All signs point to a record March quarter with double digit growth on the top and bottom lines.
Handicapping Apple's fiscal Q2 2026 earnings
1 month ago
1 month agoPremarket: Apple is red
1 month ago
1 month agoFrom Barron's' "Stock Markets Face Biggest Test in Years. The Fed, Tech Earnings, and Oil Are Colliding." posted early Wednesday.
Probably the biggest one is that Tim Cook isn’t leaving the company. If Ternus needs to ask him a question like “How do I get Eddy Cue to dial it back a bit?”, he can just walk into his office.
Read More Macalope: Three reasons Apple's CEO switch has been so chill
UBS up Apple target $7 to $287
1 month ago
1 month ago“Apple’s ability to secure silicon and memory to meet iPhone demand has resulted in share gains." — Analyst David Vogt
WSJ: Sam Altman's AI math doesn't add up
1 month ago
1 month agoOpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones
Read More Nate B. Jones: Apple has made a hardware bet against cloud AI (video)
Premarket: Apple is green
1 month ago
1 month agoFrom Reuters' "US stock index futures fall as Middle East stalemate keeps oil risks in focus" posted early Tuesday.
High praise for Apple TV
2 months ago
2 months ago"Compared to the total amount of Apple TV shows, which is far less than something like Netflix, the chance of those shows being good is very, very high."
Big bet on Apple puts
2 months ago
2 months agoFour days before March quarter earnings.
Apple leads Daniel Ives' Mag 7 earnings roundup
2 months ago
2 months ago"We expect strong results as the Street continues to underestimate what 2026 is going to bring for Apple."
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