Mark Gurman: What AirPods with cameras might do

"The cameras essentially act as eyes for the Siri digital assistant and aren’t designed to take photos or video."

6 Comments

Wedbush raises its Apple target $50 to Street-high $400

3 months ago

Published May 8, 2026 by Philip Elmer-DeWitt

Wedbush raises its Apple target $50 to Street-high $400

"We believe Apple is the sleeping tech giant about to see a major inflection point in growth as Cupertino is set to finally unveil its AI…

20 Comments

Premarket: Apple is green

3 months ago

Published May 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall St. Journal's "Dow Futures Climb as Investors Await Jobs Report" posted early Friday.

Report: Trump will bring Apple's Tim Cook to China next week

"The president himself is stoking corporate FOMO with offhand comments to executives he’s met recently, suggesting he’ll see them in Beijing."

10 Comments

Apple shares break $290 for a new record high

4 months ago

Published May 7, 2026 by Philip Elmer-DeWitt

Apple shares break $290 for a new record high

There’s a lot riding on this upcoming WWDC. Apple can’t afford to disappoint.

15 Comments

In the U.S., Apple's newest iPhones took all the top spots

4 months ago

Published May 7, 2026 by Philip Elmer-DeWitt

In the U.S., Apple's newest iPhones took all the top spots

From Michael Levin and Josh Lowitz' "82% of Newly Sold iPhones are Current Models - That’s a Record" posted Wednesday by Consumer Intelligence Research Partners.

One Comment

Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

4 months ago

Published May 7, 2026 by Philip Elmer-DeWitt

Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

"Key pillars to AAPL’s strategy included a) multi-year frameworks bundling volume bands; b) capacity prepayments; c) co-developed tooling; and d) embedded call/put optionality on volume." — Analyst Amit Daryanani