Despite the fall in value this year, investors should not underestimate the long -term growth potential of the company, especially when it is considered its solid sharing repurchase strategy and growth in key markets such as India.
Technological actions seem prepared for strong advance this Thursday headed by Meta Platforms and Teslathanks to your promises about Artificial Intelligence and Robotaxistogether with mixed results. Applewhich will be the following to face the results after the closure of the markets, also captures the attention of the market.
The president and investment director of Birinyi Associates, Jeffrey Yale Rubinhe pondered this morning the action from the firm that represents and will remain firm next to her, even if the results disappoint this afternoon.
Before the presentation of its results, the actions of the iPhone manufacturer yield 0.3% before the markets open. So far this month gives more than 6%, so investors will be attentive to what the giant report this Thursday.
Rubin believes that Apple’s fall so far this year (until the closing of Wednesday) is due to “well -timed comments“And overcompra conditions when entering 2025. The strategist also warns that investors concerned with Apple shares by Berkshire Hathaway by Warren Buffett They are overlooking approximately US $ 90 billion in shares of shares by 2024.
Rubin hopes that Apple bought a similar amount of actions in 2025. In addition, the attention put in the weak sales of iPhone in China overlooks a strong market in India, where sales increased by 37% last year, despite the fact that the country only has two stores. It is expected that four more this year will openas he says.
Tech actions go up on Wall Street
“The lesson here is that, despite negative holders and even some disappointing sales numbers, an action can still operate at significantly higher prices. So we will continue with Apple, even if your earnings [el jueves] They are less than star, ”says Rubin.
Wall Street
Meta actions climb this Thursday after a moderate guide, but with an overcoming of income and promises of expenditure in AI. The actions of Broadcom They also go up after a positive reading about the finish line plans.
The actions of IBM went up for a positive gain report and comments on a strong demand demand of ia. Microsoft’s actions fell due to a cloud growth below expectations, although investors may be overlooking this positive point.
Tesla did not reach their income or earning expectations per action, but the shares rose after a promise of having an autonomous robotaxi for summer. UPS actions fell 11% after the results and a plan to reduce volumes with their main client, Amazon.com.
Source: Ambito
I am an author and journalist who has worked in the entertainment industry for over a decade. I currently work as a news editor at a major news website, and my focus is on covering the latest trends in entertainment. I also write occasional pieces for other outlets, and have authored two books about the entertainment industry.
