Shares of $Apple(AAPL)$ tumbled 5% on Thursday, marking their steepest one-day decline since early April 2025. The stock closed at $261.73. The selloff followed reports that development of a revamped Siri has hit fresh hurdles. Technology journalist Mark Gurman wrote that Apple’s long-planned upgrade to its Siri virtual assistant has encountered technical issues in recent weeks of testing, potentially delaying several highly anticipated features. The company had intended to roll out the enhancements as part of its iOS 26.4 update scheduled for March, but is now considering phasing them into subsequent releases. That could mean some features may not arrive until iOS 26.5 in May or even iOS 27 in September. The delay marks the second major setback f

$Apple(AAPL)$   Apple Tumbles 🍎📉 — Breakdown or Classic Overreaction? Apple just suffered a sharp selloff after: ⏳ reports its AI-powered Siri upgrade may be delayed 📨 a letter from the Federal Trade Commission to Tim Cook about Apple News practices Billions wiped in hours. So the real question: 👉 start of a deeper slide? 👉 or another panic that long-term buyers love? Let’s break both sides down 👇 ⸻ 📉 The Bear Argument (why pain could continue) Apple trades at a premium because investors expect near-perfect execution. Now cracks appear: • AI timing uncertainty • louder regulatory attention • mega-caps crowded in portfolios When expectations are high, even small doubts can hit hard. Funds reduce risk first. They don’t wait for clarity. I

This week’s earnings made one thing clear: the market isn’t just pricing Revenue & EPS anymore — it’s pricing AI efficiency, strategy, and payback timing. $Meta Platforms, Inc.(META)$ jumped 10% and delivered visible ROI story Q4 revenue $59.9B (+24% YoY) (beat), EPS beat; Ads stayed dominant ($58.1B), engagement held strong (Family of Apps 3.58B DAP, +7% YoY), even as 2026 capex was guided up to $115B–$135B. The market still bought it — because the monetization path feels most direct. $Microsoft(MSFT)$ beat across the board yet still got sold on surprising capex Adjusted EPS $4.14 (beat vs. $3.91 expected), revenue $81.27B (+17% YoY) (beat vs. $80.31B expected), but shares fell ~5% after hours. Azure

$AAPL$ Apple has seen a large bullish call order. The May 15th expiry 285 call $AAPL 20260515 285.0 CALL$  had 69,000 contracts opened, with a total notional value of approximately $34+ million. Although I believe Apple's performance this year may still be weighed down by high memory prices, this doesn't prevent the market and large investors from perceiving a potential bottom. With earnings this week, selling the 250 put is an option: $AAPL 20260130 250.0 PUT$ . $FXI$ Regarding the large bearish China ETF orders, I discovered someone shared my analysis in a group, causing some panic. However, a massive, deep out-of-the-money bearish order like

$Apple (AAPL) $It is expected to beThe first quarter financial report for fiscal year 2026 will be released after the U.S. stock market closes on January 29, covering the holiday quarter of October-December 2025. The market consensus expects revenue to be about$137-$13.85 billion, a year-on-year increase of 10-12%, and earnings per share (EPS) of aboutUS $2.65-2.70, gross profit margin is expected to remain at47–48%Interval. The core focus of the financial report lies in iPhone sales and the performance of the service business. In the holiday quarter, revenue growth is usually driven by the iPhone, and the service business, as a high-margin segment, will provide support for the overall profit margin if it continues to maintain double-digit growth. In

$Apple(AAPL)$   1. Can strong iPhone 17 demand meaningfully offset margin pressure from higher memory costs? Yes, under current consensus views it can in the near term, but with nuances. JPMorgan and other analysts are explicitly betting that robust iPhone 17 demand will power Apple’s fiscal Q1 2026 results and help absorb cost headwinds. The bank raised its price target to USD 315 and maintained an Overweight rating on the back of stronger-than-expected iPhone 17 unit strength and anticipated lower operating expenses than previously guided. These factors, in their view, can help cushion the impact from rising memory costs on gross margins. JPMorgan expects that memory price increases will be limited in their net margin effect because Ap

The potential delay of Apple's new Siri features is certainly a significant development. If the reports are accurate, it could indicate that the company is prioritizing quality and user experience over meeting a specific release timeline. The issues mentioned, such as inaccurate responses and slow processing, are crucial aspects of a virtual assistant like Siri, and it's essential to get them right. Regarding the potential impact on Apple's AI rollout, delays could be seen as a minor setback. However, it's also a testament to the company's commitment to delivering a polished product. The fact that personal data-related features are more likely to be delayed suggests that Apple is being cautious with user privacy, which is a positive sign. As for the market reaction, the erasure of more tha

iPhone 17 Demand vs. Memory Costs Strong iPhone 17 demand is anticipated to significantly contribute to Apple's revenue and could help offset margin pressure from higher memory costs. Strong iPhone 17 Momentum: Analysts expect Apple's Q1 FY26 results to reflect strong iPhone 17 momentum, with expectations for double-digit growth in iPhone sales. JPMorgan and Bank of America analysts both cite better-than-expected iPhone demand as a key driver for an earnings beat. Some estimates suggest 85 million iPhones were sold in the first fiscal quarter, with iPhone revenue projected to rise 17% year-over-year. Memory Cost Headwinds: The core concern lies in the significant surge in NAND and DRAM memory prices. Memory previously constituted 8% to 10% of Apple's iPhone bill of materials (BOM) cost, av

Apple’s Worst Single-Day Drop! Could the Siri Delay Push Shares to $240? 📉🍎 The unthinkable happened this week: Apple wiped out over $200 billion in market cap in a single session. The culprit? Reports that the highly anticipated AI-powered Siri upgrade has hit testing snags, potentially pushing key features back to May or even September 2026. Combined with an FTC warning over Apple News, the stock has tumbled toward the $255 mark. With technical support levels looking shaky, the $240 price target—once a "bear case" scenario—is suddenly entering the conversation. Is this a temporary glitch or a sign that Apple is losing the AI race? #Apple #AAPL #SiriAI #StockMarket #TechNews

