After Hours Most Active for Dec 31, 2024 : AAPL, LCID, NVDA, SOFI, SCZ, DYN, T, TFC, ALTM, PINS, NKE, CNQ
NASDAQ 100 After Hours Performance: The NASDAQ 100 After Hours Indicator increased by 13.2 points to 21,025.37, with a total volume of 106,293,808 shares traded in the after-hours session.
Active Stocks Overview: Key active stocks included Apple Inc. (+0.17), NVIDIA Corporation (+0.15), and AT&T Inc. (+0.01), while several others remained unchanged, including Lucid Group and SoFi Technologies.
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- 50th Anniversary Plans: Apple Inc. is set to celebrate its 50th anniversary in 2026, with CEO Tim Cook indicating that the company is reflecting on its past and planning celebrations, which could attract more attention and enhance brand image.
- Historical Reflection and Future Focus: Cook mentioned that Apple is reviewing old photographs and products to commemorate its impact over the past 50 years, and while the company typically focuses on the future, this reflection may inspire new innovations.
- Stock Performance Analysis: Apple stock rose 11.5% in 2025 but underperformed against the S&P 500's 16.6%, with a year-to-date increase of 1.7% in 2026; despite reporting record quarterly results, investors are hoping for a more positive market reaction.
- New Product Expectations: As the 50th anniversary approaches, Apple may introduce new foldable smartphones, and combined with the celebrations, this could attract more consumer attention, further driving sales growth and solidifying market position.
- Japan Economic Insight: Prime Minister Takaichi indicated that the Bank of Japan may not raise rates in March, but a hike could occur later, which is temporarily positive for the U.S. stock market, particularly AI stocks.
- European Economic Performance: Eurozone Q4 GDP growth of 0.3% aligns with expectations, indicating strength in industrials, materials, and financials, despite Europe lagging in AI compared to the U.S.
- Bitcoin Market Dynamics: A tamer CPI is driving buying in Bitcoin, with average holder prices ranging between $90,000 and $105,000, reinforcing Bitcoin's status as a speculative asset rather than a store of value.
- Whale Behavior Analysis: Bitcoin whales exhibit smart money behavior similar to stock markets, historically selling when prices exceed $120,000 and buying back at $60,000, highlighting market manipulation characteristics.
- Tariff Reduction Plan: The Trump administration is considering scaling back tariffs on certain steel and aluminum products, although no final decision has been made; this move may be a strategic response to political pressure and inflation, aimed at alleviating consumer burdens and improving economic conditions.
- Food Price Decline: Adjustments in tariff policies have led to a cooling of food prices, with coffee and beef prices dropping by 0.9% and 0.4% respectively, indicating that policy changes are beginning to positively impact consumers and may help boost public support for the government.
- Significant Political Backlash: There is increasing dissent within the Republican Party regarding tariff policies, as six GOP lawmakers crossed party lines to oppose Trump's tariffs, reflecting widespread dissatisfaction with current trade policies and potentially prompting the government to adopt a more flexible approach.
- International Trade Dynamics: The Trump administration has reached agreements to lower tariffs in trade negotiations with India and Taiwan, indicating a desire for broader cooperation and compromise in global trade, which may influence future trade relations and market expectations.
- Significant Revenue Growth: TSMC's January revenue surged 36.8% year-over-year to NT$401.3 billion (approximately $12.7 billion), exceeding the company's full-year growth expectation of 30%, indicating robust market demand and execution strength.
- Analyst Rating Upgrade: DA Davidson analyst Gil Luria initiated coverage with a Buy rating and a $450 price target, highlighting TSMC's reliability and cost efficiency in navigating complex architectural shifts, further solidifying its market position.
- Big Tech Spending Boost: With Google and Amazon planning capital expenditures of $175 billion to $185 billion and $200 billion respectively, analysts project Big Tech's capex to reach $550 billion to $600 billion by 2026, driving growth in the semiconductor sector.
- Strong Stock Performance: As of Friday, TSMC shares rose 0.54% to $370.07, reflecting investor confidence in the company's continued growth in an AI-driven market environment.
Cisco's Stock Performance: Cisco's stock has recently crossed a significant threshold, rising above $82 to set a new all-time high, marking a pivotal moment in the market since the Dot Com bubble burst.
Market Position and Growth Potential: Analysts suggest that Cisco is well-positioned to benefit from ongoing trends in AI and technology infrastructure, with expectations for stock price increases of at least 50% over the coming years as earnings grow.
Strong Q2 Results: Cisco reported solid Q2 results with a 10% growth in revenue, driven by product and services revenue, exceeding expectations and showcasing strength across all regions.
Investment Recommendations: Analysts are recommending Cisco as a strong buy, with several price targets raised, indicating confidence in the company's future performance and potential for significant upside.
- Potential Refunds: The U.S. Supreme Court is set to rule on February 20 regarding Trump's tariff regime, with a ruling in favor potentially triggering refunds exceeding $130 billion, significantly reshaping American trade policy.
- Increased Household Tax Burden: U.S. households are projected to face an average tax increase of $1,000 in 2025, rising to $1,300 in 2026, highlighting the direct economic impact of tariffs on ordinary citizens.
- Tariff Revenue Figures: According to CBP data, the U.S. collected over $200 billion in tariffs between January 20 and December 15, 2025, with total customs revenue for 2025 estimated at $264 billion, yielding a net gain of approximately $132 billion after accounting for economic drag.
- Market Reaction: Following Trump's April 2025







