"Perplexity AI could address some of key issues including quick access to a voice assistant (better than Siri) and could be a hedge to the risk of having Google as a default search engine." — Analyst Wamsi Mohan
Read More BofA Securities is still a Buy on Apple. Sticks with $235 price target.
"Our more bearish view in relation to the volume outlook for iPhone 17 series is in conjunction with our unchanged expectations for a stronger cycle in iPhone 18 series with the launch of a foldable smartphone as well as further progress in relation to AI features." — Analyst Samik Chatterjee
3 weeks agoFrom Vardah Gill's "Goldman Sachs Recommends Buying Apple, Expects Stock to Climb" posted Tuesday by Insider Monkey.
"If you're saying that we have a safe device ecosystem that grows low single digits into perpetuity, that's not really that exciting of an investment case." — Deepwater's Doug Clinton
Read More The Deepwater guys try to make an investment case for Apple AI (video)
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (6/16-6/20/25)
3 weeks agoAs I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
Read More Headed to Boston for ACTIVE: The Apple Investor Conference
Excerpts from the notes I've seen. More as they come in.
The videos that caught my eye. More as they come in.
4 weeks agoThe pre-show videos that caught my eye. More if they come in.
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