Katy Huberty measures the FX headwinds and warranty accrual tailwinds behind the surprising 42.5% gross margin that Apple reported Wednesday.
Read More Morgan Stanley expects 40+% gross margins from Apple for foreseeable future
European Union files Apple antitrust charges
5 years ago
5 years agoFrom The Verge's "EU accuses Apple of App Store antitrust violations after Spotify complaint" posted Friday.
Premarket: Apple is red
5 years ago
5 years agoFrom the Wall Street Journal's "Stock Futures Edge Down After S&P 500 Hits Record" posted early Friday.
CNBC host Scott Wapner posed the question on Thursday's Halftime Report and Josh Brown rewound the tape back to Equities 101.
Read More Why didn't Apple's blowout earnings move the stock?
"He didn't eat a crow," says Cramer about Hall's post-earnings Apple note for Goldman Sachs. "He ate every crow in that picture."
After Wednesday's twin blow-out results, DCLA's Sarat Sethi appears on CNBC's Squawk Box, weighs the odds, and puts his money on FB.
Read More This money manager would hold Apple and buy Facebook (video)
Once again, the indie analysts clobbered the pros, taking seven of the top 10 spots.
Premarket: Apple is green
5 years ago
5 years agoFrom the Wall Street Journal's "Stock Futures Rise on Stimulus Prospects" posted early Thursday.
Goldman Sachs flips its Apple bozo bit
5 years ago
5 years ago"Our original view that the iPhone cycle would disappoint in the midst of COVID was clearly wrong." -- Analyst Rod Hall
Excerpts from the notes I've seen. More as they come in.
Read More Apple's explosive Q2 2021: What the analysts are saying
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