BREAKING: Apple, $AAPL, earnings: - EPS: $1.57, est. $1.43 - Revenue: $94.04 billion, est. $89.3 billion

*APPLE Q3 IPHONE NET SALES $44.58 BLN VS IBES ESTIMATE $40.22 BLN *APPLE Q3 EPS $1.57 VS IBES ESTIMATE $1.43 *APPLE Q3 REVENUE $94.04 BLN VS IBES ESTIMATE $89.53 BLN $AAPL

MAGNIFICENT SEVEN'S COMBINED MARKET VALUE HITS NEW RECORD $19 trillion That is the combined market capitalization of the Magnificent Seven, a fresh all-time high for the tech stalwarts. Meta Platforms, Microsoft and Nvidia are on pace for record market caps, according to Dow Jones Market Data. Here is the breakdown: -- $NVDA: $4.4 trillion -- $MSFT: $4 trillion -- $AAPL: $3.1 trillion -- $AMZN: $2.5 trillion -- $GOOGL: $2.4 trillion -- $META: $2 trillion -- $TSLA: $1 trillion

$AAPL $JPM - JPMORGAN CHASE IN ADVANCED TALKS TO TAKE OVER APPLE'S CREDIT-CARD PROGRAM, SOURCES SAY -- WS

$MSFT $AAPL - MICROSOFT THREAT INTELLIGENCE: UNCOVERED A MACOS VULNERABILITY, TRACKED AS CVE-2025-31199, THAT COULD ALLOW ATTACKERS TO STEAL PRIVATE DATA OF FILES AFTER DISCOVERING THE BYPASS TECHNIQUE, WE DISCLOSED OUR FINDINGS TO APPLE

$AAPL - BOFA: APPLE FACES TOUGH Q3 SETUP Bank of America sees pressure on Apple ahead of Thursday’s earnings due to tariffs, regulatory risks, and slow AI progress. Still, it keeps a Buy rating and $235 target. Gross margins are in focus, with $900M in tariff costs weighing on results. BofA sees Q3 revenue at $90.2B and EPS at $1.45, slightly above consensus. Looking ahead, margins may improve with new high-end products, including a slim iPhone expected this fall.

下周是财报季的财报周，还有Figma $FIG 的IPO，一定会是精彩的一周 推荐正股买入 $SOFI $PYPL $MSFT $AMZN 标普500和纳指创新高，市场情绪乐观，但高估值和贸易关税的不确定性可能引发波动。 Figma IPO估值高企，首日表现或影响科技股。美联储可能9月降息，支撑市场，但需警惕地缘政治和通胀风险 重点关注： 周二（7月29日）金融&Crypto •SoFi（ $SOFI ）•PayPal（ $PYPL ）•Visa（ $V ） 周三（7月30日）大科技$Crypto •Meta（ $META ）Microsoft（ $MSFT ） 周四（7月31日）大科技&Crypto&IPO •Apple（ $AAPL ）Amazon（ $AMZN ） •Roblox（ $RBLX ）以及今年IPO重点关注Figma $FIG 周五（8月1日）能源 •ExxonMobil（ $XOM ）•Chevron（ $CVX ） @MyStonksCN @BTCBruce1

$AAPL - APPLE LIKELY TO GAIN EU ANTITRUST APPROVAL FOR APP STORE FEES, RULES, SOURCES SAY

我之前说过 币圈看財报的时代已经到了 这不 交易所已经开始在这方面做布道了 这次 @MyStonks_Org 走在了最前面

$AAPL - UBS: IPHONE SALES LIKELY DOWN 18% IN JUNE UBS estimates Apple’s iPhone sell-through fell 18% year over year in June as demand slowed. However, it expects June quarter shipments around 45M, up 3.4% from last year and above its prior forecast. A weaker dollar should slightly boost revenue. UBS rates Apple Neutral with a $210 target.

