"Sorry bubble bears. This isn't 1999. Real customers. Real revenue. Real cycle."
Wednesday's results: The hyperscalers' revenge
2 months ago
2 months agoPremarket: Apple is green
2 months ago
2 months agoFrom the Wall Street Journal's "Oil Flirts With New Highs, Stock Futures Waver" posted early Thursday.
"Development of the features hasn’t gone entirely smoothly."
Read More Mark Gurman: Apple is playing catch-up in AI darkroom tools
Handicapping Apple's fiscal Q2 2026 earnings
2 months ago
2 months agoAll signs point to a record March quarter with double digit growth on the top and bottom lines.
Premarket: Apple is red
2 months ago
2 months agoFrom Barron's' "Stock Markets Face Biggest Test in Years. The Fed, Tech Earnings, and Oil Are Colliding." posted early Wednesday.
Probably the biggest one is that Tim Cook isn’t leaving the company. If Ternus needs to ask him a question like “How do I get Eddy Cue to dial it back a bit?”, he can just walk into his office.
Read More Macalope: Three reasons Apple's CEO switch has been so chill
UBS up Apple target $7 to $287
2 months ago
2 months ago“Apple’s ability to secure silicon and memory to meet iPhone demand has resulted in share gains." — Analyst David Vogt
WSJ: Sam Altman's AI math doesn't add up
2 months ago
2 months agoOpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones
Read More Nate B. Jones: Apple has made a hardware bet against cloud AI (video)
Premarket: Apple is green2 months ago
2 months agoFrom Reuters' "US stock index futures fall as Middle East stalemate keeps oil risks in focus" posted early Tuesday.
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