, while we restored their economy, the economy of the countries that were connected with us, when i say we, it is natural, both russia and belarus, belarus suffered terribly, just terribly, i know what minsk was like, i looked at a photo, it simply did not exi

obtén el nuevo iphone 16 pro por cuenta nuestra.ente vial en zacatecas, por un autobÚs volcado. las autoridades prometieron ayudar a las vÍctimas. ♪ ♪ [mÚsica] reportera: tragedia en una carretera de zacatecas. un autobÚs de pasajeros viajaba a chihuahua e impactÓ contra un trÁiler, y cayÓ en un barranco de mÁs de 32 pies de profundidad. >> traÍa maÍz en la segunda carga. no se pudo controlar el trÁnsito y se volcÓ. reportera: 19 personas murieron y 6 heridos. >> impactantes imÁgenes. quedÓ hacia arriba. reportera: equipos de rescate llegaron para trasladar a heridos a hospitales. y las autoridades trabajan para ayudar a identificar a las vÍctimas. el gobernador de la entidad dijo que ayudarÁn a las familias de las vÍctimas. >> enviamos la solidaridad y sentido pÉsame a las familias que perdieron sus seres queridos. reportera: la secretarÍa de obras pÚblicas estÁ realizando trabajos de limpia para restablecer la circulaciÓn en la zona. este accidente fatal representa una de las peores tragedias vial de la zona en lo que va de aÑo. f

it's been comparing to the initial iphone 15 lunch last year. since the iphone 16 launched, the street has been trying to figure out what sales look like, and it's not been pretty right now. apple cut 10 million iphone 16 orders, which is more than usual for this time of year. but apple intelligence just launched on monday, and the question now is, will that demand picture change now that apple's artificial intelligence system is finally here? still, that super upgrade cycle the bulls have been predicting for months, it could take longer to happen because most of the ai features apple has been talking about for months they just aren't ready yet. the big stuff, chatgpt integration, updated sirri, and integration with all your apps on your phone, that is coming over the next several months, even into 2025. and by the way, john, besides the iphone, pay attention to services. that business is really booming again. >> either on this issue of potentially orders being cut, we don't know what the starting point was, how many of these 16 phones apple mad

he got his iphone 16 pro. the first iphone built for apple intelligence. holding it up like a baby lion. homie takes those t-mobile savings and calls it a day. respect. now at t-mobile.com, get the new iphone 16 pro on us. and families can save 20% every month versus the other big guys. this is a 15 second ad. clinique moisture surge only needs three seconds to soothing hydration. with a few more left to tell you about it's exclusive blend of ingredients, how it's dermatologist tested, safe for sensitive skin and allergy tested, and fragrance free. what more can i say? ♪ it wasn't hard with cologuard®, ♪ ♪ i did it my way! ♪ colo-huh? ♪ cologuard! ♪ cologuard is for people 45+ at average risk, not high risk. false positive and negative results may occur. screen for colon cancer in your home, your way. ask your provider for, ♪ cologuard ♪ >> deborah: lita and jim sullivan's first few months of marriage seem to be going well. >> they were both intelligent, both attractive, definitely upper class, high society. >> deborah: but just beneath the surface, there'

obtén el nuevo iphone 16 pro por cuenta nuestra. la grasa y suciedad en la mitad de tiempo. sí, absorbe la grasa cinco veces más rápido y hasta remplaza muchos productos de limpieza. oooh ¡esa espuma es el mvp! dawn powerwash, el mejor limpiagrasas. jorge: un espectÁculo aÉreo casi termina en tragedia. un paracaidista le cayÓ encima una madre y a su hija estaban entre los espectadores. la madre y su hija fueron transportados al hospital. ilia: 4 hombres y 2 mujeres presentaron demandas por delitos sexuales y por abusar sexualmente de un menor de 16 aÑos. se alega violaciÓn de mujeres y asalto sexual a hombres. los abogados dicen que hacen parte de un grupo de 100 presuntas vÍctimas. jorge: genaro garcÍa luna e ismael el mayo zambada se presentarÁn ante la justicia de estados unidos. un jurado lo declarÓ culpable de narcotrÁfico y tendrÁ su primera audiencia en brooklyn. ilia: un ataque en israel. el grupo terrorista hezbollah atacÓ una base, dejando heridos a varios mÁs. lourdes: el presidente biden se limitÓ a decir que para defend

