"We view AAPL as a long-term earnings & free cash flow compounder with strong visibility into that growth that supports a premium valuation." — Analyst Michael Ng
Apple's frenemy on Wednesday reported a 95% drop in profits for Q2. Ma gave interviews before and after the earnings call.
Read More IDC's Bryan Ma: Foldables aren't going to move the needle for Samsung (videos)
From Lauren Tara LaCapra and Wayne Ma's "How the Partnership Between Apple and Goldman Sachs Soured" ($) posted Tuesday by The Information.
Read More Why Goldman Sachs nixed Tim Cook's Apple Card application
From Patrick McGee's "Apple’s Vision Pro headset attracts investors back to lacklustre sector" ($) posted Wednesday.
Read More Financial Times: Apple reignites investments in mixed reality
Developers complain that Apple's Vision Pro security requirements are "INSANE."
Read More Apple: Keep your Vision Pro locked away from family, friends, roommates
"While the payments pie is getting bigger, competition is getting stiffer."
"History shows that this kind of setup drives the greatest outperformance in Apple's stock in the day, week and month post-earnings." — Analyst Erik Woodring
Read More Morgan Stanley sees a setup for Apple's numbers to move materially higher
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