"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures on AI in the last two years, but they have only accrued revenues of about $35 billion." — Michael Roberts
"We are still only at 10 pm in the AI Party (was 9 pm last year) and this party goes until 4 am."
Read More Microsoft and Meta: Dan Ives is partying like there's no tomorrow
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom CNBC's "S&P 500 futures rise after Meta and Microsoft post quarterly beats" posted early Thursday.
"The complaint is a misguided plea for judicial redesign of one of the most popular and innovative consumer products of all time, under the guise of an antitrust case."
Read More DOJ's 'judicial redesign' of the iPhone is a step too far, says Apple
"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in the…
Read More Evercore: Damn Trump's 25% tariff, Apple won't abandon India
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."
Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook
"A growing list of headwinds have contributed to Apple shares experiencing some of their worst underperformance relative to peers and the market in recent memory."
Read More Analysts walk up to Apple's June quarter earnings report
Handicapping Apple's fiscal Q3 2025 earnings
2 weeks ago
2 weeks agoThe independents are more bullish than the pros, as usual, but not by much.
Premarket: Apple was green, turned red
2 weeks ago
2 weeks agoFrom Barron's' "S&P 500 Recovering as Stock Futures Rise Ahead of Fed Rate Decision" posted early Wednesday.
Meta poaches another Apple AI guy
2 weeks ago
2 weeks agoThe departures have thrown Apple’s models team into flux.
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