Apple Inc (AAPL.O) has asked suppliers to increase production of its iPhone 11 models by up to 8 million units, or about 10%, Nikkei Asian Review reported on Friday, citing better than expected demand. https://www.reuters.com/article/us-apple-iphone/apple-raises-iphone-11-production-by-about-10-nikkei-idUSKBN1WJ0H9

The NRF predicts retail holiday sales will increase between 3.8% and 4.2%. The range is higher than the 3.7% average over the last five years. Retail holiday sales were only up 2.1% last year.

MS QDS team warns that the early September unwind has shown signs of metastasizing into something more dangerous – initially driven more by short covering of under-owned cyclicals (a bullish unwind), it has now shifted more towards selling of the crowded over-owned longs in Tech and Growth (a bearish unwind).

As it relates to 4Q18, there are s…[Read more]

Heading into the qtr, we viewed NFLX’s 2H content slate as perhaps its best-ever & a key driver of the company’s ability to achieve its 2H paid net adds guide.

We believe 3Q expectations have come down meaningfully in recent weeks, particularly Int’l where fewer than 5M net adds may now be expected.