Apple shares slide after weak margin outlook; Palantir slumps 8% after earnings

The iPhone-maker and software giant fell after earnings failed to impress investors.

The top 3

  1. Apple's Margin Pressure and Supply Constraints: Apple shares fell 3.8% due to a disappointing margin forecast, primarily driven by rising costs in memory components and the ongoing financial investment required for the roll-out of Siri AI. While the company reported record annual growth, analysts note that the stock's 25% year-to-date premium leaves minimal tolerance for profitability-related disappointments.
  2. Palantir's Contract Growth Concerns: Palantir shares dropped 7.8% despite surpassing $2 billion in quarterly revenue, as investors reacted negatively to a slowdown in U.S. commercial total contract value (TCV) bookings growth. Market participants are currently debating whether this 11% growth figure is a temporary fluctuation or a sign of structural saturation in commercial demand.

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