"We believe the setup into 2027 is a compelling one: a new form factor, an AI monetization story moving from slides to revenue, and a CEO with the product cadence to deliver on both."
"Apple has done plenty of good things in Chief Executive Officer John Ternus’ early tenure, but this launch offers little evidence of a bold new vision for computing."
Read More Mark Gurman's been waiting years for a touchscreen Mac, but...
Handicapping Apple's fiscal Q4 2026 earnings
18 hours ago
18 hours agoEverybody's bullish this quarter, the Indies, as usual, more than the Pros.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (11/2-11/6/26)
Apple's John Ternus: The Wired interview
2 days ago
2 days ago"Every time I tried to pin down Ternus on what mark he wants to make at Apple, he deflected the question and told me how he will continue Apple’s commitment to internal collaboration." — Steven Levy
In defense of the Apple iPhone Duo
2 days ago
2 days ago"You’ve never had a foldable before, have you? I’ve had four and this is the best made foldable I’ve ever seen."
"Apple's strategy is really simple. We want to make an incredibly great computer in a book that you can carry around with you that you can learn how to use in 20 minutes."
Read More Saturday Apple audio: Steve Jobs wows the 1983 Aspen design conference
"Customers must subscribe to higher-tier unlimited plans that carry higher monthly service revenue than entry-level offerings." — Analyst Wamsi Mohan
Read More BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple
Apple secretly buys an agent
3 days ago
3 days ago"The acquisition occurred in June and continues a trend of recent small-scale acquisitions by Apple."
"We see ASPs being the bigger upside lever." — Analyst Amit Daryanani
Read More Evercore expects Apple to beat its conservative guidance
2 Comments