From analyst Krish Sankar's Apple Investment Thesis; We rate AAPL Outperform given: (1) Services is a LT investable theme growing at an 18% revenue CAGR (FY18-21E)…
6 years agoBut following a 26% rise over the past three months, analyst Samik Chatterjee has taken Apple off J.P. Morgan's "Analyst Focus List."
Apple isn't just selling devices or services, says Cybart, it's selling user experiences.
Read More Neil Cybart: 'From where does Apple's ecosystem derive its power?'
Apple will miss the Street's estimates on Thursday, Munster predicts, but should come out of the "National Pandemic Adjustment Period" stronger than ever. From a note…
Read More Gene Munster: Apple's June quarter results will be messy
Loup Ventures’ Gene Munster tackles one of Big Tech’s enduring mysteries.
Read More Apple's income is 5X Amazon's. Why are their valuations nearly equal?
Bottom line: It's complicated.
Read More Regulating Silicon Valley: The view from 10,000 feet
A place for Apple traders and investors to share their best ideas—Q3 2020 earnings edition. For those who missed it, here are CNBC's Halftime Report traders…
Enter the bad boy of NYU's marketing department...
Read More Prof. Scott Galloway has a few questions for Apple's Tim Cook
From Axios' "Exclusive: Big Tech antitrust hearing gets new date" posted Saturday
Read More Tune in Wednesday for the CEOs Facebook, Google, Amazon and Apple












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