"Free cash flow builds the moat. Bundles build the city. Returns on invested capital build the drawbridge."
Read More Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis
Productivity grew +75% (down modestly from +82% in February). Worth flagging, though, that ChatGPT-related revenues continue to account for nearly half of the Productivity category. — Analyst Amit Daryanani
Read More Evercore: Apple App Store growth slowed in March on gaming weakness
Premarket: Apple is red
2 months ago
2 months agoFrom CNBC's "S&P 500 futures rise as Trump’s deadline to reopen Strait of Hormuz nears" posted early Tuesday.
Goldman Sachs: AI feeds on skilled workers
2 months ago
2 months ago"The same technological shifts that eliminated their positions also eroded the value of their existing skills." — Goldman Sachs' Pierfrancesco Mei
From "Apple pulls Jack Dorsey's Bitchat from China at Beijing’s request" posted Monday by Cointelegraph.
Read More Under government pressure, Apple removes Bitchat from its Chinese App Store
"For full-year 2025, however, the biggest story at the vendor level was Apple."
Read More Omdia: Apple's share of the global PC market grew to 16% last year
"Our broad checks suggest demand remains strong and builds are increasing, and we are adjusting our estimates." — Analyst John Vinh
Read More Still no Apple price target from KeyBanc despite raised estimates
Premarket: Apple is green
2 months ago
2 months agoFrom CNBC's "S&P 500 futures nudge higher on report Iran and U.S. are trying for ceasefire" posted early Monday.
A place for Apple traders and investors to share their best ideas.
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"It left the hands of Jeremy Hansen, passed over the heads of Reid Wiseman and Victor Glover and landed with Christina Koch."
Read More A weightless Apple iPhone floats across the screen
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