STATE STREET CORP Acquires Additional Shares in Agios Pharmaceuticals Inc
STATE STREET CORP acquired an additional 845,433 shares of Agios Pharmaceuticals Inc at $27.22 per share, increasing its holding to 3,108,145 shares, or 5.30% of its portfolio. Agios Pharmaceuticals specializes in developing medicines for rare diseases, particularly in classical hematology. While the transaction shows confidence in Agios, the company faces financial challenges, with a "possible value trap" GF Valuation and a GF Score of 53/100 indicating poor future performance potential.
Cirrus Logic (NASDAQ:CRUS) EVP Sells $458,739.57 in Stock
Scott Thomas, EVP of Cirrus Logic (NASDAQ:CRUS), sold 3,239 shares of the company's stock for $458,739.57 on February 13th, reducing his stake by 9.63%. This sale occurred while the stock is trading near its 52-week high after the company recently exceeded quarterly earnings and revenue expectations. Analysts generally rate CRUS as a "Moderate Buy" with an average target price of $145.43.
Soros Fund ups stake in Microsoft, NVIDIA, Apple as part of Q4 moves
Soros Fund Management significantly increased its holdings in major tech companies Microsoft, NVIDIA, and Apple during the fourth quarter. The fund added approximately 161,000 shares of Microsoft and about 118,000 shares of NVIDIA as part of its portfolio adjustments. This move highlights George Soros's fund's continued investment in the technology sector.
Caterpillar group president Kaiser sells $1.3m in stock
Caterpillar Group President Jason Kaiser sold 1,690 shares of company stock for a total of $1.31 million on February 12, 2026. This transaction occurred while the stock was near its 52-week high and showed a 117% return over the past year. InvestingPro analysis suggests Caterpillar is currently overvalued, despite the company reporting strong Q4 2025 earnings which surpassed analyst expectations.
Is the YieldMax AAPL Option Income Strategy ETF’s (APLY) 70% Yield Real or Misleading?
The article examines the YieldMax AAPL Option Income Strategy ETF (APLY), which boasts a 70.75% yield but relies on option strategies like covered calls. While the high yield is attractive, the ETF comes with 1.06% in annual operating expenses and its share price is prone to decline as distributions are paid out. The author concludes that while the yield isn't misleading, it is risk-prone due to share price weakness, suggesting that direct ownership of Apple stock might be a more prudent investment for many.
Cerence Inc Is Powering the Cars That Talk Back To You – But Is The Stock A Secret Steal Or Total Trap?
Cerence Inc, a company providing voice assistants and AI copilots for cars, presents a high-risk, high-upside stock opportunity. While the technology is seen as a "silent game-changer" for automakers wanting to own their in-car software experience over relying on Big Tech, its stock has been volatile. Investors are advised to conduct thorough research due to its speculative nature and ties to the automotive industry cycle.
Are Leveraged ETFs Right for Your Portfolio? QLD's Tech Bet vs. SSO's Higher Dividend.
This article compares two leveraged ETFs, ProShares Ultra QQQ (QLD) and ProShares Ultra S&P500 (SSO), which aim to double the daily moves of their respective indexes. QLD, tracking the Nasdaq-100, is more concentrated in technology and has a higher expense ratio and lower dividend yield than SSO, which tracks the S&P 500. While both are designed for tactical use, SSO offers broader diversification and historically shallower drawdowns, making it potentially more appealing for investors seeking less sector risk.
Should iShares Russell Top 200 ETF (IWL) Be on Your Investing Radar?
The iShares Russell Top 200 ETF (IWL) targets the Large Cap Blend segment of the US equity market, holding over $2.05 billion in assets. With an expense ratio of 0.15% and a Zacks ETF Rank of 3 (Hold), it offers diversified exposure, primarily to the Information Technology sector. The article details its sector exposure, top holdings, performance, risk profile, and compares it to alternative ETFs like IVV and VOO.
Rhumbline Advisers Has $89 Million Position in VeriSign, Inc. $VRSN
Rhumbline Advisers increased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 2.1% in the third quarter, bringing its total holdings to 318,338 shares valued at approximately $89 million. Several other institutional investors also adjusted their positions in VeriSign. The article also details recent analyst ratings, insider trading activity, and VeriSign's latest earnings and dividend increase.
