"Analyst upgrades and price target increases have fueled today’s gains, as firms reassess Apple’s outlook amid strong iPhone momentum, a China rebound, and AI ecosystem potential despite some margin pressures from rising memory costs."
MacDailyNews: Why Apple shares popped Monday
2 months ago
2 months ago
"It does not take a genius to figure out that this model leaves no room for profit, paying back debt or equity investors."
Read More Richard Windsor: The GenAI business model is broken
Premarket: Apple is red
2 months ago
2 months agoFrom Barron's' "Stock Futures Dive as AI Concerns Grip Markets. Gold, Cryptos Sell Off Amid Fed Fears." posted early Monday.
"R&D expenses drove the majority of the year-over-year step-up in opex, with AAPL crediting the increase to higher infrastructure-related costs, headcount-related expenses and engineering program costs." — Analyst Amity Daryanani
Read More Evercore's Top 5 takeaways from Apple's fiscal Q1 2026 10-Q
Mark Gurman rains on Apple's blowout results
2 months ago
2 months ago"The company needs more than a holiday season sales bump — it needs a path to leadership in the next era of computing."
"If you want an Android phone but don't want your friends to know you have and Android phone, well, this might be tempting."
Read More Honor flatters Apple with an orange imitation (video)
"Drilling into the small print, some items attract interest rates of up to 14.9% APR."
Read More U.K. Apple customers get a new way to pay for iPhone upgrades
A place for Apple traders and investors to share their best ideas.
A man, a dog, an Apple Watch
2 months ago
2 months agoThis tale of gravity and peril came in over the transom today from friend-of-the-blog Neil Shapiro.
The Wall Street Journal's headline — and Mr. Market — got it wrong.
Read More Apple's got plenty of memory chips. What it lacks is access to the best foundries.
17 Comments