From my premarket Benzinga Alerts after the China trade deal announcement.
Apple: Nice close
3 months ago
3 months agoMax pain started the day at $210. Apple blew right by that.
A potential pullback by Microsoft on spending and datacenter construction raises questions about whether the company — one of the frontrunners among Big Tech in AI — is growing cautious about the outlook for demand.
Read More Is Microsoft taking its foot off the AI accelerator?
The Information: Apple is Living in the Past
4 months ago
4 months ago"It’s refreshing to see a tech CEO like Satya Nadella nerding out about the potential of quantum computing, after years of hearing Apple CEO Tim Cook talking breathlessly about infinitesimal improvements in each new iPhone."
From "Deepseek R1 Explained by a Retired Microsoft Engineer" posted Monday on Dave's Garage.
Read More Ex-Microsoft guy explains how DeepSeek works (video)
From Laura Bratton's "Apple stock touches intraday high after nod of confidence from Wall Street" posted Thursday.
Read More Yahoo!Finance: Apple has outperformed Meta, Microsoft and Nvidia so far this month
"Apple’s biggest challenge remains a relative lack of gaming titles... the Mac gaming library still trails those of Sony and Microsoft by miles."
Read More Mark Gurman: Apple releases a 'respectable' game machine
For 2nd time, Nvidia (briefly) passes Apple
8 months ago
8 months agoBy close of markets Friday, Apple was back on top.
Loeb loaded up, acquiring nearly 2 million shares of the iPhone maker in a stake valued at roughly $411 million and representing nearly 5% of his portfolio.
Read More Apple among hedge fund Third Point's top four 'unstoppable' AI investments
WSJ: Apple has its eye on OpenAI
10 months ago
10 months ago"Investing in OpenAI could complicate Apple’s efforts to be a neutral partner with other AI companies."
4 Comments