Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Apple Milking Old Tech or Real Innovation? Goldman's Shocking July Take
the Wall Street Journal Podcast
5 minutes 50 seconds
3 months ago
Apple Milking Old Tech or Real Innovation? Goldman's Shocking July Take
Goldman Sachs' July 31 research reveals Apple's Q3 beat across metrics: EPS $1.57 vs est. $1.43, revenue $940B with iPhone at $446B significantly exceeding forecasts. Key inflection: Services growth accelerated to 13% with 75.6% gross margin, second-highest on record. Goldman maintains Buy rating, $251 target on 30x NTM PE. Core thesis: Services to drive majority of gross profit growth over next five years, "Apple-as-a-Service" model taking shape, ecosystem resilience offsetting hardware cyclical headwinds. Key risks: weakening consumer demand, supply chain disruption, intensified competition.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
