John Konopka on Apple touches 351.43, closes at $348.91, a record high - '@David I don’t think so. The earnings report is on Monday so there is likely a pause on Apple till then. Also the election is Tuesday which will likely overshadow any other news. Also, the AI stocks have been hit making Apple more of a safe haven. Google was down over 12% today. Intel was down ~20% after hours following a poor earnings report. I believe I heard that Meta did not report very well (could be wrong). Looks like there is enough angst out there to keep Apple afloat for a while. Plus the daily barrage of good news about new products coming out can’t hurt. Just one man’s opinion.'
on Apple's John Ternus talks touchscreen Mac (with product video) - '”The premium is nice but is the upgrade cycle shorter for iPads than for MacBook Pros?” I remember when the iPhone remained on the market for 15 months while Apple moved its launch date from July to September. Who’s to say Apple isn’t doing something similar next year?'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'Nah, probably is true…if you list it on eBay or similar.'
on Apple touches 351.43, closes at $348.91, a record high - 'So what’s the pattern? Tomorrow we’ll get some FUD, possibly Duo or Macbook Pro supply chain cuts, then some negative ‘color’ by Gurman, to take us into Monday’s earnings call. After that call, there’ll be a drop when all the “buy rumor/sell news” people cash out, and likely a slow decline with increasing holiday supply FUD. Then we’ll start to hear positive news based on actual holiiday sales, with a January run-up. There’ll be cashing out by the speculators who bought during this run-down, but the actual number of shares will continue to decline thanks to buy-backs and the buy-and-hold crowd. What am I missing?'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'Looks like they brought back the glowing Apple logo! 🙂'
on Apple touches 351.43, closes at $348.91, a record high - 'With the release of the Duo and the other devices recently, the earnings call ought to be quite interesting on Monday. On another note, here is the latest from the world of “Shorts”: Short interest was (116.327) Million as of August 14, 2026. 2.52 Short interest was (139.749) Million as of August 31, 2026. 3.53 Short interest was (128.753) Million as of September 15, 2026. 2.85 Short interest was (120.763) Million as of September 30, 2026. 3.02 Short interest was (131.591) Million as of October 15, 2026. 3.70'
on Apple touches 351.43, closes at $348.91, a record high - 'In AH aapl touched at least $351.98 even though yahoo shows $361.67 as the AH high. How do I know? Because I woke to a pleasant inbox surprise of a confirmation of 351.98. Cheers to the longs indeed.'
on Premarket: Apple is green - 'After GOOG yesterday, it’s AMZN today, the earnings of which seem to be spooking investors. You could see in AH activity, AMZN going down and simultaneously AAPL going up. Somebody’s waking up to the reality of mega Capex spending.'
on Premarket: Apple is green - 'When Tim Cook stepped down, his last official day was August 31, 2026. AAPL closed at $316.85. John Ternus took over the next day and since then AAPL has closed below that level briefly twice on, unsurprisingly, “buy the rumor, sell the news” Sept. 8th and 9th after the new iPhones event. After that, it’s been a slow but steady march upwards, buffeted a little by AI tech concerns that enswirls Apple from time to time. But if AAPL holds the $350.00+ levels today, AAPL will have risen +10.5%, achieved a number of ATCH’s, with earnings and directional Q1 FY2027 guidance still to be revealed. Tim could have waited a quarter to bow out but wisely and thoughtfully gave John a beautiful springboard of Ternus’ own making to launch from. Ternus didn’t hit the ground running, he was already in second gear and accelerating. His first laps have proven fast, with a few bumps and short pit stops for adjustments, but now he will settle in for long, measured, consistent laps while the team behind him is working on the next vehicles he will pilot and lead. The AAPL team has already banked and secured plenty of fuel with reserves already in waiting. The competition has poured most of their resources into exotic and promising but unproven fuels and built huge reservoirs for more, but they are nervously waiting for a mysterious fuel tanker and pipeline to arrive from beyond the horizon, unsure as to how much fuel it carries or can deliver, and whether it will be enough to keep them in the race, let alone to the finish line.'
on Premarket: Apple is green - 'Here’s an Apple investment I’d like to see – while Intel is not a state-of-the-art foundry, neither is the manufacture of memory chips. I’d like to see Apple do a multi-year deal with Intel to supply a certain percentage of their memory chip needs at a below current market price. Fabbed in the USA, of course. Even a below market price would still be highly profitable for Intel, and would buy them time to reestablish their mojo. It might also just give Apple a bit more leverage in negotiating contracts with their current suppliers if they perceive that a “hungry” Intel is coming for their bacon…'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'AAPL is practically buy me a new laptop today!'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'Gregg, The premium is nice but is the upgrade cycle shorter for iPads than for MacBook Pros? Besides that, this should be a nice boost for Apple’s Mac revenues once this has a full quarter to take effect.'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'To my mind, Apple is using the new Macbook as both a premium niche product and as a test. The new screen is beautiful and will be appreciated by content creators who can afford the laptop. It is not a mass market device, IMHO, because of the price, just as the Studio is not for the masses. Yet. Apple is still selling regular MacBook Pros. By adding touch to this device, Apple can now easily gauge just how excited people will be if touch does come to their mainstream devices. Having their cake and eating it too. So Apple.'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'I was interested in upgrading my new powerhouse MacBook Pro with M5 Max Chip, 48GB Ram & 2TB drive but the trade in is only $1,475!!!!! WTF?!? I still owe $2,391!!! Chat GPT says its worth $3,600 privately'
on Apple's John Ternus talks touchscreen Mac (with product video) - 'Morning, Neal, David. Nobody does self-cannibalizing better than Apple. It’s one of their superpowers.'