>> yeah, it certainly feels that way, particularly because the iphone 14 and iphone 15 cycles were basicallyng into this with an iphone-installed base that's very old. on average, people are holding phones that are five, five and a half years old. so the setup was pretty good into the cycle. the apple intelligence features are not out yet, so there is a possibility that when we start to see apple intelligence on these phones, at some point in october or maybe november when the betas are completed, there might be more demand. there could certainly be a lot more promotion and co-marketing, maybe with some of the u.s. carriers, maybe some more discounting. so it's a little bit different cycle this time around, because we do have a meaningful software feature, for the last decade or so, most of the features that have been added each year are some kind of a hardware-based feature and those haven't really resulted in much change. we're shipping this year the same number of iphone units we shipped about ten years ago on the 6 and 6+. so apple has not really had that killer product in almost a decad

you about the iphone 16 upgrade cycle.tly, yeah! >> i think what we're seeing so far on iphone 16, it's lower than last year. we, customers are going in slowly. but also apple has done a difference here. they are releasing a software and hardware in different trim -- time zones meaning different month, is we're going to see if that's different. historically, the times where we've seen real summer on handset sales is when we have a change from 4g to 5g or i would say a hardware redesign, so it's a new type of design. this time the we have neither -- liz: are they coming in and saying i need this iphone 16? >> of course there are apple lovers that are doing it -- liz: but not in the same numbers. >> no. we are down 10% on upgrades this quarter with. liz: down 10% on upgrades. john steng stankey of at&t was here just a week or two after the iphone had a launched. maybe it was three weeks. he said, well, it's tracking pretty much like the last time, like iphone 15. but now given some time, it's a little bit lower. >> it's a li

now what this really means is iphone 15 demand remains strong along with the first few days of iphone 16 sales that will be reflected at the end of the quarter. and the story, though, overall, with the iphone 16 line still the same here, waiting for the apple intelligence launch later this month, probably in about two weeks. and more details on what the rollout is going to look like after that over the next several months. still tons of analyst chatter about the muted demand for this iphone 16 cycle. scott, by the way, a new ipad mini was announced today. it's also going to get apple intelligence and will get earnings here in just over two weeks. that level, though, the all-time high level, 234.82, off a little from that. but it did hit it earlier today, scott. >> part of the point here, steve, is that it feels like we're going to have to wait a good while now to really see what the demand picture's going to look like specifically due to apple intelligence and what that really is going to mean for the upgrade cycle. >> yeah. that's exactly it. also i'll note in the ipad announcement a

apple is down and there some micro-news around the apple 16 concerns -- iphone 16 concerns. potential eminent threat from is wrong to israel -- iran to israel. isabelle: these companies are so big but also the rally has been broadening. they are not so much as macro events anymore. nvidia, apple earnings, corporate news, not as big as the deal. a lot of the docs are getting more heft and you put ago conflicts and crises are just centerstage are now more than big tech. they are away from the spotlight and there are other issues now unfortunately. caroline: and where people buy defense stocks. that does seem to be an area of equity outperformance on the day. isabelle: defense stocks are outperforming another stocks related to ai like industrials or energy. it is really just not the only game in town. you are right. we are seeing that rally, gains or broadening and who knows how it will end. this is just one tweak that started up and it's a domino from there. caroline: nvidia off by 3.5% with its ultimate macro capitalization. isabelle lee, we appreciate the market wrap. don't

the iphone 16 does not meet that requirement. apple has yet to respond to the statement.week away from the presidential election. a large part of both campaigns have focused on trade policy and tariffs in particular. how would these taxes on imports impact small businesses in the united states? michelle fleury investigates. this is america's oldest active bicycle maker. it's been around since 1898. so they know what trade policy can do to american manufacturing. tariffs haven't helped you create more jobs? it basically hurt our bottom line with no benefit. the owner is scared of what may be coming next. more tariffs. rather than help, donald trump's 2018 tariffs hurt his business because of the tyres, seats and pedals come from abroad. we have no choice now but to pass some of it onto consumers. and they have a big effect on us, these tariffs. if we weren't paying these tariffs, think what we could have done, invest in machinery, personnel, to grow our business. not long ago, republicans were all about free trade, while if anything democrats lean towards protectionism for

