Apple's brand value endures

Apple has once again claimed the top spot as the world's most valuable brand, with Kantar estimating its worth at a staggering $1.29 trillion — 12% of the value of the entire top 100 list.

Premarket: Apple is red

From Reuters' "US stock futures edge down ahead of commentary from Fed officials" posted early Tuesday.

Morgan Stanley: The gap has narrowed, but Apple remains underowned

"With Apple Intelligence execution offering an upside optionality for an acceleration of replacement cycles, we believe Apple will benefit from a multi-year iPhone refresh in the coming years." — Analyst Erik Woodring

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Mark Gurman: Giants created by Apple have come back to bite it

11 months ago

Published May 19, 2025 by Philip Elmer-DeWitt

Mark Gurman: Giants created by Apple have come back to bite it

"Companies like Uber Technologies Inc., Snap Inc., Meta Platforms Inc., Bumble Inc. and Spotify Technology SA only exist at the scale they do today because of the App Store."

3 Comments

Apple AI in 5,600 words

11 months ago

Published May 19, 2025 by Philip Elmer-DeWitt

Apple AI in 5,600 words

“This is a crisis,” says a senior member of Apple’s AI team.

Morgan Stanley: Buy the dip

"The probability that the market looks through such weakness and deems it temporary just went up because of the trade agreement with China." — Chief Investment Officer Michael Wilson.