Recent Comments

  • Robert Paul Leitao on Premarket: Apple is red - 'All four major indexes closed lower on the day as market sentiment moved south in afternoon trading following this week’s FOMC meeting. Morgan Stanley, Goldman Sachs, JPMorgan and BofA all hit new all-time highs today and bucked the overall market trend. Vertiv Holdings, a data center supplier, jumped exactly 6% to $317.58 while 85% of S&P 500 components ended lower on the day. Apple closed down $3.29 at $295.95. The six enterprises with the largest market caps in the land all closed lower on the day, including SpaceX, NVIDIA, and Apple.'
  • Gregg Thurman on IDC: Apple's iPhone will defy gravity in 2026 - 'Whatever demand there is, it won’t be for AI in and of itself, it will be for the capability that embedded AI provides to the OS and/or apps that people actually use.'
  • David Wilson on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'That way it can be either late if it shows up next year, or early and buggy if it shows up this year! It’s perfect for him.'
  • David Emery on Premarket: Apple is red - 'Reminds me of “Apple Store” vs “Microsoft Store” (at the Tysons Mall)'
  • Bart Yee on Premarket: Apple is red - 'Here’s an English language video reciting and expanding on the same article. Probably couldn’t see this criticism in mainland China: https://youtube.com/watch?v=1rxnNwecqBs&is=mWKbkCORi5vwNH1Y'
  • Bart Yee on Premarket: Apple is red - 'John, there was a Mac Daily News article quoting the below article from CTN News, is this it?: Apple Price Cuts Spark Sales Boom in China While Huawei Faces Empty Stores https://www.chiangraitimes.com/china/apple-price-cuts-in-china/ This is a good and very candid read. If accurate, Apple iPhones are still going strong in China while Huawei is floundering in the same space. Further, this article calls out Huawei’s financial reporting, physical stores being empty, social media bullying (orchestrated by the company or its governmental ties?) and Chinese consumers turning away from blind patriotic buying becoming a concerning trend. With fierce EV competition in China leading to price wars, another article said Xiaomi is losing $5600 per EV sold, trying to build market share at the cost of profits, a classic Chinese (and Android) move, no wonder there’s concern that Huawei’s foray into EV’s will not reverse its revenue and profit slides. Link sent to Phil for possible discussion and posting.'
  • Lou Falek on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Re: A tree fell in a dense forest, and no one heard it hit the ground. Did it make a sound? Well, it certainly made a vibration! If “sound” is defined as something that is perceived, and nothing was there to perceive it, then the answer is “No”.'
  • John Konopka on Premarket: Apple is red - 'Meanwhile Apple iPhone sales in China going very well while Huawei is suffering declines. (I posted this earlier with a link to the source but those posts disappeared.)'
  • Joseph Bland on Premarket: Apple is red - 'MSFT dropped 3.8% today, marking a (($555.45-$378.91)/555.45=) 31.8% (!) drop from its ATH earlier this year. It’s no wonder AAPL was pulled down in sympathy.'
  • David Emery on IDC: Apple's iPhone will defy gravity in 2026 - 'Mebbe. I still wonder if the actual Joe-Average-Consumer demand for AI is anywhere near as predicted by the Hyperscalers.'
  • Steven Philips on Premarket: Apple is red - 'Or put simply: Apple can really piss me off. But on balance I feel better about the company and it’s products than the alternatives.'
  • Gregg Thurman on Mark Gurman: Apple's AirPods with eyes pushed back one year - '”I guess he’s never worked” Right you are!'
  • Bill Donahue on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Gotta love it, predicting the release for updated versions of a product that doesn’t exist yet.'
  • Bill Donahue on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Especially when the “delay” is because Apple needed to develop visual-interpretation models. Which obviously they knew they needed to do it before they could immediately skip to shipping the new iPods.'
