Greg Lippert on Premarket: Apple is red - 'Shocked AAPL dipped post Keynote.That never happens. 😉'
on Apple's WWDC26: What the analysts are saying - 'For the record, notes from Needham, BofA, and J.P.Morgan came in overnight. Woodring at Morgan Stanley raised his target to $360 from $330, according to TipRanks. I’ve asked to see the note. Any others I’ve missed?'
on KeyBanc: Apple Services is 'outgrowing sustainable growth' - 'I think ped30.com should not be promulgating the utter cluelessness of Brandon Nispel of Keybanc. We’ll be getting Rob Enderle back next.'
on Apple's WWDC26: What the analysts are saying - 'KeyBanc: “We saw: no clear signs of monetization of AI” Ummm, what about the truck loads of hardware that it will move?'
on Virtually live from Apple's WWWDC 2026 - 'https://9to5mac.com/2026/06/08/craig-federighi-details-apples-collaboration-with-google-for-siri-ai-in-ios-27/'
on Apple's WWDC26: What the analysts are saying - 'Greg, Upvoted. It would be silly for Apple to make the same mistake it made 2 years ago. My gut tells me to believe them this time. It also would be a bad way for Cook to leave and give Ternus a major headwind as he takes over the company. I would have to think that this thing works because I don’t think Cook would do this. JMO though. We will have to see. A couple of other thoughts. Maybe, some of the pessimism is related to being burned by Apple 2 years ago. So now maybe people are taking a more cautious approach since a consumer product isn’t ready to be released? Fool me once, shame on you, fool me twice, shame on me? With the share price action the past couple of weeks, it isn’t unusual that the share price fell at some point today. At least as of right now, I think the share price has held up ok. But there may be more downside to come.'
on 'We call it Siri AI', said Mike Rockwell, as Apple hit $317.40, a new intraday high - 'Yes, David. I agree today’s keynote presentation was an excellent presentation of Apple Intelligence and I look forward to the debut of the enhanced AI-related services over the coming months. Today’s announcements surpassed my very high expectations and expect what was announced today to be more fully reflected in the share price over the next 3 months to 6 months. In my view today’s announcements heighten Apple’s barriers to competition and widens the company’s economic moat. Consumers the world over now know what to expect from Apple this fall. I’m quite expected for the next few fiscal quarters as Apple monetizes today’s announcements.'
on Apple's WWDC26: What the analysts are saying - 'From the Senior Editor of no less than Pc World: Excerpt From “Apple’s new Siri just works. Why can’t Copilot?” Mark Hachman PCWorld https://apple.news/A5enAqWpFTOeW8ILU_zh2xQ This material may be protected by copyright. “Once again, Apple understands how to make it all come together…” “…One of Apple’s great strengths is its ability to frame the problem. Time and again, Apple showed how Siri could hunt down and discover the proper result to even a vague request, digging through messages and email. And Microsoft can do that! But instead of poring through stored messages, Microsoft’s Windows Recall used screenshots instead. Recall might have worked, but Microsoft fumbled the ball by not locking down the stored screenshots, which already had the smell of spyware from the beginning. In Apple’s ecosystem, slurping up that data is perceived as a positive. In the Windows world, however, people start grabbing torches and pitchforks. In Apple’s world, integrating Siri, which acknowledges a request and provides results, is seen as a good thing. But when Microsoft takes a user’s request for additional context and launches Copilot, it’s seen as an intrusion. Apple has one Siri; Microsoft has…many. Still, for all of the snark that Apple deserved for being late to the AI party, you have to give it credit for leaning heavily on what small, local, private AI models can do. The Windows world erupts when the operating system or Copilot flags a new feature or offers to help. But the new Siri, backed by Apple Intelligence, goes to show what Windows can and should look like—if Microsoft could ever pull it off.“'
on 'We call it Siri AI', said Mike Rockwell, as Apple hit $317.40, a new intraday high - 'And those that haven’t done their due diligence, haven’t done the research, haven’t done their homework, will interpret the selloff as a market rejection of Apple’s shiny new thing and fight over who gets to declare it a failure first. Let the count down begin: 10, 9, 8, 7, 6…..'
on Virtually live from Apple's WWWDC 2026 - 'Fair points, for sure, but Apple started Apple Maps in about 2009 and was barely in the Fortune 100 at the beginning of that year. They now have unlimited resources and seemingly started the AI race on equal footing with everyone, including Google. Car, Vision Pro and now AI show a decade plus of absolutely no ability to bring a product to market. Couple that with Gemini being the soul of Apple Intelligence and I’m left semi-nauseous. Federighi needs to follow Giannadrea out the door. That should be the first thing John Ternus does when he becomes CEO.'
on Apple's WWDC26: What the analysts are saying - 'Dear Brandon, SIRI is not an LLM! So it doesn’t compare to “others”. Gene, you’re moving onto shaky ground.'
on Gene Munster: 'Everything they showed at the keynote is effectively vaporware' - 'Very helpful discussion by all.Thanks. This keeps things in perspective. Still a fanboy of this website since before the Apple PED hosted LA conference. Must have been well over 10 years ago.'
on 'We call it Siri AI', said Mike Rockwell, as Apple hit $317.40, a new intraday high - 'Thats OK. I haven’t looked closely, but so far I haven’t seen anything in Siri AI that I would want to run on my M1 Max laptop. I’m still not interested in talking to computers, and I have no clue what I’d “talk” to Siri about.'
on 'We call it Siri AI', said Mike Rockwell, as Apple hit $317.40, a new intraday high - 'An old friend and very long-term fellow Apple shareholder texted me… just as AAPL’s share price went over a cliff… after hitting a new ATH. They asked, “why oh why does it always go down after these presentations?” They thought the presentation was excellent. MY RESPONSE: It was excellent. This “sell on the news” drop is just typical dark money stock manipulation driven by HFT A.I. algos. I will add, their playbook has nothing to do with Apple the company, and everything to do with Apple the trading opportunity. A tried and true strategy… by very short-term trading algorithms triggering other very short-term trading algorithms – manipulating the stock market with impunity. I will lay anyone odds that once it hits the so-called low-end of the new “trading range” – like clockwork, CNBC will invite talking heads that will say it is oversold. One thing is guaranteed. Apple will introduce new iPhones – and other products – this fall, with OS 27 running an all new A.I. driven SIRI. And it will be significant.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Upvoted. Most analysts miss the impact of long term support. Support and product quality increase the value of used iPhones (or just the value of keeping an iPhone). That has several benefits; 1) Less losses to Android. Indeed switching is net positive to iPhone. 2) Lower TCO 3) Robust new iPhone sales because selling an older one reduces the net price. 4) And now, with memory prices impacting Android, used iPhones become very price competitive in the mid to low-end.'
