"Apple is not an investment story. Apple is not a finance story. Apple is all about long-term advantage acquired by investing in hardware and customer experiences."
Read More Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)
Premarket: Apple was green, turned red
2 weeks ago
2 weeks agoFrom Reuters' "Nasdaq futures underpinned by strong AI forecasts; focus on earnings, data" posted early Tuesday.
"They used a high-margin cash generation machine to fund a low-margin leasing business — and took on the balance-sheet risk OpenAI didn't want to carry."
Read More Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance
Tim Cook stuck to his knitting
2 weeks ago
2 weeks ago"Though this focus sometimes led critics to allege that Cook was the wrong man for the job, in each case, he got the last laugh."
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom Reuters' "Wall St futures edge up on Mideast deal hopes; healthcare in focus" posted early Monday.
Mark Gurman: Apple is now a subscription
2 weeks ago
2 weeks ago"My initial impression is that Apple Upgrade could help power the company’s next trillion."
A place for Apple traders and investors to share their best ideas.
"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."
Read More NYT: The day Trump put Larry Ellison in charge of AI
“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok
"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."
Read More Saturday Apple video: Wall St. Journal (Get a Mac 2006)
8 Comments