Apple's new CEO faces earnings test as rising chip costs cloud outlook
Published . Updated .
Covered by 2 outlets: euronews.com, Yahoo Finance.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Investors want clarity on Christmas sales, rising memory costs and Apple's AI plans as John Ternus prepares to lead his first earnings call since taking over from Tim Cook.View on euronews
Directly affected
- AAPL Apple+1.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- QQQ Invesco QQQ-2.6% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- ORCL Oracle-12.4% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- CRM Salesforce-3.2% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AAPL | -0.24% | -0.21% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | after close | after close | after close | after close |
| IGVNo price data for this ticker | — | — | — | — | — | — | — |
| QQQ | +3.12% | +5.08% | base | after close | after close | after close | after close |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
| AVGO | +0.96% | +7.89% | base | after close | after close | after close | after close |
| CRMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Apple's new CEO faces earnings test as rising chip costs cloud outlook Euronews.com
Source: euronews.com
How far Vaneck Etf Trust (SMH) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | -0.21% | final price |
| AAPL | five days earlier | -0.24% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| QQQ | three days earlier | +5.08% | final price |
| QQQ | five days earlier | +3.12% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 41 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 55 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 35 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 47 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in semiconductors around Vaneck Etf Trust (SMH)
Companies carried with this story
- SMH Vaneck Etf Trust
For “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
In “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- IGV Ishares Tr
Ishares Tr (IGV) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Apple's new CEO faces earnings test as rising chip costs cloud outlook.” Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
- MSFT Microsoft
In “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- ORCL Oracle
For “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- AVGO Broadcom
For “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- CRM Salesforce
In “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- ASML Asml Holding
In “Apple's new CEO faces earnings test as rising chip costs cloud outlook,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
On 2 Nov 2026, “Apple's new CEO faces earnings test as rising chip costs cloud outlook” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
What the saved facts support for Vaneck Etf Trust (SMH)
62 out of 100
“Apple's new CEO faces earnings test as rising chip costs cloud outlook” scores 62 out of 100. The score uses 3 sources, and 8 linked companies.