Apple reported fiscal Q4 2026 revenue of $114.48B vs. $113.39B expected and EPS of $2.10 vs. $1.99 expected; iPhone revenue was $57.58B, beating estimates by roughly $1B. Shares were down about 2-3% in after-hours trading.
CNBC reports Jensen Huang told staff in an email that he had an affair, and Nvidia's board opened an investigation into allegations the woman is a Chinese spy.
CNBC reports President Trump said renewed U.S. strikes on Iran are "highly unlikely" if talks progress, while warning he could still strike.
CNBC reports Democrats are threatening investigations into the Trump White House and businesses working with the administration, while Blanche said he may probe lawmakers. This is a CNBC week-ahead preview, not a factual claim requiring a true/false verdict.
AApple beat across the board, and the stock still fell.
BGood news was already in the price.
AEmma StockNotes posted the numbers on X.
ARevenue just under a hundred and fifteen billion dollars. iPhone beat by about a billion.
BEarnings per share, two dollars ten against a dollar ninety-nine expected.
AMargins held. The quarter was clean.
BYet the shares slid about two percent after the print.
AThat's a verdict on positioning, not the business.
BOh, come on. The after-hours market had the same facts and sold it.
ABecause the whisper number was higher.
BThat's how markets work. The stock was priced for a beat.
ASo a beat isn't enough?
BFor a company this big? No.
AThe iPhone beat by a billion dollars. That's holding, not shrinking.
BHolding isn't growth.
AIt's stability in a weak consumer market.
BStability is great if you're a bond. Apple still trades like a growth company.
AIt trades like a fortress. Huge buyback, dividend, sticky ecosystem.
BThe multiple already pays for all that. The question is where the next leg comes from.
AServices keep compounding. They don't need a new iPhone every quarter.
BBut the market's worried the phone cycle has peaked. That's the overhang.
AA phone cycle that just beat by a billion dollars is not a peak.
BA beat is backward-looking. The market's pricing the next cycle.
AThat's the eternal argument: results versus expectations.
BAnd results lost this round.
AFine. Positioning and multiple.
BDifferent fight. Paasa posted on X about Super Micro.
AWhat's the claim?
BA big revenue beat, adjusted earnings beat, strong guidance.
AI don't see it in any official release yet.
BThe account says revenue was just under twenty billion. Adjusted earnings, one dollar eighty-one.
AThen call it a claim. Not a fact.
BIf it's real, AI server demand is still building.
AIf. That's the whole problem.
BThe post is specific. Revenue, earnings, guide.
ASpecific and unverified. That's how rumors hurt people.
BYou say that until you miss the move.
AI say it because "some account says" is not a filing.
BSuper Micro has a bumpy reporting history. Official numbers matter.
AExactly. I'll give it credit when the company says it.
BAnd then the market will already be there.
AThat's fine. I'd rather be late than wrong.
BAnd when they do file, we'll see if the market still cares.
AThat's the next test.