Bart Yee on Apple Earnings Smackdown: Final estimates Q3 2026 - 'MSFT is absorbing some of the sideline money generated over the last week of AI losses and from profit taking from Apple and META because it’s the next shiny thing that reported well. IMO, the market is shifting and rotating on the fly, desperately seeking the next momentum swing and stock. Each actively managed fund manager thinks they are always better at stock picking, algorithms writing, defensive and offensive move making (short and long positions), and know when to take profits and when to leave money run. That might be “true” but every fund manager is trying to anticipate each other and be there first, outwit the other, and get out before others can react. Considering the performance numbers below, it sure seems like a lot of frenzied (but management and load fee paid for) commotion for underperformance in the bulk of them, especially when compared to passive index funds which just buy and hold their indexes.'
on Apple Earnings Smackdown: Final estimates Q3 2026 - '@Steven Holy Cow, MSFT is up over 17%. Must have been great guidance. Looks like they are pulling up Oracle and Tesla and others. Not Apple. Probably this is people leaving the safety of Apple to pick up perceived bargains. Apple is down a little but volume is not extraordinary. Less than two hours to go to the close of trading.'
on Premarket: Apple is red - 'I’d question a 25 year cycle for data centers. Even the physical plant probably wears out faster. The server components certainly don’t last that long.'
on Joanna Stern: Apple leasing explained (video) - 'Smart move by Apple, having options can take the sting out of higher prices (even if one ends up purchasing outright), and mitigate affordability challenges.'
on Apple Earnings Smackdown: Final estimates Q3 2026 - 'Do you think Microsoft’s momentum will pull AAPL along or is it pulling cash from AAPL investments?'
on Apple Earnings Smackdown: Final estimates Q3 2026 - '” The main thing to watch for is the guidance. ” YAY Most everything discussed in these reports is backwards looking. I used to sweat over my spreadsheets, units, prices, regionality, product mix, etc, only to watch Apple’s guidance beat everyone for accuracy. Now I filter my reading to items that seem to support Apple’s guidance. Doing so has improved my understanding of Apple and cleared my mind of the inevitable noise. I’ve been asked why I don’t create product revenue estimates, I do. They are included in Apple revenue.'
on Apple Earnings Smackdown: Final estimates Q3 2026 - 'I think the results and guidance are going to be very good, although couched in comments about costs of chips and foreign exchange that may distract from the underlying exceptional position and strength that Apple is now demonstrating and will benefit from over the next 4-6 quarters, at least. So a short-term drop in stock price won’t surprise me, given what analysts seem to focus on or require, especially in terms of their AI “expectations” and narratives.'
on Premarket: Apple is red - 'Apple is off $6.27 or 1.85% at $331.92 and just hours ahead of earnings. Among the winners on the day is Microsoft with shares higher by $58.59 or 15% at $449.13 on strong revenue and earnings growth. The company is leading the DJIA higher this morning. In contrast, Meta is off $52.28 or 8.93% at $533.33 after disappointing the Street in yesterday’s earnings release. Close to the noon hour, all four major indexes are currently in the green.'
on Apple makes its second-largest acquisition for Israeli face-reading technology - '“Read my lips.” In sports, the pitcher and catcher always cover their mouth with their gloves while talking, and the football coaches cover their mouth with their clipboard. Now they’re going to have to cover their whole face.'
on Apple at $343.67: Flying above $5 trillion, again - 'Hey Robert, Thanks for your insights. I am a long term Apple holder. I really only sell if I am raising cash to maintain a healthy cash reserve in retirement. While I am interested in Apple’s short term movements, it usually doesn’t concern me unless I am thinking about doing some selling. I was just trying to get a feel for this quarter’s earnings. I get trailing earnings of $8.27. If Apple hits earnings around $1.95, then we are looking at trailing earnings of $8.65 with earnings growth of close to 25%. That would make this a really excellent quarter. I am just not sure what it will take for Apple to hold its gains, at least in the short term. In the long term, it means that Apple is growing into its share price so I am not concerned as much about that. There are some headwinds. Not releasing the AI software in Europe with an estimated 4-6 billion dollar hit to revenue as well as what will happen to revenues after all the price hikes take place. The price hikes should bolster revenues and earnings so there is a push pull there. I just wonder what the expectations are to help bolster the price short term. Marketwatch has Apple beating quarterly estimates by 6-17 cents in each of the past 4 quarters(I am not sure what estimates they are using though). After looking everything over, and this just a pure guess on my part, if Apple could report anything north of $2 that may be enough to keep the share price moving in the short term. But that is just my 2 cents.'
on Premarket: Apple is red - 'Apple taking it on the chin. Maybe a buying opportunity pre earnings?'
on Apple makes its second-largest acquisition for Israeli face-reading technology - 'I thought this happened in January 2026. Is the FT just late, or did the parties recently clear some regulatory hurdles allowing completion of the acquisition?'
on Joanna Stern: Apple leasing explained (video) - 'I like her more now! Plus, any girl that says she’s deeply in love with her MacBook gets my vote! Watch sales accelerate because the timing is good, pinched finances for many people will enable renewal of their Apple devices rather than sticking with them.'