(vo) ahora en verizon, todos los teléfonos pueden ser el nuevo iphone 16 pro.y's y los otros buritous. ¿serán los fresh-cracked eggs, las papas sazonadas, el sausage o el tocino? uhh... ¡yeah! plus, this burrrrito is rrrrrreally, rrrrrrrreally grrrrande. ¿el boss del breakfast? gotta be wendy's. te lo mereces, así que alza esa cerveza. porque al final del día, ♪♪ cada una de esas rondas dependen de ti. eres un luchador, y esta es tu recompensa. modelo. la marca de los luchadores. (♪♪) ¡hola! cómo están? ¿estás listo? ¡adams elementary, vamos rams! creo que él también necesita uno. ¿qué piensas? ¡sí! esto no es solo protección contra la gripe. esto es un vecino que se preocupa por ti. programa las vacunas contra la gripe y el covid-19, para ti y tu familia, hoy. walgreens. ella le agrega downy unstopables a su carga. ahora olerá fresco todo el día. aún fresco. aún fresco. todavía fresco. frescura 6 veces más duradera y protección contra los olores con downy unstopables. siguiente! ♪♪ sonreír primero puede ayudarle - siguiente! a alguien a encontrar el valor de s

artificial intelligence from an iphone. earnings and we'll get our first indication of what iphone demand looks like. >> steve, thank you. that's where we're headed next as well because our next guest calls this the beginning of a true supercycle for apple. projects the company will be the first to hit $4 trillion in market cap in 2025. it comes ahead of earnings from apple. friday. five of the magnificent seven names are reporting ruts this week. dan ives joins us now. maintains an outperform. his price targ right now, $300, and no surprise, you're enthusiastic about what you believe will be the beginning of a supercycle as the result of many things steve was talking about, apple will be introducing. i do wonder, were you at all concerned about verizon, their comments about lackluster demand. at&t and t-mobile, all the same, or is it really just everybody waiting for these new feature snz. >> yeah, the reason i'm not concerned andall of our checks on these we have talked about here, september, i think the september quarter

apple has released an update that enables artificial intelligence features in some of its latest iphonesad text and remove unwanted objects from photos. the release is a big milestone for apple, whose ai strategy has been criticised for lagging behind competitors like samsung and google. but if you're in indonesia, you might not be able to enjoy those ai features because the country has blocked the sale of iphone 16 smartphones. according to the ministry of industry, smartphones must contain 40% of locally sourced components to be sold in the country — a requirement the iphone 16 does not meet. apple has yet to respond to the ministry's statement. and before we go — a subway customer in new york is suing the fast food chain for allegedly misleading her regarding the amount of meat in their sandwiches. in her lawsuit, anna tollison claims that subway�*s advertising contains — "200%" — more meat than the steak and cheese sandwich she received. the fast food chain has not responded to requests for comment. and that's it for this edition of business today. keep watching bbc news and we will

(vo) ahora en verizon, todos los teléfonos pueden ser el nuevo iphone 16 pro.confirmÓ que el expresidente trump enviÓ pruebas de coronavirus al presidente ruso vladimir putin. segÚn el comunicado, Él lo hizo. no solo durante el punto mÁs difÍcil de la pandemia, sino tambiÉn al inicio. esta noticia fue reportada en el libro del periodista bob woodward. sin embargo, rusia negÓ que trump y putin hayan hablado por telÉfono varias veces, como seÑala el periodista en su Último libro publicado. el gobernador de minnesota, tim walls, afirmÓ que la vicepresidenta kamala harris, no apoya programas que permitan a indocumentados acceder a atenciÓn mÉdica gubernamental, matrÍculas gratuitas en universidades estatales y licencias de conducir. walsh sugiere que de llegar harris a la casa blanca, no se van a modificar las restricciones que actualmente existen en ese sentido y el futuro de daca esÁa en manos de un panel de tres jueces del tribunal de apelaciones del quinto circuito que va a revisar este beneficio migratorio. el programa ha permitido a cientos de miles de jÓvene

the iphone maker is set to report fiscal fourth quarter results.re for earnings per share of $1.6on 94.58 billion in revenue. quarterly earnings are expected to rise 9.7% year-over-year. apple right now is currently the most valuable company in the world, second, nvidia. third, microsoft. but apple right now stands above all $3.45 trillion. wed bush's dan ives, he's a big analyst, says that the company is projected to be the first -- projected to become the fest $4 trillion company. should you be investing on things like a $4 trillion valuation? joining me now, nyu stern school of business finance professor and the dean of valuation, oswath. great to have you. thank you so much for being here. what are you going to be looking for in this report? i know you are less intently focused on quarterly earnings than you are the underlying bids. business it's not that the quarterly earnings don't matter, it's the per-share earnings that people get so focused on that they miss the big picture. there's so much other information in an earnings report that effe

