Does Apple Really Have an iPhone Problem?

Apple Inc. (Nasdaq: AAPL) stock took a beating after reports in Taiwan said Apple may have aggressively cut its first-quarter iPhone X sales forecast from 50 million units to 30 million. The iPhone news is part of a tumultuous finish to a strong year for Apple, but investors seem to be taking the news mostly in stride.

Hasbro Remains the Gold Standard in Toys

It has been a difficult environment for U.S. toy companies in 2017, with retailer bankruptcies and digital competition weighing on sales. However, there has been a clear-cut winner among the two largest toy competitors in 2017, and Hasbro, Inc. (Nasdaq: HAS) is well-positioned to continue to outperform Mattel, Inc. (MAT) in 2018 as well.

Alexa Is the Key to Amazon’s Future

Amazon.com, Inc. (Nasdaq: AMZN) has one of the hottest gift ideas of the 2017 holiday season with its Echo devices powered by home assistant Alexa. But Amazon investors expect Alexa devices to be more than just a novelty, and RBC analyst Mark Mahaney says Alexa will drive major revenue growth for Amazon in coming years.

Bed Bath & Beyond Struggles to Adapt

On the surface, Bed Bath & Beyond Inc. (Nasdaq: BBBY) reported some impressive top- and bottom-line third quarter numbers on Thursday. Unfortunately, it didn’t take long for investors and analysts to dig a little bit deeper into BBBY’s earnings report and find guidance that suggests it’s still struggling to adapt to a challenging retail environment.

Expect Disney Earnings to Take a Big Hit

Walt Disney Co (NYSE: DIS) investors have a lot to digest following the company’s $52 billion buyout of most of the TV and movie studio assets of Twenty-First Century Fox Inc (FOXA). But as exciting as the Fox deal is, Disney’s streaming rollout may keep the stock under pressure for much longer than investors realize.

Micron Earnings Prove Skeptics Wrong

Micron Technology, Inc. (Nasdaq: MU) shares traded 2.4 percent higher Wednesday morning after the company reported better-than-expected earnings and impressed Wall Street with its new guidance. Micron’s latest quarterly numbers suggest there is no end in sight for the memory chip “super-cycle” that has propelled Micron stock 106 percent higher in 2017.