** Apple projected stronger-than-expected revenue for the September quarter, however, CEO Tim Cook warned that U.S. tariffs would add $1.1 billion in costs during the period
** Shares up 1% at $210.1 in premarket trading
SIRI-OUSLY PROMISING? AI GLOW-UP SPARKS HOPE..AND HESITATION
** J.P.Morgan ("overweight," PT: $255) says Apple's strong results and AI investments support near-term optimism, but they remain cautious on iPhone 17 momentum and regulatory risks
** BofA ("buy," PT: $240) expects Apple to benefit from strong iPhone sales, upcoming redesigns, and growing AI investments, positioning it well for 2026, while its Services business remains resilient despite legal challenges.
** D.A. Davidson ("buy," PT: $250) says Apple's AI push is lifting iPhone sales, with Apple Intelligence as a tailwind, though progress is slow and Siri's revamp is now expected next year, alongside rising capital spend to fuel growth
** Morgan Stanley ("overweight," PT: $240) say iPhone demand is rebounding as upgrades accelerate, driven by AI feature compatibility, China sales, and the iPhone 16e launch, signaling a multi-quarter replacement cycle
(Reporting by Rashika Singh in Bengaluru)
((rashika.singh@thomsonreuters.com))
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