at verizon new and existing customers can get iphone 16 pro, and a new ipad all on us.y on verizon. >>> there are now just 18 days left for kamala harris and donald trump to rally voters, especially in those seven crucial battle ground states. and today, they're both in one of them, michigan. a key piece of that blue wall that delivered victory to joe biden in 2020. right now, michigan is effectively a toss-up. the latest poll of likely voters shows trump is up 49-48, within the margin of error, so basically tied. nbc's peter alexander is on the trail today ahead of the events and has this report. peteer? >> reporter: good morning to you from here in the great lakes state. 15 electoral votes up for grabs. this is a state where democrats and republicans have traded wins in each of the last two elections. so a lot on the line here, it's why kamala harris has three separate events in the state today. former president trump will be here for a pair of events, as well. notably for the two candidates, they will be in the same county within a couple of hours of each other. show

apple a big culprit as an influential analyst in asia slashes his iphone production numbers by 10 million units. nvidia, amazon, meta also lower on the session they are dragging. tesla is, too, ahead of its own earnings report coming in "overtime" tonight sharing of mcdonald's following the e.coli outbreak, the stock hit with a couple of down grades today, off 5%. 3m has also been weighing on the dow and we will track that, too. it does take us to our talk of the tape the new rate reality and how that could impact the road ahead for stocks let's welcome in chris harvey from wells fargo securities with us at post 9. >> good to see you. >> that's the story right now, right? the move back up in yields and the toll it's taking on stocks. >> it's the trump trade, backup in rates and it's earnings season so it's all about who just reported last, what that means and what narrative we're going to go with you're right the we've had a heck of a rally so it's time for a little bit of give back. >> why is it time forgive back isn't this rally based on the fact that the economy is good and the fed is

(vo) at verizon every phone can be the new iphone 16 pro with apple intelligence.g to be flying to verizon. switch to verizon and get the new iphone 16 pro, and get a new ipad and apple one, all on us. only on verizon. nothing comes close to this place in the morning. i'm so glad i can still come here. you see, i was diagnosed with obstructive hcm. and there were some days i was so short of breath. i thought i'd have to settle for never stepping foot on this trail again. i became great at making excuses. but i have people who count on me so i talked to my cardiologist. i said there must be more we can do for my symptoms. he told me about a medication called camzyos. he said camzyos works by targeting what's causing my obstructive hcm. so he prescribed it and i'm really glad he did. camzyos is used to treat adults with symptomatic obstructive hcm. camzyos may improve your symptoms and your ability to be active. camzyos may cause serious side effects, including heart failure that can lead to death. a risk that's increased if you develop a serious infection or irregul

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pay attention to guidance, especially growth in the iphone segment.y not be the spark apple needs to get the business growing again people just upgrading for the same reason the last couple years. >> we reserve the right to book you tomorrow, too. don't fill your calendars up good stuff thank you. >>> mike santoli, there it is, the two-minute warning let's talk nvidia because it's one of those outperformers, up better than 3% >> it's interesting. obviously, the openai news pushes in the direction of having people rediscover the fundamental demand story the stock is really kind of gotten itself tightly coiled in here peaked back in june. it's not too far from that high. but it's been unable to really get -- string together multiple days it's pretty interesting in that it didn't break down and it's held this valuation. you can talk about whether next year's numbers look bright and you have a less expensive stock. so, you know, the big cap tech didn't have defense the last time we had a nervous market on monday or so tuesday. now it seems as if maybe at

apple 230, almost 236 on new data on iphone demand.onomic data to earnings it's big a big week of the wholistic view of the consumer. find out how that -- find out how to follow the money tune in to our market navigator segment on "power lunch" at 2:00 p.m. earp time. you have... the fearless investor. the type a cpa. the bootstrapper. the bootmaker. yeehaw [narrator] but many do have something in common. we all trust schwab with our wealth. [narrator] thanks to our award-winning service, low costs and transparent advice. every day, over a million multi-millionares trust schwab with more than two trillion dollars of their wealth. i can't believe you corporate types are still at it. just stop calling each other rock stars. and using workday to put finance and h.r. on one platform. tim, you are a rock star. using responsible ai doesn't make you a rock star. it kinda does. you are not rock stars. (clears throat) okay. most of you are not rock stars. oooh. data driven insights, and large language models. oh, that's so rock roll. it is, rig

