Next week's Catalyst Watch highlights Apple's event, Oracle's earnings, and Klarna's IPO. Apple's event may impact its stock price, while Oracle's earnings will provide insight into the company's financial performance. Klarna's IPO is expected to be the largest of the year, with the fintech company's stock potentially seeing significant price movements.
Next week's financial calendar is set to be eventful, with key catalysts poised to impact the markets. Here's a breakdown of what investors should keep an eye on:
Apple's Event (September 9)
Apple's upcoming event on September 9 is expected to unveil the iPhone 17 Air, which could have a significant impact on its stock price. The model is anticipated to be thinner and more expensive, with the base model priced at $949-$999. Analysts are divided on whether the thinner design will justify the price hike, with some expecting strong demand from four-year-old device owners and others warning of potential battery compromises. Additionally, Apple faces declining smartphone demand in China, with IDC projecting just 1% global shipment growth in 2025.
Oracle's Earnings (September 4)
Oracle's Q1 2025 earnings report, released on September 4, highlighted a 45% increase in IaaS growth and $3 billion in new AI GPU contracts. The company's strategic partnerships, such as Stargate with OpenAI, position it as a key player in the AI compute ecosystem. Oracle's cloud consumption revenue grew by 53% year-over-year, driven by its pay-as-you-go model for AI-driven applications. The company raised its 2026 revenue targets to $67 billion, projecting 70%+ IaaS growth amid fierce hyperscaler competition. Despite its high valuation, Oracle's stock has outperformed the sector, gaining 34.1% year-to-date.
Klarna's IPO
Klarna's IPO, expected to be the largest of the year, is anticipated to have a significant impact on the fintech sector. The company's stock could see significant price movements as investors assess its growth potential and competitive positioning. Klarna's business model, which focuses on buy-now-pay-later services, has gained traction in recent years, but it also faces regulatory scrutiny and intense competition.
Conclusion
Investors should closely monitor these upcoming events, as they have the potential to influence the performance of these companies and the broader market. Apple's event and Oracle's earnings will provide insights into the companies' financial health and strategic direction, while Klarna's IPO will offer a glimpse into the future of the fintech sector.
References:
[1] https://www.tradingnews.com/news/apple-stock-price-forecast-aapl-price-near-239-usd
[2] https://www.ainvest.com/news/oracle-q1-earnings-strategic-inflection-point-ai-driven-cloud-growth-2509/
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