"Apple’s custom silicon lifts the floor more than the ceiling."
Read More Ars Technica: How Apple's N1 chip delivers the bandwidth
"Risks like the Vision Pro are exactly the kind that Apple needs to take to move the needle, and there’s no better sign for its future than its continued willingness to take them now."
Read More A defense of the Apple Vision Pro by Yale management prof who did not buy one
Premarket: Apple is red
1 week ago
1 week agoFrom Barron's' "Markets Struggling After Selloff. Stock Futures Falling as AI Volatility Persists." posted early Friday.
Timothy Smith: Fire Tim Cook
1 week ago
1 week ago"Boards fire CEOs for far less."
Inc. has its eye on Apple AI
1 week ago
1 week ago"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
Bart Yee: In defense of Tim Cook
1 week ago
1 week ago"I'll only say this once."
Premarket: Apple is green
1 week ago
1 week agoFrom CNBC's "Stock futures rally as Nvidia’s strong forecast reignites the AI trade" posted early Thursday.
"The gap between AAPL's S&P 500 weighting and institutional ownership widened in 3Q by 53bps Q/Q, more than any other large-cap tech stock. — Analyst Erik Woodring
Read More Morgan Stanley: Nvidia and Apple are the most underowned megacap tech stocks
"Cook's appearance at the dinner continues the CEO's charm offensive with the U.S. President, which has included donations, gifts, in-person dinners, and investments to keep on Trump's good side."
Read More Apple CEO breaks bread with Mr. Trump and Mr. Bone Saw
"Based on the recent corporate insider activity of 37 insiders, corporate insider sentiment is negative on the stock."
Read More Barclays sticks with its $230 Apple target, keeps Sell rating
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