ING Groep NV Sells 12,958 Shares of VeriSign, Inc. $VRSN
ING Groep NV has decreased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 34%, selling 12,958 shares and now holding 25,168 shares valued at $7.04 million. Despite slightly missing EPS consensus at $2.23, VeriSign reported revenues of $425.3 million, topping estimates, and increased its quarterly dividend to $0.81 per share. Institutional investors hold approximately 92.9% of the company's stock, even as corporate insiders have sold a total of 30,662 shares worth about $7.54 million in the last 90 days.
The Truth About LG Display Co Ltd (ADR): Is This Screen Giant Finally Worth Your Money?
LG Display Co Ltd (ADR) is a key player in the screen technology market, especially known for its large OLED panels, but its stock (LPL) experiences significant volatility. The article explores whether LPL is a good investment, weighing its leadership in OLED and future tech against the cyclical nature of panel pricing and intense competition from rivals like Samsung Display. It concludes that LPL is a high-risk, high-reward turnaround play suitable for long-term investors willing to navigate market swings.
Apple Inc. $AAPL is LJI Wealth Management LLC's 10th Largest Position
LJI Wealth Management LLC has reduced its stake in Apple Inc. (NASDAQ:AAPL) by 5.2% in the third quarter, making AAPL its 10th largest holding. Despite this, Apple reported strong quarterly results, beating EPS and revenue expectations, and analysts have raised price targets. However, the stock faces challenges from reported Siri delays, FTC scrutiny, and a market rotation away from megacap AI exposure, leading to a significant market-cap hit.
Apple Inc. $AAPL Shares Acquired by Stenger Family Office LLC
Stenger Family Office LLC increased its stake in Apple Inc. ($AAPL) by 12.6% in the third quarter, making Apple its fifth-largest holding. Despite Apple beating quarterly earnings expectations with $2.84 EPS and $143.76 billion in revenue, the stock experienced a ~5% drop due to AI concerns, reports of a Siri delay, and FTC scrutiny. Analysts generally maintain a "Moderate Buy" rating for AAPL, with an average price target of $292.13.
Sigma Investment Counselors Inc. Lowers Stake in Apple Inc. $AAPL
Sigma Investment Counselors Inc. reduced its stake in Apple Inc. by 2.7% during the third quarter, selling 3,290 shares and now owning 120,048 shares valued at approximately $30.57 million. This adjustment makes Apple its 16th largest holding. Despite Apple reporting strong earnings and revenue, its stock (AAPL) fell by about 5% due to reports of a Siri AI delay, FTC scrutiny, and a broader investor rotation away from mega-cap AI exposure.
Apple Inc. $AAPL is Occidental Asset Management LLC's 2nd Largest Position
Occidental Asset Management LLC increased its stake in Apple (NASDAQ:AAPL) by 6.5% during Q3, making it their second-largest holding, valued at approximately $41.66 million. Apple reported strong quarterly results, beating EPS and revenue expectations, driven by iPhone sales. Analysts generally maintain a "Moderate Buy" rating for Apple, with a consensus target price of $292.13.
Apple Inc. $AAPL is Financial Management Network Inc.'s 9th Largest Position
Financial Management Network Inc. increased its stake in Apple (AAPL) by 3.1% in Q3, making it their 9th largest position. Despite beating quarterly earnings and revenue estimates, Apple's shares fell approximately 5% due to regulatory concerns and mixed analyst sentiment regarding AI execution. The company reported EPS of $2.84 and revenue of $143.76 billion, with a market cap of $3.84 trillion and a consensus "Moderate Buy" rating.
Apple Goes Full Netflix: The 'Severance' Deal Reveals Its Next Big Bet - Netflix (NASDAQ:NFLX)
Apple has acquired the rights and intellectual property for its hit series "Severance" from Fifth Season for approximately $70 million. This move indicates Apple's strategic shift to strengthen its in-house content production for Apple TV+, mirroring Netflix's successful model. The company aims to expand the "Severance" universe and increase the profitability of its streaming service, which has previously incurred over $1 billion in annual losses.
