Wells Fargo catapults Apple target $50 to $275

"As a reminder, our call on Apple is focused on an anticipated strong upgrade cycle to be driven Apple Intelligence." — Analyst Aaron Rakers

15 Comments

Inviting friends-of-the-blog to Apple’s Q3 2024 Earnings Smackdown

1 year ago

Published July 23, 2024 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q3 2024 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Neil Cybart: Microsoft's fail could be Apple's win

"There are dozens (maybe hundreds) of Fortune 500 CEOs asking tough questions this week to their COOs (or equivalent) regarding their companies’ tech footprint and strategy."

17 Comments

Apple TV+ on a budget

1 year ago

Published July 23, 2024 by Philip Elmer-DeWitt

Apple TV+ on a budget

"Van Amburg and Erlicht make jokes about losing their jobs."

Premarket: Apple was red, turned green

From Barron's' "Nasdaq Leads Market Falls With Stock Futures Mixed After Big Tech Rebound" posted early Tuesday.

16 Comments

New spotlight on Microsoft's IT monopoly

1 year ago

Published July 22, 2024 by Philip Elmer-DeWitt

New spotlight on Microsoft's IT monopoly

Microsoft inherited IBM's iron grip on the federal and business markets and never let go.

27 Comments

Bloomberg: Time to unwind the 'Trump trade'

1 year ago

Published July 22, 2024 by Philip Elmer-DeWitt

Bloomberg: Time to unwind the 'Trump trade'

"People had gotten to the point where they were piling into the Trump trade – with it beginning to become a real narrative. I had thought that was way too soon." — Mischler Financial's Glen Capelo