Market Chatter: Apple Plans to Sell Corporate Bonds Monday for First Time in 2 Years

MT Newswires

Apple intends to sell investment-grade bonds Monday for the first time in two years, Bloomberg reported, citing a person familiar with the matter.

The tech giant is planning to issue corporate debt in as many as four parts, according tot he report.

Apple did not immediately reply to a request for comment from MT Newswires.

Disclaimer

Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.

Risk Warnings and Disclaimers

You understand and acknowledge that there is a high degree of risk involved in trading. Following any strategies or investment methods may lead to potential losses. The content on the site is provided by our contributors and analysts for information purposes only. You are solely responsible for determining whether any trading assets, securities, strategy, or any other product is suitable for investing based on your own investment objectives and financial situation.

Add to Favorites

Apple Plans to Sell Corporate Bonds Monday for First Time in 2 Years, Bloomberg Reports

MT Newswires

Apple

+0.09%

Risk Warnings and Disclaimers

Add to Favorites

Apple Partners With Anthropic To Build AI Coding Tool

11thestate

Apple

+0.09%

Court: N.D. California

Case: 4:19-cv-02033

Apple is working with Anthropic to upgrade its Xcode platform using Claude Sonnet, aiming to help developers write and test code faster with AI. The tool is currently for internal use, with no public release confirmed yet.

Apple has also agreed to a $490M settlement with investors who claim CEO Tim Cook hid declining iPhone demand in China. You can check more information about it here and file for a payout.

Risk Warnings and Disclaimers

Add to Favorites

Arm Holdings Stock Before Q4 Earnings: To Buy or Not to Buy?

Zacks

Arm Holdings plc ARM will report its fourth-quarter fiscal 2025 results on May 7, after the bell.

The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 52 cents, indicating a 44.4% year-over-year growth. The consensus mark for revenues is pegged at $1.23 billion, indicating a 33% year-over-year increase.

One estimate for the to-be-reported quarter has been revised downward over the past 60 days, versus no upward revisions. Over the same period, the Zacks Consensus Estimate for the quarter’s earnings has decreased by 2%.

The company has an impressive earnings surprise history. Earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, with an earnings surprise of 18%, on average.

What Our Model Says

Our proven model doesn’t conclusively predict an earnings beat for ARM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

ARM has an Earnings ESP of 0.00% and a Zacks Rank #3. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

You can see the complete list of today’s Zacks #1 Rank stocks here.

Royalty and License Should Drive Performance Growth

We expect year-over-year improvement in the company’s top line in the to-be-reported quarter to be driven mainly by an increase in Royalty and License revenues. The consensus estimate for License and other revenues is pegged at $665 million, indicating 60.6% year-over-year growth. The consensus mark for Royalty revenues is pegged at $571 million, suggesting a 11.1% year-over-year decline.

Price Dynamics

ARM has rallied a massive 39% in the past month. This massive rally has sent the stock to a higher valuation. If we look at the forward 12-month Price/Earnings ratio, ARM shares currently trade at 59.6X forward earnings, well above the industry’s 26.05X.

Investment Considerations

Arm Holdings maintains a dominant foothold in the semiconductor industry, especially in mobile device technology. Its low-power chip architecture has long been a critical component in smartphones and tablets. Major tech giants like Apple AAPL, Qualcomm QCOM, and Samsung have consistently relied on ARM’s designs, making the company a backbone of mobile computing. As Apple, Samsung, and Qualcomm expand their product ecosystems, Arm Holdings’ technologies continue to see stable, long-term demand.

Looking ahead, the company is well-positioned to benefit from rapid advancements in artificial intelligence and the Internet of Things. Its energy-efficient chips are increasingly embedded in smart devices, autonomous technologies, and cloud infrastructure. With AI workloads and IoT deployments accelerating, the need for scalable, power-efficient solutions has never been greater. Arm Holdings’ ongoing efforts to tailor its architecture for AI applications further enhance its growth prospects. As Apple, Qualcomm, and Samsung push forward in these spaces, ARM is poised to grow alongside them.

Wait for a Better Price

Given the stock’s substantial increase over the past month, it may experience a correction soon. Therefore, it might be wise for investors to wait for a potential correction.

While ARM remains fundamentally strong, a more advantageous entry point could emerge if the stock undergoes some price adjustment. The company’s robust position in the AI hardware market and its strategic advancements in chip design suggest long-term growth potential, but timing the market entry is crucial for maximizing investment returns.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Risk Warnings and Disclaimers

Add to Favorites

Rosenblatt downgrades Apple on fading hopes of AI-driven iPhone cycle

11thestate

Apple

+0.09%

Court: N.D. California

Case: 4:19-cv-02033

Apple was downgraded to Neutral by Rosenblatt, which cut its price target to $217. The firm cited the absence of a strong AI-driven iPhone upgrade cycle, despite solid Q2 results and improved iPhone demand. Most U.S.-bound production is now shifting to India, with broader manufacturing moving to Vietnam.

At the same time, has agreed to settle $490 million with investors to resolve claims that CEO Tim Cook hid declining iPhone demand in China. You can check more information about it here and file for a payout.

Risk Warnings and Disclaimers

Add to Favorites

Netflix, Disney drop premarket; Newmont rises

Investing.com

Warner Bros Discovery

+1.66%

Spotify Technology

-0.18%

Investing.com - U.S. stock futures edged lower on Monday, as investors eyed a barrage of headlines from Trump and focused in on a slate of corporate earnings and central bank announcements this week.

Here are some of the biggest U.S. premarket stock movers today:

Trump’s announcement of new 100% tariffs on movies produced outside the U.S. weighed on shares in Netflix (NASDAQ:NFLX), Walt Disney (NYSE:DIS) and Warner Bros. Discovery (NASDAQ:WBD).
Class B shares in Berkshire Hathaway (NYSE:BRKb) (NYSE:BRKa) were slightly lower after the investment conglomerate posted a 14% drop in first-quarter operating earnings versus the prior year to $9.64 billion, due in large part to insurance losses linked to devastating wildfires in California. CEO and legendary investor Warren Buffett also announced that he would stepping aside at the end of the year, with Vice Chairman Greg Abel due to succeed him.
Shares in oil majors like Phillips 66 (NYSE:PSX), Exxon Mobil (NYSE:XOM), and Chevron (NYSE:CVX) pointed lower. The moves come after the Organization of the Petroleum Exporting Countries and its allies -- a group known as OPEC+ that makes up a bulk of global oil production -- agreed to raise output by 411,000 barrels per day from June during a meeting over the weekend.
Amazon (NASDAQ:AMZN) shares ticked down, leading other so-called "Magnificent Seven" mega-cap technology stocks lower. Chipmaker Nvidia (NASDAQ:NVDA), Facebook-owner Meta Platforms (NASDAQ:META), software giant Microsoft (NASDAQ:MSFT), iPhone-maker Apple (NASDAQ:AAPL), Google-parent Alphabet (NASDAQ:GOOGL), and electric carmaker Tesla (NASDAQ:TSLA) also dipped prior to the opening bell on Wall Street.
Spotify (NYSE:SPOT) shares dropped after analysts at Phillip Securities slashed their recommendation for the music streaming service to "reduce" from "neutral."
Hims Hers Health (NYSE:HIMS) shares rose ahead of the telehealth group’s anticipated earnings release after the close of U.S. markets.
Shares in Newmont (NYSE:NEM), the world’s largest gold miner, climbed, mirroring an uptick in the price in the yellow metal. Gold was bolstered in part by a weaker dollar, which can help make bullion more attractive to overseas buyers.