Needham’s Laura Martin: 'We need to watch what's happening in China' on Apple
CNBC reported Nov 2 that Needham analyst Laura Martin joined 'Squawk on the Street' to discuss Apple’s earnings, the company’s new CEO and developments in China.
Developing storyApple earnings put new CEO John Ternus in focus2 reports · latest 1h agoTimeline →What happened
CNBC reported Nov 2, 10:40 UTC that Needham’s Laura Martin, senior internet analyst at Needham & Co., joined 'Squawk on the Street' to discuss Apple’s earnings, the company’s new CEO and more. The CNBC summary says the segment covered those topics without providing additional detail in its headline snippet. The CNBC headline also highlighted her remark: 'We need to watch what's happening in China'.
Stocks market context
Finnhub shows prices as of Nov 2, 18:30 UTC for most equities and Nov 2, 18:29 UTC for the ETFs: the SPY ETF was $758.43 and rose 0.36% from the prior close, the QQQ ETF was $690.96 and rose 0.07% from the prior close; Apple was $337.16 and fell 2.17% from the prior close, NVIDIA was $206.58 and rose 0.95% from the prior close, Microsoft was $519.44 and fell 0.47% from the prior close, and Amazon was $249.82 and rose 3.94% from the prior close.
| Instrument | Last | Change | Basis | As of | Source |
|---|---|---|---|---|---|
| S&P 500 (via SPY ETF) | $758.43 | +0.36% | vs prior close | Nov 2, 18:29 UTC | Finnhub |
| Nasdaq 100 (via QQQ ETF) | $690.96 | +0.07% | vs prior close | Nov 2, 18:29 UTC | Finnhub |
| NVIDIA | $206.58 | +0.95% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Apple | $337.16 | -2.17% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Microsoft | $519.44 | -0.47% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Amazon | $249.82 | +3.94% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Alphabet | $283.87 | +1.44% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Meta Platforms | $612.47 | -0.41% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| Tesla | $408.06 | +2.06% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
| JPMorgan Chase | $341.60 | +1.35% | vs prior close | Nov 2, 18:30 UTC | Finnhub |
Related coverage
Yahoo published a preview titled 'Earnings from Apple, Palantir, and jobs report data: What to Watch' that takes a closer look at top stories for investors the week of Nov. 2 and names Apple earnings among items to watch. Yahoo also published 'Apple earnings, Binance hack, midterm elections - What’s moving markets', a markets roundup that lists Apple earnings as a moving story.
- Needham's Laura Martin on Apple: 'We need to watch what's happening in China' — CNBC, Nov 2, 10:40 UTC
- Earnings from Apple, Palantir, and jobs report data: What to Watch — Yahoo, Nov 2, 13:00 UTC
- Apple earnings, Binance hack, midterm elections - What’s moving markets — Yahoo, Nov 2, 09:20 UTC
- Jobs, Midterm Elections, Apple, Palantir, McDonald’s, Moderna, and More to Watch This Week — Yahoo, Nov 1, 19:00 UTC
- Apple Earnings, Midterms, Jobs Data Put Markets To The Test: 3 Charts To Watch This Week — Yahoo, Nov 2, 11:05 UTC
What to watch
AAPL Q4 2026 earnings is scheduled Mon Nov 2 (after the close), per Finnhub.
- Mon Nov 2 (after the close) — AAPL Q4 2026 earnings · EPS estimate 2.03
- Tue Nov 3 (before the open) — MPC Q3 2026 earnings · EPS estimate 24.72
- Wed Nov 4 (time not confirmed) — PAYP Q2 2026 earnings · EPS estimate 26.16
- Wed Nov 4 (before the open) — CVS Q3 2026 earnings · EPS estimate 1.67
- Wed Nov 4 (before the open) — COR Q4 2026 earnings · EPS estimate 4.63
- Wed Nov 4 (after the close) — MCK Q2 2027 earnings · EPS estimate 10.81
Sources and data
- CNBC (secondary source) — Needham's Laura Martin on Apple: 'We need to watch what's happening in China'
- Yahoo (secondary source) — Earnings from Apple, Palantir, and jobs report data: What to Watch
- Finnhub (market data) — market data
Market data as of Nov 2, 18:30 UTC; report generated Nov 2, 18:30 UTC. All times are UTC. Each table row shows its own timestamp and provider.
This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.
Terms in this article
Price-to-earnings ratio (P/E)
Share price divided by earnings per share.
Exchange-traded fund (ETF)
A fund that trades on a stock exchange like a share, usually tracking an index, sector, commodity or strategy.
S&P 500
A float-adjusted, market-cap-weighted index of about 500 leading US companies selected by a committee at S&P Dow Jones Indices.
Nonfarm payrolls (NFP)
The monthly change in the number of US workers on payrolls, excluding farm workers and a few other groups, published by the Bureau of Labor Statistics in the Employment Situation report — usually on the first Friday of the month alongside the unemployment rate and wage growth.
Earnings per share (EPS)
A company's net profit attributable to ordinary shareholders divided by its average number of shares.
Sources & data
- CNBC (secondary, retrieved Nov 2, 2026, 06:32 PM UTC)
- Yahoo (secondary, retrieved Nov 2, 2026, 06:32 PM UTC)
- Finnhub (market-data, retrieved Nov 2, 2026, 06:32 PM UTC)
Market data as of Nov 2, 2026, 06:30 PM UTC.
This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.
Ask about this story
Questions are answered only from this article and the sources it cites.
MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.
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