$Apple(AAPL)$   ​Apple’s 7-Day Bleed: The ‘Trap’ Every Trader Needs to See Before Earnings ​Is the "iPhone Supercycle" already over, or is this the ultimate bear trap? ​Apple ($AAPL) has just clocked its seventh consecutive session of losses, shedding over 4% in a single week. For a mega-cap defensive stock, this kind of consistent selling pressure is rare. ​The timing is suspicious. We are weeks away from the FY2026 Q1 earnings print—expected to be the first full quarter showcasing the impact of the iPhone 17 lineup and the new iPhone Air. Analysts are projecting record highs in revenue and shipment volumes, yet the price action suggests Smart Money is heading for the exit. ​Is this a classic "Buy the Dip" setup, or is the market pricin

Based on the detailed earnings data and strategic context, here's a direct assessment: Yes, the iPhone reacceleration is likely enough to mark a durable bottom for the stock, provided it signals the beginning of a multi-quarter upgrade cycle fueled by AI integration and ecosystem monetization—not just pent-up demand. Here's why: The Case for a Durable Bottom & Long-Term Buy Not Just a Rebound—A Narrative Shift The surprise wasn't just iPhone sales—it was broad-based strength (all regions, record services) combined with aggressive R&D investment (32% increase). This suggests Apple is transitioning from a "hardware replacement cycle" story to an "AI-driven ecosystem monetization" story. That pivot can support a higher valuation floor. Installed Base as a Moat

$Apple(AAPL)$ Whoa, folks—Apple's stock just wrapped up its eighth straight losing week, the longest skid since May 2022! 😱 Shares have plummeted from a peak near $288 down to around $248, shedding over 13% in a brutal sell-off. With fund outflows hitting Apple harder than any other Magnificent 7 giant since last July, and AI-driven memory prices spiking 40-50%, margins are under siege. But hold up—is this the ultimate dip to buy, or a sneaky value trap? Let's dive deep into the chaos, crunch the numbers, and see if Goldman's bold call to load up before January 29 earnings is spot on. 💥 First off, the pain is real. Persistent selling pressure has hammered AAPL into the mid-$240s, fueled by worries over rising hardware costs for iPhones and beyond.

$Apple(AAPL)$   1. Can strong iPhone 17 demand offset margin pressure from higher memory costs? Positive factors supporting this view JPMorgan expects stronger-than-expected iPhone 17 demand to be a key driver of Q1 2026 revenue and earnings, and has raised its price target to $315 with an Overweight rating ahead of the earnings release. It also anticipates lower operating expenses than guidance, which should help margins.  Other analysts are similarly noting robust iPhone 17 sales as the primary engine of revenue growth for the quarter.  Challenges from memory cost inflation A broad set of market intelligence indicates that memory chip prices have risen sharply globally, driven by strong AI demand and supply tightness, and thi

$Apple(AAPL)$  Yo Apple just had its WORST single-day drop in months—down 5% cuz Siri AI upgrade delayed AGAIN + FTC breathing down their neck 😤📉 From ~275 to 261ish, wiped out YTD gains smh. Siri pushback to May or later… is this gonna tank AAPL all the way to $240?? 🚨 Or bounce back hard when AI finally drops in 2026? Who’s panic selling vs diamond handing rn? #AppleStock #SiriDelay #AAPLCrash”

Yo Apple just had its WORST single-day drop in months—down 5% cuz Siri AI upgrade delayed AGAIN + FTC breathing down their neck 😤📉 From ~275 to 261ish, wiped out YTD gains smh. Siri pushback to May or later… is this gonna tank AAPL all the way to $240?? 🚨 Or bounce back hard when AI finally drops in 2026? Who’s panic selling vs diamond handing rn? #AppleStock #SiriDelay #AAPLCrash”

$Apple(AAPL)$   🍎 APPLE SLIDES FOR 8 STRAIGHT WEEKS — CAPITULATION OR VALUE TRAP? Apple has now fallen eight consecutive weeks, its longest losing streak since May 2022 📉 Fund flows have quietly turned negative, making AAPL one of the least-loved names within the Mag 7 since mid-last year — a rare position for the market’s former safety blanket. The big question now: Is this finally a capitulation low… or just the market repricing Apple’s AI gap? ⸻ 🔄 Why Apple Is Lagging While Big Tech Rallies While Nvidia, Microsoft, and Meta ride the AI capex wave 🚀, Apple is stuck in an uncomfortable middle ground: 1️⃣ AI Without the Hype (Yet) • Apple’s AI strategy remains opaque • Focus is on on-device AI, privacy-first architecture • Powerful, yes

Apple Sees Strong Demand for Insurance in Case of Downturn $Apple(AAPL)$   is seeing strong demand for put options that can serve as insurance against a potential share slump in case the company's profit takes a huge hit from rising memory prices.  An active buyer paid a premium of almost $8 million for put options that give their holder the right to sell 800,000 Apple shares in the next 142 days. That strike price is more than $10 below the current stock price.  Shares have fallen 6.7% this month as investors await word from Apple executives on the impact of rising memory prices on the production cost for iPhones and iMacs when the company reports its fiscal first quarter results on Friday. 

I'd rather $Apple(AAPL)$  delay the personal Siri 2.0 again for a superior release, even if it takes longer, and the same applies to software updates and iPhone versions. It is less about the deadline and more about delivering a reliable experience. Siri is a lifesaving feature, especially for the elderly, school and work emergencies, and first response.