4.8 • 118 Ratings
🗓️ 30 January 2025
⏱️ 43 minutes
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0:00.0 | All right, guys, thanks so much. Welcome to closing bell. I'm Scott Wobner live from Post 9 here at the New York Stock Exchange. This maker break hour begins with what might be a make or break moment for Apple shares. |
0:10.9 | Earnings a little more than an hour away now as questions about the iPhone and AI continue to swirl. The stock up nicely this week into the print, even as it's been hit with more downgrades. |
0:22.1 | We will ask two shareholders coming up what they need to see tonight. |
0:26.0 | In the meantime, let's show you the scorecard here with 60 to go in regulation, mostly green, |
0:30.5 | though the unevenness in tech today is weighing a bit on the NASDAQ. |
0:35.3 | It's still up, but not quite as much as the other majors. |
0:39.1 | Importantly, yields are falling a bit as well. A day after the Fed chair told markets, they're going to |
0:44.5 | be patient in making more moves on interest rates. It does take us to our talk of the tape, |
0:49.6 | all that is riding on tonight's results. For what is, by the way, once again, the biggest market cap stock on Earth. |
0:55.9 | Invidia's slide, Apple's gain, Microsoft's pain, making that happen once again. |
1:00.9 | Bryn Talkington is with Requisite Capital. |
1:02.8 | Malcolm Etheridge with Capital Area Planning Group, both CNBC contributors, and both join me now. |
1:08.0 | Brin, you first. |
1:09.4 | All right, Apple is, once again, the top dog as it relates to market cap. |
1:13.9 | What do you need to see tonight? |
1:16.0 | Well, they're expected to have 4% revenue growth, four, right? |
1:20.7 | So this has been my issue for a while, is this revenue growth is still so anemic. |
1:25.7 | I think the market wants to see excitement around what's happening in China. |
1:30.3 | They are losing market share, but they're still, what are their sales in China? What's going to happen with a 17 phone? |
1:36.3 | We know they're going to make billions of dollars. We know services will be strong. But to me, it's like, what are we need to get excitement around the stock? And ultimately, |
1:45.5 | I still think it needs to be more than 4% revenue growth. I think Apple will be a market |
1:50.4 | performer or slight undermarket performer this year, because I just still feel there's too |
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