Mirova US LLC Boosts Apple Inc Stake by 15,420 Shares
Mirova US LLC, managed by Philippe Zaouati, recently increased its stake in Apple Inc (AAPL) by 15,420 shares. Apple's stock has shown positive trading, with analysts maintaining a "Moderate Buy" view and projecting significant upside due to strong demand and growth in Services and AI. TipRanks' AI Analyst, Spark, rates AAPL as "Outperform" based on strong financial performance and a constructive earnings outlook.
Stock Market Today: SPY, QQQ Tumble on AI Disruption Fears ahead of Key Inflation Data
The S&P 500 ETF (SPY) and Nasdaq 100 ETF (QQQ) both closed down due to lingering fears about AI disruption and increased spending, impacting major tech stocks like Cisco, Apple, and AMD. Concerns are also rising from the labor market after jobless claims data, while investors anticipate the release of the Consumer Price Index (CPI) report on Friday, which will likely influence expectations for a Federal Reserve rate cut. The article notes that the odds for a March rate cut have already significantly declined.
1 Unpopular Stock That Deserves a Second Chance and 2 That Underwhelm
This article analyzes three stocks, recommending Globalstar (GSAT) as a buying opportunity due to its impressive revenue growth, free cash flow profitability, and increasing returns on capital. Conversely, it advises investors to pass on Bally's (BALY) and Rocket Lab (RKLB) due to concerns like lackluster revenue growth, eroding returns, and negative free cash flow, respectively. The author suggests that Wall Street's pessimism towards GSAT creates an attractive entry point, while its skepticism about BALY and RKLB is well-founded.
Trump's FTC chairman chides Apple boss Tim Cook for content of Apple news feed
The chairman of the Federal Trade Commission, Andrew Ferguson, has written to Apple CEO Tim Cook to express concerns that Apple News is suppressing content from conservative news outlets. Ferguson's complaint follows a report by the Media Research Center alleging that the news feed disproportionately features "leftist" sources while omitting prominent conservative media. This criticism comes despite Cook's attendance at President Trump's second term inauguration.
Apple has worst day since April as company faces FTC scrutiny, Siri delay reports
Apple experienced its worst stock market day since April 2025, with shares dropping 5%, due to two main factors. Reports emerged that the anticipated AI update for Siri within iOS is being delayed until at least May. Additionally, the company is facing scrutiny from FTC Chair Andrew Ferguson, who formally requested CEO Tim Cook review Apple News's content curation policies following allegations of bias against conservative news outlets.
LiveOne Inc (LVO) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Partnerships Amidst Competitive Challenges
LiveOne Inc (LVO) reported robust Q3 2026 financial results with over $20 million in revenue and significant operating expense reductions. The company highlighted its strong B2B pipeline, including over 100 active enterprise opportunities and expanding partnerships with major tech companies. Despite a net loss of $4.1 million and market skepticism, LiveOne is confident in its customized white-label solutions and sustainable cost structure to drive future growth.
Form 424B7 AMKOR TECHNOLOGY, INC.
Amkor Technology, Inc. has filed a Form 424B7 registration statement for the offering of 10,000,000 shares of common stock by a selling stockholder, 915 Investments, LP. The company will not receive any proceeds from this sale, and key shareholders, the Kim family, will continue to hold a significant voting stake. The document outlines the terms of the offering, risk factors, and detailed financial results for the three months and full year ended December 31, 2025.
Eversource Energy earnings missed, revenue topped estimates
Eversource Energy (NYSE: ES) reported its Q4 earnings, with an EPS of $1.12, missing analyst estimates of $1.13. However, the company's revenue for the quarter reached $3.37 billion, surpassing the consensus estimate of $2.94 billion. Despite the earnings miss, Eversource Energy provided a positive outlook, forecasting FY 2026 EPS to be between $4.80 and $4.95.
Form 424B2 BARCLAYS BANK PLC
This SEC filing from Barclays Bank PLC outlines the terms for $1,501,000 Callable Contingent Coupon Notes due August 13, 2027, linked to the performance of Amazon, Microsoft, and Apple stock. The document details payment at maturity, contingent coupon conditions, early redemption options, and significant risk considerations for investors, including the creditworthiness of Barclays and the potential impact of U.K. Bail-in Power. It also lists purchase considerations and tax implications for potential investors.
