Schwab Network
03 Nov 2026, 13:39 UTC · 1h ago
Stock Market Eyes U.S. Midterm Elections as APPL, PLTR Sell Off After Earnings
Impact · against what's priced in
The sell-off in AAPL and PLTR following earnings represents a market reaction to results that likely failed to meet the high growth thresholds already baked into their valuations. For both names, the price action suggests a shift toward the bear-case scenarios that the market had previously declined to price in.
- AAPL−0.40
Challenges what's priced in
- The price assumes
Whether Apple can accelerate its revenue growth to the 17%+ the price requires
The stock's sell-off after earnings suggests the reported results failed to provide the acceleration toward 17.3% growth that the current price requires.
What AAPL's price assumes · Aug 31

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