Top Analyst Says iPhone 18 Pro and Pro Max Lead Times Have Dropped, But Apple’s Cycle Is ‘Off to a Solid Start’
Apple iPhone Pro lead times dropped, but Deepwater Asset Management's Gene Munster still sees a solid start.
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John Moolenaar asks the US Defense Department to add 58 Chinese schools and 62 technology labs to its research funding restrictions list.
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Apple iPhone Pro lead times dropped, but Deepwater Asset Management's Gene Munster still sees a solid start.
The article compares two industrial stocks: Caterpillar, a construction and mining equipment titan with record backlog and growing dividends, versus Corning, a materials science leader benefiting from AI data center demand. While Caterpillar offers proven industrial exposure with reliable income, Corning's optical communications business is growing over 30% year-over-year with ambitious revenue targets of $20B by end-2026, $30B by 2028, and $40B by 2030. The author recommends Corning for patient investors seeking exposure to AI infrastructure growth.
Apple fell on reports of 15% iPhone 18 Pro order cuts, but Bespoke says this happens every year — and the stock recovers.
UBS analyst Michael Yee maintains AbbVie (NYSE:ABBV) with a Neutral and raises the price target from $260 to $275.
Some economists predict a market downturn and recession by end of 2027. The article recommends two pharmaceutical stocks—AbbVie and Amgen—as defensive investments that have historically weathered downturns well due to their diversified drug portfolios, consistent revenue from chronic disease treatments, strong pipelines, and reliable dividend payments.