"Apple's entry in the foldable market is also expected to further boost the upward ASP trend by keeping market attention on high-priced segments."
Read More Counterpoint: Customers pay more for book-type foldables
“This year defines Apple’s unique resilience within the industry." — Research Director Tarun Pathak
Read More Counterpoint: Apple to Hit Record Market Shares in 2026
From "Apple had to raise prices and this was the right time" which aired on CNBC Thursday.
Read More Daniel Ives: Apple held off as long as they could (video)
Premarket: Apple is green
6 hours ago
6 hours agoFrom Reuters' "Wall St futures fall as chip stocks resume slide after Micron-led rally" posted early Friday.
Excerpts from the notes I've seen. More as they come in.
Read More Apple's summer price hikes: What the analysts are saying
The price hikes have landed
22 hours ago
22 hours ago“We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.” —…
Micron drives Apple's prices
1 day ago
1 day ago"Where once commentators spoke of an “Nvidia tax,” it has been replaced for large tech companies such as Apple with a 'Micron tax'"—or at least a memory toll."
Premarket: Apple is red
1 day ago
1 day agoFrom CNBC's "S&P 500 futures rise as Micron surges after earnings; Wall Street awaits key inflation reading" posted early Thursday.
"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan
Read More BofA: Siri AI is an underappreciated positive architecture reset for Apple
From "Apple’s New CEO Must Restore Company’s Design Edge: Power On" which aired Tuesday on Bloomberg TV.
Read More Apple's Industrial Design shakeup: Mark Gurman speaks (video)
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