Light footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
"Do you know what Google would give to have this market share on this model alone?"
Read More Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)
"The biggest spenders on GenAI infrastructure are already seeing real world improvements in their revenue growth and costs." — Analyst Laura Martin.
Read More Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.
"Apple says that when stretched, the open textile allows the users to peak at their iPhone display, meaning you'll be able to check notifications without removing your phone from the Pocket."
Read More New from Apple: A $230 pleated sock to carry your iPhone
5 months ago"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and manufacturing partners are still working on it."
From "The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster" which aired Monday on CNBC.
Read More Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)
"In recent years, China’s LGBTQ+ community has increasingly come under pressure as the Chinese Communist Party tightens its control over civil society and free expression."
Read More China's Cyberspace Administration orders Apple to remove two gay hook-up apps












15 Comments