  • Bill Donahue on Premarket: Apple is red - 'I particularly like this: “Many customers aren’t evaluating Apple based on a single innovation. They’re evaluating the value of the entire relationship.” Which would be the reverse for how most analysts are interpreting Apple’s AI moves and announcements: evaluating Apple’s business and stock on “AI” (while conveniently refusing to clearly describe what they’re actually referring to when they toss around that term like a cudgel), rather than the value of the entire customer relationship.'
  • Joseph Bland on Premarket: Apple is red - '“Apple’s Latest AI Announcement Highlights a Mistake Most Founders Still Make” – Inc. on today’s Apple Stocks app. “Apple doesn’t just sell products. It builds relationships…. Apple’s latest WWDC announcements will undoubtedly spark conversations about AI, innovation, and the future of technology.   The more important lesson for founders is much simpler: The companies that create lifetime customers don’t view the sale as the finish line.  They view it as an introduction.”'
  • Joseph Bland on Premarket: Apple is red - 'AAPL hit $302.07 thus far (11:50 AM PDT). and has retreated to $295.20. For 5 market days thus far, that’s higher highs and higher lows, telegraphing a rebuilding process back towards the ATH of $317.40.'
  • Charles A. on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Gurman is saying that the “next-generation foldable phone” will be coming in 2027. Further down in the full article, which PED did not quote, Gurman states that the rumored first-generation foldable iPhone is still on track for launch later THIS year.'
  • Steven Philips on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'I don’t know that!'
  • Steven Philips on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'C’mon, Bart! The engineers just got tired of working 10 years to get a tiny project right. They just decided to go home and forgot to come back – for 5 years! Thus the delay. Simple! 🙂'
  • Steven Philips on Reading in a moving car make you sick? There's an Apple app for that. - 'Too many of Apple’s apps are unknown. And that’s just the KNOWN unknowns! 🙂 I was going to suggest they create a comprehensive guide, but maybe they do in their online OS manuals in the bookstore. I haven’t visited it in ages. Maybe it’s time.'
  • Romeo Esparrago on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'I’m betting on something happening some time beyond tomorrow. Like the Crab Shack permanent sign, “Free Beer Tomorrow!”'
  • Robert Paul Leitao on Premarket: Apple is red - 'The major market indexes are mixed as we approach the noon hour in the Big Apple. Our favorite equity named Apple is currently off $2.20 at $297.04. Broadcom is up $19.82 at $396.53. Morgan Stanley, a big financial name along with Goldman Sachs in the SpaceX IPO is up 2.76% at $226.93. GS is up 2.40% at $1,116.84. On the S&P 500 components trading in the red today outnumber components seeing higher share prices. Robinhood Markets is leading the index to a modest gain on the day. The shares are up 10.28% at $106.65. Applied Materials and Western Digital follow Robinhood on the leaderboard. On to afternoon trading!'
  • Joseph Bland on 'We rebuilt Siri from the ground up, literally, tore it to the ground' - 'Hi, Bart. I’m calling her Smart Siri….'
  • Joseph Bland on Premarket: Apple was green, turned red - 'Per Yahoo Finance, SPCX’s EPS is a minus. That makes its P/E literally infinity, since P/E defines the number of years, at the present averaged EPS, it would take at the present EPS to equal a stock’s market cap. Amazon, not that many years ago, frequently showed a P/E of infinity…. Just sayin’….'
  • Les Surdykowski on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Could be European and the question itself is fraught with deadly consequences.'
  • David Wilson on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Do you mean African swallows?'
  • David Wilson on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'To quote, or maybe just paraphrase, Gandalf from the Lord of the Rings movies, “A wizard is never late. He arrives precisely when he means to.” Gurman never knows when that is, but he’s certain it’s going to be late (or, as you say, buggy).'
  • Les Surdykowski on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'These sorts of philosophical musings incline me to start asking questions about wood, floating and swallows.'
  • David Wilson on Mark Gurman: Apple's AirPods with eyes pushed back one year - '“Finally,” the foldable phone is… Coming in the future! I was being sarcastic; it may or may not happen. It sure seems to be one of those mirages that’s always on the horizon, though, doesn’t it?'