Many of the stories we've been told about the company don't stand up to scrutiny.
Read More 13 myths busted in David Pogue's 'Apple: The First 50 Years'
“Here’s my opinion and I haven't said this before, the iPhone is actually not getting disrupted by AI at all." — CEO Aravind Srinivas
Read More Perplexity endorses Apple's privacy-first AI strategy
John Ternus' turnaround
22 hours ago
22 hours ago"Ternus was reluctant to invest deeply in the smart home a decade ago."
The tragedy of Tim Cook
23 hours ago
23 hours agoFrom Nitrozac and Snaggy's "An Epic Tale" posted Thursday by Joy of Tech.
Premarket: Apple was red, turned green
24 hours ago
24 hours agoFrom Barron's' "Markets Dive From Record Highs Amid Fresh Iran Tensions. Stock Futures Drop." posted early Thursday.
Video hits that caught my eye. More as they come in.
Read More Ternus as Apple CEO: What the talking heads are saying
Barron's is bullish on Ternus
2 days ago
2 days ago"That Jobsian dedication to detail is back atop Apple."
In conclusion, I'm upgrading Apple to a strong buy, as I see the shortage in memory could catalyze the growth of the product segment.
Read More In theory, Apple's market share should grow with the rise in memory costs
"No product this century has been more revolutionary than Apple’s iPhone, which under Cook has grown so powerful and ubiquitous that it has become a new lobe of the human brain."
Read More WSJ: Tim Cook turned Steve Jobs' Apple into an empire
"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee
Read More J.P. Morgan: Apple will beat its own bullish guidance next week
10 Comments