iPhone 18 Pro Hits Stores, Samsung Retakes Smartphone Throne and More: This Week in Appleverse
Apple's week included the iPhone 18 Pro launch, AI server talks with Nvidia, and Musk dropping his antitrust lawsuit claim.
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Taiwan Semiconductor reports a 44.7% YoY surge in July revenue. Year-to-date sales are up 37% as AI chip demand stays strong.
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Apple's week included the iPhone 18 Pro launch, AI server talks with Nvidia, and Musk dropping his antitrust lawsuit claim.
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Retail investors talked up 5 stocks during the week (Sept. 14 to Sept.18) on X and Reddit's r/WallStreetBets: INTC, AAPL, NVDA, NBIS, ORCL
Apple and Nvidia lead the Magnificent Seven in total shareholder yield through stock repurchases and dividends at 1.83% and 1.74% respectively. However, massive AI infrastructure investments have significantly reduced free cash flows for most of these companies. Apple's more conservative AI approach and strong capital return plans make it the best choice for yield-seeking investors, while Nvidia faces higher risk from potential AI slowdowns despite strong recent cash generation.
The article argues that Q4 2026 and early 2027 present significant investment opportunities, with the S&P 500 up 11.8% YTD and the Nasdaq up 14.1%. The author cites strong earnings growth forecasts (24-26% for Q3-Q4 2026), a productivity boom comparable to the late 1990s tech era, and the ongoing AI revolution as key drivers for continued market gains. The recent Fed rate hike is viewed positively as it signals economic strength and potential for future rate cuts. The author suggests the market could see 30%+ annual gains similar to the dot-com boom period.
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.