Excerpts from the notes we've seen. Neil Cybart, Above Avalon: It felt like Silicon Valley took a collective pause Thursday evening when news broke that Apple bought…
Read More Apple's $1billion in Didi: What analysts are saying—updated
Market cap fever chart: Google vs. Apple
10 years ago
10 years agoThe last time Google wore the market capitalization crown, it gave it up the next day. Definition: Market capitalization (or value) = price per share X number of…
Neil Cybart makes the case for a car. From Cybart's Above Avalon: "People are focusing on the wrong thing when analyzing Apple's path forward in the…
Read More Why has Apple tripled its R&D spending to $10 billion?
Google ate my Apple Photos
10 years ago
10 years agoHere's how. It's been nearly a year since I entrusted Google's servers with 16 years of family photographs—about 30,000 images and videos weighing in at nearly 85 GB. I…
Here's how the Street responded to the latest round of earnings. See also: Apple Trades ‘Like a Steel Mill On Its Way Out of Business’
Read More Market disconnect: Apple, Amazon, Facebook, Google, Microsoft
Apple 'Services' vs. all of Facebook
10 years ago
10 years agoWhich would you guess is bigger? The chart comparing Apple's total revenue to Facebook's is not very interesting. Interactive graphics not showing? Try the website. In the graph above,…
Apple's dividend yield is up more than 50%
10 years ago
10 years agoIf that's any consolation. A year ago, Apple was trading for more than $130 a share. Today, following Tuesday's earnings and Thursday's Icahnning, it's hovering around…
Apple's tough compare was the wrong compare
10 years ago
10 years agoDid iPhone sales fall 16% last quarter, or did they grow 17%? I've posted the interactive chart below at the urging of long-time reader Joseph Bland, who…
Here's Carl Icahn on why he dumped Apple
10 years ago
10 years agoKicking the stock while it's down. I’ll be on @CNBC ‘s @PowerLunch today around 2pmET — Carl Icahn (@Carl_C_Icahn) April 28, 2016 Icahn announced that he'd bought…
From Wednesday's New York Times: “There’s no question that Apple’s best days are behind it,” said Toni Sacconaghi, an analyst at the Bernstein brokerage firm. “The…
Read More Here's why Toni Sacconaghi says 'Apple's best days are behind it'
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