Several positive catalysts are converging.
Apple's in the AI catbird seat
3 days ago
3 days ago"Apple is now in control of many relatively irreplaceable layers of consumer computing."
"When one brand delays a flagship launch, it opens a window of opportunity to fill that vacuum. Apple did just that." — Counterpoint's Tyler Graham
Read More The delayed launch of Samsung's Galaxy 26 gave Apple's iPhones a boost
Premarket: Apple is red
3 days ago
3 days agoFrom Reuters' "S&P 500, Nasdaq futures rise ahead of key data, Trump's China visit" posted early Wednesday.
"The United States is short power. We're short compute. We're short chips... I actually believe a new asset class will be buying futures of compute."
Read More BlackRock's Larry Fink: 'We just don't have enough compute'
"Until then, maybe think twice before answering a call on your iPhone."
Read More Fast Company: Apple must fix iPhone call recording
"Apple’s Tim Cook, who is also joining this China trip, has been a bit of an exception to the volatility rule, always keeping close enough to Trump to remain in his good graces, but never asking so much as to overextend his social capital."
Read More Trump's China trip: Apple and X are in, Nvidia is out
Premarket: Apple was red, turned green
4 days ago
4 days agoFrom Barron's' "Markets Drop Ahead of CPI Inflation Report as U.S.-Iran Stalemate Continues" posted early Tuesday.
"There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it."
Read More Horace Dediu: How Apple can turn the memory crisis to its advantage
Apple competes with Apple
5 days ago
5 days ago"Why would you buy a $349 iPad and a $249 keyboard when you can just get a MacBook Neo – with double the storage?"
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