Counterpoint: Apple to Hit Record Market Shares in 2026

“This year defines Apple’s unique resilience within the industry." — Research Director Tarun Pathak

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Daniel Ives: Apple held off as long as they could (video)

1 month ago

Published June 26, 2026 by Philip Elmer-DeWitt

Daniel Ives: Apple held off as long as they could (video)

From "Apple had to raise prices and this was the right time" which aired on CNBC Thursday.

3 Comments

Premarket: Apple is green

1 month ago

Published June 26, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Wall St futures fall as chip stocks resume slide after Micron-led rally" posted early Friday.

Apple's summer price hikes: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

9 Comments

The price hikes have landed

1 month ago

Published June 25, 2026 by Philip Elmer-DeWitt

The price hikes have landed

“We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.” —…

Micron drives Apple's prices

"Where once commentators spoke of an “Nvidia tax,” it has been replaced for large tech companies such as Apple with a 'Micron tax'"—or at least a memory toll."

Premarket: Apple is red

From CNBC's "S&P 500 futures rise as Micron surges after earnings; Wall Street awaits key inflation reading" posted early Thursday.

BofA: Siri AI is an underappreciated positive architecture reset for Apple

"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan