Bart Yee on Goldman Sachs is bullish on Apple's March quarter - 'Actually, that IMO can be a good move. Apple has Cook, his experience, his existing relationships, and his manner of dealing with world leaders including Trump. This allows Cook to address larger issues of domestic and international geopolitical nature while allowing Ternus to manage direct CEO issues during this transition, where Cook could stay on as Executive Chairman for as long as he is needed. Ternus then could begin dealing with whenever the end of Trump’s “reign” occurs and the next administration. Now Apple gets a CEO who is hardware and software driven, with I suspect much more focus on what drives Apple users, and then buyers. The coincidence of Cook ending his tenure as CEO with Apple’s 50th year and handing it over to a relatively young new CEO hardware veteran isn’t lost on those who understand the bigger picture. I’m confident that Ternus will have a very solid and more focused management group under him. We live in interesting times.'
on Premarket: Apple was green, turned red - 'Tim Cook has been a great leader. I hope Ternus can do as well.'
on Goldman Sachs is bullish on Apple's March quarter - 'I see they have kept Tim in charge of groveling before Trump.'
on Apple faces fines of up to $38 billion for stiffing Indian regulators - 'Honestly don’t know what to make of this. The market has seemed to shake it off right now. It would seem to make sense for Apple to want a court to rule on this issue before it submits the asked for information. Seems like every government wants to try to tell Apple how to run the App Store. Maybe because we know they all do such a bang up job at governing.'
on Premarket: Apple was green, turned red - 'Apple dropped a bombshell after markets closed today. Cook will move to Chairman of the Board, and John Ternus will take over as CEO, effective Sept 1 2026. Johnny Srouji was named “Chief Hardware Officer.”'
on Goldman Sachs is bullish on Apple's March quarter - 'Sounds like a good transition schedule. Cook stays with the company as Chairman. Ternus becomes CEO. Should be a fun WWDC'
on Goldman Sachs is bullish on Apple's March quarter - 'What happens next will be interesting. Ternus is 50yo, right? I was that age once…for about a year.'
on Apple faces fines of up to $38 billion for stiffing Indian regulators - 'India set to bite the hand that feeds it. If it’s their way or the highway, I vote for the highway.'
on Apple faces fines of up to $38 billion for stiffing Indian regulators - 'It’s like Lifetime Movie Network or Hallmark Channel. Same plot endlessly repeated.'
on Premarket: Apple was green, turned red - 'In Monday trading the major banks are pretty much on the green side of the line. JPMorgan Chase is up $5.25 or 1.72% at $315.64. Apple is up $1.96 at $272.19. Morgan Stanley’s Erik Woodring reportedly released a note talking up Apple at $300 per share by September. The firm’s current price target is $315. Cisco Systems is reportedly on track for a record close. The shares are up $1.94 or 2.25% at $88.19.'
on Goldman Sachs is bullish on Apple's March quarter - 'Apple will now have to handily beat $2.00 or we (investors) will be punished! Good to see credit given to Mac revenue, not just iPhone – This is real eps growth that should drive AAPL multiple up. The reference to ‘favourable forex’ on the other hand is kinda fake eps growth – that should only lift AAPL by its simple effect. But the market will do as it pleases on both points.'
on Premarket: Apple was green, turned red - 'Apple is up over 2% as of noon EDT. Everything else is red. Maybe this is another example of the Apple bank. Speculators are dumping other shares and buying AAPL for safety.'
on Mark Gurman: About that glow on the number 26 - 'Same! Long ago I started going with “Good to see you” when I see a vaguely familiar face.'
on Apple faces fines of up to $38 billion for stiffing Indian regulators - 'Ridiculous to think that Apple would provide financials. That info would leak in no time for the right price.'
on Premarket: Apple was green, turned red - 'I honestly didn’t expect green. Not to be negative, but I expect a “turns red” day. Hopefully not too red.'
on Neo isn't the only Mac that Apple can't build fast enough - '@Gregg Thruman You are right. I bought a Cube and thought it was a delight. I still do. Mine is upstairs packed away safely in its original box along with the Cinema Display I bought to go with it. I cannot bring myself to part with either of them. Sad but true. For anyone who does not recall the Cube just take a look at the video of the unveiling by Steve Jobs. Turn it upside down and a handle pops out which allows you to lift the entire computer out of its case and give you 360 degree access to every component. Fanless, compact and gorgeous. The Cube was, and is, a masterpiece. But it’s reputation was ruined by bad press regarding trivial nit lines which only affected a proportion of them. My one has none.'
on Saturday Apple video: Steve Jobs' hula hoop (1999) - 'This makes me deeply sad that Apple gave up on making its own WiFi hubs and seems to have similarly abandoned Time Capsule. In the meantime, I have found that Time Machine is also becoming somewhat less reliable.'