随着近期各项法案陆续通过，国际地缘风险解除，美债利率下降，美元指数走弱，美股不断刷新历史新高。币圈也真的按照传统经典牛市重新开始了板块轮动，虽然现在整体还处于从昨晚起的摸顶新高后的第一次较大幅度回调之中，但主流币们才完成了第一轮补涨而已，山寨季大概率也只是刚刚开始。 从上周开始到7月末，都是美股的Q2财报季，在国际形势比较缓和的当下，美股波动成了影响币圈的最大变量。比如上周二7.15贝莱德的财报刚好对应了大饼的历史最高点，那么接下来特斯拉，谷歌，Robinhood，苹果，Coinbase都有可能对美股及币圈产生重大影响，不可不提前做好研究。而且7.30号的Robinhood，7.31号的苹果及Coinbase财报公布还恰巧叠加了7.31美联储决议公布和8.1号关税落地，更显得信息密度极高。 身处币圈的我们没有那么多时间精力，可能主要关注两种类型的公司就够了，一种是AI相关的，一种是币圈直接相关的。因为AI和crypto相关公司财报将直接影响科技股和币圈情绪，这样简化后效率更高且更有效。 AI相关：特斯拉、谷歌、META、微软、苹果 币圈交易相关：Robinhood、Coinbase 参考 @BTCBruce1 的 @MyStonksCN 财报日历做了个表 大胆预测一下后续可能会走的逻辑，仅供参考，DYOR。 1. 宏观拐点确认 + 主流冲高 →（已发生） 2. 科技股财报爆发+AI继续强预期 →（正在发生） 3. 山寨补涨+叙事爆发+NFT/DePIN轮番拉升 →（即将开启） 4. DeFi蓝筹吸血+项目方撤流动性 →（后期才开始） 上周五Coinbase、Robinhood都拉出了高点，本周需要继续密切关注情绪变化，按常理来说这两家业绩表现会比较好，但美股上涨逻辑经常是需要超过预期才行，也就是说利好有可能已经被市场买入而反应在当前股价上了。 一旦Robinhood和Coinbase财报利多但市场不涨反跌，就要谨慎了，尤其是山寨币非常敏感，共识比较脆弱，但凡有风吹草动项目方和做市商跑得比兔子还快。 如果美联储仍强硬不降息口风+美股财报落地无超预期表现，币圈可能迎来一次阶段性调整。尤其是Coinbase作为纯加密标的尤其需要重点关注，财报后的电话会议可能直接影响比特币和以太坊的短线方向。 后续牛市可能就到了第二阶段，操作可能会从快速拉高脱离成本区的简单模式变成宽幅震荡的困难模式。 高风险偏好的人需要管住自己不要过度操作，多项指标共振后再下场且做好风控止损。 低风险偏好的人可以等8.1号关税落地后再进场操作。

Mystonks的美股财报全家桶来啦 @MyStonksCN @BTCBruce1 覆盖了科技、金融、芯片、链上标的等多个赛道，清晰明了不用去网上找了～ 不过能看懂财报也是技术活，比如我看完也不知道讲了啥……希望能直接在下面添加个“买不买”投票功能，用群体判断帮助我这种小白不再孤独投资💔 还没注册Mystonks的快来体验丝滑美股交易！ https://t.co/HuUBxME17T

特斯拉的财报估计一般 因为Cybertruck和新款ModelY卖的都soso 但是财报从来都不是特斯拉的重点 特斯拉的核心是“未来” 马斯克总是能把吹过的牛逼实现 总是能把画过的饼给做出来

$AAPL - MORGAN STANLEY EXPECTS A SOLID QUARTER FROM APPLE Morgan Stanley says its estimates for Apple are rising ahead of what it expects will be a solid quarter, driven by strong iPhone, iPad, Mac sales, and favorable FX. While Apple’s guidance will likely align with expectations, clarity on tariffs, the Alphabet ruling, and AI strategy is needed for sentiment to improve. The firm keeps its Overweight rating and $235 price target ahead of Apple’s Q3 report on July 31.

A nice 22% rip on the $AAPL calls into close. Contracts moving from 1.54 to 1.88 for a quick 22.08%. Contracts closing right near the high of the day. Always a big thanks to @unusual_whales 🐳for the flow!

BREAKING: In the first half of 2026, Apple, $AAPL, is planning a low-cost iPhone, per Bloomberg.

Tokenized Stocks just landed in @Openwallet_com 👇💚 You can trade, deposit, and withdraw traditional assets like $NVDA, $AAPL, $GOOGL, $TSLA, and more. DYOR - they’re working on making $SOL transactions gasless too. Coming this summer.