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obtén el nuevo iphone 16 pro por cuenta nuestra. implementarÁn a partir de diciembre. ilia: el gobierno de mÉxico le pide explicaciones a las autoridades estadounidenses sobre la detenciÓn de ismael, mayo zambada. exigen detalles sobre su secuestro y traslado a texas y preguntan por quÉ llegaron en un aviÓn clonado y por quÉ el piloto no se detuvo. alejandro: washington no a proporcionado los detalles de la detenciÓn de ismael el mayo zambada, asÍ como los detalles del piloto, que desde el 25 de julio se mantiene en misterio. >> que nos digan por quÉ llegÓ en un aviÓn clonado y por quÉ no el fue detenido el piloto. locutor: joaquÍn guzmÁn lÓpez secuestro a su padrino, como lo asegurÓ la fiscalÍa el 20 de octubre en un comunicado. >> el delito se cometiÓ en mÉxico, fue un secuestro y hay una serie de investigaciones sobre los homicidios que se cometieron. locutor: ante esto el vocero estados unidos aclarÓ a univisiÓn que se entregÓ la informaciÓn y fue el mismo secretario de estado quien se la entregÓ a la canciller. >> no era nuestr

>> weak iphone 16 sales. the report saying apple slashed production for its newest device by about 10 million units. all of that as yields continue to rise. tim, what did you make of the action today >> well, i'm not going to say a day and a half of heaviness, and it's not even that heavy in a world where everybody's focused on armageddon in the rates markets when, in fact, the rest of the world's rates have also moved up with ours, so -- i don't know i -- i'm not too worried about the price action today i think getting to apple, you know, apple, heaviness in terms of what they're seeing in terms of iphone sales, the word at least coming through is that ultimately orders of at least the new a.i.-featured iphones or the features that at least would give people the reason to go out and buy it are down. and not where people expected. the question is, really, if you buy apple today, if you bought it in the last, say, two months when it's made this move from 195 to 230, it -- do you really think that's in the pric

annabelle: iphones the kindle, nintendo switch and even ring doorbells. and more. assembling the devices mostly in china has allowed the company to build an enormous business. generating nearly $200 billion in revenue last year. but the market for many types of electronics, in particularly smartphones, is maturing. foxconn wants to move up to products that generate better products. ai service is one area where it's making progress. sales has risen as foxconn works with the likes of nvidia, microsoft and amazon on artificial intelligence infrastructure. semiconductor is filled with a focus right now mostly on older, less sophisticated ships. at present these mostly go towards in-house needs, including ev's. this is an additional space where the taiwanese company wants to compete. with a value proposition similar to what it once told apple. foxconn can build part or all of your car in less time or at lower cost. >> we believe this design manufacturing service is the same way as smartphones and laptops, so we will have 40 to 45 of interest. annabelle: goldma

one, the lead time, how fast you can get an iphone 16 is much shorter today. i think lead times, delivery times are a reflection of two things, either demand is really bad or supply is really good. and i would argue supply is really good. you're more far away from the pandemic. the forecast models are better. i think the shorter lead times are more a reflection of better supply, worsening demand. and apple intelligence will eventually become a bigger driver for demand. and i would also expect the end of october, when apple will formally lay out and launch apple intelligence with ios, it's for incremental demand that some of those features not just get used by consumers, but critically get used by developers. so we see a couple of catalysts that should help them. >> did you find it curious that here is this phone that is supposed to be equipped to run the latest ai, but apple said, hey, we're not really ready to give you the latest ai until a month later. that's not usually the way they've done it. and to me, it dampened a little of the enthusiasm that i or a p

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but now you can do it on the iphone. >> yeah, it is really amazing technology. and as we learn just a few weeks ago with hurricane helene, this really was a lifesaving technology for folks looks, there were people, i mean, cell networks are still down in some places and this allowed people to let friends and family know about their location. but i want to give a really important, but here, folks who are in true emergencies should not use this satellite messaging feature. they should use the iphones emergency sos feature, which also it works via satellite, but it gives emergency services a bit more information to help flip people. >> honestly, all of this is helpful and full stop for hurricane and beyond. thank you so much. it's great to see it really helpful thank you all so much for joining us today. this is cnn news central, john berman, kate bolduan, sara sidner will be back. cnn newsroom is up if you vote for me, i promise pizza everyday, plus unlimited topics. >> but does the budget even exist for that ethan, why are we not talking about the fact that my op

