"R&D expenses drove the majority of the year-over-year step-up in opex, with AAPL crediting the increase to higher infrastructure-related costs, headcount-related expenses and engineering program costs." — Analyst Amity Daryanani
Read More Evercore's Top 5 takeaways from Apple's fiscal Q1 2026 10-Q
8 months ago"The company needs more than a holiday season sales bump — it needs a path to leadership in the next era of computing."
"If you want an Android phone but don't want your friends to know you have and Android phone, well, this might be tempting."
Read More Honor flatters Apple with an orange imitation (video)
"Drilling into the small print, some items attract interest rates of up to 14.9% APR."
Read More U.K. Apple customers get a new way to pay for iPhone upgrades
A place for Apple traders and investors to share their best ideas.
8 months agoThis tale of gravity and peril came in over the transom today from friend-of-the-blog Neil Shapiro.
The Wall Street Journal's headline — and Mr. Market — got it wrong.
Read More Apple's got plenty of memory chips. What it lacks is access to the best foundries.
"Maybe we can ask this machine, 'Hey, what would Aristotle have said?'"
Read More Saturday Apple video: Steve Jobs anticipates genAI (1983)
While the iPhone 17 is seeing explosive demand, analysts are flagging supply-chain bottlenecks and a divisive Google AI partnership that one critic likens to Apple ‘selling its soul’.
Read More Apple blows past expectations and its shares fall. What gives?
Excerpts from the notes we've seen, including Morgan Stanley, Goldman Sachs, BofA and J.P. Morgan.
Read More Apple's blowout Q1 2026: What the analysts are saying
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