From Reuters' "Wall St futures fall as chip stocks resume slide after Micron-led rally" posted early Friday.
Excerpts from the notes I've seen. More as they come in.
Read More Apple's summer price hikes: What the analysts are saying
The price hikes have landed
2 weeks ago
2 weeks ago“We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.” —…
Micron drives Apple's prices
2 weeks ago
2 weeks ago"Where once commentators spoke of an “Nvidia tax,” it has been replaced for large tech companies such as Apple with a 'Micron tax'"—or at least a memory toll."
Premarket: Apple is red
2 weeks ago
2 weeks agoFrom CNBC's "S&P 500 futures rise as Micron surges after earnings; Wall Street awaits key inflation reading" posted early Thursday.
"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan
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From "Apple’s New CEO Must Restore Company’s Design Edge: Power On" which aired Tuesday on Bloomberg TV.
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"The news pushes back on earlier concerns from analysts and leakers."
Read More Suppliers say the September launch of Apple's foldable iPhone is on
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom CNBC's "Stock futures are mixed ahead of Micron earnings; tech stocks rebound after sell-off" posted early Wednesday.
"We did something that I believe that most people told me you couldn’t do."
Read More Why Eddy Cue launched Apple TV witout any licensed content
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