US inflation expectations too low, Citigroup says
Citigroup's rates desk believes that markets are underestimating future US inflation, making inflation-linked trades appealing. Strategist Benjamin Wiltshire suggests that investors are not fully acknowledging American consumer resilience, implying that market expectations for inflation will likely need upward revision. He recommends purchasing five-year five-year inflation forwards, which he considers undervalued at approximately 2.5%, below the Federal Reserve's preferred measure of underlying inflation.
Infosys, Wipro ADRs slide amid AI fears; US tech wobbles
Infosys and Wipro's American Depository Receipts (ADRs) experienced a decline, with Infosys falling over 4% and Wipro about 3.35%, due to increasing concerns over AI's potential to disrupt traditional outsourcing models. This downturn reflects a broader weakness in the global technology sector as investors question the future demand for legacy software services. While some US tech giants like Apple, Amazon, and Cisco also saw drops, Siemens AG bucked the trend with a 7.1% surge after raising its fiscal 2026 earnings per share outlook, attributing the positive forecast to AI-driven gains in industrial manufacturing.
Tom Lee And Dow Jones Industrial Average Have 8 Stocks In Common: Do You Own Any Top Picks?
The Fundstrat Granny Shots US Large Cap ETF (GRNY), launched by Tom Lee in November 2024, shares eight stocks with the Dow Jones Industrial Average (DIA). These common holdings include major companies like Caterpillar, Goldman Sachs, Apple, JPMorgan Chase, NVIDIA, American Express, Amazon.com, and Microsoft. The article highlights that both ETFs include four of the same Magnificent Seven stocks, despite having different investing styles and methodologies, with GRNY focusing on rules-based factor investing and DIA being a price-weighted average.
Cisco Triggers Tech Selloff, VIX Spikes 16%: What's Moving Markets Thursday?
Thursday saw a tech selloff on Wall Street, triggered by Cisco Systems Inc.'s cautious margin outlook which reignited concerns about AI trade profit durability, despite Cisco topping earnings and revenue expectations. Major indices like the Nasdaq 100, S&P 500, and Dow Jones Industrial Average all saw losses, with volatility spiking as the VIX jumped 16%. Investors rotated into defensive sectors, while commodities and crypto also experienced declines.
Alphabet Drops 7% Post Q4 Earnings: Buy, Sell or Hold the Stock?
Alphabet (GOOGL) shares dropped 7% after its Q4 2025 earnings report, primarily due to investor concerns over the high capital expenditure guidance for 2026, aimed at building AI and cloud infrastructure. Despite strong cash flow and continued dominance in search and cloud with significant AI integration, the stock is considered overvalued with a "Hold" rating from Zacks. The company's AI advancements are boosting user engagement and enterprise client adoption, but increased spending, capacity constraints, and valuation concerns temper short-term enthusiasm.
Health Catalyst and F5 Stocks Trade Down, What You Need To Know
Health Catalyst (HCAT) and F5 (FFIV) stocks fell significantly, 6.8% and 6.7% respectively, during an afternoon session as investors grew more selective in the AI boom and reevaluated interest rate cut expectations. A stronger-than-expected U.S. jobs report pushed back anticipated Federal Reserve rate cuts to July, creating headwinds for growth-oriented sectors like software. Health Catalyst shares have been highly volatile, experiencing a significant decline since the start of the year and trading well below its 52-week high.
Here’s why Apple stock is plunging on Thursday
Apple (AAPL) stock fell nearly 4% on Thursday as investors shifted away from large technology companies. This rotation is part of a broader market trend where funds are moving towards more diverse sectors like industrials and energy, rather than indicating specific negative news for Apple. Analysts suggest the "easy part" of the tech rally might be over, prompting a reassessment of tech valuations and a move towards "AI enablers" rather than just "AI beneficiaries."
Marcus & Millichap stock hits 52-week low at $24.93
Marcus & Millichap's (MMI) stock recently hit a 52-week low of $24.93, marking a 32.65% decline over the past year due to challenging market conditions. Despite not being profitable in the last twelve months, the company maintains financial stability with an Altman Z-Score of 4.85. Investors are awaiting upcoming earnings on February 13, and the company's IPA Capital Markets division recently arranged a significant refinancing deal for a luxury multifamily property.
