"Apple entered 2025 under a cloud of skepticism regarding perceived AI inertia, hardware stagnation, and intensifying geopolitical and tariff pressures. However, the year’s conclusion tells a story of remarkable resilience." — Director Tarun Pathak
Premarket: Apple was red, turned green
2 months ago
2 months agoFrom Reuters' "S&P, Nasdaq futures subdued as markets digest Alphabet's AI spending plans" posted early Thursday.
Apple delivers a pair of post-blowout pops
2 months ago
2 months ago“Apple’s decision to stay out of the AI arms race seems like a smarter play today than it did six months ago." — Fort Pitt's Dan Eye
"Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be."
Read More Proof that the Chinese prefer to buy new iPhones that look different from the old
Ben Thompson: Apple's got the TSMC blues
2 months ago
2 months ago"Apple has been the king of the supply chain for so long now, it will be fascinating to see how the company handles having to fight for supply instead of dictating terms."
"While the game may still be going on and the home team may still be winning, the fans are leaving the arena. The cheering is dying down."
Read More Macalope: Now is the winter of our Apple discontent
Premarket: Apple is green
2 months ago
2 months agoFrom Barron's' "Stock Futures See-Saw in Volatile Trading After Brutal Tech Selloff. Gold Rallies." posted early Wednesday.
High praise for Apple from Bloomberg Technology
2 months ago
2 months ago"The December quarter was a triumph for Apple’s established product differentiation through a unique software ecosystem, bolstered by robust hardware upgrades. Yes, it’s a familiar playbook, but no one executes it quite like Apple."
"One document appears to show that a couple of weeks after Sinofsky’s departure was announced, Epstein wrote to him saying Apple CEO Tim Cook was 'excited to meet.'”
Premarket: Apple is red
2 months ago
2 months agoFrom Reuters' "S&P, Nasdaq futures edge up as earnings deluge takes center stage" posted early Tuesday.
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