"It’s the fourth price increase for Apple TV (formerly called Apple TV+) in four years."
"In three decades of investing in this company, I have never seen its prospects look brighter than they do today."
Read More Jerry Doyle: The Street's Bull Case Is Converging Toward $400
"For Nvidia, this past week might have been a turning point."
Read More Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago
"Edge devices were destined to stop compounding once penetration reached a certain level."
Read More Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom CNBC's "Stock futures are mixed as investors count down to Warsh’s Jackson Hole address" posted early Friday.
Rotating out of Apple
2 weeks ago
2 weeks ago"Investors have frequently rotated from software into chips, and sometimes vice versa, this year. But with both sectors surging ahead of the open Thursday, the money has to be moved somewhere."
"Apple’s iPhone 17 was the world's best-selling smartphone in Q2 2026, capturing 6% of global smartphone unit sales."
Evercore: 'The Little Mac That AI Can'
2 weeks ago
2 weeks ago"We view the new Mac mini as another example of Apple using its own silicon to push the Mac portfolio further into higher-value AI workflows." — Analyst Amit Daryanani
Apple event: Found in translation
2 weeks ago
2 weeks ago"In the U.S. and several other countries, Apple used 'Surprise and Shine' as its tagline for the event, but in other countries, the tagline isn't a literal translation."
Premarket: Apple is red
2 weeks ago
2 weeks agoFrom CNBC's "Nasdaq futures jump as Nvidia earnings lift chip stocks" posted early Thursday.
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