FTC Chair alleges political bias in Apple News app may violate consumer protection laws
The FTC Chair, Andrew Ferguson, has sent a letter to Apple CEO Tim Cook alleging that political bias in the Apple News app feed may violate consumer protection laws, specifically Section 5. This raises concerns about consumer trust, regulatory risk for Apple, and potential damage to the company's brand if the allegations prove true.
Can Jabil's Consumer Electronics Expertise Boost Future Profits?
Jabil Inc. is focusing on strengthening its position in the consumer electronics market by enhancing its manufacturing capabilities and partnerships with leading technology brands like Apple and Amazon, offering end-to-end solutions for various connected devices. The company faces competition from Benchmark Electronics and Flex Ltd., both of whom also provide extensive design and manufacturing services in the consumer electronics sector. Despite having gained less than the industry average in the past year, Jabil's stock has a favorable price/earnings ratio and its earnings estimates for 2026 and 2027 have been revised upwards, earning it a Zacks Rank #2 (Buy).
Alphabet Drops 7% Post Q4 Earnings: Buy, Sell or Hold the Stock?
Alphabet's shares dropped 7% after its Q4 2025 earnings report due to investor concerns over the high capital expenditure guidance for AI and cloud infrastructure, which will squeeze free cash flow despite strong cash generation. While the company's AI push is boosting its Search and Cloud businesses and 2026 earnings estimates are positive, its shares are considered overvalued. Given the overvaluation, high capital expenses, and expected pressure on profitability, Zacks has a "Hold" rating for GOOGL stock.
The Great Distortion: 1,500 Stocks Vs. The Magnificent 7 In Norway's Massive U.S. Equity Portfolio
Norway's Government Pension Fund Global, the world's largest sovereign wealth fund, holds 1,577 U.S. stocks, yet nearly one-third of its $935 billion U.S. equity portfolio is concentrated in just seven "Magnificent 7" companies. This massive concentration, led by Nvidia, Apple, and Microsoft, highlights a growing market distortion where institutional capital heavily favors a few mega-cap tech giants. The analysis suggests that while diversification may appear broad, market performance increasingly depends on these powerful few stocks.
Big-Name Hedges Fund Bought This ETF Last Quarter. It’s Crushing the SPY in 2026
Davis Advisors, a hedge fund managing over $22 billion, acquired shares of the iShares S&P 500 Value ETF (IVE) in Q4 2025. This value-focused ETF has returned almost 5% year-to-date in 2026, significantly outperforming the S&P 500's 1% gain. The article suggests that investing in IVE could be a wise move for investors looking to counter a potentially overvalued broader market and benefit from its exposure to value stocks and specific tech giants like Apple and Amazon.
Apple Cannot Be Sirious
Apple is reportedly facing significant issues with its Siri AI implementation and strategy, leading to repeated delays in feature rollouts. The article highlights Apple's struggles in fixing Siri and its inability to prevent leaks about these internal problems, which are affecting public perception and potentially its stock price. Despite a publicized partnership with Google for Gemini AI, Apple continues to experience setbacks, further damaging its reputation in the competitive AI landscape.
Alphabet: The CAPEX Shock Is A True Gift (NASDAQ:GOOG)
Alphabet (GOOG) is rated a "Buy" with a 46% upside to a $455 price target, despite recent stock weakness driven by increased capital expenditure. The company's Google Cloud revenue saw a 48% year-over-year surge in Q4, and its aggressive AI investments are expected to contribute significantly to profitability. Concerns regarding CAPEX and bond issuance are considered overblown, given GOOG's strong free cash flow, substantial liquidity, and robust demand for its debt.
LSV Asset Management Buys 233,066 Shares of Skyworks Solutions, Inc. $SWKS
LSV Asset Management increased its stake in Skyworks Solutions (NASDAQ:SWKS) by 13.9%, purchasing 233,066 additional shares to own a total of 1,909,536 shares valued at approximately $147 million. The semiconductor manufacturer recently reported strong quarterly earnings, beating EPS expectations with $1.54 vs. $1.40, and announced a $0.71 quarterly dividend, despite a high payout ratio. Analysts currently rate the stock as a "Hold" with a consensus target price of $70.50.
