Following strong holiday sales and a recent AI deal, here’s what we’re watching for in Apple’s earnings report.

We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.

Strong earnings with high projected growth but price is too rich.

Our view of Apple shares.

The magnitude of growth at Broadcom continues to astound us.

We think Apple stock looks fairly valued.

Despite short-term bluster from the administration, we expect an investment deal to be reached that avoids blanket iPhone tariffs.

Company cites a $900 million impact from tariffs.

Watching iPhone revenue, services growth, and potential tariff impact, here’s what we think of Apple stock.