$BTC priced in large corporations like $AAPL shows an interesting picture. Breaking this 8-year ceiling is what's needed to see a massive move higher.

BREAKING: Apple’s, $AAPL, top executive in charge of AI models is leaving to join Meta, $META, per Bloomberg

Best month of the year, right after a quarter of underperformance… Are the stars finally aligning for $AAPL? ✨

Average annual stockholder returns by $TSLA & $AAPL CEO: • Elon Musk (Tesla): 36.3% • Steve Jobs (Apple): 24.9% • Tim Cook (Apple): 22.5% • John Sculley (Apple): -5.0%

Idc if u think I’m delusional. you need guys like me. i want #Cumstock to flip $AAPL & $TSLA stock. everyone will buy at the prices they deserve. everyone will win if they just hold.

跟着国会山股神和木头姐上车的 $TEM 兜兜转转又回到了我的成本价； 果然是守币如守寡......这个症状叫做错过 $PLTR 综合征； 幸亏前几天抖个机灵200上车了 $AAPL 算是弥补了我一点点创伤； 菜鸟美股回本之路阻且长啊！

Apple, $AAPL, reportedly halts foldable iPad development, per MacRumors.

Apple $AAPL needs to double down on Ai & crypto before another company overtakes them.

$AAPL - JEFFERIES UPGRADES APPLE TO HOLD FROM UNDERPERFORM - PT $188.32 (FROM $170.62) The firm expects China demand to boost June quarter revenue and earnings above forecasts but sees flat iPhone growth in the second half of 2025 and risks to services revenue. A strong June quarter may keep the stock stable near term. APPLE SHARES UP 1.2% PREMARKET

Look who decided to finally show up. $AAPL 🍏 +3%

我也要开始炒美股拉

超级智能 Super Intelligence/ AGI Mags7 看AI 赛道，Magnificent 7 巨头里，大部分我遇到的基金经理，都看好英伟达（GPU是没法绕过去的议题）、谷歌、和特斯拉。 以五年周期看，大部分首选特斯拉、然后谷歌和英伟达。苹果和亚马逊落队了，苹果（没任何AI真正的投入、进度）更像一只现金牛。Meta 也是走现金牛路线，但强于苹果。 特斯拉现在是处于transitional period 过渡期。微软也会表现不错。 而大家更认同的是AGI 太远，super intelligence 更近。 特斯拉的擎天柱机器人、无人驾驶、xAI、推特，联合的协同效应会是巨大的。 你心中的Mags 7 排名呢？！ $TSLA $AAPL $MSFT $NVDA $AMZN $META $GOOGL

Cutting-edge AI models ‘collapse’ in face of complex problems, Apple, $AAPL, has said.

$AAPL - APPLE CHANGES POLICIES FOR EUROPEAN APP DEVELOPERS TO AVOID MORE FINES

$AAPL - APPLE EXPECTED TO OFFER EU CONCESSIONS IN APP STORE TALKS: FT

Apple, $AAPL, sued by shareholders in proposed class action claiming it downplayed time needed to bring artifical intelligence features to Siri, per Reuters

Apple, $AAPL, looking to make ‘premium’ priced folding iPhones starting next year, per CNBC

BREAKING: 16 billion Apple, $AAPL, Facebook, $META, Google, $GOOGL, and other passwords leaked, per Forbes.

Apple, $AAPL, must face a class action lawsuit over its illegal monopolization of the digital storage market and its practice of making customer overpay for iCloud, per MorePerfectUnion.

Trump has said that Apple, $AAPL, would buy a lot of his $5 million "gold cards" that allow immigrants with money to pay for a pathway to obtain U.S. citizenship.

假设Apple钱包增加了Crypto相关功能 $AAPL 是不是就得重新估值？ 美国法案成熟后大概率会增加 硬件和生态垄断真的太强了 难怪小扎砸这么多钱做眼镜 大道和巴菲特对苹果的爱是有道理的

Mark Zuckerberg of $META on Apple’s, $AAPL, inability to innovate:

Bybit Gold & FX（MT5）已上线 — 包括 $AAPL 、 $TSLA 、 $META 、 $NVDA 、 $AMZN 等 78 支顶级股票 用USDT即可交易全球市场 这个功能太酷拉🎉 @benbybit @tina_bybit @Bybit_ZH