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) reported strong Q4 and full-year 2025 results, with Q4 revenue up 8% sequentially and EPS of $0.55, beating expectations. The company highlighted significant progress in strategic objectives, including technology differentiation through acquisitions in silicon photonics and physical AI, deepened customer partnerships, and leveraging its diversified global manufacturing footprint. GFS provided optimistic guidance for Q1 2026, expecting continued revenue and gross margin expansion, and announced a $500 million share repurchase authorization.
Why Is JPMorgan Chase & Co. (JPM) Up 1% Since Last Earnings Report?
JPMorgan Chase & Co. (JPM) shares have risen 1% since its last earnings report, outperforming the S&P 500. The company's adjusted fourth-quarter 2025 earnings beat estimates, driven by impressive trading performance and higher net interest income (NII), despite weaker investment banking results. Looking ahead to 2026, management forecasts increased NII and adjusted non-interest expenses, while credit quality remains a concern due to higher provisions for credit losses.
Apple Inc. $AAPL Shares Sold by Pinnacle Financial Partners Inc
Pinnacle Financial Partners Inc. reduced its stake in Apple Inc. by 23.5% in the third quarter, selling 194,851 shares, though Apple remains its third-largest holding. Apple exceeded earnings expectations with an EPS of $2.84 and revenue of $143.76 billion, marking a significant year-over-year increase. Analysts maintain a "Moderate Buy" rating with an average price target of $292.13, and the company announced a quarterly dividend of $0.26.
Apple Inc. $AAPL Holdings Trimmed by Leavell Investment Management Inc.
Leavell Investment Management Inc. reduced its stake in Apple Inc. ($AAPL) by 5.6% during the third quarter, selling 14,292 shares and now holding 242,037 shares valued at $61.63 million, making it their third-largest holding. Despite this trim, other institutional investors increased their positions, and analysts remain largely bullish on Apple due to potential "game-changer" iPhones, Apple Intelligence, strong quarterly earnings, and consistent dividends, although challenges like a memory-chip crunch and Siri software issues exist. The company reported strong Q3 earnings with $2.84 EPS and $143.76 billion revenue, declared a $0.26 quarterly dividend, and continues to be a "Moderate Buy" according to MarketBeat data.
Rather & Kittrell Inc. Grows Stock Holdings in Apple Inc. $AAPL
Rather & Kittrell Inc. increased its stake in Apple Inc. (NASDAQ:AAPL) by 22.7% during the third quarter, holding 14,427 shares valued at $3.674 million, making it their 18th largest position. Other institutional investors also adjusted their holdings, with overall institutional ownership at 67.73%. Apple's Q3 results surpassed expectations, with strong EPS and revenue, sustained share buybacks, and a "Moderate Buy" consensus rating with an average price target of $292.13.
Apple Inc. $AAPL Shares Acquired by Howland Capital Management LLC
Howland Capital Management LLC increased its stake in Apple Inc. ($AAPL) by 5.8% in Q3, acquiring an additional 29,015 shares to hold a total of 527,531 shares valued at $134.325 million. This makes Apple its fourth-largest position, representing approximately 5.1% of its portfolio. The report also highlights broader institutional activity, Apple's strong Q3 earnings with $2.84 EPS exceeding estimates and revenue up 15.7% year-over-year, and a consensus "Moderate Buy" rating from analysts.
Apple Inc. $AAPL is Fulcrum Capital LLC's 3rd Largest Position
Fulcrum Capital LLC has reduced its stake in Apple (AAPL) by 2.4% in the third quarter, making the stock its third-largest position at 5.4% of its holdings, valued at $26.14 million. Despite this reduction, institutional interest in Apple remains high, with 67.73% ownership, and several analysts have raised price targets citing strong fundamentals, upcoming iPhone cycles, and Apple Intelligence. The company recently reported an earnings and revenue beat and announced a quarterly dividend.
First National Advisers LLC Buys 2,906 Shares of Apple Inc. $AAPL
First National Advisers LLC increased its stake in Apple Inc. by 1.7% in the third quarter, acquiring an additional 2,906 shares to bring its total holdings to 169,740 shares valued at approximately $43.22 million. This move positions Apple as the fund's second-largest holding, representing about 5.9% of its investment portfolio. The increase comes amidst positive sentiment for Apple, driven by strong quarterly results, the anticipation of a "game-changer" iPhone, and analyst upgrades, despite some concerns about software rollout and memory chip supply.