he got his iphone 16 pro. the first iphone built for apple intelligence.nd calls it a day. respect. now at t-mobile.com, get the new iphone 16 pro on us. and families can save 20% every month versus the other big guys. ♪ ♪ [cheers and applause] okay! hey, everybody. welcome back. oh, no. oh, ladies and gentlemen, let's wipe that off there. my next guest is a chef and restaurateur known for his bestselling cookbooks. please welcome yotam ottolenghi! thank you so much for being h here. yotam, you've got a new book, it looks wonderful called "comfort." i'm curious, for you, is all comfort food food that you eat or can you be confronted by making the food? >> yotam: the comfort you get from cooking is one thing. the company you get from eating his mother and i also love the comfort of going shopping for my ingredient so i think it's all one experience. comfort is not just of one culture. it's cross-cultural. think about something like rice or chicken or noodles, they are cross-cultural. you've got something very specific to you but also something that's global

again, a september record quarter for the iphone. services, though, this is the downside of this report. a miss. $24.97 billion, street wanted $25.28 billion. now, i caught up with ceo tim cook on these results, and talked to him a little bit about apple intelligence and the momentum there. he told me about the soft ware update that was ios 18.1 that hit on monday, he told me, quote, a really early stat, which is only three days worth of data, but users are adopting ios 18.1 at twice the rate that they adopted 17.1 in the year ago quarter. now, of course, i asked him if they're also tracking how many of those people who updated, if they turned on apple intelligence. he told me they are tracking this figure, but not disclosing. i will note, though, he did sound quite optimistic about getting the momentum numbers out there. and then, on that record september quarter for iphone, i asked cook about how much of that came from increased 16 sales, versus more people buying a 15 model so late in the cycle. he actually said both lines outperf

♪ (vo) ahora en verizon todos los teléfonos pueden ser el nuevo iphone 16 pro.rrrito de wendy's y los otros buritous. ¿serán los fresh-cracked eggs las papas sazonadas, el sausage o el tocino? uhh... ¡yeah! plus, this burrrrito is rrrrrreally rrrrrrrreally grrrrande. ¿el boss del breakfast? gotta be wendy's. que vergüenza! ¿zocdoc? tienes razón, apuesto a que ellos ven esto todo el tiempo. ¿qué piensas del doctor anderson? está bien... dicen que el dr. finley te hace sentir cómoda y también toma mi seguro. ¡hecho! tienes más opciones de lo que crees. haz tu cita ya. ay, también te voy a extrañar. a veces necesitas que tú camisa sirva para algo más que para trabajar. como cuando necesita ser un hombro grande y suave donde llorar. por eso downy la hace más suave, más fresca y mejor. downy. dale vida a tu ropa . finalmente arreglaste esa transmisión. solo faltan todas estas. necesitas contratar. necesito indeed. con indeed puedes atraer seleccionar y entrevistar candidatos todo desde un solo lugar. redime tu crédito de 75 dólares indeed.com/oferta. hay una diferenc

businesses will look to apple to provide an update on demand for its iphone with the ai features and with the ai features and that is something that analysts have been hoping could propel apple from a period of low growth and investors that will be keenly watching that as well but apple could be vulnerable. the stock has had two downgrades in the past month alone with the analysts saying that optimism is a bit excessive here and also i will briefly touch on amazon as well because they will be looking for the health of the consumer with its e—commerce business, and this focus on cloud computing and ai spending. yes the ai thread _ computing and ai spending. yes the ai thread running through all of the results. we will talk more about apple when we get the figures. elsewhere, investors not happy about results from uber. the app said eight grew at the slowest pace in over a year and said it was down to cash strapped riders taking public transport. bookings for the third quarter rose by 16%, coming bookings for the third quarter rose by16%, coming in bookings for the third quarter rose b

do and i don't need the iphone for what it can do with ai.o stick the landing when it comes to white labeling ai and what they are describing as the ai economy. getting fortune 500 companies to use their technology on the back way of you know they are using ai, and they have a million enterprise customers and they will have to up that number to keep up with growth. they are going to have to capture the startup community and the enterprise community and will have to win to justify the valuation at this point. >> liz, maybe i will go on open ai and say how is -- how are you going to -- chatgpt, say, how are you going to make money? is that -- do they know? is that trying to measure yourself we can never figure out the brain because we are using our brain to do it will they make money >> you might look at perhaps google in its early days, which, you know, huge companies were built on top of google and at some point google said we should charge for this, and they started to make the license available and it became a cash cow. every generation lea

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