Why BMO is still overweight Apple despite China trade war (video)

"Quality," says chief investment strategist Brian Belsky. Also: "Liquidity, liquidity, liquidity."

One Comment

Premarket: Apple is green

1 year ago

Published March 5, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures jump on hope of possible Trump compromise on tariffs" posted early Wednesday.

What — and where — is the 'Trump Put'?

The thinking was that the US president’s penchant for using the stock market as a report card meant any policy that rattled investors would cause him to quickly ditch the plans.

11 Comments

As promised: A new Apple iPad Air

1 year ago

Published March 4, 2025 by Philip Elmer-DeWitt

As promised: A new Apple iPad Air

Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.

9 Comments

J.P. Morgan: Apple's App Store revenue fell 10% last month

1 year ago

Published March 4, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Apple's App Store revenue fell 10% last month

"February tracks below seasonal, however above seasonal January keeps F2Q25 on track." — Analyst Samik Chatterjee

4 Comments

Daniel Ives: Trump tariff war is a tech buying opportunity

1 year ago

Published March 4, 2025 by Philip Elmer-DeWitt

Daniel Ives: Trump tariff war is a tech buying opportunity

"This is all a game of high stakes poker to get other countries to the negotiating table and will very likely not last for an elongated period of time."